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Schwab US TIPS ETF
SCHP

Overview Fund Activity

304 hedge funds and large institutions have $4.44B invested in Schwab US TIPS ETF in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 97 increasing their positions, 113 reducing their positions, and 36 closing their positions.

Holders
304
Holders Change
+20
Holders Change %
+7.04%
% of All Funds
6.78%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.47%
New
60
Increased
97
Reduced
113
Closed
36
Calls
$298K
Puts
–
Net Calls
+$298K
Net Calls Change
-$26K

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$220M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$635M
3
WCM
3
Wealthcare Capital Management
Virginia
$67.9M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$44.3M
5
Wells Fargo
5
Wells Fargo
California
$48.8M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.98B
2
PAG
2
Pinnacle Advisory Group
Maryland
$1.9M
3
UBS Group
3
UBS Group
Switzerland
$16M
4
AIP
4
Almanack Investment Partners
Pennsylvania
$1.46M
5
MIH
5
Madison Investment Holdings
Wisconsin
$84.7M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.98B 37,185,772 -4,175,376 -10%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$635M 11,930,024 +2,811,308 +31%
VOYA Investment Management
3
VOYA Investment Management
Georgia
$220M 4,136,080 +2,861,208 +224%
US Bancorp
4
US Bancorp
Minnesota
$193M 3,615,416 -4,576 -0.1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$178M 3,344,897 +194,151 +6%
UCFA
6
United Capital Financial Advisors
Texas
$96.4M 1,809,536 -21,567 -1%
MIH
7
Madison Investment Holdings
Wisconsin
$84.7M 1,591,203 -247,522 -13%
Fifth Third Bancorp
8
Fifth Third Bancorp
Ohio
$75.1M 1,409,564 +160,218 +13%
WCM
9
Wealthcare Capital Management
Virginia
$67.9M 1,275,098 +1,274,765 +382,812%
Wells Fargo
10
Wells Fargo
California
$48.8M 916,728 +662,623 +261%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$44.3M 831,199 +831,199 New
MIS
12
Morningstar Investment Services
Illinois
$38.8M 729,497 -35,001 -5%
BCI
13
Brinker Capital Investments
Pennsylvania
$34M 639,205 -6,154 -1%
Bank of America
14
Bank of America
North Carolina
$31.9M 598,725 -21,948 -4%
UBS AM
15
UBS AM
Illinois
$31.1M 583,307 -51,618 -8%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$30.5M 571,685 -135,765 -19%
NA
17
NextCapital Advisers
Illinois
$27.9M 525,091 +183,402 +54%
Wealthfront Advisers
18
Wealthfront Advisers
California
$24.1M 452,035 +452,035 New
HWA
19
Heritage Wealth Advisors
Virginia
$21.8M 409,854 +409,854 New
Jane Street
20
Jane Street
New York
$17.2M 322,498 +312,850 +3,243%
Charles Schwab
21
Charles Schwab
California
$16.1M 302,071 +41,847 +16%
UBS Group
22
UBS Group
Switzerland
$16M 301,217 -671,894 -69%
Allianz Asset Management
23
Allianz Asset Management
Germany
$15.9M 298,500 -25,935 -8%
SB
24
Suntrust Banks
Georgia
$14.7M 276,204 -387 -0.1%
PI
25
PFS Investments
Georgia
$14.3M 267,140 +267,140 New
1
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