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Schwab US TIPS ETF
SCHP

Overview Fund Activity

317 hedge funds and large institutions have $4.61B invested in Schwab US TIPS ETF in 2019 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 123 increasing their positions, 93 reducing their positions, and 32 closing their positions.

Holders
317
Holders Change
+13
Holders Change %
+4.28%
% of All Funds
6.87%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.46%
New
50
Increased
123
Reduced
93
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.19B
2
AssetMark Inc
2
AssetMark Inc
California
$69.2M
3
FEG
3
Fund Evaluation Group
Ohio
$43.8M
4
NA
4
NextCapital Advisers
Illinois
$41.1M
5
JIP
5
JBJ Investment Partners
South Carolina
$10.1M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$554M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$141M
3
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$34.3M
4
MIH
4
Madison Investment Holdings
Wisconsin
$57.6M
5
Jane Street
5
Jane Street
New York
$2.79M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$2.19B 39,854,850 +2,669,078 +7%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$554M 10,066,446 -1,863,578 -16%
VOYA Investment Management
3
VOYA Investment Management
Georgia
$235M 4,265,795 +129,715 +3%
US Bancorp
4
US Bancorp
Minnesota
$204M 3,708,931 +93,515 +3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$141M 2,558,802 -786,095 -24%
UCFA
6
United Capital Financial Advisors
Texas
$102M 1,853,703 +44,167 +2%
WCM
7
Wealthcare Capital Management
Virginia
$71.6M 1,300,967 +25,869 +2%
AssetMark Inc
8
AssetMark Inc
California
$69.2M 1,258,078 +1,063,958 +548%
MIH
9
Madison Investment Holdings
Wisconsin
$57.6M 1,047,414 -543,789 -34%
Wells Fargo
10
Wells Fargo
California
$51.4M 934,014 +17,286 +2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$45.3M 823,427 -7,772 -0.9%
FEG
12
Fund Evaluation Group
Ohio
$43.8M 796,642 +796,642 New
NA
13
NextCapital Advisers
Illinois
$41.1M 746,608 +221,517 +42%
MIS
14
Morningstar Investment Services
Illinois
$40.6M 737,879 +8,382 +1%
UBS AM
15
UBS AM
Illinois
$35.1M 638,727 +55,420 +10%
Fifth Third Bancorp
16
Fifth Third Bancorp
Ohio
$34.3M 623,683 -785,881 -56%
Bank of America
17
Bank of America
North Carolina
$33.2M 604,510 +5,785 +1%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$28.6M 521,365 -50,320 -9%
Wealthfront Advisers
19
Wealthfront Advisers
California
$24.5M 445,301 -6,734 -1%
HWA
20
Heritage Wealth Advisors
Virginia
$22.7M 411,877 +2,023 +0.5%
BCI
21
Brinker Capital Investments
Pennsylvania
$20.6M 374,418 -264,787 -41%
Charles Schwab
22
Charles Schwab
California
$19.7M 358,061 +55,990 +19%
PI
23
PFS Investments
Georgia
$17.3M 314,039 +46,899 +18%
SB
24
Suntrust Banks
Georgia
$15.2M 276,077 -127 -0%
UBS Group
25
UBS Group
Switzerland
$15.1M 274,594 -26,623 -9%
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