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Schwab US TIPS ETF

284 hedge funds and large institutions have $4.32B invested in Schwab US TIPS ETF in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 142 increasing their positions, 72 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
+2
Holders Change %
+0.71%
% of All Funds
6.5%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.39%
New
30
Increased
142
Reduced
72
Closed
26
Calls
$324K
Puts
Net Calls
+$324K
Net Calls Change
+$77K
Name Holding Trade Value Shares
Change
Shares
Change %
VNA
226
Valley National Advisers
Pennsylvania
$85K
APA
227
American Portfolios Advisors
New York
$81.7K +$2.81K +104 +4%
MCM
228
Mainstay Capital Management
Michigan
$71K +$866 +32 +1%
Carson Wealth (CWM LLC)
229
Carson Wealth (CWM LLC)
Nebraska
$70K +$57.3K +2,122 +451%
PA
230
Parallel Advisors
California
$68K -$1.52K -56 -2%
PNC Financial Services Group
231
PNC Financial Services Group
Pennsylvania
$61K +$56.5K +2,086 +1,242%
Northwestern Mutual Wealth Management
232
Northwestern Mutual Wealth Management
Wisconsin
$55K +$16.4K +610 +42%
PCTC
233
Perkins Coie Trust Company
Washington
$54K
KF
234
Krilogy Financial
Missouri
$54K +$54K +2,004 New
IAS
235
IMA Advisory Services
Colorado
$51K +$5.89K +220 +13%
PWAG
236
Polaris Wealth Advisory Group
California
$46K +$6.6K +242 +17%
BFC
237
Bedel Financial Consulting
Indiana
$45K +$39K +1,472 +651%
TWA
238
TCI Wealth Advisors
Arizona
$35K
OIA
239
Optimum Investment Advisors
Illinois
$32K +$32K +1,200 New
PO
240
Private Ocean
California
$28K +$4.58K +172 +20%
MA
241
MCF Advisors
Kentucky
$23K +$9.69K +364 +73%
CWA
242
Clarus Wealth Advisors
Arizona
$22K -$5.5K -200 -20%
AIM
243
Arcadia Investment Management
Michigan
$22K
SPIA
244
Steward Partners Investment Advisory
New York
$22K +$1.31K +48 +6%
WCM
245
Wealthcare Capital Management
Virginia
$18K
GWM
246
Geneos Wealth Management
Colorado
$16K
WCM
247
Whitener Capital Management
North Carolina
$15K +$15K +560 New
VFA
248
Valeo Financial Advisors
Indiana
$14K -$11.6K -450 -45%
MWM
249
MinichMacGregor Wealth Management
New York
$13K
RE
250
RBC Europe
United Kingdom
$11.1K