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Schwab US TIPS ETF

379 hedge funds and large institutions have $7.02B invested in Schwab US TIPS ETF in 2019 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 168 increasing their positions, 90 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
+43
Holders Change %
+12.8%
% of All Funds
7.48%
Holding in Top 10
32
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+18.52%
% of All Funds
0.63%
New
82
Increased
168
Reduced
90
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HI
226
Hudock Inc
Pennsylvania
$454K +$23.6K +832 +5%
LFA
227
Landmark Financial Advisors
Kentucky
$443K +$186K +6,516 +72%
AFA
228
Arlington Financial Advisors
California
$435K +$16K +564 +4%
IAM
229
Integre Asset Management
New York
$434K +$5.09K +180 +1%
JWCA
230
J.W. Cole Advisors
Florida
$434K +$434K +15,320 New
FHC
231
First Heartland Consultants
Missouri
$426K +$62K +2,188 +17%
PWM
232
Perigon Wealth Management
California
$422K +$99.3K +3,486 +31%
NPT
233
Nixon Peabody Trust
Massachusetts
$421K +$1.13K +40 +0.3%
WWM
234
WT Wealth Management
Arizona
$421K +$2.49K +88 +0.6%
CA
235
Callahan Advisors
Texas
$418K -$322K -11,368 -43%
SPC
236
Sigma Planning Corp
Michigan
$406K +$32.5K +1,146 +9%
FAM
237
Formidable Asset Management
Ohio
$405K
PNC Financial Services Group
238
PNC Financial Services Group
Pennsylvania
$389K +$37.5K +1,324 +11%
SAM
239
SignalPoint Asset Management
Missouri
$381K -$32.2K -1,138 -8%
LJAC
240
L.J. Altfest & Co
New York
$359K +$1.82K +64 +0.5%
KA
241
Kovack Advisors
Florida
$358K +$358K +12,650 New
RVPG
242
Relative Value Partners Group
$353K
CAN
243
Cetera Advisor Networks
California
$350K -$68K -2,398 -16%
SBL
244
Sargent Bickham Lagudis
Colorado
$349K -$47.9K -1,694 -12%
MW
245
Marcum Wealth
Ohio
$345K +$345K +12,192 New
ECM
246
Evergreen Capital Management
Washington
$345K +$345K +12,200 New
SFS
247
Strategic Financial Services
New York
$344K -$12.5K -442 -4%
CFS
248
CRA Financial Services
New Jersey
$340K -$57.8K -2,042 -15%
WIC
249
Whitegate Investment Counselors
New Hampshire
$339K +$50.2K +1,774 +17%
3AM
250
3D Asset Management
Connecticut
$332K +$3.06K +108 +0.9%