SCHP icon

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 %
MFW
251
Mosaic Family Wealth
Missouri
$11K -$21.2K -820 -66%
CDIA
252
Capital Directions Investment Advisors
Georgia
$11K +$11K +400 New
AOWM
253
Alpha Omega Wealth Management
Virginia
$10K -$5.56K -200 -36%
JFA
254
JNBA Financial Advisors
Minnesota
$10K +$10K +360 New
WAP
255
Wealthcare Advisory Partners
Pennsylvania
$8K
FHA
256
Flagship Harbor Advisors
Massachusetts
$8K +$6.4K +232 +400%
SJIM
257
St. Johns Investment Management
Florida
$7K
CIR
258
Clear Investment Research
Georgia
$6K +$6K +216 New
SSB
259
Sandy Spring Bank
Maryland
$5K
SFM
260
Signet Financial Management
New Jersey
$5K
HCM
261
Horrell Capital Management
Arkansas
$4K
WSTAM
262
Wilbanks Smith & Thomas Asset Management
Virginia
$4K +$4K +140 New
CFGS
263
Concourse Financial Group Securities
Alabama
$4K +$4K +162 New
SWA
264
Sutton Wealth Advisors
Florida
$3.51K +$540 +20 +18%
SFSIG
265
San Francisco Sentry Investment Group
California
$3K
Barclays
266
Barclays
United Kingdom
$3K
MFT
267
Moisand Fitzgerald Tamayo
Florida
$3K
RFA
268
Reilly Financial Advisors
California
$3K +$3K +94 New
ADL
269
Asset Dedication LLC
California
$2K -$53K -2,224 -96%
PFGIA
270
Patriot Financial Group Insurance Agency
Massachusetts
$2K -$2.24K -92 -53%
FMP
271
Financial Management Professionals
Texas
$2K
S
272
SignatureFD
Georgia
$2K +$133 +4 +7%
Fidelity Investments
273
Fidelity Investments
Massachusetts
$2K +$2K +72 New
AF
274
Allworth Financial
California
$2K +$2K +76 New
LFG
275
LifePlan Financial Group
Ohio
$2K +$2K +88 New