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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 %
SMG
276
Spectrum Management Group
Indiana
$206K +$206K +7,274 New
STB
277
S&T Bank
Pennsylvania
$203K -$319K -11,278 -61%
FCA
278
FLC Capital Advisors
California
$203K +$203K +7,154 New
CHA
279
Carmichael Hill & Associates
Maryland
$202K +$1.76K +62 +0.9%
GRP
280
Global Retirement Partners
California
$177K -$49.3K -1,744 -22%
FGAM
281
Financial Gravity Asset Management
Texas
$175K +$8.91K +314 +5%
PFBT
282
Parkside Financial Bank & Trust
Missouri
$157K
IAS
283
IMA Advisory Services
Colorado
$155K -$5.37K -190 -3%
Rockefeller Capital Management
284
Rockefeller Capital Management
New York
$137K +$121K +4,264 +740%
FANJ
285
Financial Architects (New Jersey)
New Jersey
$134K -$5.7K -202 -4%
CWM
286
Cedar Wealth Management
California
$128K -$69.8K -2,468 -35%
Citigroup
287
Citigroup
New York
$123K -$272K -9,610 -69%
PO
288
Private Ocean
California
$119K -$20.6K -724 -15%
Northwestern Mutual Wealth Management
289
Northwestern Mutual Wealth Management
Wisconsin
$119K +$85.4K +3,022 +254%
PA
290
Parallel Advisors
California
$102K +$26.8K +944 +36%
ICM
291
Islay Capital Management
Texas
$102K +$102K +3,610 New
MAM
292
Marquette Asset Management
Minnesota
$93K
SFS
293
Sowell Financial Services
Arkansas
$92K -$40.4K -1,424 -30%
FRA
294
Front Row Advisors
California
$89K +$3.98K +140 +5%
TL
295
TrueWealth LLC
Georgia
$85K +$85K +3,002 New
CFD
296
Creative Financial Designs
Indiana
$80K -$18.4K -646 -19%
APA
297
American Portfolios Advisors
New York
$78.5K -$7.02K -248 -8%
EP
298
Eudaimonia Partners
Tennessee
$70K +$70K +2,478 New
CFGS
299
Concourse Financial Group Securities
Alabama
$67K -$1.02K -36 -1%
BW
300
Bison Wealth
Georgia
$67K +$67K +2,356 New