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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 %
SWM
301
Selective Wealth Management
Virginia
$65K +$112 +4 +0.2%
RMA
302
Roffman Miller Associates
Pennsylvania
$65K +$65K +2,300 New
IA
303
Independence Advisors
Pennsylvania
$61K +$61K +2,158 New
OPS
304
Orion Portfolio Solutions
Nebraska
$58K +$58K +2,062 New
LAS
305
Lloyd Advisory Services
Georgia
$55K +$55K +1,924 New
BBPWM
306
Blue Bell Private Wealth Management
Pennsylvania
$54K
SSB
307
Sandy Spring Bank
Maryland
$52K +$52K +1,824 New
AIC
308
Ameritas Investment Company
Nebraska
$52K +$52K +1,824 New
MA
309
MCF Advisors
Kentucky
$51K +$4.34K +152 +9%
PA
310
Procyon Advisors
Connecticut
$49K +$49K +1,714 New
IFAM
311
Institutional & Family Asset Management
Colorado
$48K
PFGIA
312
Patriot Financial Group Insurance Agency
Massachusetts
$48K +$17.7K +622 +58%
IA
313
IFP Advisors
Florida
$48K +$19.3K +696 +67%
LWM
314
Lenox Wealth Management
Ohio
$45K +$624 +22 +1%
GI
315
Gradient Investments
Minnesota
$45K +$6.32K +224 +16%
TFA
316
Toth Financial Advisory
Virginia
$42K +$13.7K +488 +48%
BFC
317
Bedel Financial Consulting
Indiana
$41K +$57 +2 +0.1%
Carson Wealth (CWM LLC)
318
Carson Wealth (CWM LLC)
Nebraska
$40K
CCP
319
Clarkston Capital Partners
Michigan
$40K +$1.29K +46 +3%
CTC
320
Central Trust Company
Missouri
$36K
EWA
321
Evolution Wealth Advisors
Florida
$36K +$36K +1,270 New
RFA
322
Reilly Financial Advisors
California
$35K
BAM
323
Bellevue Asset Management
Washington
$33K +$33K +1,154 New
HIA
324
Harbor Investment Advisory
Maryland
$31K +$31K +1,092 New
S
325
SignatureFD
Georgia
$24K +$618 +22 +3%