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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 %
SNT
326
Security National Trust
West Virginia
$23K +$23K +826 New
ClearBridge Investments
327
ClearBridge Investments
New York
$21K
CIR
328
Clear Investment Research
Georgia
$20K
HPC
329
HM Payson & Co
Maine
$20K +$20K +700 New
TWA
330
TCI Wealth Advisors
Arizona
$19K -$18.4K -658 -49%
VFA
331
Valeo Financial Advisors
Indiana
$19K -$24 -18 -0.1%
LFG
332
LifePlan Financial Group
Ohio
$16K -$33.2K -1,138 -67%
BWM
333
BerganKDV Wealth Management
Minnesota
$15K +$15K +524 New
DI
334
Disciplined Investments
Oklahoma
$15K +$15K +528 New
PK
335
Pflug Koory
Nebraska
$14K +$4.17K +150 +42%
GWM
336
Geneos Wealth Management
Colorado
$13K
SFG
337
Sowa Financial Group
Rhode Island
$13K +$13K +446 New
CDIA
338
Capital Directions Investment Advisors
Georgia
$11K -$26K -946 -70%
AF
339
Allworth Financial
California
$11K +$8.85K +312 +411%
SL
340
Savior LLC
Massachusetts
$11K +$11K +398 New
GDP
341
Great Diamond Partners
Maine
$11K +$11K +400 New
CFA
342
Carroll Financial Associates
North Carolina
$10K
RCA
343
Ranch Capital Advisors
Florida
$8K +$8K +266 New
MAM
344
Meeder Asset Management
Ohio
$8K +$8K +270 New
FHA
345
Flagship Harbor Advisors
Massachusetts
$8K +$8K +282 New
CIAS
346
Capital Investment Advisory Services
North Carolina
$7K -$13.4K -478 -66%
TRCT
347
Tower Research Capital (TRC)
New York
$6K +$6K +200 New
ACA
348
Aptus Capital Advisors
Alabama
$5K
HCM
349
Horrell Capital Management
Arkansas
$5K
APC
350
Aspire Private Capital
North Carolina
$4K -$595 -22 -13%