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Schwab US TIPS ETF

488 hedge funds and large institutions have $10.7B invested in Schwab US TIPS ETF in 2020 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 221 increasing their positions, 105 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+59
Holders Change %
+13.75%
% of All Funds
8.66%
Holding in Top 10
58
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.83%
% of All Funds
1.03%
New
97
Increased
221
Reduced
105
Closed
33
Calls
$248K
Puts
$1.52M
Net Calls
-$1.27M
Net Calls Change
+$63K
Name Holding Trade Value Shares
Change
Shares
Change %
PK
451
Pflug Koory
Nebraska
$16K
CAAS
452
Capital Asset Advisory Services
Michigan
$11K +$9.1K +288 +480%
APWA
453
Atlas Private Wealth Advisors
New Jersey
$11K +$11K +370 New
SIM
454
Sonora Investment Management
Arizona
$9K -$48.4K -1,604 -84%
JCM
455
Jacobi Capital Management
Pennsylvania
$9K -$4.59K -148 -34%
DI
456
Disciplined Investments
Oklahoma
$9K
OIA
457
Optimum Investment Advisors
Illinois
$9K
CA
458
Clearstead Advisors
Ohio
$8K
CWA
459
Core Wealth Advisors
Florida
$8K
RCA
460
Ranch Capital Advisors
Florida
$8K
BFG
461
Baron Financial Group
New Jersey
$7.26K -$8.44K -272 -54%
LS
462
Leelyn Smith
Illinois
$7K +$471 +16 +7%
HFS
463
Hantz Financial Services
Michigan
$6K
HCM
464
Horrell Capital Management
Arkansas
$5K
FMP
465
Financial Management Professionals
Texas
$4K +$131 +4 +3%
RA
466
Reby Advisors
Connecticut
$4K +$4K +126 New
BCWM
467
Bartlett & Co Wealth Management
Ohio
$3.23K +$3.23K +104 New
APC
468
Aspire Private Capital
North Carolina
$3K -$273 -10 -8%
TFGT
469
TS Financial Group (TSFG)
Illinois
$3K
RCA
470
Rowland Carmichael Advisors
Arizona
$3K
CFN
471
Cordasco Financial Network
Florida
$3K
TFS
472
TrustCore Financial Services
Tennessee
$3K +$1.41K +46 +88%
HWA
473
HCR Wealth Advisors
California
$3K +$3K +86 New
SIAG
474
Safeguard Investment Advisory Group
California
$3K +$3K +104 New
BC
475
Bartlett & Co
Ohio
$3K +$3K +104 New