We are live on ! Find out more
SCHP icon

Schwab US TIPS ETF

244 hedge funds and large institutions have $1.5B invested in Schwab US TIPS ETF in 2017 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 112 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 17

155% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 44

21% more funds holding

Funds holding: 201244 (+43)

21% more capital invested

Capital invested by funds: $1.24B → $1.5B (+$262M)

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

6.33% more ownership

Funds ownership: 99.16%105.49% (+6.3%)

Holders
244
Holders Change
+43
Holders Change %
+21.39%
% of All Funds
5.53%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.27%
New
60
Increased
112
Reduced
44
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
26
Vigilant Capital Management
Maine
$7.98M +$813K +29,378 +11%
KBFS
27
Kohmann Bosshard Financial Services
Ohio
$7.94M +$1.19M +42,868 +18%
GC
28
Gilbert & Cook
Iowa
$7.74M +$3.51M +127,048 +83%
LPL Financial
29
LPL Financial
California
$7.53M +$737K +26,656 +11%
SWM
30
SeaCrest Wealth Management
New York
$6.63M +$6.61M +239,120 New
PFM
31
Peak Financial Management
Massachusetts
$6.62M +$3.92M +141,670 +146%
HighTower Advisors
32
HighTower Advisors
Illinois
$6.46M +$830K +30,012 +15%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$6.4M +$578K +20,886 +10%
BCI
34
Brinker Capital Investments
Pennsylvania
$5.71M +$301K +10,900 +6%
BWA
35
BlueSky Wealth Advisors
North Carolina
$5.62M +$275K +9,940 +5%
MCIA
36
Mountain Capital Investment Advisors
Colorado
$5.43M +$321K +11,618 +6%
SBL
37
Sargent Bickham Lagudis
Colorado
$5.03M -$3.5M -126,518 -41%
WP
38
WealthSource Partners
California
$4.98M +$3.2M +115,672 +180%
BL
39
BFSG LLC
California
$4.8M +$303K +10,940 +7%
IFS
40
Ifrah Financial Services
Arkansas
$4.64M +$68.9K +2,492 +2%
FWM
41
Frontier Wealth Management
Missouri
$4.4M -$2.97M -107,460 -40%
GC
42
Garde Capital
Washington
$4.36M +$514K +18,570 +13%
William Blair & Company
43
William Blair & Company
Illinois
$4.17M +$2.18M +79,000 +111%
MWA
44
MFA Wealth Advisors
Pennsylvania
$3.96M +$3.99M +144,294 New
AWM
45
Avior Wealth Management
Nebraska
$3.94M +$207K +7,500 +6%
LF
46
Lee Financial
Texas
$3.91M +$664K +24,022 +21%
AMG
47
Asset Management Group
Connecticut
$3.91M +$683K +24,690 +21%
Goldman Sachs
48
Goldman Sachs
New York
$3.9M -$1.04M -37,750 -21%
I
49
INVST
Indiana
$3.83M +$356K +12,862 +10%
FA
50
FDx Advisors
Illinois
$3.7M +$17.3K +626 +0.5%