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Schwab US TIPS ETF

316 hedge funds and large institutions have $5.2B invested in Schwab US TIPS ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 147 increasing their positions, 84 reducing their positions, and 26 closing their positions.

Holders
316
Holders Change
-1
Holders Change %
-0.32%
% of All Funds
6.87%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.48%
New
30
Increased
147
Reduced
84
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
26
UBS Group
Switzerland
$15.6M +$162K +5,752 +1%
BCI
27
Brinker Capital Investments
Pennsylvania
$15.6M -$5.51M -195,566 -26%
SB
28
Suntrust Banks
Georgia
$15.6M +$11.3K +400 +0.1%
MFGP
29
Marshall Financial Group (Pennsylvania)
Pennsylvania
$14.4M +$90.4K +3,212 +0.6%
FM
30
Foster & Motley
Ohio
$14.1M +$4.37M +155,314 +45%
BWA
31
Burt Wealth Advisors
Maryland
$13.8M +$157K +5,588 +1%
Allianz Asset Management
32
Allianz Asset Management
Germany
$13.3M +$10.2M +360,778 +319%
LA
33
LVW Advisors
New York
$13.3M +$5.22M +185,420 +64%
AssetMark Inc
34
AssetMark Inc
California
$12.7M -$58.1M -2,064,988 -82%
JIP
35
JBJ Investment Partners
South Carolina
$12.1M +$1.69M +60,106 +16%
HCM
36
Horan Capital Management
Maryland
$11.4M +$670K +23,814 +6%
LPL Financial
37
LPL Financial
California
$11.1M +$6.87K +244 +0.1%
RPG
38
Resource Planning Group
Georgia
$10.6M +$498K +17,690 +5%
Goldman Sachs
39
Goldman Sachs
New York
$9.28M +$5.32M +188,796 +134%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$8.85M -$22.8K -810 -0.3%
LFS
41
Lutz Financial Services
Nebraska
$8.39M +$4.29M +152,266 +104%
Morgan Stanley
42
Morgan Stanley
New York
$8.31M +$1.96M +69,502 +31%
MTC
43
Matrix Trust Company
Colorado
$7.99M +$7.99M +283,648 New
BL
44
BFSG LLC
California
$7.98M +$389K +13,832 +5%
PFM
45
Peak Financial Management
Massachusetts
$7.96M +$203K +7,196 +3%
KBFS
46
Kohmann Bosshard Financial Services
Ohio
$7.55M +$759K +26,976 +11%
APCM
47
Alaska Permanent Capital Management
Alaska
$7.48M +$1M +35,620 +15%
PI
48
PFS Investments
Georgia
$7.41M -$10.2M -363,646 -58%
HighTower Advisors
49
HighTower Advisors
Illinois
$7.2M +$150K +5,348 +2%
WAM
50
Wealthspire Advisors (Maryland)
Maryland
$7.09M -$12.4K -442 -0.2%