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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 %
BFEC
176
Benjamin F. Edwards & Company
Missouri
$873K -$11.4K -404 -1%
SP
177
Successful Portfolios
Florida
$867K -$172K -6,072 -17%
FAAS
178
First Allied Advisory Services
California
$862K +$16.6K +586 +2%
MAFM
179
Mid Atlantic Financial Management
Pennsylvania
$845K +$845K +29,848 New
CWM
180
Concentric Wealth Management
California
$830K +$830K +29,300 New
WP
181
WealthPLAN Partners
Nebraska
$817K -$66.5K -2,312 -8%
GWMIA
182
Global Wealth Management Investment Advisory
Florida
$806K +$252K +8,896 +45%
KWM
183
Kingsview Wealth Management
Oregon
$804K +$107K +3,774 +15%
SWM
184
SigFig Wealth Management
California
$790K -$6.51K -230 -0.8%
MOS
185
MGO One Seven
Ohio
$783K -$407K -14,400 -34%
CRWM
186
Castle Rock Wealth Management
California
$775K +$33.4K +1,162 +5%
EWA
187
Exencial Wealth Advisors
Oklahoma
$759K -$13.3K -470 -2%
ZF
188
Zhang Financial
Michigan
$744K -$21.2K -748 -3%
CSIC
189
Clifford Swan Investment Counsel
California
$737K
BSW
190
Buckingham Strategic Wealth
Missouri
$735K +$213K +7,510 +41%
BUB
191
BBVA USA Bancshares
Texas
$716K +$1.7K +60 +0.2%
DAS
192
Dynamic Advisor Solutions
Arizona
$708K +$108K +3,810 +18%
KAM
193
Knightsbridge Asset Management
California
$700K -$1.42K -50 -0.2%
GFPC
194
Global Financial Private Capital
Florida
$687K -$48K -1,694 -7%
CMBA
195
C.M. Bidwell & Associates
Hawaii
$682K -$13K -460 -2%
Invesco
196
Invesco
Georgia
$669K -$11.6K -410 -2%
CA
197
Continuum Advisory
Idaho
$668K +$11.8K +416 +2%
RG
198
Retirement Group
California
$653K +$653K +23,054 New
VCP
199
Vista Capital Partners
Oregon
$651K -$29.5K -1,042 -4%
DBRC
200
D.B. Root & Company
Pennsylvania
$644K +$644K +22,748 New