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Schwab US TIPS ETF

254 hedge funds and large institutions have $1.8B invested in Schwab US TIPS ETF in 2018 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 119 increasing their positions, 65 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+10
Holders Change %
+4.1%
% of All Funds
5.83%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.37%
New
35
Increased
119
Reduced
65
Closed
23
Calls
$247K
Puts
Net Calls
+$247K
Net Calls Change
+$247K
Name Holding Trade Value Shares
Change
Shares
Change %
APA
201
American Portfolios Advisors
New York
$97.1K -$2.63K -96 -3%
FRA
202
Front Row Advisors
California
$93K -$2.09K -76 -2%
PNC Financial Services Group
203
PNC Financial Services Group
Pennsylvania
$86K -$31.7K -1,156 -27%
VNA
204
Valley National Advisers
Pennsylvania
$86K -$3.67K -134 -4%
PWM
205
Perigon Wealth Management
California
$85K +$19.5K +710 +30%
HDIM
206
Hanson & Doremus Investment Management
Vermont
$82K +$5.83K +212 +8%
FWM
207
Focused Wealth Management
New York
$74K +$74K +2,688 New
PA
208
Parallel Advisors
California
$68K
CAPTRUST Financial Advisors
209
CAPTRUST Financial Advisors
North Carolina
$66K -$8.58K -310 -12%
GRP
210
Global Retirement Partners
California
$64K -$19.6K -718 -23%
MCM
211
Mainstay Capital Management
Michigan
$60K -$162 -6 -0.3%
KF
212
Krilogy Financial
Missouri
$55K -$939 -34 -2%
PCTC
213
Perkins Coie Trust Company
Washington
$55K
IWM
214
IHT Wealth Management
Illinois
$50K
IIC
215
Integrated Investment Consultants
Michigan
$45K +$45K +1,622 New
PFGIA
216
Patriot Financial Group Insurance Agency
Massachusetts
$42K +$9.97K +366 +31%
PWAG
217
Polaris Wealth Advisory Group
California
$40K +$40K +1,444 New
LGWM
218
Litman Gregory Wealth Management
California
$39K
TWA
219
TCI Wealth Advisors
Arizona
$36K -$288K -10,400 -89%
MFW
220
Mosaic Family Wealth
Missouri
$36K +$11.9K +438 +50%
SEI Investments
221
SEI Investments
Pennsylvania
$33K +$33K +1,190 New
VFA
222
Valeo Financial Advisors
Indiana
$32K
SP
223
SWS Partners
Ohio
$31K -$7.59K -276 -20%
MA
224
MCF Advisors
Kentucky
$30K +$20.3K +736 +210%
PO
225
Private Ocean
California
$23K +$3.11K +118 +16%