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Schwab US TIPS ETF

282 hedge funds and large institutions have $3.97B invested in Schwab US TIPS ETF in 2018 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 120 increasing their positions, 80 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
+28
Holders Change %
+11.02%
% of All Funds
6.46%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.41%
New
43
Increased
120
Reduced
80
Closed
14
Calls
$247K
Puts
Net Calls
+$247K
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DWT
201
Dorsey & Whitney Trust
South Dakota
$219K
LFG
202
Larson Financial Group
Missouri
$217K +$5.83K +212 +3%
SWP
203
Stratos Wealth Partners
Ohio
$215K -$8.13K -296 -4%
DAS
204
Dynamic Advisor Solutions
Arizona
$213K +$213K +7,756 New
TFA
205
Toth Financial Advisory
Virginia
$211K -$3.84K -140 -2%
FMC
206
First Merchants Corp
Indiana
$208K
CHA
207
Carmichael Hill & Associates
Maryland
$208K
AWA
208
Alaska Wealth Advisors
Alaska
$208K +$208K +7,612 New
AG
209
Appleton Group
Wisconsin
$201K +$201K +7,306 New
PFBT
210
Parkside Financial Bank & Trust
Missouri
$153K
Bessemer Group
211
Bessemer Group
New Jersey
$148K -$198K -7,194 -57%
BBPWM
212
Blue Bell Private Wealth Management
Pennsylvania
$148K +$12.9K +470 +10%
Manulife (Manufacturers Life Insurance)
213
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$140K -$13K -476 -9%
CAPTRUST Financial Advisors
214
CAPTRUST Financial Advisors
North Carolina
$118K +$52.7K +1,926 +81%
BAM
215
Barrett Asset Management
New York
$105K
HDIM
216
Hanson & Doremus Investment Management
Vermont
$105K +$23.2K +846 +28%
DWM
217
Destination Wealth Management
California
$89K +$88.3K +3,208 +13,367%
RFC
218
Regions Financial Corp
Alabama
$89K +$89K +3,228 New
VNA
219
Valley National Advisers
Pennsylvania
$86K
APA
220
American Portfolios Advisors
New York
$80.3K -$16.9K -614 -17%
MCM
221
Mainstay Capital Management
Michigan
$71K +$10.2K +374 +17%
PA
222
Parallel Advisors
California
$70K +$2.51K +92 +4%
ADL
223
Asset Dedication LLC
California
$63K +$60.8K +2,226 +2,715%
GRP
224
Global Retirement Partners
California
$60K -$4.98K -180 -8%
PCTC
225
Perkins Coie Trust Company
Washington
$55K