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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 %
FCM
201
Firestone Capital Management
Florida
$642K +$642K +22,680 New
CWM
202
Cabot Wealth Management
Massachusetts
$632K -$168K -5,946 -21%
CI
203
Cordant Inc
Oregon
$629K +$629K +22,232 New
AWM
204
Aprio Wealth Management
Georgia
$627K +$627K +22,130 New
HR
205
Hardy Reed
Mississippi
$611K
TSS
206
Two Sigma Securities
New York
$610K +$610K +21,536 New
BSB
207
Bangor Savings Bank
Maine
$599K -$27.7K -978 -4%
RCA
208
Reitz Capital Advisors
Michigan
$595K -$4.25K -150 -0.7%
FCM
209
Fortis Capital Management
Washington
$585K +$585K +20,652 New
GM
210
GeoWealth Management
Illinois
$570K -$427K -15,100 -43%
BIA
211
Bigelow Investment Advisors
Maine
$566K -$49.9K -1,760 -8%
CIA
212
Capital Investment Advisors
Georgia
$556K -$16.8K -594 -3%
GCA
213
Gradient Capital Advisors
California
$552K
RIA
214
Realta Investment Advisors
Delaware
$530K +$107K +3,806 +25%
HWMG
215
Hurlow Wealth Management Group
Indiana
$524K +$41.7K +1,460 +9%
Stifel Financial
216
Stifel Financial
Missouri
$523K +$523K +18,372 New
SI
217
Stephens Inc
Arkansas
$513K
GJIC
218
Gamble Jones Investment Counsel
California
$510K
HFA
219
Huber Financial Advisors
Illinois
$508K -$7.02K -248 -1%
BJL
220
Brighton Jones LLC
Washington
$498K +$4.53K +160 +0.9%
BRWA
221
B. Riley Wealth Advisors
Florida
$486K +$1.02K +36 +0.2%
Koshinski Asset Management
222
Koshinski Asset Management
Illinois
$479K +$203K +7,170 +74%
SIAG
223
Signet Investment Advisory Group
Rhode Island
$477K +$119K +4,224 +33%
RF
224
RHS Financial
California
$471K +$121K +4,286 +35%
PMG
225
ProVise Management Group
Florida
$464K -$50.2K -1,776 -10%