SCHP icon

Schwab US TIPS ETF

633 hedge funds and large institutions have $15B invested in Schwab US TIPS ETF in 2021 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 325 increasing their positions, 135 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+45
Holders Change %
+7.65%
% of All Funds
11.12%
Holding in Top 10
74
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+13.85%
% of All Funds
1.3%
New
85
Increased
325
Reduced
135
Closed
29
Calls
$2.61M
Puts
$645K
Net Calls
+$1.96M
Net Calls Change
+$1.6M
Name Holding Trade Value Shares
Change
Shares
Change %
AFP
226
Ausdal Financial Partners
Iowa
$2.83M +$495K +15,814 +21%
RSVP
227
Ramsay Stattman Vela & Price
Colorado
$2.76M +$157K +5,030 +6%
KFS
228
Kaizen Financial Strategies
California
$2.62M +$2.62M +83,570 New
APW
229
Aurora Private Wealth
New Jersey
$2.6M +$257K +8,208 +11%
CIP
230
Capital Insight Partners
Arizona
$2.58M -$436K -13,936 -14%
JCIA
231
Jackson Creek Investment Advisors
Colorado
$2.57M +$37.5K +1,200 +1%
BSB
232
Bangor Savings Bank
Maine
$2.54M
APW
233
Austin Private Wealth
Texas
$2.54M +$1.97M +63,056 +351%
IAA
234
Ironsides Asset Advisors
North Carolina
$2.53M
Kovitz Investment Group Partners
235
Kovitz Investment Group Partners
Illinois
$2.5M -$934K -29,850 -27%
EWM
236
Empirical Wealth Management
Washington
$2.48M +$510K +16,298 +26%
FNC
237
First National Corp
Massachusetts
$2.45M +$394K +12,600 +19%
VFM
238
Vivid Financial Management
California
$2.45M +$2.45M +78,306 New
WAP
239
Wealthcare Advisory Partners
Pennsylvania
$2.43M +$518K +16,540 +27%
CAM
240
Covenant Asset Management
New Jersey
$2.37M +$644K +20,578 +37%
CMBA
241
C.M. Bidwell & Associates
Hawaii
$2.36M -$25.9K -828 -1%
FCM
242
Fortis Capital Management
Washington
$2.34M +$135K +4,326 +6%
KFGK
243
Keystone Financial Group (Kentucky)
Kentucky
$2.34M +$343K +10,950 +17%
CF
244
Centaurus Financial
California
$2.34M +$1.45M +46,236 +162%
QAM
245
Q3 Asset Management
Michigan
$2.26M +$2.26M +72,226 New
IC
246
Intersect Capital
California
$2.25M +$1.09M +34,800 +94%
AA
247
AlphaMark Advisors
Kentucky
$2.17M +$362K +11,584 +20%
OWA
248
One Wealth Advisors
California
$2.12M +$2.12M +67,760 New
GEA
249
Glen Eagle Advisors
New Jersey
$2.11M +$1.19M +37,968 +129%
FCA
250
FLC Capital Advisors
California
$2.11M +$523K +16,704 +33%