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Schwab US TIPS ETF

661 hedge funds and large institutions have $7.83B invested in Schwab US TIPS ETF in 2023 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 176 increasing their positions, 298 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+47
Holders Change %
+7.65%
% of All Funds
9.69%
Holding in Top 10
49
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2%
% of All Funds
0.72%
New
114
Increased
176
Reduced
298
Closed
63
Calls
$6.58M
Puts
$371K
Net Calls
+$6.21M
Net Calls Change
+$1.58M
Name Holding Trade Value Shares
Change
Shares
Change %
MPM
226
Meritage Portfolio Management
Kansas
$2.18M -$626K -23,978 -22%
BWM
227
BCGM Wealth Management
Indiana
$2.18M -$114K -4,378 -5%
CNBTD
228
Citizens National Bank Trust Department
Mississippi
$2.17M -$37K -1,416 -2%
TA
229
TrueWealth Advisors
Alabama
$2.14M -$67.8K -2,598 -3%
LWM
230
LongView Wealth Management
Georgia
$2.13M +$2.13M +81,946 New
OAP
231
One Advisory Partners
Kansas
$2.12M +$109K +4,192 +5%
AF
232
Advisornet Financial
Minnesota
$2.12M -$946K -36,232 -31%
CL
233
Choreo LLC
Illinois
$2.1M -$401K -15,362 -16%
FFL
234
Financial Freedom LLC
Ohio
$2.09M -$1M -38,502 -33%
BPA
235
Beacon Pointe Advisors
California
$2.09M -$684K -26,200 -25%
PS
236
Principal Securities
Iowa
$2.06M +$2.06M +78,894 New
HKIM
237
Hayek Kallen Investment Management
Alabama
$2.04M -$655K -25,082 -24%
BFC
238
Blue Fin Capital
Rhode Island
$2.03M +$541K +20,738 +36%
PWS
239
Physician Wealth Solutions
Nevada
$2.02M +$2.02M +77,498 New
APP
240
Avantax Planning Partners
Iowa
$2.02M +$50.9K +1,952 +3%
CA
241
Corrado Advisors
New Jersey
$2M -$73.4K -2,812 -4%
PCM
242
Passive Capital Management
Maryland
$1.99M -$1.09M -41,616 -35%
PSA
243
Plum Street Advisors
Louisiana
$1.97M +$1.97M +75,670 New
KOC
244
Koss-Olinger Consulting
Florida
$1.95M +$1.15M +43,978 +143%
USCWA
245
U.S. Capital Wealth Advisors
Texas
$1.95M +$136K +5,218 +8%
KC
246
Kades & Cheifetz
Pennsylvania
$1.94M +$8.93K +342 +0.5%
LA
247
LVW Advisors
New York
$1.92M -$29.3M -1,124,316 -94%
SIA
248
Soltis Investment Advisors
Utah
$1.91M -$682K -26,116 -26%
CFA
249
Cahill Financial Advisors
Minnesota
$1.89M -$67.8K -2,596 -3%
SFS
250
Summit Financial Strategies
Ohio
$1.87M +$1.58M +60,470 +532%