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Schwab US TIPS ETF

696 hedge funds and large institutions have $9.54B invested in Schwab US TIPS ETF in 2022 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 196 increasing their positions, 320 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
696
Holders Change
+3
Holders Change %
+0.43%
% of All Funds
11.23%
Holding in Top 10
62
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.46%
% of All Funds
1%
New
110
Increased
196
Reduced
320
Closed
100
Calls
$16.7M
Puts
$508K
Net Calls
+$16.2M
Net Calls Change
+$15.2M
Name Holding Trade Value Shares
Change
Shares
Change %
IA
251
IFP Advisors
Florida
$1.76M -$506K -18,290 -22%
SFS
252
Sowell Financial Services
Arkansas
$1.72M +$272K +10,512 +19%
CST
253
Charles Schwab Trust
Nevada
$1.7M -$737K -28,452 -30%
VC
254
Vicus Capital
Pennsylvania
$1.65M +$40.7K +1,572 +3%
CFO
255
CVA Family Office
Colorado
$1.65M -$1.05M -40,686 -39%
FRA
256
FFG Retirement Advisors
Colorado
$1.65M +$1.65M +63,544 New
BSW
257
Buckingham Strategic Wealth
Missouri
$1.61M +$277K +10,704 +21%
BSB
258
Bangor Savings Bank
Maine
$1.6M -$630K -24,306 -28%
MFA
259
Mayflower Financial Advisors
Massachusetts
$1.58M -$832K -32,120 -34%
CA
260
CoreCap Advisors
Michigan
$1.58M +$21.7K +838 +1%
PFS
261
Prospera Financial Services
Texas
$1.58M -$8.96K -346 -0.6%
Kovitz Investment Group Partners
262
Kovitz Investment Group Partners
Illinois
$1.57M +$27.7K +1,070 +2%
EWM
263
Empirical Wealth Management
Washington
$1.56M -$265K -10,230 -15%
PIMG
264
Patriot Investment Management Group
Tennessee
$1.55M -$88.9K -3,348 -5%
VST
265
Van Strum & Towne
California
$1.54M -$51.8K -2,000 -3%
DG
266
DMC Group
Alabama
$1.54M +$263K +10,146 +21%
SA
267
SRH Advisors
Kansas
$1.54M -$15.7K -606 -1%
GGS
268
Galvin Gaustad & Stein
Arizona
$1.54M -$109K -4,218 -7%
TA
269
TrueWealth Advisors
Alabama
$1.54M +$347K +13,412 +29%
UCFA
270
United Capital Financial Advisors
Texas
$1.52M -$792K -30,586 -34%
FF
271
Friedenthal Financial
New Jersey
$1.51M -$45.4K -1,754 -3%
BWM
272
BCGM Wealth Management
Indiana
$1.51M -$12.4K -480 -0.8%
TCM
273
Tran Capital Management
California
$1.51M +$4.3K +166 +0.3%
WWM
274
Western Wealth Management
Colorado
$1.5M -$387K -14,960 -21%
HC
275
Hamilton Capital
Ohio
$1.5M