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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 %
SC
276
Slow Capital
California
$1.69M -$118K -3,776 -7%
FHB
277
First Hawaiian Bank
Hawaii
$1.68M
BWM
278
Benchmark Wealth Management
Connecticut
$1.68M +$2.94K +94 +0.2%
VST
279
Van Strum & Towne
California
$1.67M +$1.67M +53,500 New
PWM
280
Perigon Wealth Management
California
$1.67M +$375K +11,996 +29%
PIMG
281
Patriot Investment Management Group
Tennessee
$1.65M -$124K -3,962 -7%
CWM
282
Capital Wealth Management
Rhode Island
$1.63M -$186K -5,930 -10%
Comerica Bank
283
Comerica Bank
Texas
$1.62M -$72.8K -2,312 -4%
LCM
284
Liberty Capital Management
Michigan
$1.61M +$69K +2,206 +4%
Betterment LLC
285
Betterment LLC
New York
$1.61M +$56K +1,790 +4%
WCM
286
Weik Capital Management
Pennsylvania
$1.6M +$39.7K +1,270 +3%
TCM
287
Tran Capital Management
California
$1.57M +$84.3K +2,694 +6%
SPAS
288
Spectrum Planning & Advisory Services
California
$1.56M +$1.56M +49,750 New
NAG
289
Northstar Advisory Group
New Jersey
$1.56M +$1.56M +49,750 New
CRWM
290
Castle Rock Wealth Management
California
$1.56M +$35.1K +1,106 +2%
AFS
291
Annapolis Financial Services
Maryland
$1.54M +$284K +9,076 +23%
ZF
292
Zhang Financial
Michigan
$1.53M +$317K +10,118 +26%
ACA
293
Atlas Capital Advisors
Wyoming
$1.52M +$315K +10,054 +26%
D
294
Diversified
Delaware
$1.51M +$599K +19,148 +66%
RWA
295
Redhawk Wealth Advisors
Minnesota
$1.51M +$1.51M +48,370 New
FLA
296
Financial Life Advisors
Texas
$1.47M
WP
297
WealthPLAN Partners
Nebraska
$1.46M +$587K +18,608 +67%
BA
298
Bennicas & Associates
California
$1.45M
NCMW
299
Northern Capital Management (Washington)
Washington
$1.45M +$9.51K +304 +0.7%
TSW
300
Thompson Siegel & Walmsley
Virginia
$1.43M