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Schwab US TIPS ETF

750 hedge funds and large institutions have $14.7B invested in Schwab US TIPS ETF in 2022 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 312 increasing their positions, 258 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
-14
Holders Change %
-1.83%
% of All Funds
11.87%
Holding in Top 10
80
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-15.79%
% of All Funds
1.27%
New
99
Increased
312
Reduced
258
Closed
103
Calls
$6.02M
Puts
$1.91M
Net Calls
+$4.11M
Net Calls Change
+$1.58M
Name Holding Trade Value Shares
Change
Shares
Change %
GEA
276
Glen Eagle Advisors
New Jersey
$2.25M -$224K -7,386 -9%
TSS
277
Two Sigma Securities
New York
$2.25M +$2M +65,876 +817%
FANJ
278
Financial Architects (New Jersey)
New Jersey
$2.24M +$469K +15,436 +26%
CF
279
Centaurus Financial
California
$2.23M +$1.23M +40,664 +123%
BAM
280
Baldrige Asset Management
Pennsylvania
$2.23M +$108K +3,570 +5%
SFA
281
Sequoia Financial Advisors
Ohio
$2.21M +$279K +9,176 +14%
IA
282
IFP Advisors
Florida
$2.2M +$1.46M +53,376 +200%
PWM
283
Perigon Wealth Management
California
$2.19M +$162K +5,342 +8%
MFA
284
Mayflower Financial Advisors
Massachusetts
$2.19M +$2.19M +72,056 New
LWAC
285
Laurel Wealth Advisors (California)
California
$2.18M -$7.32M -241,088 -77%
T
286
TNF
Montana
$2.15M -$1.79M -60,290 -45%
CMBA
287
C.M. Bidwell & Associates
Hawaii
$2.15M -$303K -9,988 -12%
WMR
288
Wealth Management Resources
Rhode Island
$2.14M -$749K -24,674 -26%
APP
289
Avantax Planning Partners
Iowa
$2.14M +$52.7K +1,736 +3%
IAN
290
Integrated Advisors Network
Texas
$2.11M +$177K +5,836 +9%
BEAM
291
Baker Ellis Asset Management
Washington
$2.09M +$220K +7,242 +12%
AFS
292
Annapolis Financial Services
Maryland
$2.07M +$22.5K +740 +1%
EWM
293
Elmwood Wealth Management
California
$2.07M -$147K -4,840 -7%
BSW
294
Buckingham Strategic Wealth
Missouri
$2.04M -$5.04K -166 -0.2%
SCA
295
Stokes Capital Advisors
South Carolina
$2M +$28.3K +932 +1%
KFS
296
Kaizen Financial Strategies
California
$1.99M -$678K -22,344 -25%
CFP
297
Curran Financial Partners
South Carolina
$1.97M +$901K +29,666 +84%
BOC
298
Bull Oak Capital
California
$1.96M -$2.36M -77,754 -55%
SPAS
299
Spectrum Planning & Advisory Services
California
$1.95M -$1.38M -45,560 -42%
SS
300
Simplicity Solutions
Minnesota
$1.94M +$1.94M +63,746 New