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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 %
FNC
276
First National Corp
Massachusetts
$1.49M -$299K -11,452 -17%
MCM
277
Mengis Capital Management
Oregon
$1.48M -$20.9K -800 -1%
BCM
278
Beaumont Capital Management
Massachusetts
$1.47M
TSS
279
Two Sigma Securities
New York
$1.4M +$1.4M +53,646 New
BWM
280
Benchmark Wealth Management
Connecticut
$1.4M -$497K -19,056 -26%
SA
281
SRH Advisors
Kansas
$1.37M -$163K -6,252 -11%
TCM
282
Tran Capital Management
California
$1.35M
Janney Montgomery Scott
283
Janney Montgomery Scott
Pennsylvania
$1.35M +$68K +2,606 +5%
FF
284
Friedenthal Financial
New Jersey
$1.34M +$10.1K +386 +0.8%
ASI
285
Advisory Services & Investments
Oregon
$1.32M +$916K +35,106 +227%
HCM
286
Hutchinson Capital Management
California
$1.3M -$4.69M -179,624 -78%
CST
287
Charles Schwab Trust
Nevada
$1.29M -$145K -5,568 -10%
CAG
288
Csenge Advisory Group
Florida
$1.29M +$349K +13,364 +37%
IPW
289
Intergy Private Wealth
Colorado
$1.27M +$90.3K +3,458 +8%
W
290
WealthCollab
Washington
$1.24M +$1.24M +47,424 New
BIA
291
Bigelow Investment Advisors
Maine
$1.21M -$232K -8,902 -16%
WI
292
WBI Investments
New Jersey
$1.21M -$133K -5,106 -10%
SFP
293
Strategic Financial Planning
Texas
$1.17M +$87.3K +3,344 +8%
PIMG
294
Patriot Investment Management Group
Tennessee
$1.16M +$176K +6,728 +18%
MWM
295
Maltin Wealth Management
New Jersey
$1.16M +$442K +16,932 +61%
SFS
296
Sowell Financial Services
Arkansas
$1.14M -$193K -7,408 -15%
LFP
297
Leeward Financial Partners
Washington
$1.11M
CWM
298
Circle Wealth Management
New Jersey
$1.08M -$801K -30,694 -43%
WCFA
299
Walkner Condon Financial Advisors
Wisconsin
$1.08M -$271K -10,398 -20%
WFA
300
Websterrogers Financial Advisors
South Carolina
$1.08M -$51.8K -1,984 -5%