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Schwab US TIPS ETF

713 hedge funds and large institutions have $10.7B invested in Schwab US TIPS ETF in 2022 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 257 increasing their positions, 312 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
713
Holders Change
-37
Holders Change %
-4.93%
% of All Funds
12.06%
Holding in Top 10
77
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.75%
% of All Funds
1.3%
New
69
Increased
257
Reduced
312
Closed
95
Calls
$5.38M
Puts
$1.17M
Net Calls
+$4.21M
Net Calls Change
+$103K
Name Holding Trade Value Shares
Change
Shares
Change %
SFP
301
Strategic Financial Planning
Texas
$1.47M -$5.41K -194 -0.4%
WCM
302
Washburn Capital Management
Florida
$1.45M -$36.4K -1,306 -2%
CFP
303
Curran Financial Partners
South Carolina
$1.43M -$376K -13,490 -21%
BSW
304
Buckingham Strategic Wealth
Missouri
$1.41M -$462K -16,536 -25%
CIP
305
Capital Insight Partners
Arizona
$1.41M -$279K -10,012 -17%
CWM
306
Capital Wealth Management
Rhode Island
$1.39M -$31.5K -1,128 -2%
Renaissance Technologies
307
Renaissance Technologies
New York
$1.39M -$13.8M -494,800 -91%
CAPTRUST Financial Advisors
308
CAPTRUST Financial Advisors
North Carolina
$1.34M +$99.3K +3,560 +8%
BFEC
309
Benjamin F. Edwards & Company
Missouri
$1.33M +$240K +8,610 +22%
XF
310
XML Financial
Maryland
$1.33M +$38.6K +1,382 +3%
CFA
311
CWS Financial Advisors
Michigan
$1.33M -$5.3K -190 -0.4%
DG
312
DMC Group
Alabama
$1.31M +$237K +8,452 +22%
NA
313
NewEdge Advisors
Louisiana
$1.31M -$57.1K -2,046 -4%
CAM
314
Cresset Asset Management
Illinois
$1.31M +$262K +9,394 +25%
KFS
315
Kaizen Financial Strategies
California
$1.3M -$528K -18,928 -29%
Betterment LLC
316
Betterment LLC
New York
$1.29M -$240K -8,586 -16%
TSW
317
Thompson Siegel & Walmsley
Virginia
$1.27M
LAS
318
Lloyd Advisory Services
Georgia
$1.26M +$25.5K +914 +2%
CRWM
319
Castle Rock Wealth Management
California
$1.26M -$88.1K -3,172 -7%
FLA
320
Financial Life Advisors
Texas
$1.26M
CA
321
Cambridge Advisors
Nebraska
$1.24M -$111K -3,974 -8%
FCIM
322
Fairview Capital Investment Management
California
$1.23M -$446 -16 -0%
SIA
323
Soltis Investment Advisors
Utah
$1.23M +$134K +4,800 +12%
ACA
324
Atlas Capital Advisors
Wyoming
$1.22M -$549K -19,678 -31%
NF
325
NTB Financial
Colorado
$1.22M -$263K -9,410 -18%