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Schwab US TIPS ETF

693 hedge funds and large institutions have $9.54B invested in Schwab US TIPS ETF in 2022 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 230 increasing their positions, 306 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
693
Holders Change
-20
Holders Change %
-2.81%
% of All Funds
11.98%
Holding in Top 10
67
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-12.99%
% of All Funds
1.16%
New
70
Increased
230
Reduced
306
Closed
83
Calls
$3.54M
Puts
$2.54M
Net Calls
+$1M
Net Calls Change
-$3.2M
Name Holding Trade Value Shares
Change
Shares
Change %
BA
301
Bennicas & Associates
California
$1.4M -$20.7K -800 -1%
FWM
302
Focused Wealth Management
New York
$1.4M +$533K +20,594 +61%
FANJ
303
Financial Architects (New Jersey)
New Jersey
$1.4M +$1.4M +53,956 New
WCM
304
Weik Capital Management
Pennsylvania
$1.39M -$24.3K -940 -2%
SFP
305
Strategic Financial Planning
Texas
$1.39M +$20.9K +806 +2%
PA
306
Parallel Advisors
California
$1.37M -$144K -5,552 -9%
GRP
307
Global Retirement Partners
California
$1.36M -$466K -17,808 -26%
MIAN
308
Mariner Independent Advisor Network
Kansas
$1.34M +$1.34M +51,700 New
BSW
309
Buckingham Strategic Wealth
Missouri
$1.33M +$23.5K +906 +2%
WMR
310
Wealth Management Resources
Rhode Island
$1.31M +$71.7K +2,772 +6%
VCM
311
Virtue Capital Management
Tennessee
$1.3M +$526K +20,306 +68%
Betterment LLC
312
Betterment LLC
New York
$1.29M
DG
313
DMC Group
Alabama
$1.29M +$70K +2,678 +6%
CA
314
Cetera Advisors
Colorado
$1.28M -$135K -5,196 -10%
CFP
315
Curran Financial Partners
South Carolina
$1.26M -$67K -2,586 -5%
WFA
316
Websterrogers Financial Advisors
South Carolina
$1.23M +$198K +7,628 +19%
CFA
317
CWS Financial Advisors
Michigan
$1.23M +$415 +16 +0%
BIP
318
Blueprint Investment Partners
North Carolina
$1.22M -$946K -36,510 -44%
CRWM
319
Castle Rock Wealth Management
California
$1.2M +$28.2K +1,088 +2%
LWAC
320
Laurel Wealth Advisors (California)
California
$1.2M -$340K -13,126 -22%
GEA
321
Glen Eagle Advisors
New Jersey
$1.2M -$342K -13,222 -22%
TA
322
TrueWealth Advisors
Alabama
$1.19M +$660K +25,484 +125%
TSW
323
Thompson Siegel & Walmsley
Virginia
$1.18M
FLA
324
Financial Life Advisors
Texas
$1.17M
CA
325
Cambridge Advisors
Nebraska
$1.15M