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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 %
Corient Private Wealth
301
Corient Private Wealth
Florida
$1.06M -$457K -17,528 -30%
PHIC
302
Pine Haven Investment Counsel
Massachusetts
$1.06M +$5.22K +200 +0.5%
SFS
303
Security Financial Services
Indiana
$1.06M +$15.8K +606 +2%
CM
304
Columbus Macro
Pennsylvania
$1.05M -$575K -22,016 -35%
LC
305
LCNB Corp
Ohio
$1.03M -$98.3K -3,768 -9%
TFP
306
Tilia Fiduciary Partners
North Carolina
$1.02M -$644K -24,660 -39%
M
307
MYeCFO
California
$993K +$49.9K +1,912 +5%
AFA
308
Arlington Financial Advisors
California
$987K +$6K +230 +0.6%
SF
309
Summit Financial
New Jersey
$984K -$573K -21,942 -37%
Betterment LLC
310
Betterment LLC
New York
$984K -$130K -4,990 -12%
BA
311
Bridge Advisory
California
$971K +$971K +37,222 New
FMC
312
First Merchants Corp
Indiana
$970K +$970K +37,160 New
SWM
313
SigFig Wealth Management
California
$956K +$77.1K +3,166 +9%
Koshinski Asset Management
314
Koshinski Asset Management
Illinois
$947K +$249K +9,548 +36%
RF
315
RHS Financial
California
$940K -$146K -5,600 -13%
CAPTRUST Financial Advisors
316
CAPTRUST Financial Advisors
North Carolina
$936K -$7.57K -290 -0.8%
NSG
317
Nalls Sherbakoff Group
Tennessee
$935K -$22.8K -872 -2%
LNC
318
Lincoln National Corp
Pennsylvania
$930K +$386K +14,806 +71%
OIA
319
OneDigital Investment Advisors
Kansas
$910K -$192K -7,364 -17%
VC
320
Veracity Capital
Georgia
$906K +$44K +1,686 +5%
FCI
321
Financial Counselors Inc
Kansas
$905K +$695K +26,620 +330%
MFA
322
Mayflower Financial Advisors
Massachusetts
$901K +$14.1K +540 +2%
BSW
323
Buckingham Strategic Wealth
Missouri
$895K -$402K -15,402 -31%
SAI
324
Savvy Advisors Inc
New York
$893K +$893K +34,230 New
AWS
325
Atria Wealth Solutions
New York
$865K -$47.2K -1,810 -5%