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Schwab US TIPS ETF

633 hedge funds and large institutions have $15B invested in Schwab US TIPS ETF in 2021 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 325 increasing their positions, 135 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+45
Holders Change %
+7.65%
% of All Funds
11.12%
Holding in Top 10
74
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+13.85%
% of All Funds
1.3%
New
85
Increased
325
Reduced
135
Closed
29
Calls
$2.61M
Puts
$645K
Net Calls
+$1.96M
Net Calls Change
+$1.6M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
326
SignalPoint Asset Management
Missouri
$1.03M +$329K +10,534 +47%
GRP
327
Global Retirement Partners
California
$1.03M +$551K +17,600 +116%
G
328
GenTrust
Florida
$1.02M +$7.82K +250 +0.8%
Goldman Sachs
329
Goldman Sachs
New York
$994K +$634K +20,256 +176%
PD
330
Planning Directions
Pennsylvania
$988K +$252K +8,056 +34%
BC
331
Burleson & Co
California
$964K -$827K -26,442 -46%
RG
332
Retirement Group
California
$930K +$4.32K +138 +0.5%
OMC
333
Old Mission Capital
Illinois
$928K -$6.03M -192,734 -87%
PB
334
Pinnacle Bancorp
Nebraska
$918K +$188K +6,018 +26%
NL
335
NWAM LLC
Washington
$869K -$25.2K -804 -3%
CI
336
Cordant Inc
Oregon
$867K +$30.5K +976 +4%
BCI
337
Brinker Capital Investments
Pennsylvania
$860K -$10.7M -342,040 -93%
BCP
338
Blackhawk Capital Partners
Wisconsin
$860K -$195K -6,236 -19%
JWA
339
JFS Wealth Advisors
Pennsylvania
$851K -$557K -17,800 -40%
WOSD
340
WFA of San Diego
California
$845K -$37.6K -1,202 -4%
CC
341
Copperleaf Capital
North Carolina
$842K -$124K -3,976 -13%
AIP
342
Ahrens Investment Partners
Louisiana
$842K +$53.3K +1,704 +7%
HWA
343
Heritage Wealth Advisors
Virginia
$832K
AFA
344
Arlington Financial Advisors
California
$831K -$14.8K -472 -2%
CIA
345
Capital Investment Advisors
Georgia
$831K +$16.5K +528 +2%
CA
346
Cetera Advisors
Colorado
$825K -$878K -28,060 -52%
IA
347
IFP Advisors
Florida
$800K +$468K +14,670 +141%
CWM
348
Concentric Wealth Management
California
$794K
KJWM
349
Kiley Juergens Wealth Management
Washington
$781K +$781K +24,980 New
GJIC
350
Gamble Jones Investment Counsel
California
$771K +$208K +6,650 +37%