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Schwab US TIPS ETF

764 hedge funds and large institutions have $15.4B invested in Schwab US TIPS ETF in 2021 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 354 increasing their positions, 143 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
764
Holders Change
+131
Holders Change %
+20.7%
% of All Funds
11.8%
Holding in Top 10
95
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+28.38%
% of All Funds
1.47%
New
190
Increased
354
Reduced
143
Closed
47
Calls
$2.94M
Puts
$421K
Net Calls
+$2.52M
Net Calls Change
+$558K
Name Holding Trade Value Shares
Change
Shares
Change %
PFS
326
Prospera Financial Services
Texas
$1.83M +$1.83M +58,204 New
ASI
327
Advisory Services & Investments
Oregon
$1.83M -$33.1K -1,054 -2%
FFWA
328
FRG Family Wealth Advisors
Washington
$1.82M +$1.82M +57,890 New
D
329
Diversified
Delaware
$1.8M +$283K +8,994 +19%
SFP
330
Strategic Financial Planning
Texas
$1.8M -$59.5K -1,894 -3%
CA
331
Continuum Advisory
Idaho
$1.8M -$377 -12 -0%
BWM
332
Benchmark Wealth Management
Connecticut
$1.78M +$95.1K +3,024 +6%
SCA
333
Snowden Capital Advisors
New York
$1.77M +$1.77M +56,322 New
PIMG
334
Patriot Investment Management Group
Tennessee
$1.77M +$107K +3,416 +6%
PA
335
Parallel Advisors
California
$1.74M -$3.02K -96 -0.2%
CFA
336
CWS Financial Advisors
Michigan
$1.72M +$1.72M +54,530 New
SFS
337
Sowell Financial Services
Arkansas
$1.7M +$269K +8,556 +19%
VCM
338
Verde Capital Management
Michigan
$1.7M -$55.8K -1,774 -3%
SC
339
Slow Capital
California
$1.69M -$1.26K -40 -0.1%
FHB
340
First Hawaiian Bank
Hawaii
$1.69M
DG
341
DMC Group
Alabama
$1.68M +$1.68M +54,882 New
Comerica Bank
342
Comerica Bank
Texas
$1.65M +$72.5K +2,362 +5%
AF
343
Allworth Financial
California
$1.62M -$166K -5,280 -9%
LCM
344
Liberty Capital Management
Michigan
$1.62M -$4.4K -140 -0.3%
WCM
345
Weik Capital Management
Pennsylvania
$1.61M +$2.7K +86 +0.2%
MCM
346
Mengis Capital Management
Oregon
$1.6M -$207K -6,590 -11%
TCM
347
Tran Capital Management
California
$1.59M +$7.42K +236 +0.5%
AR
348
Apeiron RIA
Texas
$1.57M +$1.57M +49,816 New
Betterment LLC
349
Betterment LLC
New York
$1.56M -$60.4K -1,922 -4%
SB
350
Strategic Blueprint
Georgia
$1.51M +$1.04M +33,214 +223%