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Schwab US TIPS ETF

750 hedge funds and large institutions have $14.7B invested in Schwab US TIPS ETF in 2022 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 312 increasing their positions, 258 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
-14
Holders Change %
-1.83%
% of All Funds
11.87%
Holding in Top 10
80
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-15.79%
% of All Funds
1.27%
New
99
Increased
312
Reduced
258
Closed
103
Calls
$6.02M
Puts
$1.91M
Net Calls
+$4.11M
Net Calls Change
+$1.58M
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
326
Security Financial Services
Indiana
$1.63M -$1.77M -58,400 -52%
WCM
327
Washburn Capital Management
Florida
$1.61M -$1.66M -54,564 -51%
NF
328
NTB Financial
Colorado
$1.61M -$1.55M -51,212 -49%
SFP
329
Strategic Financial Planning
Texas
$1.61M -$129K -4,240 -7%
YIA
330
YHB Investment Advisors
Connecticut
$1.59M -$3M -98,736 -65%
SWA
331
Stratos Wealth Advisors
Ohio
$1.57M -$1.45M -47,652 -48%
WCM
332
Weik Capital Management
Pennsylvania
$1.56M +$4.56K +150 +0.3%
LCM
333
Liberty Capital Management
Michigan
$1.56M
CWM
334
Capital Wealth Management
Rhode Island
$1.55M +$115K +3,786 +8%
PD
335
Planning Directions
Pennsylvania
$1.54M +$117K +3,840 +8%
Comerica Bank
336
Comerica Bank
Texas
$1.53M -$70.5K -2,374 -4%
MA
337
MJP Associates
Connecticut
$1.52M +$183K +6,018 +14%
SWM
338
Spire Wealth Management
Virginia
$1.51M +$797K +25,816 +112%
SC
339
Slow Capital
California
$1.51M -$125K -4,128 -8%
NA
340
NewEdge Advisors
Louisiana
$1.48M +$584K +19,258 +65%
CA
341
Cambridge Advisors
Nebraska
$1.47M +$70.7K +2,330 +5%
SB
342
Strategic Blueprint
Georgia
$1.46M +$3.46K +114 +0.2%
CFA
343
CWS Financial Advisors
Michigan
$1.45M -$208K -6,840 -13%
TCM
344
Tran Capital Management
California
$1.44M -$88.4K -2,912 -6%
CA
345
Cetera Advisors
Colorado
$1.44M +$89.3K +2,940 +7%
JCIA
346
Jackson Creek Investment Advisors
Colorado
$1.43M -$735K -24,210 -34%
CRWM
347
Castle Rock Wealth Management
California
$1.43M -$12.9K -438 -0.9%
BA
348
Bennicas & Associates
California
$1.41M
XF
349
XML Financial
Maryland
$1.4M +$10.9K +358 +0.8%
TSW
350
Thompson Siegel & Walmsley
Virginia
$1.38M