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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 %
EBA
326
Eagle Bay Advisors
New York
$1.15M +$909K +35,120 +376%
CWM
327
Capital Wealth Management
Rhode Island
$1.15M -$148K -5,718 -11%
FCIM
328
Fairview Capital Investment Management
California
$1.14M +$1.3K +50 +0.1%
SIA
329
Soltis Investment Advisors
Utah
$1.13M -$10.6K -410 -0.9%
LFP
330
Leeward Financial Partners
Washington
$1.11M
TDWM
331
Topel & Distasi Wealth Management
California
$1.1M
CAPTRUST Financial Advisors
332
CAPTRUST Financial Advisors
North Carolina
$1.08M -$166K -6,428 -13%
FIM
333
Freedom Investment Management
Connecticut
$1.08M +$1.08M +41,584 New
LWM
334
Laidlaw Wealth Management
New York
$1.05M -$4.98K -192 -0.5%
JCIA
335
Jackson Creek Investment Advisors
Colorado
$1.05M +$20.2K +780 +2%
SWM
336
SigFig Wealth Management
California
$1.04M +$18.3K +604 +2%
CFP
337
Cypress Financial Planning
New Jersey
$1.04M -$1.65M -63,726 -61%
RF
338
RHS Financial
California
$1.04M -$529K -20,418 -34%
PFGIA
339
Patriot Financial Group Insurance Agency
Massachusetts
$1.01M +$75.1K +2,900 +8%
ABC
340
Associated Banc-Corp
Wisconsin
$1.01M +$110K +4,246 +12%
CF
341
Centaurus Financial
California
$969K -$129K -4,984 -12%
CAM
342
Cresset Asset Management
Illinois
$968K -$243K -9,392 -20%
SAM
343
SignalPoint Asset Management
Missouri
$967K +$2.59K +100 +0.3%
DPI
344
Diversified Portfolios Inc
Michigan
$948K +$20.2K +780 +2%
OC
345
Oppenheimer & Co
New York
$943K +$362K +13,968 +62%
CIP
346
Capital Insight Partners
Arizona
$931K -$379K -14,640 -29%
CMBA
347
C.M. Bidwell & Associates
Hawaii
$928K -$813K -31,382 -47%
IAA
348
Independent Advisor Alliance
North Carolina
$921K +$921K +35,548 New
SW
349
Simplicity Wealth
New Jersey
$919K -$35.1K -1,356 -4%
SC
350
Slow Capital
California
$911K -$73.5K -2,838 -7%