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Schwab US TIPS ETF

696 hedge funds and large institutions have $9.54B invested in Schwab US TIPS ETF in 2022 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 196 increasing their positions, 320 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
696
Holders Change
+3
Holders Change %
+0.43%
% of All Funds
11.23%
Holding in Top 10
62
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.46%
% of All Funds
1%
New
110
Increased
196
Reduced
320
Closed
100
Calls
$16.7M
Puts
$508K
Net Calls
+$16.2M
Net Calls Change
+$15.2M
Name Holding Trade Value Shares
Change
Shares
Change %
EH
326
Equitable Holdings
New York
$943K +$272K +10,518 +41%
IPW
327
Intergy Private Wealth
Colorado
$941K +$82.1K +3,172 +10%
TI
328
Truepoint Inc
Ohio
$935K +$502K +19,378 +116%
PHIC
329
Pine Haven Investment Counsel
Massachusetts
$921K +$16.4K +634 +2%
LFA
330
Laraway Financial Advisors
Minnesota
$900K -$10.5K -406 -1%
SAG
331
SageView Advisory Group
California
$897K +$897K +34,634 New
MWM
332
Mattern Wealth Management
Kansas
$878K +$3.21K +124 +0.4%
CRWM
333
Castle Rock Wealth Management
California
$878K -$356K -13,390 -29%
Koshinski Asset Management
334
Koshinski Asset Management
Illinois
$874K +$2.23K +86 +0.3%
CFP
335
Cypress Financial Planning
New Jersey
$859K -$187K -7,186 -18%
CWM
336
Capital Wealth Management
Rhode Island
$852K -$293K -11,334 -26%
FFL
337
Financial Freedom LLC
Ohio
$851K +$851K +32,860 New
PCM
338
Penserra Capital Management
California
$837K +$238K +9,200 +40%
AIM
339
AHL Investment Management
Florida
$830K -$5.54K -214 -0.7%
CWM
340
Centurion Wealth Management
Virginia
$825K +$825K +31,842 New
PRS
341
Pinkerton Retirement Specialists
Idaho
$813K +$69K +2,664 +9%
OC
342
Oppenheimer & Co
New York
$810K -$133K -5,132 -14%
LWAC
343
Laurel Wealth Advisors (California)
California
$802K -$400K -15,442 -33%
BFEC
344
Benjamin F. Edwards & Company
Missouri
$799K -$11.7K -450 -1%
AFA
345
Arlington Financial Advisors
California
$795K +$39.2K +1,514 +5%
CCM
346
Coldstream Capital Management
Washington
$758K +$758K +29,264 New
RF
347
RHS Financial
California
$750K -$288K -11,102 -28%
JAG
348
Journey Advisory Group
Kentucky
$746K
CPW
349
Catalyst Private Wealth
California
$745K
WWG
350
West Wealth Group
California
$743K -$2.83M -109,312 -79%