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Schwab US TIPS ETF

661 hedge funds and large institutions have $7.83B invested in Schwab US TIPS ETF in 2023 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 176 increasing their positions, 298 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+47
Holders Change %
+7.65%
% of All Funds
9.69%
Holding in Top 10
49
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2%
% of All Funds
0.72%
New
114
Increased
176
Reduced
298
Closed
63
Calls
$6.58M
Puts
$371K
Net Calls
+$6.21M
Net Calls Change
+$1.58M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
326
SignalPoint Asset Management
Missouri
$859K -$85.3K -3,268 -9%
SP
327
Stonebrook Private
Michigan
$856K +$856K +32,812 New
PB
328
Pinnacle Bancorp
Nebraska
$856K -$50.3K -1,926 -6%
ABC
329
Associated Banc-Corp
Wisconsin
$846K -$33.9K -1,298 -4%
AIM
330
AHL Investment Management
Florida
$845K
FCIM
331
Fairview Capital Investment Management
California
$804K -$234K -8,960 -23%
PIA
332
Panoramic Investment Advisors
Colorado
$804K +$1.51K +58 +0.2%
O3W
333
Omni 360 Wealth
New Jersey
$801K +$801K +30,698 New
FPAS
334
Focus Partners Advisor Solutions
Missouri
$790K +$7.99K +306 +1%
HWM
335
Horizons Wealth Management
North Carolina
$783K +$133K +5,080 +20%
MWM
336
Mattern Wealth Management
Kansas
$773K -$104K -3,992 -12%
C1AG
337
Client 1st Advisory Group
Florida
$764K -$332K -12,732 -30%
EWM
338
Empirical Wealth Management
Washington
$753K -$177K -6,774 -19%
CB
339
Commerce Bank
Missouri
$752K -$351K -13,440 -32%
CCM
340
Cambridge Capital Management
Illinois
$744K +$744K +28,504 New
JAG
341
Journey Advisory Group
Kentucky
$741K +$23.2K +890 +3%
CCM
342
Coldstream Capital Management
Washington
$738K -$72.3K -2,770 -9%
WP
343
WealthPLAN Partners
Nebraska
$731K -$2.26M -86,536 -76%
WKWM
344
Walter & Keenan Wealth Management
Indiana
$726K -$118K -4,510 -14%
LFA
345
Laraway Financial Advisors
Minnesota
$725K -$49K -1,876 -6%
AWA
346
Arkadios Wealth Advisors
Georgia
$722K +$28.7K +1,100 +4%
PFM
347
Phillips Financial Management
Indiana
$709K +$6.68K +256 +1%
CFA
348
CWS Financial Advisors
Michigan
$684K -$350K -13,410 -34%
AWA
349
Archvest Wealth Advisors
California
$683K +$683K +26,150 New
CA
350
Cambridge Advisors
Nebraska
$681K -$95.4K -3,654 -12%