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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 %
PAG
351
Private Advisor Group
New Jersey
$743K -$261K -104,602 -26%
NA
352
NewEdge Advisors
Louisiana
$738K +$32.9K +1,504 +5%
FIM
353
Fruth Investment Management
Texas
$725K -$15.5K -600 -2%
PD
354
Planning Directions
Pennsylvania
$718K -$792K -30,564 -52%
Millennium Management
355
Millennium Management
New York
$708K -$2.2M -84,728 -76%
OIM
356
Oder Investment Management
California
$707K +$4.4K +170 +0.6%
SB
357
Strategic Blueprint
Georgia
$696K -$1.42M -54,646 -67%
PWMG
358
Pinnacle Wealth Management Group
Michigan
$689K -$20.7K -800 -3%
HWA
359
Heritage Wealth Advisors
Virginia
$689K
KOC
360
Koss-Olinger Consulting
Florida
$684K +$684K +26,424 New
AAS
361
Ameritas Advisory Services
Nebraska
$684K -$170K -6,552 -20%
ABC
362
Associated Banc-Corp
Wisconsin
$678K -$327K -12,646 -33%
RI
363
Rinkey Investments
California
$676K +$267K +10,292 +65%
DPI
364
Diversified Portfolios Inc
Michigan
$669K -$279K -10,780 -29%
WAM
365
Walker Asset Management
Missouri
$665K -$12.4K -480 -2%
LA
366
Latitude Advisors
Florida
$664K +$82.3K +3,180 +14%
BJL
367
Brighton Jones LLC
Washington
$652K +$23.9K +922 +4%
FHB
368
First Hawaiian Bank
Hawaii
$649K +$70.7K +2,730 +12%
AF
369
Allworth Financial
California
$645K -$181K -6,972 -22%
VWA
370
Visionary Wealth Advisors
Illinois
$643K +$643K +24,812 New
GJIC
371
Gamble Jones Investment Counsel
California
$638K
CWM
372
Concentric Wealth Management
California
$631K -$6.73K -260 -1%
HWM
373
Horizons Wealth Management
North Carolina
$630K +$542K +20,930 +619%
VCP
374
Vista Capital Partners
Oregon
$629K +$257K +9,934 +69%
TCM
375
Tradewinds Capital Management
Washington
$628K +$320K +12,350 +104%