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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 %
HWA
351
Heritage Wealth Advisors
Virginia
$673K -$20.9K -800 -3%
CIR
352
Clear Investment Research
Georgia
$670K +$74K +2,836 +12%
WAM
353
Walker Asset Management
Missouri
$651K
AWM
354
Axxcess Wealth Management
California
$637K -$848K -32,476 -57%
CAAS
355
Capital Asset Advisory Services
Michigan
$637K -$841K -32,224 -57%
ASN
356
Advisory Services Network
Georgia
$634K -$12.1K -464 -2%
Prudential Financial
357
Prudential Financial
New Jersey
$623K -$862K -33,028 -58%
CRWM
358
Castle Rock Wealth Management
California
$618K -$150K -5,782 -20%
CBFP
359
Cedar Brook Financial Partners
Ohio
$616K +$123K +4,720 +25%
CFGS
360
Concourse Financial Group Securities
Alabama
$614K +$111K +4,266 +22%
T
361
Tidemark
California
$609K +$609K +23,324 New
JCIA
362
Jackson Creek Investment Advisors
Colorado
$600K +$13.2K +504 +2%
GCA
363
Gradient Capital Advisors
California
$595K +$9.14K +350 +2%
OIM
364
Oder Investment Management
California
$591K -$133K -5,112 -18%
BFEC
365
Benjamin F. Edwards & Company
Missouri
$587K -$51.5K -1,976 -8%
SAG
366
SageView Advisory Group
California
$584K -$635K -25,138 Closed
HNB
367
Huntington National Bank
Ohio
$583K -$831K
UCFA
368
United Capital Financial Advisors
Texas
$578K -$132K -5,070 -19%
RWM
369
Revisor Wealth Management
Ohio
$568K -$634K -24,282 -53%
PRS
370
Pinkerton Retirement Specialists
Idaho
$568K +$7.93K +304 +1%
FIM
371
Fruth Investment Management
Texas
$566K -$60K -2,300 -10%
OWA
372
Octavia Wealth Advisors
Ohio
$559K +$217K +8,330 +64%
SC
373
Shearwater Capital
Colorado
$556K
JIP
374
Jaffetilchin Investment Partners
Florida
$552K +$104 +4 +0%
MLM
375
Mount Lucas Management
Pennsylvania
$541K +$541K +20,730 New