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Schwab US TIPS ETF

633 hedge funds and large institutions have $15B invested in Schwab US TIPS ETF in 2021 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 325 increasing their positions, 135 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+45
Holders Change %
+7.65%
% of All Funds
11.12%
Holding in Top 10
74
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+13.85%
% of All Funds
1.3%
New
85
Increased
325
Reduced
135
Closed
29
Calls
$2.61M
Puts
$645K
Net Calls
+$1.96M
Net Calls Change
+$1.6M
Name Holding Trade Value Shares
Change
Shares
Change %
TPCW
376
TD Private Client Wealth
New York
$627K +$23.5K +750 +4%
SP
377
Successful Portfolios
Florida
$626K -$8.26K -264 -1%
SIA
378
Strategic Investment Advisors
Michigan
$626K -$1.63K -52 -0.3%
TCA
379
Transcend Capital Advisors
New Jersey
$619K +$619K +19,534 New
HCM
380
Hengehold Capital Management
Ohio
$614K +$201K +6,420 +49%
WKWM
381
Walter & Keenan Wealth Management
Indiana
$610K -$39.6K -1,266 -6%
FAIM
382
Financial Advocates Investment Management
Washington
$592K -$123K -3,922 -17%
CWM
383
Cranbrook Wealth Management
Michigan
$580K +$2K +64 +0.3%
BAM
384
BTS Asset Management
Massachusetts
$573K -$145K -4,626 -20%
TFA
385
Teamwork Financial Advisors
Texas
$562K +$289K +9,242 +106%
WIC
386
Whitegate Investment Counselors
New Hampshire
$557K +$49.3K +1,574 +10%
CHA
387
Carmichael Hill & Associates
Maryland
$552K -$188 -6 -0%
FCH
388
Freestone Capital Holdings
Washington
$545K +$200K +6,376 +58%
VCP
389
Vista Capital Partners
Oregon
$526K -$52.6K -1,678 -9%
SGI
390
Summit Global Investments
Utah
$513K
MGIA
391
Moneta Group Investment Advisors
Missouri
$511K -$18.6K -594 -4%
LA
392
Latitude Advisors
Florida
$495K +$243K +7,770 +97%
PCMC
393
Private Capital Management (Colorado)
Colorado
$493K -$127K -4,052 -20%
AAM
394
Advisors Asset Management
Colorado
$493K +$42.3K +1,352 +9%
GCMG
395
Gyroscope Capital Management Group
Florida
$492K +$492K +15,720 New
IC
396
Innealta Capital
Texas
$484K +$83K +2,656 +21%
MC
397
Moors & Cabot
Massachusetts
$484K +$484K +15,448 New
CAS
398
Cascadia Advisory Services
Oregon
$483K +$483K +15,436 New
PAS
399
Park Avenue Securities
New York
$479K +$204K +6,516 +74%
LJAC
400
L.J. Altfest & Co
New York
$476K +$66.5K +2,122 +16%