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Schwab US TIPS ETF

693 hedge funds and large institutions have $9.54B invested in Schwab US TIPS ETF in 2022 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 230 increasing their positions, 306 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
693
Holders Change
-20
Holders Change %
-2.81%
% of All Funds
11.98%
Holding in Top 10
67
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-12.99%
% of All Funds
1.16%
New
70
Increased
230
Reduced
306
Closed
83
Calls
$3.54M
Puts
$2.54M
Net Calls
+$1M
Net Calls Change
-$3.2M
Name Holding Trade Value Shares
Change
Shares
Change %
JWA
376
JFS Wealth Advisors
Pennsylvania
$704K
OIM
377
Oder Investment Management
California
$703K +$2.54K +98 +0.4%
BAM
378
BTS Asset Management
Massachusetts
$696K -$18.8K -606 -3%
HWA
379
Heritage Wealth Advisors
Virginia
$689K
WAM
380
Walker Asset Management
Missouri
$678K
AWM
381
Aprio Wealth Management
Georgia
$672K +$102K +3,944 +18%
AIP
382
Ahrens Investment Partners
Louisiana
$670K +$12.6K +486 +2%
EH
383
Equitable Holdings
New York
$670K +$452K +17,456 +207%
HPC
384
HM Payson & Co
Maine
$663K +$663K +25,600 +142,222%
CFA
385
Cahill Financial Advisors
Minnesota
$655K -$76.9K -2,970 -11%
IP
386
Intellectus Partners
California
$654K -$8.71K -336 -1%
PWM
387
PRW Wealth Management
Massachusetts
$653K +$225K +8,700 +53%
CHA
388
Carmichael Hill & Associates
Maryland
$650K -$11.6K -446 -2%
WKWM
389
Walter & Keenan Wealth Management
Indiana
$641K +$28.5K +1,100 +5%
GJIC
390
Gamble Jones Investment Counsel
California
$638K
CWM
391
Concentric Wealth Management
California
$637K -$3.62K -140 -0.6%
BJL
392
Brighton Jones LLC
Washington
$628K +$7.3K +282 +1%
ZIMP
393
Zimmermann Investment Management & Planning
Pennsylvania
$624K -$3.84M -148,118 -86%
GWM
394
GSB Wealth Management
Connecticut
$620K +$19.4K +748 +3%
Invesco
395
Invesco
Georgia
$616K -$101K -3,892 -14%
JE
396
JMAC Enterprises
Pennsylvania
$615K -$3.27K -126 -0.5%
GCA
397
Gradient Capital Advisors
California
$610K -$13.8K -532 -2%
PJSIMP
398
P.J. Schmidt Investment Management (PJS)
Wisconsin
$599K -$77.7K -3,000 -11%
PCM
399
Penserra Capital Management
California
$599K +$343K +13,244 +134%
WOSD
400
WFA of San Diego
California
$598K -$2.23K -86 -0.4%