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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 %
JCIA
376
Jackson Creek Investment Advisors
Colorado
$609K -$440K -16,998 -42%
GCA
377
Gradient Capital Advisors
California
$609K -$777 -30 -0.1%
WHCI
378
W.H. Cornerstone Investments
Massachusetts
$607K -$110K -4,200 -15%
WKWM
379
Walter & Keenan Wealth Management
Indiana
$604K -$36.3K -1,400 -6%
PFM
380
Phillips Financial Management
Indiana
$603K +$27.7K +1,070 +5%
WWM
381
WT Wealth Management
Arizona
$601K +$130K +5,036 +28%
WOSD
382
WFA of San Diego
California
$598K
CHA
383
Carmichael Hill & Associates
Maryland
$597K -$52.9K -2,042 -8%
Invesco
384
Invesco
Georgia
$596K -$19.9K -770 -3%
LPAM
385
Lodestar Private Asset Management
California
$594K +$594K +22,928 New
BMD
386
Better Money Decisions
New Mexico
$592K -$4.89M -188,782 -89%
AWMNH
387
Arcadia Wealth Management (New Hampshire)
New Hampshire
$581K +$581K +22,436 New
DPIM
388
Duff & Phelps Investment Management
Illinois
$580K
AWM
389
Aprio Wealth Management
Georgia
$570K -$102K -3,944 -15%
SC
390
Shearwater Capital
Colorado
$562K
AWM
391
Apollon Wealth Management
South Carolina
$555K -$7.35K -284 -1%
CAG
392
Csenge Advisory Group
Florida
$554K -$19.4K -748 -3%
SWM
393
Sugarloaf Wealth Management
Georgia
$540K +$540K +20,858 New
PFGIA
394
Patriot Financial Group Insurance Agency
Massachusetts
$535K -$472K -18,218 -47%
IWC
395
Integrated Wealth Concepts
Massachusetts
$534K +$58.2K +2,248 +12%
MOS
396
MGO One Seven
Ohio
$526K -$47.3K -1,826 -8%
RFG
397
RFP Financial Group
Georgia
$520K +$520K +20,096 New
HNB
398
Huntington National Bank
Ohio
$509K -$598K
DWP
399
Destiny Wealth Partners
Florida
$502K
HWM
400
Heirloom Wealth Management
Colorado
$484K +$484K +18,696 New