SCHP icon

Schwab US TIPS ETF

764 hedge funds and large institutions have $15.4B invested in Schwab US TIPS ETF in 2021 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 354 increasing their positions, 143 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
764
Holders Change
+131
Holders Change %
+20.7%
% of All Funds
11.8%
Holding in Top 10
95
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+28.38%
% of All Funds
1.47%
New
190
Increased
354
Reduced
143
Closed
47
Calls
$2.94M
Puts
$421K
Net Calls
+$2.52M
Net Calls Change
+$558K
Name Holding Trade Value Shares
Change
Shares
Change %
BTWM
401
Baker Tilly Wealth Management
Wisconsin
$1.03M +$644K +20,492 +166%
AIM
402
AHL Investment Management
Florida
$1.02M +$1.02M +32,500 New
MWM
403
Mattern Wealth Management
Kansas
$1M +$1M +31,800 New
G
404
GenTrust
Florida
$998K +$5.14K +168 +0.5%
AIP
405
Ahrens Investment Partners
Louisiana
$978K +$133K +4,218 +16%
LWM
406
Laidlaw Wealth Management
New York
$968K +$968K +30,770 New
TFA
407
Teamwork Financial Advisors
Texas
$966K +$401K +12,758 +71%
WAM
408
Walker Asset Management
Missouri
$960K +$960K +30,518 New
AWA
409
Arkadios Wealth Advisors
Georgia
$956K +$898K +28,568 +1,544%
AWA
410
Aletheian Wealth Advisors
Washington
$945K +$945K +30,042 New
RG
411
Retirement Group
California
$941K +$7.04K +224 +0.8%
NA
412
NewEdge Advisors
Louisiana
$931K +$931K +29,588 New
BC
413
Burleson & Co
California
$929K -$39.6K -1,260 -4%
NL
414
NWAM LLC
Washington
$917K +$43.4K +1,380 +5%
CC
415
Callan Capital
California
$916K +$916K +29,128 New
GWM
416
GSB Wealth Management
Connecticut
$915K +$173K +5,510 +23%
FIM
417
Fruth Investment Management
Texas
$899K +$899K +28,600 New
PA
418
PFG Advisors
Arizona
$873K +$540K +17,174 +162%
CI
419
Cordant Inc
Oregon
$870K -$1.89K -60 -0.2%
BCI
420
Brinker Capital Investments
Pennsylvania
$866K +$2.2K +70 +0.3%
JWA
421
JFS Wealth Advisors
Pennsylvania
$855K
CIA
422
Capital Investment Advisors
Georgia
$852K +$16.8K +534 +2%
IA
423
IFP Advisors
Florida
$849K +$51K +1,602 +6%
AFA
424
Arlington Financial Advisors
California
$848K +$12.6K +400 +2%
FWP
425
Firethorn Wealth Partners
Georgia
$837K +$837K +26,628 New