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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 %
HNB
401
Huntington National Bank
Ohio
$598K -$737K
GWM
402
Grand Wealth Management
Michigan
$596K -$3.99K -154 -0.7%
WIA
403
World Investment Advisors
California
$592K +$15.2K +588 +3%
SWM
404
Selective Wealth Management
Virginia
$586K -$81.1K -3,132 -12%
LA
405
Latitude Advisors
Florida
$582K +$13.4K +516 +2%
HIC
406
Hartline Investment Corp
Illinois
$582K +$326K +12,584 +127%
DPIM
407
Duff & Phelps Investment Management
Illinois
$580K
FHB
408
First Hawaiian Bank
Hawaii
$578K
PFM
409
Phillips Financial Management
Indiana
$575K +$575K +22,208 New
FWP
410
Firethorn Wealth Partners
Georgia
$574K -$18K -696 -3%
CAG
411
Csenge Advisory Group
Florida
$573K -$3.32K -128 -0.6%
BMCM
412
Burns Matteson Capital Management
New York
$567K -$54.9K -2,120 -9%
AWM
413
Apollon Wealth Management
South Carolina
$562K -$17.4K -670 -3%
SC
414
Shearwater Capital
Colorado
$562K -$43.4K -56 -7%
RFG
415
Range Financial Group
Oregon
$550K -$68K -2,624 -11%
MLA
416
My Legacy Advisors
Oregon
$549K +$223K +8,598 +69%
CAC
417
Certified Advisory Corp
Florida
$522K -$51.1K -1,972 -9%
LNC
418
Lincoln National Corp
Pennsylvania
$521K +$31.7K +1,222 +6%
EF
419
Empowered Funds
Pennsylvania
$520K -$573K -22,266 -52%
WWP
420
WR Wealth Planners
Missouri
$516K -$35.6K -1,374 -6%
OWA
421
Octavia Wealth Advisors
Ohio
$511K -$44K -1,700 -8%
DWP
422
Destiny Wealth Partners
Florida
$502K
TPCW
423
TD Private Client Wealth
New York
$496K -$22.3K -860 -4%
MGIA
424
Moneta Group Investment Advisors
Missouri
$492K -$13.9K -538 -3%
Comerica Bank
425
Comerica Bank
Texas
$491K -$2.55K -98 -0.5%