SCHP icon

Schwab US TIPS ETF

661 hedge funds and large institutions have $7.83B invested in Schwab US TIPS ETF in 2023 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 176 increasing their positions, 298 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+47
Holders Change %
+7.65%
% of All Funds
9.69%
Holding in Top 10
49
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2%
% of All Funds
0.72%
New
114
Increased
176
Reduced
298
Closed
63
Calls
$6.58M
Puts
$371K
Net Calls
+$6.21M
Net Calls Change
+$1.58M
Name Holding Trade Value Shares
Change
Shares
Change %
SGI
401
Summit Global Investments
Utah
$419K -$14.6K -558 -3%
CAM
402
Cobblestone Asset Management
Virginia
$416K -$813K -31,148 -66%
William Blair & Company
403
William Blair & Company
Illinois
$410K -$8.35K -320 -2%
BJL
404
Brighton Jones LLC
Washington
$407K +$3.71K +142 +0.9%
Bank of Montreal
405
Bank of Montreal
Ontario, Canada
$405K -$4.05M -154,646 -91%
AAS
406
Ameritas Advisory Services
Nebraska
$397K +$48.8K +1,878 +14%
WWM
407
WT Wealth Management
Arizona
$395K -$67K -2,568 -14%
KFP
408
KMG Fiduciary Partners
Ohio
$393K
B
409
Birchbrook
Maine
$393K +$393K +15,062 New
VFPW
410
Vantage Financial Partners (Wisconsin)
Wisconsin
$392K +$392K +15,026 New
CE
411
Cornerstone Enterprises
Wisconsin
$391K +$391K +14,992 New
MIAS
412
Mason Investment Advisory Services
Virginia
$391K
DP
413
Denver PWM
Colorado
$389K +$12.1K +466 +3%
IHWM
414
Iron Horse Wealth Management
Iowa
$387K -$43K -1,646 -10%
MA
415
MONECO Advisors
Connecticut
$384K -$13.1K -502 -3%
BC
416
Barrett & Company
Rhode Island
$384K -$11.5K -440 -3%
Invesco
417
Invesco
Georgia
$381K -$45.4K -1,740 -11%
MSFS
418
Main Street Financial Solutions
Pennsylvania
$381K -$84.4K -3,232 -18%
SPC
419
Sigma Planning Corp
Michigan
$380K -$1.02M -39,138 -73%
IAN
420
Integrated Advisors Network
Texas
$377K -$33.5K -1,282 -8%
WP
421
WealthSource Partners
California
$376K +$149K +5,714 +66%
AAM
422
Advisors Asset Management
Colorado
$370K -$54.5K -2,090 -13%
CAAM
423
Cornerstone Advisors Asset Management
Pennsylvania
$368K -$1.6M -61,144 -81%
HR
424
Hardy Reed
Mississippi
$363K
LEFP
425
Leading Edge Financial Planning
Tennessee
$353K -$373K -14,288 -51%