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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 %
CWM
426
Cranbrook Wealth Management
Michigan
$486K +$2.07K +80 +0.4%
IWC
427
Integrated Wealth Concepts
Massachusetts
$476K -$49.3K -1,904 -9%
WWM
428
WT Wealth Management
Arizona
$471K -$150K -5,780 -24%
WFC
429
Western Financial Corp
California
$466K -$66.3K -2,558 -12%
IC
430
IEQ Capital
California
$449K -$673K -25,972 -60%
CBFP
431
Cedar Brook Financial Partners
Ohio
$448K +$60.9K +2,350 +16%
HWM
432
HB Wealth Management
Georgia
$447K -$61.2K -2,364 -12%
MHB
433
Midwest Heritage Bank
Iowa
$445K -$40.3K -1,554 -8%
CIA
434
Capital Investment Advisors
Georgia
$442K -$96.2K -3,718 -18%
GCA
435
Genesee Capital Advisors
New York
$439K +$8.08K +312 +2%
KWM
436
Keebeck Wealth Management
Illinois
$438K
SCA
437
Stokes Capital Advisors
South Carolina
$436K -$1.04M -40,200 -70%
TI
438
Truepoint Inc
Ohio
$433K
AL
439
ADE LLC
Maryland
$432K
BTW
440
Boston Trust Walden
Massachusetts
$425K +$25.9K +1,000 +6%
CWM
441
Cedar Wealth Management
California
$423K -$550K -21,238 -57%
MAG
442
Members Advisory Group
New York
$421K -$1.02M -39,080 -71%
SGI
443
Summit Global Investments
Utah
$418K -$1.09K -42 -0.3%
MIC
444
Means Investment Company
Maine
$416K +$89.8K +3,466 +28%
SP
445
Successful Portfolios
Florida
$414K -$62.8K -2,426 -13%
RI
446
Rinkey Investments
California
$414K +$9.32K +356 +2%
KFP
447
KMG Fiduciary Partners
Ohio
$411K
PPW
448
Pasadena Private Wealth
California
$411K +$411K +15,850 New
PMG
449
ProVise Management Group
Florida
$407K -$6.64K -256 -2%
GWM
450
Gray Wealth Management
Maine
$406K +$406K +15,668 New