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Schwab US TIPS ETF

657 hedge funds and large institutions have $8.05B invested in Schwab US TIPS ETF in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 211 increasing their positions, 265 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
-39
Holders Change %
-5.6%
% of All Funds
10.52%
Holding in Top 10
55
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.29%
% of All Funds
0.88%
New
76
Increased
211
Reduced
265
Closed
96
Calls
$7.18M
Puts
$1.16M
Net Calls
+$6.02M
Net Calls Change
-$10.2M
Name Holding Trade Value Shares
Change
Shares
Change %
JE
426
JMAC Enterprises
Pennsylvania
$347K +$590 +22 +0.2%
FSG
427
Financial Strategies Group
Michigan
$345K -$8.48M -316,184 -96%
MWM
428
Maltin Wealth Management
New Jersey
$339K +$13.1K +490 +4%
OL
429
Owen LaRue
Kentucky
$336K
IAA
430
Ironsides Asset Advisors
North Carolina
$335K
PWMG
431
Pinnacle Wealth Management Group
Michigan
$331K -$383K -14,278 -54%
CA
432
Callahan Advisors
Texas
$327K -$161 -6 -0%
CNWM
433
Clay Northam Wealth Management
California
$326K
CCG
434
Coastwise Capital Group
California
$322K +$21.4K +800 +7%
WT
435
Whittier Trust
California
$319K
HGWM
436
Horst & Graben Wealth Management
Oregon
$317K -$2.55M -95,322 -89%
WIM
437
WealthPlan Investment Management
Nebraska
$317K -$1.02M -37,888 -76%
OFA
438
Onyx Financial Advisors
Idaho
$316K
SP
439
Successful Portfolios
Florida
$315K -$34K -1,270 -10%
TI
440
Trexquant Investment
Connecticut
$314K +$314K +11,708 New
NCMW
441
Northern Capital Management (Washington)
Washington
$309K +$6.81K +254 +2%
SS
442
Sound Stewardship
Kansas
$303K -$31K -1,158 -9%
PFGIA
443
Patriot Financial Group Insurance Agency
Massachusetts
$302K -$251K -9,362 -45%
ACA
444
Atlas Capital Advisors
Wyoming
$298K -$147K -5,482 -33%
CS
445
Credit Suisse
Switzerland
$296K +$107K +4,006 +57%
HBCM
446
Heron Bay Capital Management
Michigan
$293K -$73.8K -2,752 -20%
PWM
447
Perigon Wealth Management
California
$291K +$15.8K +590 +6%
KWM
448
Keebeck Wealth Management
Illinois
$291K
LB
449
Leo Brokerage
Texas
$287K +$287K +10,700 New
NW
450
NewEdge Wealth
Pennsylvania
$287K +$13K +484 +5%