SCHP icon

Schwab US TIPS ETF

750 hedge funds and large institutions have $14.7B invested in Schwab US TIPS ETF in 2022 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 312 increasing their positions, 258 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
-14
Holders Change %
-1.83%
% of All Funds
11.87%
Holding in Top 10
80
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-15.79%
% of All Funds
1.27%
New
99
Increased
312
Reduced
258
Closed
103
Calls
$6.02M
Puts
$1.91M
Net Calls
+$4.11M
Net Calls Change
+$1.58M
Name Holding Trade Value Shares
Change
Shares
Change %
TPCW
451
TD Private Client Wealth
New York
$612K -$179K -5,884 -23%
SIA
452
Strategic Investment Advisors
Michigan
$612K +$36.4K +1,200 +6%
RF
453
Resolute Financial
Massachusetts
$610K +$263K +8,658 +76%
MCM
454
Mengis Capital Management
Oregon
$605K -$942K -31,060 -61%
MHB
455
Midwest Heritage Bank
Iowa
$596K +$204K +6,706 +52%
TRCT
456
Tower Research Capital (TRC)
New York
$596K +$596K +19,612 +122,575%
WKWM
457
Walter & Keenan Wealth Management
Indiana
$590K
MWM
458
Maripau Wealth Management
Indiana
$584K +$69.8K +2,382 +14%
FWP
459
Firethorn Wealth Partners
Georgia
$569K -$240K -7,896 -30%
MLM
460
Mount Lucas Management
Pennsylvania
$568K -$444K -14,638 -44%
BWFA
461
Baltimore-Washington Financial Advisors
Maryland
$567K +$567K +392 New
SP
462
Successful Portfolios
Florida
$565K -$10.7K -354 -2%
CWM
463
Cranbrook Wealth Management
Michigan
$565K +$425 +14 +0.1%
SWM
464
Selective Wealth Management
Virginia
$565K +$537K +17,688 +1,886%
MGIA
465
Moneta Group Investment Advisors
Missouri
$559K +$48.3K +1,592 +9%
ICG
466
InterOcean Capital Group
Tennessee
$559K +$217K +7,160 +64%
AWM
467
Altium Wealth Management
New York
$546K -$10.4M -341,114 -95%
PCMC
468
Private Capital Management (Colorado)
Colorado
$544K +$1.76K +58 +0.3%
CPA
469
Cardiff Park Advisors
California
$541K -$57.5K -1,892 -10%
IC
470
Innealta Capital
Texas
$540K +$60.6K +1,996 +13%
LA
471
Latitude Advisors
Florida
$527K +$123K +4,052 +30%
BWM
472
BCS Wealth Management
Tennessee
$521K +$37.9K +1,248 +8%
OCM
473
One Capital Management
California
$515K -$65.2K -2,148 -11%
AAM
474
Advisors Asset Management
Colorado
$514K +$7.77K +256 +2%
GCA
475
Genesee Capital Advisors
New York
$506K -$17.1K -564 -3%