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Schwab US TIPS ETF

713 hedge funds and large institutions have $10.7B invested in Schwab US TIPS ETF in 2022 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 257 increasing their positions, 312 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
713
Holders Change
-37
Holders Change %
-4.93%
% of All Funds
12.06%
Holding in Top 10
77
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.75%
% of All Funds
1.3%
New
69
Increased
257
Reduced
312
Closed
95
Calls
$5.38M
Puts
$1.17M
Net Calls
+$4.21M
Net Calls Change
+$103K
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
451
PRW Wealth Management
Massachusetts
$460K
AC
452
Addison Capital
Pennsylvania
$458K -$5.97K -214 -1%
SGI
453
Summit Global Investments
Utah
$451K -$5.58K -200 -1%
AAM
454
Advisors Asset Management
Colorado
$449K -$24.1K -862 -5%
SS
455
Simplicity Solutions
Minnesota
$448K -$1.33M -47,674 -75%
TCWM
456
Total Clarity Wealth Management
Illinois
$447K -$252K -9,012 -36%
CFG
457
Cooper Financial Group
California
$446K +$201K +7,192 +82%
PMG
458
ProVise Management Group
Florida
$445K
RI
459
Rinkey Investments
California
$442K -$55.1K -1,926 -11%
KFP
460
KMG Fiduciary Partners
Ohio
$442K
ICG
461
InterOcean Capital Group
Tennessee
$438K -$76.3K -2,732 -15%
VCP
462
Vista Capital Partners
Oregon
$432K -$31.5K -1,130 -7%
BTW
463
Boston Trust Walden
Massachusetts
$430K -$33.3K -1,192 -7%
WAM
464
Worth Asset Management
Texas
$428K -$6.2M -222,258 -94%
SCM
465
Stonehearth Capital Management
Massachusetts
$424K +$424K +15,284 New
CBFP
466
Cedar Brook Financial Partners
Ohio
$417K +$34.9K +1,252 +9%
RI
467
Ridgewood Investments
New Jersey
$416K
OIA
468
OneDigital Investment Advisors
Kansas
$415K -$21K -752 -5%
MFG
469
Monumental Financial Group
Maryland
$414K -$34.6K -1,240 -8%
HCM
470
Hutchinson Capital Management
California
$414K +$45.5K +1,630 +12%
RRCM
471
Rappaport Reiches Capital Management
Illinois
$407K -$7.92K -284 -2%
PCIA
472
Prime Capital Investment Advisors
Kansas
$401K -$1.96M -70,162 -83%
RA
473
RFG Advisory
Alabama
$399K +$399K +14,124 New
CAM
474
Cubic Asset Management
Massachusetts
$395K -$613 -22 -0.2%
PFO
475
Pathstone Family Office
New Jersey
$388K +$16.2K +580 +4%