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Schwab US TIPS ETF

696 hedge funds and large institutions have $9.54B invested in Schwab US TIPS ETF in 2022 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 196 increasing their positions, 320 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
696
Holders Change
+3
Holders Change %
+0.43%
% of All Funds
11.23%
Holding in Top 10
62
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.46%
% of All Funds
1%
New
110
Increased
196
Reduced
320
Closed
100
Calls
$16.7M
Puts
$508K
Net Calls
+$16.2M
Net Calls Change
+$15.2M
Name Holding Trade Value Shares
Change
Shares
Change %
JWA
451
JFS Wealth Advisors
Pennsylvania
$352K -$352K -13,600 -50%
TPCW
452
TD Private Client Wealth
New York
$349K -$147K -5,678 -30%
BS
453
Boenning & Scattergood
Pennsylvania
$347K +$347K +11,438 New
AAS
454
Asset Allocation Strategies
Michigan
$342K +$342K +13,200 New
SP
455
Successful Portfolios
Florida
$337K -$77.4K -2,988 -19%
BMCM
456
Burns Matteson Capital Management
New York
$337K -$230K -8,874 -41%
OL
457
Owen LaRue
Kentucky
$336K +$336K +12,942 New
JE
458
JMAC Enterprises
Pennsylvania
$334K -$280K -10,812 -46%
IAA
459
Ironsides Asset Advisors
North Carolina
$324K
SS
460
Sound Stewardship
Kansas
$323K +$323K +12,468 New
PCIA
461
Prime Capital Investment Advisors
Kansas
$317K +$3.88K +150 +1%
CA
462
Callahan Advisors
Texas
$316K -$24.7K -954 -7%
MWM
463
Maltin Wealth Management
New Jersey
$315K +$315K +12,166 New
CNWM
464
Clay Northam Wealth Management
California
$315K -$38.8K -1,500 -11%
HWMA
465
Heritage Wealth Management (Arizona)
Arizona
$309K +$92K +3,554 +42%
WT
466
Whittier Trust
California
$308K +$66.6K +2,572 +28%
FHA
467
Flagship Harbor Advisors
Massachusetts
$307K +$307K +11,838 New
OFA
468
Onyx Financial Advisors
Idaho
$305K +$305K +11,776 New
PAS
469
Park Avenue Securities
New York
$304K +$104K +4,010 +52%
NCMW
470
Northern Capital Management (Washington)
Washington
$292K +$292K +11,260 New
CCG
471
Coastwise Capital Group
California
$290K +$20.5K +790 +8%
NDSI
472
Newman Dignan & Sheerar Inc
Rhode Island
$289K +$2.69K +104 +0.9%
BBWP
473
Beacon Bridge Wealth Partners
Pennsylvania
$288K +$288K +11,130 New
SWM
474
Selective Wealth Management
Virginia
$285K -$313K -11,850 -52%
KWM
475
Keebeck Wealth Management
Illinois
$281K -$157K -6,060 -36%