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Schwab US TIPS ETF

661 hedge funds and large institutions have $7.83B invested in Schwab US TIPS ETF in 2023 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 176 increasing their positions, 298 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+47
Holders Change %
+7.65%
% of All Funds
9.69%
Holding in Top 10
49
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2%
% of All Funds
0.72%
New
114
Increased
176
Reduced
298
Closed
63
Calls
$6.58M
Puts
$371K
Net Calls
+$6.21M
Net Calls Change
+$1.58M
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
451
EverSource Wealth Advisors
Alabama
$285K +$47.4K +1,818 +20%
GFS
452
GYL Financial Synergies
Connecticut
$279K +$10.7K +410 +4%
VCP
453
Vista Capital Partners
Oregon
$266K -$15K -574 -5%
JHCP
454
Jackson Hole Capital Partners
Oklahoma
$266K
CW
455
CIC Wealth
Maryland
$264K
KeyBank National Association
456
KeyBank National Association
Ohio
$264K +$264K +10,110 New
VM
457
VPR Management
Texas
$261K
PFBT
458
Parkside Financial Bank & Trust
Missouri
$261K +$261K +10,000 New
LCM
459
Liberty Capital Management
Michigan
$261K -$14.1K -542 -5%
PAS
460
Park Avenue Securities
New York
$258K -$29.4K -1,128 -10%
AIM
461
Alhambra Investment Management
Florida
$255K -$20.9K -800 -8%
CWM
462
Concentric Wealth Management
California
$248K -$60K -2,300 -19%
TWP
463
Tempus Wealth Planning
California
$245K -$7.52K -288 -3%
HL
464
HeadInvest LLC
Maine
$242K
GC
465
Gratus Capital
Georgia
$238K +$238K +9,122 New
BCMLT
466
Beacon Capital Management LLC (Tennessee)
Tennessee
$236K -$27.8K -1,100 -11%
BFG
467
Berger Financial Group
Minnesota
$234K -$54.7K -2,094 -19%
FA
468
Fiducient Advisors
Illinois
$232K -$96.6K -3,700 -29%
PCS
469
Private Client Services
Kentucky
$230K +$230K +8,794 New
Fisher Asset Management
470
Fisher Asset Management
Washington
$229K +$229K +8,764 New
NP
471
NorthRock Partners
Minnesota
$226K +$226K +10,054 New
ML
472
Mayport LLC
Massachusetts
$225K +$225K +8,626 New
JE
473
JMAC Enterprises
Pennsylvania
$225K -$10.6K -408 -5%
CAM
474
Cresset Asset Management
Illinois
$221K -$257K -9,850 -54%
GVAG
475
Great Valley Advisor Group
Delaware
$221K -$98.6K -3,778 -31%