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Schwab US TIPS ETF

633 hedge funds and large institutions have $15B invested in Schwab US TIPS ETF in 2021 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 325 increasing their positions, 135 reducing their positions, and 29 closing their positions.

Holders
633
Holders Change
+45
Holders Change %
+7.65%
% of All Funds
11.12%
Holding in Top 10
74
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+13.85%
% of All Funds
1.3%
New
85
Increased
325
Reduced
135
Closed
29
Calls
$2.61M
Puts
$645K
Net Calls
+$1.96M
Net Calls Change
+$1.6M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
26
AE Wealth Management
Kansas
$51.5M +$45.8M +1,463,524 +804%
Allianz Asset Management
27
Allianz Asset Management
Germany
$51M +$1.7M +54,400 +3%
AA
28
Advisory Alpha
Michigan
$50.6M +$8.12M +259,368 +19%
FEG
29
Fund Evaluation Group
Ohio
$50.2M
UBV
30
United Bank (Virginia)
Virginia
$48M +$2.83M +90,494 +6%
LFS
31
Lutz Financial Services
Nebraska
$47.7M +$3.19M +102,048 +7%
LA
32
LVW Advisors
New York
$46.2M +$2.69M +85,946 +6%
Prudential Financial
33
Prudential Financial
New Jersey
$40.8M +$267K +8,466 +0.7%
FWM
34
Focused Wealth Management
New York
$38.3M +$2.57M +82,290 +7%
Osaic Holdings
35
Osaic Holdings
Arizona
$38.1M +$265K +8,476 +0.7%
BWA
36
BlueSky Wealth Advisors
North Carolina
$37.3M +$1.1M +35,004 +3%
LPL Financial
37
LPL Financial
California
$34.6M +$3.06M +97,810 +10%
AssetMark Inc
38
AssetMark Inc
California
$34.5M +$1.33M +42,430 +4%
Creative Planning
39
Creative Planning
Kansas
$31.4M +$2.37M +75,744 +8%
HI
40
Harbour Investments
Wisconsin
$31.2M +$5.91M +188,922 +23%
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$30.6M +$567K +18,136 +2%
CTC
42
Central Trust Company
Missouri
$29.6M +$13.6M +436,070 +86%
WCWM
43
Wooster Corthell Wealth Management
Connecticut
$27.9M +$481K +15,360 +2%
Morgan Stanley
44
Morgan Stanley
New York
$27.8M +$10.3M +330,086 +59%
AHC
45
Anderson Hoagland & Co
Missouri
$27.7M +$1.99M +63,570 +8%
Wealthfront Advisers
46
Wealthfront Advisers
California
$27.3M +$2.49M +79,724 +10%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$27.2M +$5.88M +187,934 +28%
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
$25.2M +$21.6M +690,262 +599%
GC
49
Gilbert & Cook
Iowa
$24.4M +$1.3M +41,598 +6%
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$23.4M -$809K -25,856 -3%