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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 %
AL
476
ADE LLC
Maryland
$506K +$59.5K +1,960 +13%
AC
477
Addison Capital
Pennsylvania
$505K -$3.28K -108 -0.6%
RI
478
Rinkey Investments
California
$504K -$19.2K -662 -4%
VCP
479
Vista Capital Partners
Oregon
$504K +$16.4K +542 +3%
BTW
480
Boston Trust Walden
Massachusetts
$504K +$36.5K +1,200 +8%
PWM
481
PRW Wealth Management
Massachusetts
$501K +$501K +16,500 New
CFG
482
Carter Financial Group
Illinois
$499K +$499K +16,424 New
SGI
483
Summit Global Investments
Utah
$497K
MC
484
Moors & Cabot
Massachusetts
$494K +$33.4K +1,102 +7%
MFG
485
Monumental Financial Group
Maryland
$488K -$11.5M -379,016 -96%
PMG
486
ProVise Management Group
Florida
$484K
KFP
487
KMG Fiduciary Partners
Ohio
$481K +$56.1K +1,850 +13%
OIA
488
OneDigital Investment Advisors
Kansas
$474K +$139K +4,580 +41%
MFG
489
MidWestOne Financial Group
Iowa
$468K
ZIG
490
Zullo Investment Group
Pennsylvania
$465K -$171K -5,624 -27%
AA
491
AlphaMark Advisors
Kentucky
$458K -$1.32M -43,494 -74%
GCMG
492
Gyroscope Capital Management Group
Florida
$457K -$1.52K -50 -0.3%
IWC
493
Integrated Wealth Concepts
Massachusetts
$456K -$68.6K -2,260 -13%
RI
494
Ridgewood Investments
New Jersey
$452K +$62.2K +2,050 +16%
RRCM
495
Rappaport Reiches Capital Management
Illinois
$451K +$451K +14,862 New
CNWM
496
Clay Northam Wealth Management
California
$451K -$197K -6,500 -30%
PFM
497
Phillips Financial Management
Indiana
$451K +$451K +14,866 New
WFC
498
Western Financial Corp
California
$444K -$204K -6,716 -31%
CAM
499
Cubic Asset Management
Massachusetts
$431K +$42.2K +1,388 +11%
PA
500
Prism Advisors
California
$428K +$15.5K +510 +4%