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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 %
PFGIA
476
Patriot Financial Group Insurance Agency
Massachusetts
$220K +$220K +8,432 New
UB
477
UMB Bank
Missouri
$220K -$14.7K -564 -6%
OW
478
Olistico Wealth
Oklahoma
$217K -$124K -4,768 -36%
CA
479
CoreCap Advisors
Michigan
$216K -$6.53K -250 -3%
BBWP
480
Beacon Bridge Wealth Partners
Pennsylvania
$216K -$21.8K -836 -9%
FVWA
481
Foster Victor Wealth Advisors
South Carolina
$215K +$215K +8,258 New
IWA
482
IVC Wealth Advisors
Pennsylvania
$212K +$212K +8,122 New
C
483
Covestor
United Kingdom
$212K +$9.71K +372 +5%
TDWM
484
Topel & Distasi Wealth Management
California
$212K +$212K +8,112 New
BCM
485
Blume Capital Management
California
$209K
VBFP
486
Valtinson Bruner Financial Planning
Minnesota
$208K -$5.68M -217,768 -96%
WJWM
487
Williams Jones Wealth Management
New York
$208K
CPRC
488
Consolidated Portfolio Review Corp
New York
$207K -$4.96K -190 -2%
HWM
489
HB Wealth Management
Georgia
$207K +$207K +7,914 New
GFP
490
Guardian Financial Partners
California
$204K +$204K +7,818 New
WIP
491
WealthCare Investment Partners
Rhode Island
$201K +$201K +7,728 New
CFS
492
Cannon Financial Strategists
Georgia
$200K +$200K +7,676 New
PWM
493
PBMares Wealth Management
Virginia
$200K +$200K +7,674 New
PGFC
494
Peapack-Gladstone Financial Corp
New Jersey
$200K -$10.4K -400 -5%
FCG
495
Financial Connections Group
California
$199K +$199K +7,650 New
BCWM
496
Bartlett & Co Wealth Management
Ohio
$198K +$2.61K +100 +1%
BC
497
Bartlett & Co
Ohio
$198K +$2.61K +100 +1%
EWA
498
EP Wealth Advisors
California
$197K +$197K +7,546 New
Simplex Trading
499
Simplex Trading
Illinois
$191K +$191K +7,328 New
SAM
500
Smartleaf Asset Management
Massachusetts
$189K +$189K +7,248 New