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Schwab US TIPS ETF

631 hedge funds and large institutions have $7.4B invested in Schwab US TIPS ETF in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 244 increasing their positions, 229 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
631
Holders Change
-18
Holders Change %
-2.77%
% of All Funds
9.13%
Holding in Top 10
54
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.9%
% of All Funds
0.78%
New
53
Increased
244
Reduced
229
Closed
63
Calls
$2.98M
Puts
$70K
Net Calls
+$2.91M
Net Calls Change
-$153K
Name Holding Trade Value Shares
Change
Shares
Change %
WCM
476
WealthBridge Capital Management
Ohio
$203K +$203K +7,580 New
BCWM
477
Bartlett & Co Wealth Management
Ohio
$203K +$3.22K +120 +2%
MYIA
478
Mount Yale Investment Advisors
Colorado
$202K +$202K +7,516 New
KIM
479
Kestra Investment Management
Texas
$201K -$14.6M -545,604 -99%
IHWM
480
Iron Horse Wealth Management
Iowa
$176K -$53.8K -2,006 -23%
RFS
481
Richardson Financial Services
Massachusetts
$172K
WT
482
Whittier Trust
California
$168K
GEA
483
Glen Eagle Advisors
New Jersey
$166K -$43.3K -1,616 -21%
RAM
484
Resona Asset Management
Japan
$161K -$134K -5,000 -45%
BCMLT
485
Beacon Capital Management LLC (Tennessee)
Tennessee
$158K -$3.06K -114 -2%
B
486
Birchbrook
Maine
$156K -$34.6K -1,290 -18%
FDCP
487
Foster Dykema Cabot & Partners
Massachusetts
$154K +$20.6K +770 +16%
Carson Wealth (CWM LLC)
488
Carson Wealth (CWM LLC)
Nebraska
$151K +$18.5K +688 +14%
CJ
489
Caitlin John
Michigan
$142K +$70.9K +5,432 +100%
BA
490
Ballast Advisors
Minnesota
$138K -$375 -14 -0.3%
NB
491
NBT Bank
New York
$137K +$137K +5,106 New
BA
492
Bristlecone Advisors
Washington
$129K
ACA
493
Aptus Capital Advisors
Alabama
$128K +$10.5K +784 +9%
GWSG
494
GPS Wealth Strategies Group
Colorado
$126K -$107 -4 -0.1%
ST
495
Smithfield Trust
Pennsylvania
$119K
AA
496
Ancora Advisors
Ohio
$119K
ACA
497
Atlas Capital Advisors
Wyoming
$117K +$29.8K +1,110 +34%
RBC
498
Roble Belko & Company
Pennsylvania
$116K
AAM
499
Advisors Asset Management
Colorado
$110K -$99.9K -3,726 -48%
FC
500
Fairscale Capital
New Hampshire
$107K