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Schwab US TIPS ETF

713 hedge funds and large institutions have $10.7B invested in Schwab US TIPS ETF in 2022 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 257 increasing their positions, 312 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
713
Holders Change
-37
Holders Change %
-4.93%
% of All Funds
12.06%
Holding in Top 10
77
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.75%
% of All Funds
1.3%
New
69
Increased
257
Reduced
312
Closed
95
Calls
$5.38M
Puts
$1.17M
Net Calls
+$4.21M
Net Calls Change
+$103K
Name Holding Trade Value Shares
Change
Shares
Change %
CA
501
Callahan Advisors
Texas
$326K +$7.02K +252 +2%
FLPIM
502
F.L. Putnam Investment Management
Massachusetts
$320K -$2.85K -102 -0.9%
BBA
503
Braun-Bostich & Associates
Pennsylvania
$320K +$320K +11,472 New
BS
504
Boenning & Scattergood
Pennsylvania
$317K -$2.23K -80 -0.7%
LCM
505
Liberty Capital Management
Michigan
$316K -$1.12M -40,092 -78%
HWMA
506
Heritage Wealth Management (Arizona)
Arizona
$316K +$5.08K +182 +2%
TW
507
Transform Wealth
Colorado
$314K -$4.24K -152 -1%
GLA
508
Good Life Advisors
Pennsylvania
$314K +$1.23K +44 +0.4%
SWM
509
Spire Wealth Management
Virginia
$311K -$1.05M -37,738 -77%
TCA
510
Transcend Capital Advisors
New Jersey
$311K -$59.8K -2,144 -16%
PFA
511
Peak Financial Advisors
Colorado
$310K +$67K +2,402 +28%
BFG
512
Berger Financial Group
Minnesota
$308K
HIC
513
Hartline Investment Corp
Illinois
$307K +$17.1K +550 +6%
ZIG
514
Zullo Investment Group
Pennsylvania
$306K -$122K -4,360 -28%
NDSI
515
Newman Dignan & Sheerar Inc
Rhode Island
$305K +$2.96K +106 +1%
OCM
516
One Capital Management
California
$302K -$170K -6,122 -36%
GP
517
Girard Partners
Pennsylvania
$302K +$302K +10,850 New
SF
518
Summit Financial
New Jersey
$295K +$295K +10,570 New
EP
519
Eudaimonia Partners
Tennessee
$294K -$4.56M -163,098 -94%
NL
520
NEPC LLC
Massachusetts
$293K
FMC
521
First Merchants Corp
Indiana
$292K +$52.2K +1,872 +22%
CCG
522
Coastwise Capital Group
California
$286K +$286K +10,246 New
VAS
523
Valicenti Advisory Services
New York
$285K -$1.35M -48,414 -83%
FHA
524
Flagship Harbor Advisors
Massachusetts
$285K -$54.6K -1,956 -16%
VM
525
VPR Management
Texas
$279K