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Schwab US TIPS ETF

693 hedge funds and large institutions have $9.54B invested in Schwab US TIPS ETF in 2022 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 230 increasing their positions, 306 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
693
Holders Change
-20
Holders Change %
-2.81%
% of All Funds
11.98%
Holding in Top 10
67
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-12.99%
% of All Funds
1.16%
New
70
Increased
230
Reduced
306
Closed
83
Calls
$3.54M
Puts
$2.54M
Net Calls
+$1M
Net Calls Change
-$3.2M
Name Holding Trade Value Shares
Change
Shares
Change %
ML
501
Mayport LLC
Massachusetts
$283K +$283K +10,938 New
BTWM
502
Baker Tilly Wealth Management
Wisconsin
$277K -$175K -6,756 -39%
LCM
503
Liberty Capital Management
Michigan
$277K -$16.6K -642 -6%
CT
504
Colonial Trust
South Carolina
$277K +$277K +10,700 New
AG
505
Ascent Group
Virginia
$275K -$48.4K -1,850 -15%
SWM
506
Spire Wealth Management
Virginia
$275K -$14.1K -544 -5%
FMC
507
First Merchants Corp
Indiana
$274K +$2.54K +98 +0.9%
SF
508
Summit Financial
New Jersey
$274K
NL
509
NEPC LLC
Massachusetts
$272K
CCG
510
Coastwise Capital Group
California
$270K +$4.61K +178 +2%
GLA
511
Good Life Advisors
Pennsylvania
$265K -$26.4K -1,018 -9%
VM
512
VPR Management
Texas
$259K
ZIG
513
Zullo Investment Group
Pennsylvania
$257K -$27.3K -1,054 -10%
AHC
514
Anderson Hoagland & Co
Missouri
$256K -$8.28M -319,086 -97%
RPA
515
Rock Point Advisors
Vermont
$256K -$259 -10 -0.1%
JHCP
516
Jackson Hole Capital Partners
Oklahoma
$254K
EL
517
EMFO LLC
Florida
$254K +$207 +8 +0.1%
MWA
518
MFA Wealth Advisors
Pennsylvania
$254K +$15K +578 +6%
SAM
519
Secure Asset Management
Michigan
$250K
FPAS
520
Focus Partners Advisor Solutions
Missouri
$248K -$56.6K -2,182 -19%
FAIM
521
Financial Advocates Investment Management
Washington
$245K -$83.4K -3,224 -25%
PFA
522
Pinnacle Family Advisors
Missouri
$244K +$933 +36 +0.4%
SAM
523
Seelaus Asset Management
New Jersey
$242K -$1.55K -60 -0.6%
SGCA
524
Steel Grove Capital Advisors
Tennessee
$242K
WT
525
Whittier Trust
California
$241K