SCHP icon

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 %
WT
501
Whittier Trust
California
$184K -$50.4K -1,930 -22%
CA
502
Clearstead Advisors
Ohio
$168K +$92K +3,524 +121%
LFG
503
Larson Financial Group
Missouri
$166K +$31.8K +1,220 +24%
CJ
504
Caitlin John
Michigan
$163K +$163K +6,252 New
OP
505
ORG Partners
Indiana
$156K -$15.2K -582 -9%
BA
506
Ballast Advisors
Minnesota
$139K -$14.7K -562 -10%
ACA
507
Atlas Capital Advisors
Wyoming
$137K -$109K -4,168 -44%
RFS
508
Richardson Financial Services
Massachusetts
$134K +$134K +5,152 New
AF
509
Allworth Financial
California
$119K -$26.4K -1,010 -18%
Carson Wealth (CWM LLC)
510
Carson Wealth (CWM LLC)
Nebraska
$116K +$22.5K +864 +24%
ST
511
Smithfield Trust
Pennsylvania
$116K +$28.5K +1,098 +33%
LF
512
Lee Financial
Texas
$114K -$2.77K -106 -2%
RBC
513
Roble Belko & Company
Pennsylvania
$113K +$113K +4,334 New
PA
514
Parallel Advisors
California
$112K -$29.4K -1,126 -21%
GWSG
515
GPS Wealth Strategies Group
Colorado
$112K -$13K -498 -10%
JFGIW
516
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$110K +$99.8K +3,824 +1,017%
TFA
517
Toth Financial Advisory
Virginia
$103K -$18.3K -700 -15%
AFG
518
Albion Financial Group
Utah
$99.2K -$3.39K -130 -3%
PO
519
Private Ocean
California
$82.1K +$7.88K +302 +11%
FRA
520
Front Row Advisors
California
$79.9K
PTC
521
Private Trust Company
Ohio
$79.2K -$9.71K -372 -11%
HT
522
Headlands Technologies
Illinois
$77.9K +$77.9K +2,986 New
HR
523
Howe & Rusling
New York
$74.5K -$37.2K -1,424 -33%
CIM
524
Contravisory Investment Management
Massachusetts
$72.3K
AIP
525
Ameritas Investment Partners
Nebraska
$69.1K +$3.97K +152 +6%