SCHP icon

Schwab US TIPS ETF

764 hedge funds and large institutions have $15.4B invested in Schwab US TIPS ETF in 2021 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 354 increasing their positions, 143 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
764
Holders Change
+131
Holders Change %
+20.7%
% of All Funds
11.8%
Holding in Top 10
95
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+28.38%
% of All Funds
1.47%
New
190
Increased
354
Reduced
143
Closed
47
Calls
$2.94M
Puts
$421K
Net Calls
+$2.52M
Net Calls Change
+$558K
Name Holding Trade Value Shares
Change
Shares
Change %
RI
526
Ridgewood Investments
New Jersey
$404K +$53.4K +1,700 +15%
CAM
527
Cubic Asset Management
Massachusetts
$403K +$6.93K +220 +2%
MHR
528
Matthew Hamilton Rosenberg
$402K
FPCP
529
Fort Point Capital Partners
California
$401K +$401K +12,744 New
SIG
530
Spinnaker Investment Group
California
$396K +$396K +12,974 New
PWM
531
PBMares Wealth Management
Virginia
$391K +$39.7K +1,264 +11%
CIR
532
Clear Investment Research
Georgia
$390K +$67.7K +2,156 +21%
RFG
533
Range Financial Group
Oregon
$390K +$91K +2,890 +30%
WT
534
Whittier Trust
California
$385K
CWM
535
Cedar Wealth Management
California
$381K +$66.8K +2,122 +21%
BFA
536
Beacon Financial Advisory
Ohio
$373K +$373K +11,876 New
BB
537
Busey Bank
Illinois
$371K
AWS
538
Arkfeld Wealth Strategies
Nebraska
$364K +$24.7K +800 +7%
UI
539
Unconventional Investor
New Hampshire
$364K +$364K +11,588 New
RF
540
Resolute Financial
Massachusetts
$360K +$360K +11,452 New
CA
541
Callahan Advisors
Texas
$359K +$5.16K +164 +1%
SAM
542
Seelaus Asset Management
New Jersey
$359K +$26.2K +832 +8%
ICG
543
InterOcean Capital Group
Tennessee
$354K +$354K +11,254 New
RJT
544
Raymond James Trust
Florida
$353K
OIA
545
OneDigital Investment Advisors
Kansas
$347K -$83.7K -2,664 -19%
PWM
546
Paulson Wealth Management
Illinois
$346K -$743K -23,616 -68%
BIAS
547
Beacon Investment Advisory Services
New Jersey
$344K +$344K +10,926 New
OC
548
Oppenheimer & Co
New York
$339K -$25.2K -800 -7%
MWA
549
MFA Wealth Advisors
Pennsylvania
$339K -$3.4K -108 -1%
CS
550
Cannell & Spears
New York
$338K -$628 -20 -0.2%