SCHP icon

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 %
SFM
526
Signet Financial Management
New Jersey
$278K +$278K +9,970 New
RPA
527
Rock Point Advisors
Vermont
$276K -$279 -10 -0.1%
PCM
528
Penserra Capital Management
California
$276K +$33.1K +1,188 +14%
BFA
529
Beacon Financial Advisory
Ohio
$275K +$67.8K +2,426 +33%
DWM
530
Destination Wealth Management
California
$274K -$35.5K -1,270 -11%
DY
531
Dowling & Yahnke
California
$274K +$45.8K +1,640 +20%
EL
532
EMFO LLC
Florida
$273K +$223 +8 +0.1%
JHCP
533
Jackson Hole Capital Partners
Oklahoma
$273K +$5.58K +200 +2%
JSL
534
JT Stratford LLC
Georgia
$270K -$1.17K -42 -0.4%
SAM
535
Secure Asset Management
Michigan
$270K
CS
536
Cannell & Spears
New York
$267K -$31K -1,112 -10%
EWA
537
EP Wealth Advisors
California
$265K -$357K -12,798 -57%
SAM
538
Seelaus Asset Management
New Jersey
$263K -$447 -16 -0.2%
PFA
539
Pinnacle Family Advisors
Missouri
$262K +$41.6K +1,490 +19%
EBA
540
Eagle Bay Advisors
New York
$261K +$227K +8,124 +665%
WT
541
Whittier Trust
California
$260K -$81.8K -2,930 -24%
SGCA
542
Steel Grove Capital Advisors
Tennessee
$260K
MWA
543
MFA Wealth Advisors
Pennsylvania
$258K -$11.4K -406 -4%
LIA
544
LBMC Investment Advisors
Tennessee
$256K +$256K +9,168 New
WF
545
Wayfinding Financial
Washington
$255K +$255K +9,146 New
AWM
546
AAF Wealth Management
Massachusetts
$252K +$4.97K +178 +2%
PGFC
547
Peapack-Gladstone Financial Corp
New Jersey
$252K +$4.25K +152 +2%
NYLIM
548
New York Life Investment Management
New York
$252K +$252K +9,042 New
RFN
549
Redwood Financial Network
Ohio
$249K +$1.11K +40 +0.4%
SAM
550
Strategic Asset Management
Minnesota
$247K -$1.95K -70 -0.8%