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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 %
IWA
526
IVC Wealth Advisors
Pennsylvania
$241K +$241K +9,316 New
MHR
527
Matthew Hamilton Rosenberg
$239K -$92.8K -3,578 -28%
CC
528
Copperleaf Capital
North Carolina
$238K -$514K -19,878 -68%
WP
529
WealthShield Partners
North Carolina
$238K +$36.2K +1,396 +18%
AWM
530
AAF Wealth Management
Massachusetts
$238K +$3.68K +142 +2%
OCM
531
One Capital Management
California
$236K -$44.8K -1,730 -16%
PGFC
532
Peapack-Gladstone Financial Corp
New Jersey
$233K -$207 -8 -0.1%
LFG
533
Larson Financial Group
Missouri
$233K +$9.84K +380 +4%
RFN
534
Redwood Financial Network
Ohio
$231K -$570 -22 -0.2%
WP
535
WealthSource Partners
California
$230K +$35.6K +1,376 +18%
AA
536
AlphaMark Advisors
Kentucky
$227K -$92.1K -3,550 -29%
VAS
537
Valicenti Advisory Services
New York
$226K -$38.1K -1,474 -14%
BWM
538
BCS Wealth Management
Tennessee
$225K +$19.9K +766 +10%
BFA
539
Beacon Financial Advisory
Ohio
$221K -$33.8K -1,306 -13%
IWN
540
Independent Wealth Network
Iowa
$221K +$221K +8,542 New
HWMA
541
Heritage Wealth Management (Arizona)
Arizona
$217K -$75.5K -2,920 -26%
IAS
542
IMA Advisory Services
Colorado
$217K -$4.97K -192 -2%
UB
543
UMB Bank
Missouri
$216K -$3.89M -150,416 -95%
IAP
544
Indie Asset Partners
Indiana
$215K
ETC
545
Exchange Traded Concepts
Oklahoma
$213K +$213K +8,216 New
PB
546
Pinnacle Bancorp
Nebraska
$211K -$784K -30,328 -79%
GW
547
GW & Wade
Massachusetts
$211K -$15.1K -582 -7%
OIA
548
OneDigital Investment Advisors
Kansas
$209K -$177K -6,822 -46%
WDL
549
Well Done LLC
Michigan
$207K -$415 -16 -0.2%
TCOV
550
Trust Company of Vermont
Vermont
$206K +$206K +7,960 New