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Schwab US TIPS ETF

696 hedge funds and large institutions have $9.54B invested in Schwab US TIPS ETF in 2022 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 196 increasing their positions, 320 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
696
Holders Change
+3
Holders Change %
+0.43%
% of All Funds
11.23%
Holding in Top 10
62
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.46%
% of All Funds
1%
New
110
Increased
196
Reduced
320
Closed
100
Calls
$16.7M
Puts
$508K
Net Calls
+$16.2M
Net Calls Change
+$15.2M
Name Holding Trade Value Shares
Change
Shares
Change %
PJSIMP
526
P.J. Schmidt Investment Management (PJS)
Wisconsin
$221K -$377K -14,566 -63%
WP
527
WealthSource Partners
California
$221K -$9.06K -350 -4%
MPW
528
MGO Private Wealth
California
$220K +$220K +8,486 New
GC
529
Gratus Capital
Georgia
$218K +$218K +8,428 New
FVWA
530
Foster Victor Wealth Advisors
South Carolina
$217K -$8.09M -308,688 -97%
OCM
531
One Capital Management
California
$217K -$19.6K -758 -8%
BFG
532
Barber Financial Group
Kansas
$217K +$217K +8,362 New
CIP
533
Capital Insight Partners
Arizona
$216K -$715K -27,616 -77%
UB
534
UMB Bank
Missouri
$216K
IAP
535
Indie Asset Partners
Indiana
$215K
CPIG
536
Chicago Partners Investment Group
Illinois
$214K +$214K +8,140 New
WWP
537
WR Wealth Planners
Missouri
$213K -$303K -11,712 -59%
AIP
538
Ameritas Investment Partners
Nebraska
$212K -$123K -4,742 -37%
FIC
539
Family Investment Center
Missouri
$211K +$211K +8,160 New
VRM
540
Vectors Research Management
New York
$210K +$210K +8,100 New
BFG
541
Berger Financial Group
Minnesota
$210K -$75.7K -2,922 -27%
MCCP
542
Mission Creek Capital Partners
California
$209K +$209K +8,072 New
N
543
Natixis
France
$207K +$207K +8,012 New
GLA
544
Good Life Advisors
Pennsylvania
$207K -$57.7K -2,226 -22%
KF
545
Krilogy Financial
Missouri
$207K +$207K +7,988 New
WDL
546
Well Done LLC
Michigan
$206K -$311 -12 -0.2%
MFG
547
Merit Financial Group
Georgia
$203K +$203K +7,838 New
IAS
548
IMA Advisory Services
Colorado
$198K -$18.8K -726 -9%
ZIG
549
Zullo Investment Group
Pennsylvania
$196K -$61.2K -2,362 -24%
TFA
550
Toth Financial Advisory
Virginia
$183K -$2.59K -100 -1%