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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 %
AA
526
AlphaCentric Advisors
Puerto Rico
$68.9K +$68.9K +2,638 New
National Bank of Canada
527
National Bank of Canada
Quebec, Canada
$65.8K
IRC
528
Investors Research Corp
Georgia
$60.9K -$5.38K -206 -8%
HDIM
529
Hanson & Doremus Investment Management
Vermont
$60K -$39.9K -1,538 -40%
SWM
530
Spire Wealth Management
Virginia
$59.6K -$5.04K -194 -8%
CIAS
531
Capital Investment Advisory Services
North Carolina
$58.9K -$9.29K -356 -14%
CIA
532
Cape Investment Advisory
Georgia
$55.4K -$1.15K -44 -2%
FCT
533
First Community Trust
Iowa
$54.8K
PWA
534
Provenance Wealth Advisors
Florida
$52.9K +$52.9K +2,026 New
CT
535
Clearstead Trust
Maine
$52.2K
TFG
536
Team Financial Group
California
$52.2K
CA
537
Crewe Advisors
Utah
$48.5K +$36.3K +1,390 +296%
PK
538
Pflug Koory
Nebraska
$48.4K
Barclays
539
Barclays
United Kingdom
$46K +$46K +1,772 New
SAM
540
S.A. Mason
Michigan
$45.4K
GJIA
541
Glass Jacobson Investment Advisors
Maryland
$44.1K -$47.4K -1,816 -52%
CHA
542
Carmichael Hill & Associates
Maryland
$41.9K -$21K -806 -33%
CT
543
Colonial Trust
South Carolina
$41.8K
PFA
544
Pathway Financial Advisers
Indiana
$38.9K +$470 +18 +1%
AWM
545
Abound Wealth Management
Tennessee
$38.5K +$38.5K +1,474 New
Manulife (Manufacturers Life Insurance)
546
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35.3K -$209 -8 -0.6%
CP
547
Castleview Partners
Texas
$34.9K +$34.9K +1,336 New
LFA
548
LGT Financial Advisors
Texas
$34.4K -$67.8K -2,598 -66%
NS
549
NBC Securities
Alabama
$33K +$1.78K +70 +6%
IBOK
550
Independence Bank of Kentucky
Kentucky
$31.3K