SCHP icon

Schwab US TIPS ETF

633 hedge funds and large institutions have $15B invested in Schwab US TIPS ETF in 2021 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 325 increasing their positions, 135 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+45
Holders Change %
+7.65%
% of All Funds
11.12%
Holding in Top 10
74
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+13.85%
% of All Funds
1.3%
New
85
Increased
325
Reduced
135
Closed
29
Calls
$2.61M
Puts
$645K
Net Calls
+$1.96M
Net Calls Change
+$1.6M
Name Holding Trade Value Shares
Change
Shares
Change %
EVM
551
Eaton Vance Management
Massachusetts
$39K -$3.52K -276 -8%
BWM
552
BerganKDV Wealth Management
Minnesota
$39K +$39K +1,236 New
CDIA
553
Capital Directions Investment Advisors
Georgia
$37K
WFA
554
West Financial Advisors
Iowa
$35K -$4K -126 -10%
MCM
555
MV Capital Management
Maryland
$35K
BC
556
Belmont Capital
California
$35K +$11.6K +368 +49%
HIA
557
Harbor Investment Advisory
Maryland
$34K
SL
558
Savior LLC
Massachusetts
$33K -$112K -3,562 -77%
PCFFS
559
Pacific Center for Financial Services
California
$32K +$32K +1,020 New
FCA
560
FinTrust Capital Advisors
South Carolina
$30K -$84.9K -2,682 -74%
CFGS
561
Concourse Financial Group Securities
Alabama
$30K +$10.9K +350 +57%
SWM
562
Selective Wealth Management
Virginia
$29K -$2K -64 -6%
ATC
563
Adirondack Trust Company
New York
$29K
HFS
564
HBC Financial Services
Washington
$29K +$21.6K +134 +291%
AW
565
Avion Wealth
Texas
$26K
PWM
566
Prentice Wealth Management
New York
$25K
NFSG
567
Newbridge Financial Services Group
Florida
$24K +$24K +780 New
DAM
568
Delta Asset Management
Tennessee
$23K
KFI
569
Key Financial Inc
Pennsylvania
$23K
AA
570
Ancora Advisors
Ohio
$23K +$1.99K +64 +9%
BWM
571
Baystate Wealth Management
Massachusetts
$21K +$126 +4 +0.6%
LWM
572
Liberty Wealth Management
California
$21K +$21K +658 New
FA
573
Fortis Advisors
Pennsylvania
$20K +$20K +634 New
FFA
574
Freedman Financial Associates
Massachusetts
$19K
SIC
575
Salem Investment Counselors
North Carolina
$19K +$623 +20 +3%