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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 %
SAM
551
Strategic Asset Management
Minnesota
$205K -$24.4K -940 -11%
Fisher Asset Management
552
Fisher Asset Management
Washington
$205K +$205K +7,914 New
PAS
553
Park Avenue Securities
New York
$200K -$17.8K -686 -8%
HDIM
554
Hanson & Doremus Investment Management
Vermont
$196K +$196K +7,560 New
PTC
555
Private Trust Company
Ohio
$192K -$136K -5,264 -42%
STB
556
S&T Bank
Pennsylvania
$186K
TFA
557
Toth Financial Advisory
Virginia
$185K -$27.9K -1,080 -13%
PFBT
558
Parkside Financial Bank & Trust
Missouri
$172K -$39.1K -1,510 -19%
AWM
559
Aspire Wealth Management
Massachusetts
$159K +$48.3K +1,860 +44%
LF
560
Lee Financial
Texas
$150K -$15.4K -596 -9%
BC
561
Bartlett & Co
Ohio
$146K +$39.5K +1,522 +37%
BCWM
562
Bartlett & Co Wealth Management
Ohio
$146K +$39.4K +1,522 +37%
C
563
Covestor
United Kingdom
$141K +$141K +5,446 New
BA
564
Ballast Advisors
Minnesota
$134K +$15.6K +602 +13%
FA
565
Faithward Advisors
Pennsylvania
$133K +$55K +2,128 +71%
Manulife (Manufacturers Life Insurance)
566
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$130K +$94.3K +530,472 +265%
QCG
567
Quadrant Capital Group
Ohio
$123K
EWA
568
EverSource Wealth Advisors
Alabama
$121K -$29.9K -1,150 -20%
CIR
569
Clear Investment Research
Georgia
$119K -$7.13K -276 -6%
VNA
570
Valley National Advisers
Pennsylvania
$116K +$116K +4,470 New
HIA
571
Harbor Investment Advisory
Maryland
$104K
SIC
572
SJS Investment Consulting
Ohio
$103K +$103K +3,984 New
AFG
573
Albion Financial Group
Utah
$102K +$102K +3,932 New
HR
574
Howe & Rusling
New York
$100K -$9.12K -354 -8%
MA
575
MUFG Americas
New York
$97K +$49.1K +1,894 +103%