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Schwab US TIPS ETF

657 hedge funds and large institutions have $8.05B invested in Schwab US TIPS ETF in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 211 increasing their positions, 265 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
-39
Holders Change %
-5.6%
% of All Funds
10.52%
Holding in Top 10
55
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.29%
% of All Funds
0.88%
New
76
Increased
211
Reduced
265
Closed
96
Calls
$7.18M
Puts
$1.16M
Net Calls
+$6.02M
Net Calls Change
-$10.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
551
Carson Wealth (CWM LLC)
Nebraska
$79K +$37.6K +1,404 +91%
CIM
552
Contravisory Investment Management
Massachusetts
$74.3K
IRC
553
Investors Research Corp
Georgia
$68K +$804 +30 +1%
CI
554
Cordant Inc
Oregon
$66.4K +$1.18K +44 +2%
HT
555
Headlands Technologies
Illinois
$64.3K +$64.3K +2,398 New
HS
556
Horan Securities
United States
$55.3K +$161 +6 +0.3%
VCM
557
Vigilant Capital Management
Maine
$53K
PCMC
558
Private Capital Management (Colorado)
Colorado
$49.4K +$49.4K +1,844 New
SAM
559
S.A. Mason
Michigan
$46.6K
CIA
560
Cape Investment Advisory
Georgia
$43.3K +$43.3K +1,614 New
CCP
561
Clarkston Capital Partners
Michigan
$39.5K +$482 +18 +1%
PFA
562
Pathway Financial Advisers
Indiana
$38.7K
SIS
563
Sound Income Strategies
Florida
$38.7K +$19.4K +722 +100%
PP
564
PrairieView Partners
Minnesota
$36K -$53 -2 -0.1%
BBPWM
565
Blue Bell Private Wealth Management
Pennsylvania
$35.4K -$215 -8 -0.6%
TF
566
Tompkins Financial
New York
$34.9K -$2.95K -110 -8%
BCMIO
567
Beacon Capital Management Inc (Ohio)
Ohio
$34.7K +$34.7K +1,296 New
APC
568
Aspire Private Capital
North Carolina
$34.7K
IBOK
569
Independence Bank of Kentucky
Kentucky
$32.2K
SIC
570
SJS Investment Consulting
Ohio
$30.2K -$32.7K -1,218 -52%
2L
571
25 LLC
Missouri
$30.1K +$30.1K +1,130 New
AW
572
Avion Wealth
Texas
$30K
GWS
573
Glassman Wealth Services
Virginia
$29.8K +$29.7K +1,108 +27,700%
HIA
574
Harbor Investment Advisory
Maryland
$29.3K
CWC
575
Carolinas Wealth Consulting
North Carolina
$27.3K