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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 %
BSB
551
Bangor Savings Bank
Maine
$31.2K
DI
552
DAGCO Inc
Ohio
$30.1K +$30.1K +1,154 New
DWS
553
Dynamic Wealth Strategies
California
$30.1K +$30.1K +1,154 New
HIA
554
Harbor Investment Advisory
Maryland
$29.3K
SS
555
Sunbelt Securities
Texas
$29.3K
AA
556
AlphaMark Advisors
Kentucky
$28K
HGERS
557
Householder Group Estate & Retirement Specialist
Arizona
$27K -$83.7K -3,262 -76%
NCM
558
Northwest Capital Management
Oregon
$26.2K
PCMC
559
Private Capital Management (Colorado)
Colorado
$25.8K -$15.2K -584 -37%
TCG
560
Transcendent Capital Group
Oklahoma
$25.8K +$25.8K +988 New
BWL
561
Bogart Wealth LLC
Virginia
$25.4K +$52 +2 +0.2%
ACA
562
Aptus Capital Advisors
Alabama
$25.3K
RIM
563
Rockbridge Investment Management
New York
$25.3K +$25.3K +970 New
CI
564
Cordant Inc
Oregon
$24.8K +$940 +36 +4%
FCA
565
FinTrust Capital Advisors
South Carolina
$24.7K
MCM
566
MidAtlantic Capital Management
Virginia
$24.3K +$24.3K +930 New
BBPWM
567
Blue Bell Private Wealth Management
Pennsylvania
$23.6K -$9.29K -356 -28%
RFG
568
REAP Financial Group
Texas
$23.5K +$23.5K +902 New
ADL
569
Asset Dedication LLC
California
$23K -$3.36K -130 -13%
SIC
570
Salem Investment Counselors
North Carolina
$22.5K -$887 -34 -4%
CCM
571
Chilton Capital Management
Texas
$22.4K +$157 +6 +0.7%
WP
572
WealthShield Partners
North Carolina
$22.1K -$46.4K -1,778 -68%
CAL
573
Capital Analysts LLC
Pennsylvania
$22K +$20.6K +792 +1,467%
RCM
574
Richardson Capital Management
Wisconsin
$21.9K +$21.9K +838 New
Bessemer Group
575
Bessemer Group
New Jersey
$21K +$21K +800 New