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Schwab US TIPS ETF

750 hedge funds and large institutions have $14.7B invested in Schwab US TIPS ETF in 2022 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 312 increasing their positions, 258 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
-14
Holders Change %
-1.83%
% of All Funds
11.87%
Holding in Top 10
80
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-15.79%
% of All Funds
1.27%
New
99
Increased
312
Reduced
258
Closed
103
Calls
$6.02M
Puts
$1.91M
Net Calls
+$4.11M
Net Calls Change
+$1.58M
Name Holding Trade Value Shares
Change
Shares
Change %
IWA
576
IVC Wealth Advisors
Pennsylvania
$256K +$256K +8,446 New
UI
577
Unconventional Investor
New Hampshire
$254K -$97.9K -3,224 -28%
BCM
578
Blume Capital Management
California
$254K
IAP
579
Indie Asset Partners
Indiana
$252K
BPWM
580
Badgley Phelps Wealth Managers
Washington
$252K +$252K +8,312 New
IWM
581
IHT Wealth Management
Illinois
$251K +$251K +8,278 New
WIP
582
WealthCare Investment Partners
Rhode Island
$249K +$249K +8,412 New
DY
583
Dowling & Yahnke
California
$248K +$303 +10 +0.1%
DI
584
DFPG Investments
Utah
$248K +$21.5K +730 +10%
BFG
585
Barber Financial Group
Kansas
$248K +$248K +8,156 New
LFG
586
Larson Financial Group
Missouri
$247K +$12.5K +412 +5%
RFN
587
RDA Financial Network
Iowa
$246K +$246K +8,120 New
WDL
588
Well Done LLC
Michigan
$244K +$27.6K +908 +13%
IAS
589
IMA Advisory Services
Colorado
$243K +$56K +1,844 +30%
PFA
590
Pinnacle Family Advisors
Missouri
$240K -$176K -5,786 -42%
KF
591
Krilogy Financial
Missouri
$239K +$12.5K +412 +6%
AIP
592
Ameritas Investment Partners
Nebraska
$239K +$14.6K +480 +6%
AWM
593
Avaii Wealth Management
Wisconsin
$236K +$236K +7,754 New
PWM
594
Paulson Wealth Management
Illinois
$235K -$98.3K -3,244 -29%
CIC
595
Carnegie Investment Counsel
Ohio
$234K +$234K +7,704 New
BFA
596
Beacon Financial Advisory
Ohio
$225K -$135K -4,458 -38%
QC
597
QCM Cayman
Texas
$225K +$225K +7,412 New
FWIA
598
Fort Washington Investment Advisors
Ohio
$225K +$225K +7,418 New
CCM
599
Coldstream Capital Management
Washington
$224K -$4.26K -140 -2%
AP
600
Appleton Partners
Massachusetts
$223K -$4.86K -160 -2%