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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 %
FCA
576
FinTrust Capital Advisors
South Carolina
$26.4K
BWL
577
Bogart Wealth LLC
Virginia
$26K +$1.39K +52 +6%
FA
578
Faithward Advisors
Pennsylvania
$25.4K -$147K -5,510 -85%
ADL
579
Asset Dedication LLC
California
$24K -$38.1K -1,400 -61%
SIC
580
Salem Investment Counselors
North Carolina
$23.3K -$11K -410 -32%
WWP
581
WR Wealth Planners
Missouri
$20.5K -$200K -7,450 -91%
PK
582
Pflug Koory
Nebraska
$20.2K
DAM
583
Delta Asset Management
Tennessee
$19.6K
HCP
584
Hexagon Capital Partners
Arkansas
$19.4K -$107 -4 -0.5%
EWM
585
Endurance Wealth Management
Rhode Island
$19K
FHA
586
First Horizon Advisors
Tennessee
$19K
LWA
587
Lowe Wealth Advisors
Maryland
$18.9K -$1.98K -74 -10%
MAWA
588
Moss Adams Wealth Advisors
Washington
$17K +$17K +636 New
TFGT
589
TS Financial Group (TSFG)
Illinois
$17K
TAM
590
Townsend Asset Management
North Carolina
$14.4K +$536 +20 +4%
SS
591
Sunbelt Securities
Texas
$14K +$14K +524 New
AT
592
Avalon Trust
New Mexico
$13.4K +$13.4K +500 New
KM
593
Kalos Management
Georgia
$12.5K
CA
594
Clearstead Advisors
Ohio
$12.4K -$7.4K -276 -37%
AWM
595
Aspire Wealth Management
Massachusetts
$11.5K -$149K -5,586 -93%
KFI
596
Key Financial Inc
Pennsylvania
$11.4K
NC
597
NewSquare Capital
Pennsylvania
$11.3K -$10.8K -402 -49%
EL
598
EMFO LLC
Florida
$11.1K
TRCT
599
Tower Research Capital (TRC)
New York
$11K -$15.5K -600 -58%
PH
600
Pinnacle Holdings
Oklahoma
$10.8K +$10.8K +404 New