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Schwab US TIPS ETF

650 hedge funds and large institutions have $7.47B invested in Schwab US TIPS ETF in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 221 increasing their positions, 263 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
-7
Holders Change %
-1.07%
% of All Funds
10.25%
Holding in Top 10
54
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.82%
% of All Funds
0.85%
New
76
Increased
221
Reduced
263
Closed
76
Calls
$3.55M
Puts
$1.62M
Net Calls
+$1.94M
Net Calls Change
-$4.09M
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
576
Chilton Capital Management
Texas
$14.6K +$14.6K +556 New
NC
577
NewSquare Capital
Pennsylvania
$14.4K +$3.41K +130 +31%
TAM
578
Townsend Asset Management
North Carolina
$14.1K
CPG
579
Cornerstone Planning Group
New Jersey
$13.7K +$13.7K +524 New
ODG
580
O'Dell Group
Ohio
$13.3K +$13.3K +506 New
AT
581
Avalon Trust
New Mexico
$13.1K
AW
582
Avion Wealth
Texas
$13K -$16.7K -670 -56%
CA
583
Clearstead Advisors
Ohio
$12.1K
AWM
584
Aspire Wealth Management
Massachusetts
$12.1K +$890 +34 +8%
SIS
585
Sound Income Strategies
Florida
$12.1K -$25.7K -982 -68%
KM
586
Kalos Management
Georgia
$11.8K -$419 -16 -3%
KFI
587
Key Financial Inc
Pennsylvania
$11.2K
EL
588
EMFO LLC
Florida
$10.9K +$105 +4 +1%
FCMT
589
Founders Capital Management (Texas)
Texas
$9.9K +$105 +4 +1%
BWM
590
Baystate Wealth Management
Massachusetts
$9.53K
ICM
591
Intrepid Capital Management
Florida
$9.18K +$9.18K +350 New
RWPA
592
Richard W. Paul & Associates
Michigan
$8.86K
PFG
593
Piershale Financial Group
Illinois
$8.6K
NFSG
594
Newbridge Financial Services Group
Florida
$8.23K
VF
595
VitalStone Financial
Texas
$8K +$8K +292 New
AIC
596
Archer Investment Corporation
Indiana
$7.66K +$7.66K +292 New
DI
597
Disciplined Investments
Oklahoma
$7.34K
VCM
598
Versant Capital Management
Arizona
$7.24K +$7.24K +276 New
SL
599
Savior LLC
Massachusetts
$7.01K -$2.04K -78 -23%
GGI
600
Godsey & Gibb Inc
Virginia
$6.13K