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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 %
CAS
576
Coppell Advisory Solutions
Texas
$19.8K +$19.8K +760 New
DAM
577
Delta Asset Management
Tennessee
$19.1K
LWA
578
Lowe Wealth Advisors
Maryland
$18.4K
BF
579
BOK Financial
Oklahoma
$17.3K +$17.3K +662 New
CCP
580
Clarkston Capital Partners
Michigan
$17K -$17.4K -668 -51%
SIC
581
SJS Investment Consulting
Ohio
$16.7K
CWC
582
Carolinas Wealth Consulting
North Carolina
$16K -$522 -20 -3%
GI
583
Gradient Investments
Minnesota
$15.5K +$14.7K +562 +1,873%
TFGT
584
TS Financial Group (TSFG)
Illinois
$15K -$1.23K -48 -8%
GPFA
585
Game Plan Financial Advisors
Ohio
$14.4K +$14.4K +550 New
DCM
586
Davis Capital Management
Florida
$14.1K +$14.1K +542 New
TAM
587
Townsend Asset Management
North Carolina
$14K
HCP
588
Hexagon Capital Partners
Arkansas
$13.6K -$1.57K -60 -10%
FFO
589
Fortitude Family Office
Arizona
$13.1K +$13.1K +502 New
KFP
590
Keener Financial Planning
Texas
$13K +$13K +484 New
VL
591
Vima LLC
Michigan
$11.5K +$11.5K +440 New
EL
592
EMFO LLC
Florida
$11.1K +$156 +6 +1%
KFI
593
Key Financial Inc
Pennsylvania
$11.1K
MSWM
594
McGlone Suttner Wealth Management
Wisconsin
$11.1K +$11.1K +424 New
GWM
595
Geneos Wealth Management
Colorado
$10.6K +$4.23K +162 +66%
FDCP
596
Foster Dykema Cabot & Partners
Massachusetts
$10.5K +$10.5K +402 New
BWM
597
BKM Wealth Management
Wisconsin
$10.4K +$10.4K +400 New
FCMT
598
Founders Capital Management (Texas)
Texas
$10.1K +$104 +4 +1%
TF
599
Tompkins Financial
New York
$9.81K -$22.2K -852 -69%
SIS
600
Sound Income Strategies
Florida
$9.71K -$6.26K -240 -39%