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Schwab US TIPS ETF

696 hedge funds and large institutions have $9.54B invested in Schwab US TIPS ETF in 2022 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 196 increasing their positions, 320 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
696
Holders Change
+3
Holders Change %
+0.43%
% of All Funds
11.23%
Holding in Top 10
62
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.46%
% of All Funds
1%
New
110
Increased
196
Reduced
320
Closed
100
Calls
$16.7M
Puts
$508K
Net Calls
+$16.2M
Net Calls Change
+$15.2M
Name Holding Trade Value Shares
Change
Shares
Change %
PP
601
PrairieView Partners
Minnesota
$35K +$52 +2 +0.1%
BBPWM
602
Blue Bell Private Wealth Management
Pennsylvania
$34.4K
APC
603
Aspire Private Capital
North Carolina
$33.5K -$33.5K -1,294 -50%
SIC
604
Salem Investment Counselors
North Carolina
$33.1K +$11.5K +446 +54%
SSB
605
Sandy Spring Bank
Maryland
$32.2K +$23.5K +908 +272%
IBOK
606
Independence Bank of Kentucky
Kentucky
$31K
AW
607
Avion Wealth
Texas
$30K
CPG
608
Cornerstone Planning Group
New Jersey
$29.3K +$29.3K +1,102 New
HIA
609
Harbor Investment Advisory
Maryland
$28.3K -$75.7K -2,924 -73%
AC
610
AlphaCore Capital
California
$27.8K +$20.6K +796 +286%
TRCT
611
Tower Research Capital (TRC)
New York
$27K +$25.2K +958 +1,409%
FGAM
612
Financial Gravity Asset Management
Texas
$27K -$27K -104 -50%
SFC
613
SYM Financial Corp
Indiana
$26.5K +$26.5K +1,022 New
FCA
614
FinTrust Capital Advisors
South Carolina
$26.4K
CWC
615
Carolinas Wealth Consulting
North Carolina
$26.3K +$518 +20 +2%
CPA
616
Cardiff Park Advisors
California
$25.7K +$518 +20 +2%
MCC
617
Money Concepts Capital
Florida
$25.4K +$22.7K +878 +861%
FMP
618
Financial Management Professionals
Texas
$25K +$23.5K +914 +1,576%
BWL
619
Bogart Wealth LLC
Virginia
$23.8K +$52 +2 +0.2%
ATC
620
Adirondack Trust Company
New York
$23.8K
NC
621
NewSquare Capital
Pennsylvania
$21.3K -$3.98M -153,778 -99%
CDIA
622
Capital Directions Investment Advisors
Georgia
$21.1K +$21.1K +814 New
LWA
623
Lowe Wealth Advisors
Maryland
$20.1K
PK
624
Pflug Koory
Nebraska
$20K
CA
625
Clearstead Advisors
Ohio
$19.1K