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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 %
FCMT
601
Founders Capital Management (Texas)
Texas
$10K
BWM
602
Baystate Wealth Management
Massachusetts
$9.75K
SL
603
Savior LLC
Massachusetts
$9.27K +$750 +28 +9%
Commonwealth Equity Services
604
Commonwealth Equity Services
Massachusetts
$9.23K +$1.9K +70,692 +26%
RWPA
605
Richard W. Paul & Associates
Michigan
$9.06K -$643 -24 -7%
PFG
606
Piershale Financial Group
Illinois
$8.79K -$1.61K -60 -15%
NFSG
607
Newbridge Financial Services Group
Florida
$8.42K
SSB
608
Sandy Spring Bank
Maryland
$7.53K -$25.9K -962 -77%
DI
609
Disciplined Investments
Oklahoma
$7.51K
BTI
610
Blue Trust Inc
Georgia
$7K +$7K +272 New
IWP
611
IAG Wealth Partners
Wisconsin
$6.43K -$45.6K -1,700 -88%
GGI
612
Godsey & Gibb Inc
Virginia
$6.27K +$6.27K +234 New
HFS
613
Hantz Financial Services
Michigan
$5K -$150 -6 -3%
AC
614
AlphaCore Capital
California
$4.77K -$24K -896 -83%
BC
615
Belmont Capital
California
$4.61K
TCWA
616
Ten Capital Wealth Advisors
Washington
$4.5K -$804 -30 -15%
CFO
617
CVA Family Office
Colorado
$4.29K -$1.7M -63,394 -100%
CFB
618
Cullen/Frost Bankers
Texas
$4.18K +$4.18K +156 New
AWA
619
Alaska Wealth Advisors
Alaska
$4.13K +$4.13K +154 New
HCM
620
Horrell Capital Management
Arkansas
$4K
KFS
621
Kelly Financial Services
Massachusetts
$3.98K
FFA
622
Founders Financial Alliance
North Carolina
$3.7K
CWP
623
Concord Wealth Partners
Virginia
$3.56K
BNP Paribas Financial Markets
624
BNP Paribas Financial Markets
France
$3.54K
BLC
625
Brown, Lisle/Cummings
Rhode Island
$3.54K