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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 %
GI
626
Gradient Investments
Minnesota
$3.49K -$13.6K -506 -80%
AA
627
Addison Advisors
Vermont
$3.43K
SWA
628
SOA Wealth Advisors
New York
$3.06K
KHC
629
Koesten Hirschmann & Crabtree
Kansas
$2.9K +$2.9K +108 New
CSWM
630
Cassady Schiller Wealth Management
Ohio
$2.84K
GWM
631
Geneos Wealth Management
Colorado
$2.68K
SIS
632
Strategic Investment Solutions
Illinois
$2.41K +$2.41K +90 New
SWA
633
Sutton Wealth Advisors
Florida
$2.14K
ACM
634
Antonetti Capital Management
Florida
$2.14K
First Manhattan
635
First Manhattan
New York
$2.09K
TWA
636
TCI Wealth Advisors
Arizona
$2.02K -$5.16K -194 -72%
WTC
637
WhitTier Trust Company
Nevada
$1.98K
SCA
638
Stonebridge Capital Advisors
Minnesota
$1.77K
WWM
639
Wagner Wealth Management
South Carolina
$1.76K +$213 +8 +14%
ME
640
McIlrath & Eck
Washington
$1.45K +$1.45K +54 New
S
641
SignatureFD
Georgia
$1.29K +$858 +32 +200%
EA
642
Evolution Advisers
Virginia
$1K -$68K -4,082 -99%
FMP
643
Financial Management Professionals
Texas
$1K -$39.5K -948 -98%
TFA
644
Transamerica Financial Advisors
Florida
$1K
CAL
645
Capital Analysts LLC
Pennsylvania
$1K
NG
646
NWK Group
California
$962
CFFP
647
Center for Financial Planning
Michigan
$805
BHWM
648
Beaird Harris Wealth Management
Texas
$697 +$107 +4 +18%
PO
649
Private Ocean
California
$643 -$11.5K -428 -95%
LC
650
Lindbrook Capital
California
$536