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Schwab US TIPS ETF

633 hedge funds and large institutions have $15B invested in Schwab US TIPS ETF in 2021 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 325 increasing their positions, 135 reducing their positions, and 29 closing their positions.

Holders
633
Holders Change
+45
Holders Change %
+7.65%
% of All Funds
11.12%
Holding in Top 10
74
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+13.85%
% of All Funds
1.3%
New
85
Increased
325
Reduced
135
Closed
29
Calls
$2.61M
Puts
$645K
Net Calls
+$1.96M
Net Calls Change
+$1.6M
Name Holding Trade Value Shares
Change
Shares
Change %
QAM
51
QCI Asset Management
New York
$23M +$159K +5,092 +0.7%
MIM
52
Morningstar Investment Management
Illinois
$22.6M
SFG
53
Sage Financial Group
Pennsylvania
$21.9M +$1.58M +50,640 +8%
FM
54
Foster & Motley
Ohio
$21.6M -$8.53M -272,484 -28%
PFA
55
Pure Financial Advisors
California
$21.4M +$1.98M +63,238 +10%
CST
56
Charles Schwab Trust
Nevada
$21.2M +$1.54M +49,072 +8%
KLC
57
Knowledge Leaders Capital
Colorado
$20.6M
CCFCSB
58
Cape Cod Five Cents Savings Bank
Massachusetts
$20.6M +$2.31M +73,900 +13%
Financial Engines Advisors
59
Financial Engines Advisors
California
$20.2M +$20.2M +644,528 New
BOPW
60
Brandywine Oak Private Wealth
Pennsylvania
$19.5M +$217K +6,950 +1%
GFG
61
Greystone Financial Group
Michigan
$19.3M -$213K -6,822 -1%
PAG
62
Private Advisor Group
New Jersey
$18.7M +$3.86M +123,336 +26%
AFA
63
American Financial Advisors
Georgia
$18.2M +$1.25M +39,934 +7%
Jane Street
64
Jane Street
New York
$17.6M +$782K +24,992 +5%
MTC
65
Matrix Trust Company
Colorado
$17.5M +$1.49M +47,530 +9%
BCM
66
Brookstone Capital Management
Illinois
$17.1M -$965K -30,702 -5%
MML Investors Services
67
MML Investors Services
Massachusetts
$17.1M +$2.31M +73,760 +16%
MFGP
68
Marshall Financial Group (Pennsylvania)
Pennsylvania
$17M +$935K +29,878 +6%
ML
69
McAdam LLC
Pennsylvania
$16.9M +$3.63M +115,958 +27%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$16.9M +$2.78M +88,732 +20%
BWA
71
Burt Wealth Advisors
Maryland
$16.8M +$147K +4,686 +0.9%
JIP
72
JBJ Investment Partners
South Carolina
$15.9M -$2.53M -80,978 -14%
ACM
73
AlphaStar Capital Management
North Carolina
$15.7M +$5.54M +176,410 +54%
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$15.6M +$1.19M +37,946 +8%
Fidelity Investments
75
Fidelity Investments
Massachusetts
$15.2M -$224K -7,174 -1%