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Schwab US TIPS ETF

693 hedge funds and large institutions have $9.54B invested in Schwab US TIPS ETF in 2022 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 230 increasing their positions, 306 reducing their positions, and 83 closing their positions.

Holders
693
Holders Change
-20
Holders Change %
-2.81%
% of All Funds
11.98%
Holding in Top 10
67
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-12.99%
% of All Funds
1.16%
New
70
Increased
230
Reduced
306
Closed
83
Calls
$3.54M
Puts
$2.54M
Net Calls
+$1M
Net Calls Change
-$3.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Fifth Third Bancorp
51
Fifth Third Bancorp
Ohio
$23M -$3.03M -116,894 -12%
PFA
52
Pure Financial Advisors
California
$22.4M +$2.02M +78,044 +10%
AA
53
Advisory Alpha
Michigan
$21.2M -$1.89M -72,858 -8%
CIM
54
Cambria Investment Management
California
$21.2M +$18.1M +698,988 +594%
MIS
55
Morningstar Investment Services
Illinois
$21M -$623K -23,730 -3%
WCWM
56
Wooster Corthell Wealth Management
Connecticut
$20.6M +$175K +6,764 +0.9%
CWA
57
Carolina Wealth Advisors
South Carolina
$20.1M +$575K +22,210 +3%
WFS
58
Walker Financial Services
Kentucky
$19M -$15.5M -599,964 -45%
MSWM
59
Mader & Shannon Wealth Management
Missouri
$18.5M +$18.5M +713,408 New
D
60
Diversified
Delaware
$18.4M +$916K +35,382 +5%
BlackRock
61
BlackRock
New York
$17.9M +$3.46M +133,554 +24%
MML Investors Services
62
MML Investors Services
Massachusetts
$17.1M +$1.47M +56,670 +9%
FM
63
Foster & Motley
Ohio
$17M -$82.7K -3,194 -0.5%
MFGP
64
Marshall Financial Group (Pennsylvania)
Pennsylvania
$17M +$664K +25,656 +4%
NL
65
Navalign LLC
California
$16.8M -$595K -22,988 -3%
B
66
Bridgeworth
Alabama
$16.5M +$7.34M +283,382 +80%
WCM
67
Wealthcare Capital Management
Virginia
$16.3M -$2.78M -107,408 -15%
Financial Engines Advisors
68
Financial Engines Advisors
California
$15.8M -$188K -7,276 -1%
PCWA
69
Pacific Capital Wealth Advisors
California
$15.6M +$1.95M +75,142 +14%
LJAC
70
L.J. Altfest & Co
New York
$15.5M +$15.5M +597,464 New
AFA
71
American Financial Advisors
Georgia
$15.4M -$368K -14,228 -2%
RJA
72
Raymond James & Associates
Florida
$15.4M -$1.14M -44,016 -7%
WMS
73
Wealth Management Solutions
Pennsylvania
$15.4M +$1.46M +56,268 +10%
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$15.3M -$2.56M -98,978 -14%
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$15.3M -$82.7K -3,192 -0.5%