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Schwab US TIPS ETF

764 hedge funds and large institutions have $15.4B invested in Schwab US TIPS ETF in 2021 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 354 increasing their positions, 143 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
764
Holders Change
+131
Holders Change %
+20.7%
% of All Funds
11.8%
Holding in Top 10
95
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+28.38%
% of All Funds
1.47%
New
190
Increased
354
Reduced
143
Closed
47
Calls
$2.94M
Puts
$421K
Net Calls
+$2.52M
Net Calls Change
+$558K
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
726
BerganKDV Wealth Management
Minnesota
$7K -$30K -1,002 -81%
VCM
727
Versant Capital Management
Arizona
$7K
JFA
728
JNBA Financial Advisors
Minnesota
$7K +$7K +212 New
MFT
729
Moisand Fitzgerald Tamayo
Florida
$6K
FCFS
730
First Command Financial Services
Texas
$6K
FCB
731
First Command Bank
Texas
$6K
CFCI
732
Comprehensive Financial Consultants Institutional
Indiana
$6K +$6K +222 New
HCM
733
Horrell Capital Management
Arkansas
$5K
LFA
734
Level Financial Advisors
New York
$5K +$5K +148 New
TFGT
735
TS Financial Group (TSFG)
Illinois
$4K
FFA
736
Founders Financial Alliance
North Carolina
$4K
CWP
737
Concord Wealth Partners
Virginia
$4K +$4K +126 New
BFG
738
Baron Financial Group
New Jersey
$3.71K
KFS
739
Kelly Financial Services
Massachusetts
$3.31K +$62 +2 +2%
BWL
740
Bogart Wealth LLC
Virginia
$3K +$56 +2 +2%
HNWA
741
Henrickson Nauta Wealth Advisors
Michigan
$3K +$3K +92 New
AHIA
742
Andrew Hill Investment Advisors
Florida
$3K +$3K +124 New
SWA
743
Sutton Wealth Advisors
Florida
$2.52K
SSB
744
Sandy Spring Bank
Maryland
$2K -$13.8K -498 -87%
WWM
745
Wagner Wealth Management
South Carolina
$2K
COCM
746
Charter Oak Capital Management
New Hampshire
$2K
CB
747
CNB Bank
Pennsylvania
$2K +$2K +58 New
MBFW
748
Morton Brown Family Wealth
Pennsylvania
$2K +$2K +60 New
LTI
749
Laffer Tengler Investments
Tennessee
$1.97K +$64 +2 +3%
MP
750
McDonald Partners
Ohio
$1.64K +$1.64K +52 New