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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.

New
Increased
Maintained
Reduced
Closed
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 %
HL
751
HeadInvest LLC
Maine
-$202K -7,236 Closed
FRA
752
Frank Rimerman Advisors
California
-$201K -7,196 Closed
BC
753
Burleson & Co
California
-$120K -4,298 Closed
AW
754
ACG Wealth
Georgia
-$53K -1,906 Closed
AA
755
Ancora Advisors
Ohio
-$51K -1,828 Closed
GLLW
756
Graves Light Lenhart Wealth
Virginia
-$49K -1,752 Closed
RIM
757
Rockbridge Investment Management
New York
-$27.1K -970 Closed
RWA
758
RGT Wealth Advisors
Texas
-$21K -750 Closed
RA
759
Rise Advisors
New York
-$21K -736 Closed
IWP
760
IAG Wealth Partners
Wisconsin
-$16K -576 Closed
VWM
761
Valley Wealth Managers
New Jersey
-$14K -514 Closed
AWM
762
Activest Wealth Management
Florida
-$14K -508 Closed
BW
763
Bison Wealth
Georgia
-$14K -502 Closed
SIAP
764
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$13K -478 Closed
GWMIA
765
Global Wealth Management Investment Advisory
Florida
-$9K -322 Closed
SFG
766
Steward Financial Group
Texas
-$7K -270 Closed
CP
767
Castleview Partners
Texas
-$3.54K -160 Closed
CWP
768
Concord Wealth Partners
Virginia
-$4K -128 Closed
CB
769
CNB Bank
Pennsylvania
-$2K -58 Closed
JFA
770
JNBA Financial Advisors
Minnesota
-$2K -54 Closed
NL
771
NVWM LLC
Pennsylvania
-$1K -50 Closed