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Schwab US TIPS ETF

540 hedge funds and large institutions have $13.1B invested in Schwab US TIPS ETF in 2021 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 258 increasing their positions, 114 reducing their positions, and 41 closing their positions.

Holders
540
Holders Change
+52
Holders Change %
+10.66%
% of All Funds
9.51%
Holding in Top 10
63
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.62%
% of All Funds
1.11%
New
99
Increased
258
Reduced
114
Closed
41
Calls
$917K
Puts
$911K
Net Calls
+$6K
Net Calls Change
+$1.27M
Name Market Value Shares Shares
Change
Shares
Change %
BCI
76
Brinker Capital Investments
Pennsylvania
$11.3M 368,396 +2,736 +0.7%
AMG
77
Asset Management Group
Connecticut
$11.2M 365,572 +77,206 +27%
PFM
78
Peak Financial Management
Massachusetts
$11.1M 362,742 +42,100 +13%
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$11.1M 361,380 -22,388 -6%
CM
80
Columbus Macro
Pennsylvania
$11M 358,100 +358,100 New
MPM
81
Meritage Portfolio Management
Kansas
$10.8M 351,852 +5,942 +2%
Jane Street
82
Jane Street
New York
$10.7M 351,290 +351,290 New
ML
83
McAdam LLC
Pennsylvania
$10.7M 349,164 +20,202 +6%
AFA
84
AllGen Financial Advisors
Florida
$10.5M 342,564 +138,254 +68%
FA
85
FDx Advisors
Illinois
$10.4M 341,614 +341,614 New
CW
86
Connectus Wealth
Ohio
$10.4M 341,074 +341,074 New
ACM
87
AlphaStar Capital Management
North Carolina
$10.3M 338,304 +235,742 +230%
SWM
88
SeaCrest Wealth Management
New York
$10.2M 335,128 +67,024 +25%
ODG
89
O'Dell Group
Ohio
$10.2M 333,952 +333,952 New
WANY
90
Wealthspire Advisors (New York)
New York
$10.2M 333,374 -27,792 -8%
BL
91
BFSG LLC
California
$10.1M 330,928 +12,420 +4%
AHSSHC
92
Adventist Health System Sunbelt Healthcare Corp
Florida
$10.1M 330,510 +34,710 +12%
RPG
93
Resource Planning Group
Georgia
$9.8M 320,598 +32,854 +11%
AWM
94
Avior Wealth Management
Nebraska
$9.73M 318,230 +54,630 +21%
CPFP
95
Clear Perspectives Financial Planning
Ohio
$9.58M 313,338 -6,580 -2%
Commonwealth Equity Services
96
Commonwealth Equity Services
Massachusetts
$9.58M 313,226 +210,282 +204%
AWE
97
Avidian Wealth Enterprises
Texas
$9.42M 307,908 +57,914 +23%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$9.25M 301,934 +18,278 +6%
KBFS
99
Kohmann Bosshard Financial Services
Ohio
$9.14M 298,822 +19,252 +7%
HighTower Advisors
100
HighTower Advisors
Illinois
$9.07M 297,028 +25,362 +9%