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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 %
WIM
76
WealthPlan Investment Management
Nebraska
$15M +$15M +560,202 New
Wealthfront Advisers
77
Wealthfront Advisers
California
$14.5M -$17.1M -662,068 -54%
AMG
78
Asset Management Group
Connecticut
$14M +$1.27M +48,894 +10%
ML
79
McAdam LLC
Pennsylvania
$13.9M +$18.7K +722 +0.1%
PS
80
Portfolio Solutions
Michigan
$13.6M +$4.82M +186,186 +55%
RDIA
81
RE Dickinson Investment Advisors
Iowa
$13.5M +$538K +20,768 +4%
SC
82
Savant Capital
Illinois
$13.5M +$3.64M +140,670 +37%
CCFCSB
83
Cape Cod Five Cents Savings Bank
Massachusetts
$13.4M -$1.86M -71,728 -12%
SFG
84
Sage Financial Group
Pennsylvania
$13.1M -$1.4M -53,866 -10%
AWM
85
Avior Wealth Management
Nebraska
$12.3M +$882K +34,054 +8%
WANY
86
Wealthspire Advisors (New York)
New York
$12.3M -$614K -23,700 -5%
JGCM
87
Joseph Group Capital Management
Ohio
$12.3M +$476K +18,396 +4%
Commonwealth Equity Services
88
Commonwealth Equity Services
Massachusetts
$12.1M -$7.46M -288,164 -38%
SW
89
SVB Wealth
Massachusetts
$12M +$11.2M +432,068 +1,355%
AHSSHC
90
Adventist Health System Sunbelt Healthcare Corp
Florida
$11.8M +$1.08M +41,600 +10%
PFM
91
Peak Financial Management
Massachusetts
$11.4M -$7.98K -308 -0.1%
MAM
92
Marotta Asset Management
Virginia
$11.2M -$297K -11,452 -3%
Stifel Financial
93
Stifel Financial
Missouri
$11.1M -$4.17M -160,912 -27%
PFM
94
Parsec Financial Management
North Carolina
$11M +$6.57M +253,796 +148%
GVAG
95
Great Valley Advisor Group
Delaware
$11M +$318K +12,296 +3%
CFD
96
Creative Financial Designs
Indiana
$10.7M -$9.36M -361,446 -47%
GC
97
Gilbert & Cook
Iowa
$10.5M -$11.7M -448,544 -53%
PAG
98
Private Advisor Group
New Jersey
$10.4M -$244K -9,434 -2%
RCA
99
Reitz Capital Advisors
Michigan
$9.82M +$243K +9,398 +3%
MPM
100
Meritage Portfolio Management
Kansas
$9.76M -$449K -17,348 -4%