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Schwab US TIPS ETF

488 hedge funds and large institutions have $10.7B invested in Schwab US TIPS ETF in 2020 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 221 increasing their positions, 105 reducing their positions, and 33 closing their positions.

Holders
488
Holders Change
+59
Holders Change %
+13.75%
% of All Funds
8.66%
Holding in Top 10
58
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.83%
% of All Funds
1.03%
New
97
Increased
221
Reduced
105
Closed
33
Calls
$248K
Puts
$1.52M
Net Calls
-$1.27M
Net Calls Change
+$63K
Name Holding Trade Value Shares
Change
Shares
Change %
Cerity Partners
101
Cerity Partners
New York
$7.22M +$7.22M +232,628 New
LCC
102
Lincoln Capital Corp
Rhode Island
$7.17M +$2.4M +77,360 +50%
UCFA
103
United Capital Financial Advisors
Texas
$6.93M -$225K -7,262 -3%
Truist Financial
104
Truist Financial
North Carolina
$6.66M -$681K -21,942 -9%
CA
105
Corrado Advisors
New Jersey
$6.63M -$293K -9,440 -4%
RJFSA
106
Raymond James Financial Services Advisors
Florida
$6.47M -$530K -17,080 -8%
AFA
107
AllGen Financial Advisors
Florida
$6.34M +$6.34M +204,310 New
DWM
108
Darwin Wealth Management
Florida
$6.32M +$68.8K +2,216 +1%
ACG
109
Allen Capital Group
Nebraska
$6.01M +$469K +15,098 +8%
IFS
110
Ifrah Financial Services
Arkansas
$5.9M +$8.75K +282 +0.1%
MA
111
Modus Advisors
Minnesota
$5.74M +$950K +30,608 +20%
PWM
112
Paulson Wealth Management
Illinois
$5.74M +$5.74M +184,878 New
MWA
113
MFA Wealth Advisors
Pennsylvania
$5.71M +$86K +2,772 +2%
Kovitz Investment Group Partners
114
Kovitz Investment Group Partners
Illinois
$5.67M -$1.88M -60,664 -25%
SC
115
Savant Capital
Illinois
$5.66M +$1.75M +56,220 +45%
HA
116
HC Advisors
Georgia
$5.6M -$24.3K -784 -0.4%
AWM
117
Altium Wealth Management
New York
$5.5M +$408K +13,150 +8%
CW
118
CreativeOne Wealth
Kansas
$5.38M +$2.52M +81,320 +88%
JFG
119
JMG Financial Group
Illinois
$5.37M +$317K +10,228 +6%
Royal Bank of Canada
120
Royal Bank of Canada
Ontario, Canada
$5.34M -$15.3M -492,644 -74%
KC
121
Kingfisher Capital
North Carolina
$5.25M +$449K +14,466 +9%
Thrivent Financial for Lutherans
122
Thrivent Financial for Lutherans
Minnesota
$5.22M -$3.6M
RJA
123
Raymond James & Associates
Florida
$5.17M -$1.89M -60,730 -27%
Cetera Investment Advisers
124
Cetera Investment Advisers
Illinois
$5.12M +$4.84M +155,976 +1,739%
RF
125
RHS Financial
California
$5.09M +$2.16M +69,542 +74%