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Schwab US TIPS ETF

588 hedge funds and large institutions have $14.2B invested in Schwab US TIPS ETF in 2021 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 295 increasing their positions, 125 reducing their positions, and 39 closing their positions.

Holders
588
Holders Change
+48
Holders Change %
+8.89%
% of All Funds
10.27%
Holding in Top 10
65
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.17%
% of All Funds
1.13%
New
93
Increased
295
Reduced
125
Closed
39
Calls
$1.78M
Puts
$1.41M
Net Calls
+$362K
Net Calls Change
+$356K
Name Holding Trade Value Shares
Change
Shares
Change %
FA
101
FDx Advisors
Illinois
$10.2M -$431K -13,792 -4%
CFD
102
Creative Financial Designs
Indiana
$10.2M +$9.94M +318,080 +3,345%
ACM
103
AlphaStar Capital Management
North Carolina
$10.2M -$422K -13,514 -4%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$9.95M +$521K +16,678 +6%
IF
105
IRON Financial
Illinois
$9.86M +$827K +26,460 +9%
KBFS
106
Kohmann Bosshard Financial Services
Ohio
$9.79M +$451K +14,426 +5%
FSG
107
Financial Strategies Group
Michigan
$9.73M +$625K +20,002 +7%
AWE
108
Avidian Wealth Enterprises
Texas
$9.63M +$6.81K +218 +0.1%
CW
109
CreativeOne Wealth
Kansas
$9.4M +$2.99M +95,590 +47%
WT
110
Washington Trust
Rhode Island
$9.4M +$4.35M +139,262 +86%
WANY
111
Wealthspire Advisors (New York)
New York
$9.15M -$1.27M -40,558 -12%
Bank of New York Mellon
112
Bank of New York Mellon
New York
$9.02M +$418K +13,360 +5%
CPFP
113
Clear Perspectives Financial Planning
Ohio
$8.99M -$800K -25,596 -8%
Rockefeller Capital Management
114
Rockefeller Capital Management
New York
$8.91M +$8.89M +284,340 +49,365%
SC
115
Savant Capital
Illinois
$8.75M +$1.2M +38,490 +16%
AA
116
ALPS Advisors
Colorado
$8.74M -$76.3K -2,440 -0.9%
Baird Financial Group
117
Baird Financial Group
Wisconsin
$8.69M +$7.98M +255,266 +1,119%
MWM
118
Merriman Wealth Management
Washington
$8.26M +$8.26M +264,392 New
ACG
119
Allen Capital Group
Nebraska
$8.17M -$20.4K -654 -0.2%
LCC
120
Lincoln Capital Corp
Rhode Island
$8.13M +$230K +7,354 +3%
PWM
121
Paulson Wealth Management
Illinois
$7.74M +$120K +3,840 +2%
SIAG
122
Signet Investment Advisory Group
Rhode Island
$7.68M +$4.08M +130,424 +113%
LWAC
123
Laurel Wealth Advisors (California)
California
$7.66M +$7.19M +230,038 +1,525%
MAM
124
Madison Asset Management
Wisconsin
$7.54M -$22.7M -725,864 -75%
APCM
125
Alaska Permanent Capital Management
Alaska
$7.45M +$188K +6,030 +3%