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Schwab US TIPS ETF

713 hedge funds and large institutions have $10.7B invested in Schwab US TIPS ETF in 2022 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 257 increasing their positions, 312 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
713
Holders Change
-37
Holders Change %
-4.93%
% of All Funds
12.06%
Holding in Top 10
77
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.75%
% of All Funds
1.3%
New
69
Increased
257
Reduced
312
Closed
95
Calls
$5.38M
Puts
$1.17M
Net Calls
+$4.21M
Net Calls Change
+$103K
Name Holding Trade Value Shares
Change
Shares
Change %
BL
101
BFSG LLC
California
$10.1M -$75.2K -2,696 -0.7%
FSG
102
Financial Strategies Group
Michigan
$10.1M +$157K +5,640 +2%
B
103
Bridgeworth
Alabama
$9.88M +$9.88M +354,100 New
AIM
104
Anchor Investment Management
South Carolina
$9.86M -$2.74M -98,272 -22%
KBFS
105
Kohmann Bosshard Financial Services
Ohio
$9.65M -$416K -14,896 -4%
CM
106
Columbus Macro
Pennsylvania
$9.56M -$250K -8,978 -3%
HNW
107
High Note Wealth
Minnesota
$9.53M +$280K +10,042 +3%
PS
108
Portfolio Solutions
Michigan
$9.48M +$7.14M +256,084 +306%
GFG
109
Greystone Financial Group
Michigan
$9.39M -$2.83M -101,500 -23%
CW
110
Connectus Wealth
Ohio
$9.37M -$381K -13,640 -4%
AHC
111
Anderson Hoagland & Co
Missouri
$9.14M -$1.68M -60,664 -16%
WT
112
Washington Trust
Rhode Island
$9.11M -$50.6K -1,814 -0.6%
IA
113
IFG Advisory
Georgia
$8.93M -$294K -10,550 -3%
HA
114
HC Advisors
Georgia
$8.92M +$8.32K +298 +0.1%
RPG
115
Resource Planning Group
Georgia
$8.91M -$1.56M -55,916 -15%
FVWA
116
Foster Victor Wealth Advisors
South Carolina
$8.76M -$198K -7,100 -2%
AFA
117
AllGen Financial Advisors
Florida
$8.38M +$2.78M +128,974 +50%
SIAG
118
Signet Investment Advisory Group
Rhode Island
$8.33M +$223K +7,984 +3%
HI
119
Harbour Investments
Wisconsin
$8.2M +$8.2M +294,062 New
AWE
120
Avidian Wealth Enterprises
Texas
$8.16M -$1.13M -40,472 -12%
WAM
121
WFA Asset Management
Wisconsin
$8.07M +$51.7K +1,854 +0.6%
ACG
122
Allen Capital Group
Nebraska
$7.9M -$1.15M -41,218 -13%
Janney Montgomery Scott
123
Janney Montgomery Scott
Pennsylvania
$7.74M -$5.13M -183,304 -40%
CCWA
124
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.68M +$660K +23,650 +9%
FA
125
FC Advisory
Pennsylvania
$7.67M +$291K +10,436 +4%