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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 %
OFP
101
OLIO Financial Planning
Virginia
$9.66M -$606K -23,384 -6%
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$9.42M -$4.51M -174,214 -32%
IF
103
IRON Financial
Illinois
$9.41M -$127K -4,888 -1%
KBFS
104
Kohmann Bosshard Financial Services
Ohio
$9.36M +$396K +15,302 +4%
AIM
105
Anchor Investment Management
South Carolina
$9.21M +$58.8K +2,270 +0.6%
SPIA
106
Steward Partners Investment Advisory
New York
$9.2M +$4M +154,382 +77%
BL
107
BFSG LLC
California
$9.18M -$242K -9,328 -3%
ARIS
108
Advanced Research Investment Solutions
California
$9.07M +$2.92M +112,848 +48%
VVP
109
Venture Visionary Partners
Ohio
$9.07M -$873K -33,704 -9%
HA
110
HC Advisors
Georgia
$9.02M +$744K +28,720 +9%
CW
111
Connectus Wealth
Ohio
$8.66M -$78.3M -302,390 -90%
WCWM
112
Willow Creek Wealth Management
California
$8.56M -$1.22M -47,216 -12%
WFA
113
Wipfli Financial Advisors
Wisconsin
$8.56M +$4M +154,448 +88%
FVWA
114
Foster Victor Wealth Advisors
South Carolina
$8.22M +$51.9K +2,000 +0.6%
FSG
115
Financial Strategies Group
Michigan
$8.22M -$1.18M -45,440 -13%
HI
116
Harbour Investments
Wisconsin
$8.2M
RPG
117
Resource Planning Group
Georgia
$8.18M -$89.3K -3,448 -1%
HGWM
118
Horst & Graben Wealth Management
Oregon
$8.14M -$1.58M -61,102 -16%
FTS
119
Fifth Third Securities
Ohio
$8.11M +$3.47M +133,792 +75%
ACG
120
Allen Capital Group
Nebraska
$8.11M +$778K +30,036 +11%
HNW
121
High Note Wealth
Minnesota
$7.94M -$1.02M -38,800 -11%
AWE
122
Avidian Wealth Enterprises
Texas
$7.94M +$365K +14,094 +5%
SIAG
123
Signet Investment Advisory Group
Rhode Island
$7.88M +$143K +5,508 +2%
WAM
124
WFA Asset Management
Wisconsin
$7.32M -$172K -6,658 -2%
APW
125
Aurora Private Wealth
New Jersey
$6.79M +$855K +33,028 +14%