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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 %
BPA
126
Beacon Pointe Advisors
California
$7.62M -$18.8M -673,072 -71%
FA
127
FDx Advisors
Illinois
$7.27M -$329K -11,798 -4%
FCA
128
FLC Capital Advisors
California
$7.21M -$4.25M -152,314 -37%
CW
129
CreativeOne Wealth
Kansas
$7.19M -$2.51M -90,022 -26%
CAN
130
Cetera Advisor Networks
California
$6.95M +$894K +32,028 +15%
CIAS
131
CFS Investment Advisory Services
New Jersey
$6.86M -$239M -8,575,564 -97%
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$6.68M -$152K -5,452 -2%
ARIS
133
Advanced Research Investment Solutions
California
$6.62M +$543K +19,478 +9%
FA
134
Fagan Associates
New York
$6.53M -$86.3K -3,094 -1%
TF
135
Theory Financial
Colorado
$6.52M -$4.94M -175,888 -43%
T
136
TCWP
Ohio
$6.52M +$3.24M +116,104 +99%
APW
137
Aurora Private Wealth
New Jersey
$6.39M -$2.06M -73,938 -24%
APW
138
Austin Private Wealth
Texas
$6.37M +$3.54M +126,750 +125%
MA
139
Mutual Advisors
Nebraska
$6.3M +$936K +33,556 +17%
CFMC
140
Curbstone Financial Management Corp
New Hampshire
$6.29M -$1.19M -42,700 -16%
ACP
141
Aviance Capital Partners
Florida
$6.11M -$376K -13,468 -6%
OWA
142
One Wealth Advisors
California
$5.96M +$2.24M +80,248 +60%
BCMLT
143
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.73M -$142K -4,670 -2%
IFS
144
Ifrah Financial Services
Arkansas
$5.68M -$41.6K -1,490 -0.7%
SPIA
145
Steward Partners Investment Advisory
New York
$5.6M -$293K -10,484 -5%
Manulife (Manufacturers Life Insurance)
146
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.58M -$21.9M -785,858 -80%
BMD
147
Better Money Decisions
New Mexico
$5.56M +$1.13M +40,378 +25%
WTA
148
Washington Trust Advisors
Massachusetts
$5.55M -$176K -6,320 -3%
Truist Financial
149
Truist Financial
North Carolina
$5.52M -$991K -35,510 -15%
SFA
150
Souders Financial Advisors
Ohio
$5.38M +$184K +6,578 +4%