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Schwab US TIPS ETF

631 hedge funds and large institutions have $7.4B invested in Schwab US TIPS ETF in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 244 increasing their positions, 229 reducing their positions, and 63 closing their positions.

Holders
631
Holders Change
-18
Holders Change %
-2.77%
% of All Funds
9.13%
Holding in Top 10
54
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.9%
% of All Funds
0.78%
New
53
Increased
244
Reduced
229
Closed
63
Calls
$2.98M
Puts
$70K
Net Calls
+$2.91M
Net Calls Change
-$153K
Name Market Value Shares Shares
Change
Shares
Change %
EWA
126
Exencial Wealth Advisors
Oklahoma
$5.85M 109,136 -2,086 -2%
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$5.84M 108,888 -11,493 -10%
ATIA
128
American Trust Investment Advisors
New Hampshire
$5.78M 107,779 +50,409 +88%
SF
129
Summit Financial
New Jersey
$5.59M 104,177 +83,167 +396%
FA
130
Fortis Advisors
Pennsylvania
$5.49M 102,373 +102,373 New
Cambridge Investment Research Advisors
131
Cambridge Investment Research Advisors
Iowa
$5.47M 101,939 -38,575 -27%
MWM
132
MBE Wealth Management
Wisconsin
$5.44M 101,478 -108 -0.1%
CCM
133
Cambridge Capital Management
Illinois
$5.4M 100,740 +12,148 +14%
CST
134
Charles Schwab Trust
Nevada
$5.34M 99,577 +52,022 +109%
R
135
Rebalance
California
$5.23M 97,500 +103 +0.1%
CFMC
136
Curbstone Financial Management Corp
New Hampshire
$5.12M 95,510 -400 -0.4%
VCM
137
Virtue Capital Management
Tennessee
$5.09M 94,827 +3,066 +3%
LIA
138
LifePlan Investment Advisors
North Carolina
$5.05M 94,210 +4,685 +5%
TIM
139
Tortoise Investment Management
New York
$5.03M 93,836 -1,703 -2%
ACM
140
AlphaStar Capital Management
North Carolina
$4.97M 92,656 +9,130 +11%
AI
141
Atria Investments
North Carolina
$4.96M 92,394 -1,861 -2%
AI
142
Arvest Investments
Arkansas
$4.91M 91,518 -421 -0.5%
CKAIS
143
Christensen King & Associates Investment Services
Washington
$4.89M 91,191 -1,160 -1%
HPM
144
Hoxton Planning & Management
West Virginia
$4.55M 84,848 +2,523 +3%
KA
145
Kure Advisory
Minnesota
$4.55M 84,842 +1,817 +2%
CIM
146
Cambria Investment Management
California
$4.53M 84,663 +280 +0.3%
PWP
147
Perfromance Wealth Partners
Illinois
$4.49M 83,749 -965 -1%
VT
148
Vise Technologies
New York
$4.49M 83,669 +1,320 +2%
HNW
149
High Note Wealth
Minnesota
$4.4M 82,009 -5,704 -7%
Fidelity Investments
150
Fidelity Investments
Massachusetts
$4.35M 81,159 -5,129 -6%