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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 %
UB
176
UMB Bank
Missouri
$4.43M -$723K -25,918 -14%
MWA
177
Moser Wealth Advisors
Washington
$4.42M -$211K -7,550 -5%
ATWA
178
Arbor Trust Wealth Advisors
Michigan
$4.34M -$274K -9,830 -6%
AAP
179
Arax Advisory Partners
Colorado
$4.28M +$78.5K +2,812 +2%
ULWM
180
Upper Left Wealth Management
Florida
$4.26M -$367K -13,166 -8%
National Bank of Canada
181
National Bank of Canada
Quebec, Canada
$4.26M +$71.6K +2,562 +2%
BOC
182
Bull Oak Capital
California
$4.23M +$2.43M +87,152 +135%
EWA
183
Exencial Wealth Advisors
Oklahoma
$4.21M -$53.7K -1,926 -1%
VT
184
Vise Technologies
New York
$4.2M +$1.26M +45,150 +43%
C1AG
185
Client 1st Advisory Group
Florida
$4.11M -$553K -19,812 -12%
ATIA
186
American Trust Investment Advisors
New Hampshire
$4.08M -$12K -430 -0.3%
TW
187
TrinityPoint Wealth
Connecticut
$4M +$3.52K +126 +0.1%
TFP
188
Tilia Fiduciary Partners
North Carolina
$3.97M -$226K -8,128 -5%
AOWM
189
Alpha Omega Wealth Management
Virginia
$3.96M +$118K +4,228 +3%
Citadel Advisors
190
Citadel Advisors
Florida
$3.93M +$3.93M +140,714 New
CWA
191
Clearview Wealth Advisors
Oregon
$3.87M +$941K +33,736 +32%
EI
192
Ellevest Inc
New York
$3.85M +$79.6K +2,852 +2%
AFP
193
Ausdal Financial Partners
Iowa
$3.82M +$284K +10,166 +8%
ASN
194
Advisory Services Network
Georgia
$3.79M +$403K +14,436 +12%
Thrivent Financial for Lutherans
195
Thrivent Financial for Lutherans
Minnesota
$3.75M -$414K -14,830 -10%
BCM
196
Brookstone Capital Management
Illinois
$3.74M -$987K -35,524 -21%
PC
197
Prairiewood Capital
North Dakota
$3.74M +$51.1K +1,830 +1%
OPWM
198
Oxinas Partners Wealth Management
Indiana
$3.72M +$3.72M +133,418 New
LAIC
199
Lederer & Associates Investment Counsel
California
$3.72M -$263K -9,438 -7%
MG
200
Mather Group
Illinois
$3.65M +$2.07M +74,028 +130%