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Schwab US TIPS ETF

651 hedge funds and large institutions have $8.81B invested in Schwab US TIPS ETF in 2025 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 246 increasing their positions, 241 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
651
Holders Change
-2
Holders Change %
-0.31%
% of All Funds
8.84%
Holding in Top 10
61
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.02%
% of All Funds
0.83%
New
81
Increased
246
Reduced
241
Closed
62
Calls
$882K
Puts
$280K
Net Calls
+$602K
Net Calls Change
-$2.11M
Name Holding Trade Value Shares
Change
Shares
Change %
JWCA
226
J.W. Cole Advisors
Florida
$2.09M +$151K +5,602 +8%
BIM
227
Breakwater Investment Management
Washington
$2.06M +$549K +20,431 +36%
AQR Capital Management
228
AQR Capital Management
Connecticut
$2.05M +$1.32M +49,056 +181%
HCM
229
Hengehold Capital Management
Ohio
$2.02M +$56.8K +2,111 +3%
VWA
230
Visionary Wealth Advisors
Illinois
$2.02M -$30.7K -1,140 -1%
SEIA
231
Signature Estate & Investment Advisors
California
$1.99M +$867K +32,234 +77%
RF
232
RHS Financial
California
$1.99M -$30.3K -1,125 -1%
GGS
233
Galvin Gaustad & Stein
Arizona
$1.94M -$796K -29,604 -29%
HNW
234
High Note Wealth
Minnesota
$1.93M -$1.37M -51,070 -42%
CAG
235
Csenge Advisory Group
Florida
$1.92M +$12.4K +470 +0.6%
Mariner
236
Mariner
Kansas
$1.89M +$80.1K +2,977 +4%
AWA
237
Aletheian Wealth Advisors
Washington
$1.89M +$71.9K +2,675 +4%
CPW
238
Catalyst Private Wealth
California
$1.88M -$293K -10,898 -13%
AFG
239
Arkansas Financial Group
Arkansas
$1.87M +$1.57K +60 +0.1%
RWM
240
Revisor Wealth Management
Ohio
$1.87M +$977K +36,340 +110%
FNC
241
First National Corp
Massachusetts
$1.85M +$45.8K +1,704 +3%
PCM
242
Passive Capital Management
Maryland
$1.85M -$155K -5,768 -8%
EFG
243
Ethos Financial Group
Pennsylvania
$1.82M -$3.17M -119,340 -63%
MFG
244
Merit Financial Group
Georgia
$1.77M +$1.77M +65,789 New
FBB
245
Fulton Breakefield Broenniman
Maryland
$1.77M -$7.74K -288 -0.4%
AIA
246
Accelerate Investment Advisors
California
$1.76M +$105K +3,908 +6%
KWM
247
Kingsview Wealth Management
Oregon
$1.73M -$75.7K -2,816 -4%
CA
248
Corrado Advisors
New Jersey
$1.71M -$42.1K -1,565 -2%
AFA
249
American Financial Advisors
Georgia
$1.69M -$25.7K -956 -1%
Commonwealth Equity Services
250
Commonwealth Equity Services
Massachusetts
$1.67M -$708K -26,341 -30%