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Schwab US TIPS ETF

712 hedge funds and large institutions have $9.74B invested in Schwab US TIPS ETF in 2025 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 341 increasing their positions, 180 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 46

89% more repeat investments, than reductions

Existing positions increased: 341 | Existing positions reduced: 180

7% more funds holding

Funds holding: 663712 (+49)

2% less capital invested

Capital invested by funds: $9.92B → $9.74B (-$179M)

2.21% less ownership

Funds ownership: 68.88%66.67% (-2.2%)

5% less funds holding in top 10

Funds holding in top 10: 6360 (-3)

Holders
712
Holders Change
+49
Holders Change %
+7.39%
% of All Funds
8.66%
Holding in Top 10
60
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.76%
% of All Funds
0.73%
New
108
Increased
341
Reduced
180
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
226
Maltin Wealth Management
New Jersey
$2.74M +$342K +12,737 +14%
Comerica Bank
227
Comerica Bank
Texas
$2.73M -$93.5K -3,487 -3%
TCM
228
Tran Capital Management
California
$2.7M +$2.24M +83,612 +457%
VAS
229
Vestmark Advisory Solutions
Massachusetts
$2.68M -$772K -28,794 -22%
WT
230
Washington Trust
Rhode Island
$2.62M +$70.9K +2,642 +3%
AFP
231
Ausdal Financial Partners
Iowa
$2.6M +$67.6K +2,521 +3%
A
232
Alongside
Texas
$2.6M +$2.63M +97,988 New
HCM
233
Hengehold Capital Management
Ohio
$2.58M +$355K +13,247 +16%
CAG
234
Csenge Advisory Group
Florida
$2.57M +$251K +9,364 +11%
MFG
235
Merit Financial Group
Georgia
$2.54M +$215K +8,003 +9%
FFP
236
Freedom Financial Partners
Minnesota
$2.52M +$186K +6,926 +8%
PG
237
Patten Group
Tennessee
$2.5M +$211K +7,859 +9%
WLIM
238
White Lighthouse Investment Management
Massachusetts
$2.48M +$164K +6,120 +7%
JWCA
239
J.W. Cole Advisors
Florida
$2.44M +$271K +10,101 +12%
JFG
240
JMG Financial Group
Illinois
$2.43M -$627K -23,362 -20%
SPWM
241
Smith Partners Wealth Management
North Carolina
$2.42M +$2.45M +91,520 New
CFP
242
Curran Financial Partners
South Carolina
$2.4M +$159K +5,934 +7%
EBA
243
Eagle Bay Advisors
New York
$2.38M -$75.9K -2,830 -3%
MAM
244
McLean Asset Management
Virginia
$2.38M -$161 -6 -0%
1IA
245
1620 Investment Advisors
Massachusetts
$2.37M +$40.7K +1,518 +2%
USCWA
246
U.S. Capital Wealth Advisors
Texas
$2.37M +$1.17M +43,559 +95%
KAS
247
Kestra Advisory Services
Texas
$2.34M -$50.7K -1,891 -2%
VCM
248
Virtue Capital Management
Tennessee
$2.3M +$2.26M +84,181 +3,300%
National Bank of Canada
249
National Bank of Canada
Quebec, Canada
$2.27M -$48.4K -1,804 -2%
VW
250
Veridan Wealth
Oregon
$2.26M +$53.1K +1,978 +2%