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Schwab US TIPS ETF

652 hedge funds and large institutions have $8.67B invested in Schwab US TIPS ETF in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 273 increasing their positions, 230 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
8.74%
Holding in Top 10
63
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.28%
% of All Funds
0.84%
New
70
Increased
273
Reduced
230
Closed
58
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FBB
251
Fulton Breakefield Broenniman
Maryland
$1.75M -$6.94K -260 -0.4%
MFG
252
MidWestOne Financial Group
Iowa
$1.74M +$545K +20,432 +46%
MA
253
Mutual Advisors
Nebraska
$1.71M +$77.6K +2,915 +5%
CA
254
Corrado Advisors
New Jersey
$1.71M +$15.4K +578 +0.9%
KWM
255
Kingsview Wealth Management
Oregon
$1.71M -$7.79K -292 -0.5%
EFG
256
Ethos Financial Group
Pennsylvania
$1.7M -$134K -5,026 -7%
PCWA
257
Pacific Capital Wealth Advisors
California
$1.69M -$3.03M -114,395 -64%
PCS
258
Private Client Services
Kentucky
$1.69M +$590K +22,109 +54%
AFA
259
American Financial Advisors
Georgia
$1.67M -$6.67K -250 -0.4%
BBA
260
Braun-Bostich & Associates
Pennsylvania
$1.66M +$39.6K +1,483 +2%
BFC
261
Blue Fin Capital
Rhode Island
$1.64M +$1.64M +61,304 New
IWM
262
IHT Wealth Management
Illinois
$1.63M -$22.8K -854 -1%
VC
263
Veracity Capital
Georgia
$1.63M +$124K +4,663 +8%
VST
264
Van Strum & Towne
California
$1.62M -$20.8K -780 -1%
SWM
265
SigFig Wealth Management
California
$1.61M +$80.8K +3,038 +5%
Commonwealth Equity Services
266
Commonwealth Equity Services
Massachusetts
$1.6M -$64.1K -2,401 -4%
LAIC
267
Lederer & Associates Investment Counsel
California
$1.58M -$9.34K -350 -0.6%
HCM
268
Hutchinson Capital Management
California
$1.58M +$2.46K +92 +0.2%
SIA
269
Soltis Investment Advisors
Utah
$1.57M -$70K -2,625 -4%
BCM
270
Beaumont Capital Management
Massachusetts
$1.55M -$44.6K -1,673 -3%
CL
271
Choreo LLC
Illinois
$1.54M +$34K +1,276 +2%
SWM
272
SeaCrest Wealth Management
New York
$1.54M -$15.2K -569 -1%
LKBC
273
L.K. Benson & Company
Maryland
$1.53M +$355K +13,321 +30%
Renaissance Technologies
274
Renaissance Technologies
New York
$1.53M -$3.14M -117,800 -67%
WI
275
WBI Investments
New Jersey
$1.53M -$57.5K -2,154 -4%