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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 %
IWM
251
IHT Wealth Management
Illinois
$1.67M -$75K -2,788 -4%
VST
252
Van Strum & Towne
California
$1.66M
SIA
253
Soltis Investment Advisors
Utah
$1.65M -$312K -11,595 -16%
BBA
254
Braun-Bostich & Associates
Pennsylvania
$1.64M -$64.3K -2,390 -4%
MA
255
Mutual Advisors
Nebraska
$1.64M +$11.4K +428 +0.7%
CMMS
256
Comprehensive Money Management Services
Florida
$1.61M +$108K +4,000 +7%
AAS
257
Avantax Advisory Services
Texas
$1.61M -$4.09M -151,919 -72%
BCM
258
Beaumont Capital Management
Massachusetts
$1.61M +$30.5K +1,136 +2%
TA
259
TrueWealth Advisors
Alabama
$1.6M -$208K -7,742 -11%
LAIC
260
Lederer & Associates Investment Counsel
California
$1.6M -$8.5K -316 -0.5%
WI
261
WBI Investments
New Jersey
$1.6M -$237K -8,830 -13%
HCM
262
Hutchinson Capital Management
California
$1.59M +$300K +11,156 +23%
SWM
263
SeaCrest Wealth Management
New York
$1.57M +$11.4K +423 +0.7%
MIS
264
Morningstar Investment Services
Illinois
$1.56M -$3.14M -116,686 -67%
Jane Street
265
Jane Street
New York
$1.54M -$4.42M -164,450 -74%
OIA
266
OneDigital Investment Advisors
Kansas
$1.53M +$151K +5,609 +11%
CL
267
Choreo LLC
Illinois
$1.52M -$22.8K -849 -1%
VC
268
Veracity Capital
Georgia
$1.52M +$414K +15,410 +37%
ARC
269
Advisor Resource Council
Texas
$1.52M +$1.52M +56,528 New
DAS
270
Dynamic Advisor Solutions
Arizona
$1.5M +$1.5M +55,939 New
AWA
271
Archvest Wealth Advisors
California
$1.5M +$65.5K +2,434 +5%
ETC
272
Exchange Traded Concepts
Oklahoma
$1.46M +$1.46M +54,330 New
FFS
273
Fischer Financial Services
Pennsylvania
$1.44M +$636K +23,650 +79%
CFD
274
Creative Financial Designs
Indiana
$1.41M +$39.6K +1,473 +3%
GA
275
Greenspring Advisors
Maryland
$1.4M +$2.72K +101 +0.2%