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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 %
Jones Financial Companies
276
Jones Financial Companies
Missouri
$1.39M +$1.06M +39,648 +322%
CFA
277
Cahill Financial Advisors
Minnesota
$1.37M -$196K -7,275 -12%
LWM
278
LongView Wealth Management
Georgia
$1.36M +$2.18K +81 +0.2%
SAM
279
Sherman Asset Management
California
$1.34M +$117K +4,350 +10%
Envestnet Portfolio Solutions
280
Envestnet Portfolio Solutions
Illinois
$1.33M -$1.41M -52,567 -52%
MGWM
281
Marks Group Wealth Management
Minnesota
$1.32M +$1.32M +49,265 New
CB
282
Commerce Bank
Missouri
$1.32M +$632K +23,488 +92%
CNBTD
283
Citizens National Bank Trust Department
Mississippi
$1.32M -$59.7K -2,221 -4%
SFP
284
Strategic Financial Planning
Texas
$1.3M -$46.8K -1,739 -3%
CC
285
Commons Capital
Massachusetts
$1.3M +$1.3M +48,259 New
FCIM
286
Fairview Capital Investment Management
California
$1.22M +$55.8K +2,075 +5%
ANTB
287
AMG National Trust Bank
Colorado
$1.21M +$365K +13,556 +43%
MFG
288
MidWestOne Financial Group
Iowa
$1.21M +$1.21M +44,851 New
BAM
289
Belpointe Asset Management
Nevada
$1.21M +$1.21M +44,833 New
FCA
290
Fortis Capital Advisors
Kansas
$1.21M +$1.21M +44,833 New
LKBC
291
L.K. Benson & Company
Maryland
$1.19M -$225K -8,376 -16%
PG
292
Patten Group
Tennessee
$1.11M -$28.7K -1,067 -3%
LFP
293
Leeward Financial Partners
Washington
$1.11M
AWM
294
AE Wealth Management
Kansas
$1.11M -$2.63M -97,789 -70%
PCS
295
Private Client Services
Kentucky
$1.11M +$719K +26,721 +185%
CIR
296
Clear Investment Research
Georgia
$1.1M -$41K -1,523 -4%
WFA
297
Websterrogers Financial Advisors
South Carolina
$1.1M +$20.5K +764 +2%
HKIM
298
Hayek Kallen Investment Management
Alabama
$1.09M -$72.6K -2,699 -6%
JPLA
299
Joseph P. Lucia & Associates
New York
$1.09M -$109K -4,043 -9%
CA
300
Clune & Associates
Illinois
$1.08M +$54.8K +2,037 +5%