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Schwab US TIPS ETF

659 hedge funds and large institutions have $9.9B invested in Schwab US TIPS ETF in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 325 increasing their positions, 185 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
62
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
276
Blue Fin Capital
Rhode Island
$1.65M
UAG
277
United Advisor Group
Ohio
$1.64M
IWM
278
IHT Wealth Management
Illinois
$1.61M
Jones Financial Companies
279
Jones Financial Companies
Missouri
$1.6M
HCM
280
Hutchinson Capital Management
California
$1.6M
SIA
281
Soltis Investment Advisors
Utah
$1.59M
EFG
282
Ethos Financial Group
Pennsylvania
$1.56M
CL
283
Choreo LLC
Illinois
$1.56M
AWA
284
Archvest Wealth Advisors
California
$1.54M
LAIC
285
Lederer & Associates Investment Counsel
California
$1.54M
FFS
286
Fischer Financial Services
Pennsylvania
$1.54M
BAM
287
Belpointe Asset Management
Nevada
$1.53M
SWM
288
SigFig Wealth Management
California
$1.5M
CB
289
Commerce Bank
Missouri
$1.49M
CCP
290
Cushing Capital Partners
Wisconsin
$1.49M
SWM
291
SeaCrest Wealth Management
New York
$1.48M
WI
292
WBI Investments
New Jersey
$1.48M
OIA
293
OneDigital Investment Advisors
Kansas
$1.43M
LKBC
294
L.K. Benson & Company
Maryland
$1.42M
TA
295
TrueWealth Advisors
Alabama
$1.4M
PCWA
296
Pacific Capital Wealth Advisors
California
$1.38M
HNW
297
High Note Wealth
Minnesota
$1.35M
SAM
298
Sherman Asset Management
California
$1.35M
EWA
299
EverSource Wealth Advisors
Alabama
$1.34M
SFP
300
Strategic Financial Planning
Texas
$1.33M