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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 %
CNBTD
301
Citizens National Bank Trust Department
Mississippi
$1.14M -$164K -6,155 -13%
USCWA
302
U.S. Capital Wealth Advisors
Texas
$1.14M +$698K +26,146 +158%
WFA
303
Websterrogers Financial Advisors
South Carolina
$1.13M +$40.3K +1,509 +4%
DPIM
304
Duff & Phelps Investment Management
Illinois
$1.12M +$868K +32,520 +350%
SP
305
SWS Partners
Ohio
$1.11M +$157K +5,868 +16%
LFP
306
Leeward Financial Partners
Washington
$1.1M
MWM
307
Maridea Wealth Management
New York
$1.1M +$155K +5,827 +17%
Betterment LLC
308
Betterment LLC
New York
$1.09M +$93.6K +3,510 +9%
CIR
309
Clear Investment Research
Georgia
$1.09M +$1.55K +58 +0.1%
Jane Street
310
Jane Street
New York
$1.09M -$437K -16,384 -29%
PHIC
311
Pine Haven Investment Counsel
Massachusetts
$1.09M +$18.4K +690 +2%
CA
312
Clune & Associates
Illinois
$1.08M +$12.1K +455 +1%
MCA
313
Magnolia Capital Advisors
Mississippi
$1.07M +$24K +898 +2%
HWM
314
Horizons Wealth Management
North Carolina
$1.06M +$9.15K +343 +0.9%
BIA
315
Bigelow Investment Advisors
Maine
$1.06M +$70.6K +2,647 +7%
AIM
316
Anchor Investment Management
South Carolina
$1.06M +$1.12K +42 +0.1%
Envestnet Portfolio Solutions
317
Envestnet Portfolio Solutions
Illinois
$1.05M -$265K -9,938 -20%
LC
318
LCNB Corp
Ohio
$1.05M
Corient Private Wealth
319
Corient Private Wealth
Florida
$1.03M +$252K +9,445 +32%
JPLA
320
Joseph P. Lucia & Associates
New York
$1.03M -$46.6K -1,747 -4%
BI
321
Ballast Inc
Kentucky
$1.03M +$1.03M +38,658 New
PRS
322
Pinkerton Retirement Specialists
Idaho
$1.01M +$182K +6,834 +22%
Carson Wealth (CWM LLC)
323
Carson Wealth (CWM LLC)
Nebraska
$1.01M +$805K +30,168 +401%
HKIM
324
Hayek Kallen Investment Management
Alabama
$990K -$91.8K -3,440 -8%
SAM
325
Smartleaf Asset Management
Massachusetts
$973K +$156K +5,854 +19%