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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 %
PHIC
301
Pine Haven Investment Counsel
Massachusetts
$1.08M -$78.3K -2,910 -7%
CW
302
Curio Wealth
Maryland
$1.07M -$927M -40,768 -100%
AIM
303
Anchor Investment Management
South Carolina
$1.07M -$38.1K -1,418 -3%
HWM
304
Horizons Wealth Management
North Carolina
$1.06M +$5.54K +206 +0.5%
LC
305
LCNB Corp
Ohio
$1.06M
MCA
306
Magnolia Capital Advisors
Mississippi
$1.05M +$40.6K +1,508 +4%
Baird Financial Group
307
Baird Financial Group
Wisconsin
$1.03M +$1.03M +38,193 New
AAS
308
Asset Allocation Strategies
Michigan
$1.02M +$21.8K +810 +2%
EWM
309
Empirical Wealth Management
Washington
$1.01M +$306K +11,394 +43%
MPM
310
Meritage Portfolio Management
Kansas
$1.01M -$220K -8,196 -18%
Betterment LLC
311
Betterment LLC
New York
$1.01M -$41.9K -1,557 -4%
BIA
312
Bigelow Investment Advisors
Maine
$1M +$14.4K +535 +1%
FF
313
Friedenthal Financial
New Jersey
$1M -$244K -9,085 -20%
BC
314
Bakala Capital
South Carolina
$983K +$170K +6,331 +21%
M
315
MYeCFO
California
$971K +$51.1K +1,900 +6%
NL
316
NWAM LLC
Washington
$963K -$1.26K -47 -0.1%
FFA
317
Farther Finance Advisors
California
$963K +$518K +19,327 +116%
PSA
318
Plum Street Advisors
Louisiana
$962K -$39.4K -1,466 -4%
BCI
319
Brinker Capital Investments
Pennsylvania
$962K -$181K -6,738 -16%
OPS
320
Orion Portfolio Solutions
Nebraska
$962K -$181K -6,738 -16%
SP
321
SWS Partners
Ohio
$961K +$255K +9,484 +36%
MWM
322
Maridea Wealth Management
New York
$949K -$192K -7,122 -17%
PB
323
Pinnacle Bancorp
Nebraska
$944K -$1.94K -72 -0.2%
Northern Trust
324
Northern Trust
Illinois
$912K +$591K +21,980 +184%
FMC
325
First Merchants Corp
Indiana
$888K -$134K -5,000 -13%