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Schwab US TIPS ETF

712 hedge funds and large institutions have $9.74B invested in Schwab US TIPS ETF in 2025 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 341 increasing their positions, 180 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 46

89% more repeat investments, than reductions

Existing positions increased: 341 | Existing positions reduced: 180

7% more funds holding

Funds holding: 663712 (+49)

2% less capital invested

Capital invested by funds: $9.92B → $9.74B (-$179M)

2.21% less ownership

Funds ownership: 68.88%66.67% (-2.2%)

5% less funds holding in top 10

Funds holding in top 10: 6360 (-3)

Holders
712
Holders Change
+49
Holders Change %
+7.39%
% of All Funds
8.66%
Holding in Top 10
60
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.76%
% of All Funds
0.73%
New
108
Increased
341
Reduced
180
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
301
Ameritas Advisory Services
Nebraska
$1.45M +$1.33M +49,452 +908%
SAM
302
Sherman Asset Management
California
$1.45M +$126K +4,689 +9%
CCP
303
Cushing Capital Partners
Wisconsin
$1.44M -$27.3K -1,018 -2%
DPIM
304
Duff & Phelps Investment Management
Illinois
$1.42M +$311K +11,600 +28%
OIA
305
OneDigital Investment Advisors
Kansas
$1.39M -$15.9K -591 -1%
HWM
306
Horizons Wealth Management
North Carolina
$1.36M +$267K +9,940 +24%
PCWA
307
Pacific Capital Wealth Advisors
California
$1.36M
WI
308
WBI Investments
New Jersey
$1.35M -$104K -3,875 -7%
AWM
309
AE Wealth Management
Kansas
$1.34M +$42.8K +1,595 +3%
SFP
310
Strategic Financial Planning
Texas
$1.34M +$33.8K +1,259 +3%
HNW
311
High Note Wealth
Minnesota
$1.32M -$6.44K -240 -0.5%
FCA
312
Fortis Capital Advisors
Kansas
$1.3M +$90.1K +3,358 +7%
TA
313
TrueWealth Advisors
Alabama
$1.28M -$94.2K -3,511 -7%
LKBC
314
L.K. Benson & Company
Maryland
$1.28M -$121K -4,502 -9%
Northern Trust
315
Northern Trust
Illinois
$1.27M -$21.3K -794 -2%
CA
316
Clune & Associates
Illinois
$1.24M +$102K +3,815 +9%
EWA
317
EverSource Wealth Advisors
Alabama
$1.23M -$88K -3,280 -7%
SP
318
SWS Partners
Ohio
$1.23M +$46.5K +1,732 +4%
SEIA
319
Signature Estate & Investment Advisors
California
$1.22M -$790K -29,465 -39%
WFA
320
Websterrogers Financial Advisors
South Carolina
$1.21M +$52.3K +1,948 +4%
CFD
321
Creative Financial Designs
Indiana
$1.21M +$36.5K +1,362 +3%
Betterment LLC
322
Betterment LLC
New York
$1.2M +$86.5K +3,226 +8%
CFA
323
Cahill Financial Advisors
Minnesota
$1.19M -$43.9K -1,635 -4%
EP
324
Edgestream Partners
New Jersey
$1.15M +$66.7K +2,485 +6%
NL
325
NWAM LLC
Washington
$1.15M +$101K +3,750 +10%