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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 %
GAA
326
Global Assets Advisory
Florida
$886K +$590K +22,212 +200%
ASN
327
Advisory Services Network
Georgia
$865K -$69.2K -2,575 -7%
PIMG
328
Patriot Investment Management Group
Tennessee
$853K -$70K -2,602 -8%
SWM
329
Sagace Wealth Management
Florida
$847K
UB
330
UMB Bank
Missouri
$841K +$212K +7,895 +34%
PRS
331
Pinkerton Retirement Specialists
Idaho
$838K +$53.7K +1,996 +7%
SAM
332
Smartleaf Asset Management
Massachusetts
$823K +$457K +17,083 +125%
PIWA
333
Prevail Innovative Wealth Advisors
Kansas
$808K +$283K +10,511 +54%
BWM
334
Benchmark Wealth Management
Connecticut
$803K -$34.1K -1,269 -4%
FPAS
335
Focus Partners Advisor Solutions
Missouri
$800K +$176K +6,552 +28%
AWA
336
Arete Wealth Advisors
Illinois
$790K +$790K +29,361 New
Corient Private Wealth
337
Corient Private Wealth
Florida
$788K +$278K +10,343 +55%
O3W
338
Omni 360 Wealth
New Jersey
$775K -$26.3K -979 -3%
VI
339
VanderPol Investments
Michigan
$770K +$381K +14,171 +98%
JAG
340
Journey Advisory Group
Kentucky
$763K +$382K +14,195 +100%
MLM
341
Mount Lucas Management
Pennsylvania
$763K -$22.8K -847 -3%
AWS
342
Atria Wealth Solutions
New York
$762K -$1.51M -56,152 -66%
KA
343
Kure Advisory
Minnesota
$747K +$747K +27,764 New
WKWM
344
Walter & Keenan Wealth Management
Indiana
$744K +$27 +1 +0%
AFG
345
Atomi Financial Group
New York
$733K -$487K -18,122 -40%
JCIA
346
Jackson Creek Investment Advisors
Colorado
$722K +$12.8K +476 +2%
SWM
347
SigFig Wealth Management
California
$707K -$603 -49 -0.1%
DG
348
DMC Group
Alabama
$690K -$4.89K -182 -0.7%
FFG
349
Fortress Financial Group
Minnesota
$686K +$4.89K +182 +0.7%
SFS
350
Sowell Financial Services
Arkansas
$677K -$5.57K -207 -0.8%