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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
MCA
326
Magnolia Capital Advisors
Mississippi
$1.07M
BIA
327
Bigelow Investment Advisors
Maine
$1.07M
NL
328
NWAM LLC
Washington
$1.07M
LC
329
LCNB Corp
Ohio
$1.06M
PRS
330
Pinkerton Retirement Specialists
Idaho
$1.04M
NSG
331
Nalls Sherbakoff Group
Tennessee
$1.04M
Jane Street
332
Jane Street
New York
$1.04M
JPLA
333
Joseph P. Lucia & Associates
New York
$1.03M
HF
334
HRT Financial
New York
$1.03M
LWA
335
LifeGoal Wealth Advisors
New York
$1.01M
BC
336
Bakala Capital
South Carolina
$1M
HKIM
337
Hayek Kallen Investment Management
Alabama
$984K
CIR
338
Clear Investment Research
Georgia
$955K
BCI
339
Brinker Capital Investments
Pennsylvania
$943K
SAM
340
Smartleaf Asset Management
Massachusetts
$928K
FF
341
Friedenthal Financial
New Jersey
$926K
IEFM
342
IQ EQ Fund Management
Ireland
$915K
MPM
343
Meritage Portfolio Management
Kansas
$903K
ASN
344
Advisory Services Network
Georgia
$888K
PSA
345
Plum Street Advisors
Louisiana
$871K
V
346
ViaWealth
Kansas
$865K
AWA
347
Arete Wealth Advisors
Illinois
$845K
SFC
348
Strategic Financial Concepts
Texas
$843K
UB
349
UMB Bank
Missouri
$842K
FMC
350
First Merchants Corp
Indiana
$820K