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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 %
CA
351
Cambridge Advisors
Nebraska
$659K
IA
352
IFG Advisory
Georgia
$653K -$17.3K -645 -3%
AF
353
Advisornet Financial
Minnesota
$648K -$90.5K -3,364 -12%
BFA
354
Bragg Financial Advisors
North Carolina
$642K -$164K -6,111 -20%
LFA
355
Laraway Financial Advisors
Minnesota
$638K -$15.3K -569 -2%
SP
356
Symmetry Partners
Connecticut
$634K -$21.1K -784 -3%
RI
357
Rinkey Investments
California
$622K +$56K +2,081 +10%
SFC
358
Strategic Financial Concepts
Texas
$621K +$147K +5,467 +31%
PA
359
Prossimo Advisors
California
$618K
Koshinski Asset Management
360
Koshinski Asset Management
Illinois
$615K +$96.5K +3,590 +19%
AIP
361
Almanack Investment Partners
Pennsylvania
$614K -$4.45M -165,628 -88%
GCA
362
Gradient Capital Advisors
California
$599K -$4.06K -151 -0.7%
OIM
363
Oder Investment Management
California
$598K +$20.7K +768 +4%
CCM
364
Coldstream Capital Management
Washington
$594K +$16.8K +624 +3%
CFAM
365
Center For Asset Management
Florida
$589K +$222K +8,239 +60%
PCG
366
PFC Capital Group
California
$584K +$584K +21,730 New
SB
367
Strategic Blueprint
Georgia
$581K -$31.7K -1,180 -5%
EIG
368
Ellenbecker Investment Group
Wisconsin
$576K -$510K -18,951 -47%
SC
369
Shearwater Capital
Colorado
$572K
EWA
370
EverSource Wealth Advisors
Alabama
$561K -$35.3K -1,312 -6%
SA
371
SRH Advisors
Kansas
$560K -$457K -17,010 -45%
IEFM
372
IQ EQ Fund Management
Ireland
$560K +$560K +20,809 New
MMCM
373
Murphy & Mullick Capital Management
New York
$555K -$65.9K -2,450 -11%
DE
374
Diversified Enterprises
Delaware
$555K +$555K +20,623 New
WIM
375
WealthPlan Investment Management
Nebraska
$551K -$25.1K -933 -4%