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Schwab US TIPS ETF

692 hedge funds and large institutions have $9.76B invested in Schwab US TIPS ETF in 2025 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 337 increasing their positions, 177 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
692
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
59
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
MLM
351
Mount Lucas Management
Pennsylvania
$818K
FCM
352
Fortis Capital Management
Washington
$815K
SIA
353
SGL Investment Advisors
Montana
$807K
FMC
354
First Merchants Corp
Indiana
$806K
JPLA
355
Joseph P. Lucia & Associates
New York
$799K
AWA
356
Arete Wealth Advisors
Illinois
$789K
SP
357
Sherman Porfolios
Idaho
$786K
AIM
358
Anchor Investment Management
South Carolina
$786K
TCM
359
Traub Capital Management
Massachusetts
$773K
MPM
360
Meritage Portfolio Management
Kansas
$768K
CCM
361
Coldstream Capital Management
Washington
$764K
GC
362
Granville Capital
North Carolina
$758K
SAM
363
Smartleaf Asset Management
Massachusetts
$756K
Envestnet Portfolio Solutions
364
Envestnet Portfolio Solutions
Illinois
$754K
JAG
365
Journey Advisory Group
Kentucky
$752K
AAS
366
Asset Allocation Strategies
Michigan
$749K
BRWA
367
B. Riley Wealth Advisors
Florida
$743K
SCM
368
Saxony Capital Management
Missouri
$736K
AFWM
369
Arta Finance Wealth Management
California
$705K
PB
370
Pinnacle Bancorp
Nebraska
$696K
TSS
371
Two Sigma Securities
New York
$691K
NFG
372
Nations Financial Group
Iowa
$677K
M
373
MYeCFO
California
$675K
DG
374
DMC Group
Alabama
$672K
IA
375
IFP Advisors
Florida
$670K