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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
Corient Private Wealth
351
Corient Private Wealth
Florida
$878K +$481K +17,948 +110%
UBS AM
352
UBS AM
Illinois
$877K +$888K +33,106 New
ASN
353
Advisory Services Network
Georgia
$875K +$2.01K +75 +0.2%
AFA
354
American Financial Advisors
Georgia
$858K -$270K -10,059 -24%
CFG
355
Chapman Financial Group
Hawaii
$856K +$192K +7,150 +28%
PSA
356
Plum Street Advisors
Louisiana
$845K -$12K -449 -1%
FF
357
Friedenthal Financial
New Jersey
$844K -$67K -2,498 -7%
O3W
358
Omni 360 Wealth
New Jersey
$843K +$34.5K +1,288 +4%
MW
359
Maia Wealth
Colorado
$840K +$311K +11,602 +59%
V
360
ViaWealth
Kansas
$827K -$23.7K -882 -3%
MLM
361
Mount Lucas Management
Pennsylvania
$818K +$37K +1,379 +5%
FCM
362
Fortis Capital Management
Washington
$815K +$10.5K +390 +1%
SIA
363
SGL Investment Advisors
Montana
$807K +$139K +5,194 +21%
FMC
364
First Merchants Corp
Indiana
$806K
EP
365
Essential Partners
California
$806K -$76.8K -2,863 -9%
JPLA
366
Joseph P. Lucia & Associates
New York
$799K -$217K -8,104 -21%
AWA
367
Arete Wealth Advisors
Illinois
$789K -$43.4K -1,618 -5%
SP
368
Sherman Porfolios
Idaho
$786K +$796K +29,689 New
AIM
369
Anchor Investment Management
South Carolina
$786K -$13.4K -499 -2%
TCM
370
Traub Capital Management
Massachusetts
$773K +$236K +8,805 +43%
MPM
371
Meritage Portfolio Management
Kansas
$768K -$121K -4,522 -13%
CCM
372
Coldstream Capital Management
Washington
$764K +$21.4K +799 +3%
GC
373
Granville Capital
North Carolina
$758K +$768K +28,631 New
SAM
374
Smartleaf Asset Management
Massachusetts
$756K -$160K -5,962 -17%
Envestnet Portfolio Solutions
375
Envestnet Portfolio Solutions
Illinois
$754K -$104M -3,889,987 -99%