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Schwab US TIPS ETF

702 hedge funds and large institutions have $9.7B invested in Schwab US TIPS ETF in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 337 increasing their positions, 179 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
702
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
60
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
FF
351
Friedenthal Financial
New Jersey
$844K
O3W
352
Omni 360 Wealth
New Jersey
$843K
MW
353
Maia Wealth
Colorado
$840K
V
354
ViaWealth
Kansas
$827K
MLM
355
Mount Lucas Management
Pennsylvania
$818K
FCM
356
Fortis Capital Management
Washington
$815K
SIA
357
SGL Investment Advisors
Montana
$807K
FMC
358
First Merchants Corp
Indiana
$806K
JPLA
359
Joseph P. Lucia & Associates
New York
$799K
AWA
360
Arete Wealth Advisors
Illinois
$789K
SP
361
Sherman Porfolios
Idaho
$786K
AIM
362
Anchor Investment Management
South Carolina
$786K
TCM
363
Traub Capital Management
Massachusetts
$773K
MPM
364
Meritage Portfolio Management
Kansas
$768K
CCM
365
Coldstream Capital Management
Washington
$764K
GC
366
Granville Capital
North Carolina
$758K
SAM
367
Smartleaf Asset Management
Massachusetts
$756K
Envestnet Portfolio Solutions
368
Envestnet Portfolio Solutions
Illinois
$754K
JAG
369
Journey Advisory Group
Kentucky
$752K
AAS
370
Asset Allocation Strategies
Michigan
$749K
BRWA
371
B. Riley Wealth Advisors
Florida
$743K
SCM
372
Saxony Capital Management
Missouri
$736K
DF
373
Downshift Financial
Colorado
$705K
AFWM
374
Arta Finance Wealth Management
California
$705K
PB
375
Pinnacle Bancorp
Nebraska
$696K