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Schwab US TIPS ETF

655 hedge funds and large institutions have $9.9B invested in Schwab US TIPS ETF in 2025 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 321 increasing their positions, 185 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
655
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
LFA
376
Laraway Financial Advisors
Minnesota
$622K
PA
377
Prossimo Advisors
California
$620K
MCM
378
MAI Capital Management
Ohio
$589K
BFA
379
Bragg Financial Advisors
North Carolina
$585K
AC
380
Apella Capital
Connecticut
$580K
SC
381
Shearwater Capital
Colorado
$574K
VWA
382
Visionary Wealth Advisors
Illinois
$574K
PIMG
383
Patriot Investment Management Group
Tennessee
$574K
Carson Wealth (CWM LLC)
384
Carson Wealth (CWM LLC)
Nebraska
$569K
GCA
385
Gradient Capital Advisors
California
$561K
IA
386
IFG Advisory
Georgia
$558K
PPH
387
Pure Portfolios Holdings
Oregon
$557K
AFG
388
Atomi Financial Group
New York
$557K
AIP
389
Almanack Investment Partners
Pennsylvania
$553K
SA
390
SRH Advisors
Kansas
$552K
TCM
391
Traub Capital Management
Massachusetts
$549K
EH
392
Equitable Holdings
New York
$549K
SAI
393
Savvy Advisors Inc
New York
$548K
CIAS
394
Capital Investment Advisory Services
North Carolina
$542K
CIA
395
Concurrent Investment Advisors
Florida
$538K
BCM
396
Brookstone Capital Management
Illinois
$535K
WIM
397
WealthPlan Investment Management
Nebraska
$530K
MW
398
Maia Wealth
Colorado
$529K
LSA
399
Lion Street Advisors
Texas
$522K
OP
400
ORG Partners
Indiana
$515K