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Schwab US TIPS ETF

652 hedge funds and large institutions have $8.67B invested in Schwab US TIPS ETF in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 273 increasing their positions, 230 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
8.74%
Holding in Top 10
63
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.28%
% of All Funds
0.84%
New
70
Increased
273
Reduced
230
Closed
58
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
376
Coldstream Capital Management
Washington
$572K -$16.6K -624 -3%
SC
377
Shearwater Capital
Colorado
$568K
CFG
378
Chapman Financial Group
Hawaii
$565K +$565K +21,159 New
CIA
379
Concurrent Investment Advisors
Florida
$559K +$559K +20,967 New
SA
380
SRH Advisors
Kansas
$556K
MWM
381
Maripau Wealth Management
Indiana
$545K +$545K +20,407 New
BFA
382
Bragg Financial Advisors
North Carolina
$535K -$103K -3,846 -16%
AFG
383
Atomi Financial Group
New York
$533K -$194K -7,260 -27%
WIM
384
WealthPlan Investment Management
Nebraska
$533K -$13.5K -507 -2%
EP
385
Edgestream Partners
New Jersey
$526K +$526K +19,701 New
SAG
386
SageView Advisory Group
California
$513K +$1.41K +53 +0.3%
EWA
387
EverSource Wealth Advisors
Alabama
$512K -$44.5K -1,667 -8%
WCFA
388
Walkner Condon Financial Advisors
Wisconsin
$508K -$26.7K -1,002 -5%
OP
389
ORG Partners
Indiana
$500K +$59.1K +2,211 +13%
OIM
390
Oder Investment Management
California
$497K -$96.2K -3,607 -16%
CIAS
391
Capital Investment Advisory Services
North Carolina
$494K +$125K +4,672 +34%
VWA
392
Visionary Wealth Advisors
Illinois
$492K -$1.51M -56,622 -75%
YWM
393
Yoder Wealth Management
California
$491K
BJL
394
Brighton Jones LLC
Washington
$490K +$2.13K +80 +0.4%
SIA
395
SGL Investment Advisors
Montana
$490K +$51.2K +1,936 +12%
CA
396
CoreCap Advisors
Michigan
$488K -$13.8K -517 -3%
TCM
397
Tran Capital Management
California
$488K
TCM
398
Traub Capital Management
Massachusetts
$485K +$485K +18,174 New
OWA
399
Octavia Wealth Advisors
Ohio
$481K +$231K +8,675 +93%
MMCM
400
Murphy & Mullick Capital Management
New York
$478K -$82.4K -3,036 -15%