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Schwab US TIPS ETF

651 hedge funds and large institutions have $8.81B invested in Schwab US TIPS ETF in 2025 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 246 increasing their positions, 241 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
651
Holders Change
-2
Holders Change %
-0.31%
% of All Funds
8.84%
Holding in Top 10
61
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.02%
% of All Funds
0.83%
New
81
Increased
246
Reduced
241
Closed
62
Calls
$882K
Puts
$280K
Net Calls
+$602K
Net Calls Change
-$2.11M
Name Holding Trade Value Shares
Change
Shares
Change %
WAM
376
Worth Asset Management
Texas
$550K +$550K +20,454 New
WCFA
377
Walkner Condon Financial Advisors
Wisconsin
$539K -$145K -5,400 -21%
AGC
378
Aspen Grove Capital
Colorado
$538K
LWA
379
LifeGoal Wealth Advisors
New York
$533K -$521K -19,387 -49%
ACI
380
Alpha Cubed Investments
California
$531K +$531K +19,735 New
SAG
381
SageView Advisory Group
California
$518K -$77.4K -2,880 -13%
CA
382
CoreCap Advisors
Michigan
$506K -$185K -6,880 -27%
PPH
383
Pure Portfolios Holdings
Oregon
$496K +$44.2K +1,644 +10%
AAS
384
Ameritas Advisory Services
Nebraska
$496K -$23.7K -892 -5%
YWM
385
Yoder Wealth Management
California
$495K
AWM
386
Apollon Wealth Management
South Carolina
$494K -$36.2K -1,347 -7%
UAG
387
United Advisor Group
Ohio
$492K +$96.4K +3,584 +24%
BJL
388
Brighton Jones LLC
Washington
$492K -$71.3K -2,652 -13%
TCM
389
Tran Capital Management
California
$492K -$23.6K -877 -5%
SPC
390
Sigma Planning Corp
Michigan
$477K -$429K -15,950 -47%
SA
391
Stewardship Advisors
Pennsylvania
$465K +$44.1K +1,639 +10%
LA
392
Latitude Advisors
Florida
$459K -$68.2K -2,537 -13%
WWM
393
WT Wealth Management
Arizona
$459K +$45.6K +1,695 +11%
AWM
394
Accredited Wealth Management
Kentucky
$446K -$124K -4,620 -22%
USCWA
395
U.S. Capital Wealth Advisors
Texas
$444K -$81.5K -3,029 -16%
TDWM
396
Topel & Distasi Wealth Management
California
$443K
OP
397
ORG Partners
Indiana
$442K +$4.64K +173 +1%
SGI
398
Summit Global Investments
Utah
$438K -$1.16K -43 -0.3%
SIA
399
SGL Investment Advisors
Montana
$438K +$87.2K +3,296 +25%
BCM
400
Brookstone Capital Management
Illinois
$437K -$26.8K -996 -6%