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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
JAG
376
Journey Advisory Group
Kentucky
$752K
AAS
377
Asset Allocation Strategies
Michigan
$749K -$48.4K -1,806 -6%
BRWA
378
B. Riley Wealth Advisors
Florida
$743K -$22.7K -847 -3%
SCM
379
Saxony Capital Management
Missouri
$736K +$745K +27,770 New
DF
380
Downshift Financial
Colorado
$705K +$709K +26,449 New
AFWM
381
Arta Finance Wealth Management
California
$705K +$714K +26,606 New
PB
382
Pinnacle Bancorp
Nebraska
$696K -$39.8K -1,484 -5%
TSS
383
Two Sigma Securities
New York
$691K +$700K +26,097 New
NFG
384
Nations Financial Group
Iowa
$677K +$286K +10,663 +72%
M
385
MYeCFO
California
$675K -$89.9K -3,350 -12%
DG
386
DMC Group
Alabama
$672K -$966 -36 -0.1%
IA
387
IFP Advisors
Florida
$670K +$207K +7,732 +44%
LWA
388
LifeGoal Wealth Advisors
New York
$670K -$326K -12,136 -32%
RI
389
Rinkey Investments
California
$664K +$32.9K +1,228 +5%
CIAS
390
Capital Investment Advisory Services
North Carolina
$662K +$130K +4,856 +24%
BAMG
391
Brand Asset Management Group
Missouri
$654K -$44.5K -1,659 -6%
EH
392
Equitable Holdings
New York
$651K +$113K +4,209 +21%
DWM
393
Diversify Wealth Management
Utah
$646K +$652K +24,307 New
CA
394
Cambridge Advisors
Nebraska
$623K
CFAM
395
Center For Asset Management
Florida
$622K -$992 -37 -0.2%
BCM
396
Brookstone Capital Management
Illinois
$610K +$85.1K +3,173 +16%
PA
397
Prossimo Advisors
California
$609K
LFA
398
Laraway Financial Advisors
Minnesota
$609K -$2.55K -95 -0.4%
MCM
399
MAI Capital Management
Ohio
$609K +$30.3K +1,131 +5%
RC
400
Resolute Capital
South Carolina
$607K +$614K +22,908 New