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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 %
SA
401
Stewardship Advisors
Pennsylvania
$473K +$10.9K +409 +2%
BCM
402
Brookstone Capital Management
Illinois
$473K +$38.6K +1,447 +9%
AWS
403
Atria Wealth Solutions
New York
$469K -$286K -10,722 -38%
EIG
404
Ellenbecker Investment Group
Wisconsin
$464K -$107K -3,999 -19%
LA
405
Latitude Advisors
Florida
$460K +$4.35K +163 +1%
EH
406
Equitable Holdings
New York
$459K +$25.4K +952 +6%
SPC
407
Sigma Planning Corp
Michigan
$458K -$14.9K -559 -3%
SGI
408
Summit Global Investments
Utah
$443K +$7.91K +296 +2%
TPI
409
Trust Point Inc
Wisconsin
$441K +$78.9K +2,957 +22%
TDWM
410
Topel & Distasi Wealth Management
California
$439K
DWP
411
Destiny Wealth Partners
Florida
$432K
MCM
412
Mengis Capital Management
Oregon
$427K +$11.8K +442 +3%
VCP
413
Vista Capital Partners
Oregon
$427K +$79.5K +2,981 +23%
CW
414
Curio Wealth
Maryland
$421K +$420K +15,733 +33,474%
GWMR
415
GC Wealth Management RIA
Massachusetts
$419K
KWA
416
Kondo Wealth Advisors
California
$411K -$17.6K -664 -4%
AHSSHC
417
Adventist Health System Sunbelt Healthcare Corp
Florida
$411K -$22.5M -844,194 -98%
C
418
Covestor
United Kingdom
$405K +$90.1K +3,373 +29%
ZF
419
Zhang Financial
Michigan
$396K +$12.6K +471 +3%
CCG
420
Coastwise Capital Group
California
$395K +$58.6K +2,197 +17%
BC
421
Barrett & Company
Rhode Island
$392K
AF
422
Allworth Financial
California
$388K +$90.3K +3,386 +30%
SB
423
Strategic Blueprint
Georgia
$388K -$189K -7,087 -33%
FIM
424
Fruth Investment Management
Texas
$386K -$13.3K -500 -3%
Koshinski Asset Management
425
Koshinski Asset Management
Illinois
$382K -$228K -8,560 -37%