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Schwab US TIPS ETF

692 hedge funds and large institutions have $9.76B invested in Schwab US TIPS ETF in 2025 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 337 increasing their positions, 177 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
692
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
59
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
Bank of Montreal
401
Bank of Montreal
Ontario, Canada
$522K
WS
402
Wilian Securities
Minnesota
$521K
WWM
403
WT Wealth Management
Arizona
$520K
AL
404
Aspiriant LLC
California
$513K
VCP
405
Vista Capital Partners
Oregon
$506K
OP
406
ORG Partners
Indiana
$506K
C
407
Covestor
United Kingdom
$504K
GW
408
Graetz Wealth
Michigan
$499K
SA
409
Stewardship Advisors
Pennsylvania
$497K
WIM
410
WealthPlan Investment Management
Nebraska
$497K
Rockefeller Capital Management
411
Rockefeller Capital Management
New York
$497K
OIM
412
Oder Investment Management
California
$496K
YWM
413
Yoder Wealth Management
California
$487K
IAS
414
Integrity Advisory Solutions
Texas
$486K
VWA
415
Visionary Wealth Advisors
Illinois
$484K
OWA
416
Octavia Wealth Advisors
Ohio
$475K
AF
417
Allworth Financial
California
$472K
MEG
418
Millstone Evans Group
Colorado
$470K
CIA
419
Concurrent Investment Advisors
Florida
$467K
OFS
420
Opus Financial Solutions
Illinois
$467K
LA
421
Latitude Advisors
Florida
$459K
TPI
422
Trust Point Inc
Wisconsin
$453K
WCFA
423
Walkner Condon Financial Advisors
Wisconsin
$451K
FF
424
Farrell Financial
New York
$444K
SPC
425
Sigma Planning Corp
Michigan
$442K