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Schwab US TIPS ETF

653 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, 274 increasing their positions, 230 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
653
Holders Change
+2
Holders Change %
+0.31%
% of All Funds
8.75%
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
274
Reduced
230
Closed
58
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
401
WT Wealth Management
Arizona
$475K +$19.7K +737 +4%
SA
402
Stewardship Advisors
Pennsylvania
$473K +$10.9K +409 +2%
BCM
403
Brookstone Capital Management
Illinois
$473K +$38.6K +1,447 +9%
AWS
404
Atria Wealth Solutions
New York
$469K -$286K -10,722 -38%
EIG
405
Ellenbecker Investment Group
Wisconsin
$464K -$107K -3,999 -19%
LA
406
Latitude Advisors
Florida
$460K +$4.35K +163 +1%
EH
407
Equitable Holdings
New York
$459K +$25.4K +952 +6%
SPC
408
Sigma Planning Corp
Michigan
$458K -$14.9K -559 -3%
SGI
409
Summit Global Investments
Utah
$443K +$7.91K +296 +2%
TPI
410
Trust Point Inc
Wisconsin
$441K +$78.9K +2,957 +22%
TDWM
411
Topel & Distasi Wealth Management
California
$439K
DWP
412
Destiny Wealth Partners
Florida
$432K
MCM
413
Mengis Capital Management
Oregon
$427K +$11.8K +442 +3%
VCP
414
Vista Capital Partners
Oregon
$427K +$79.5K +2,981 +23%
CW
415
Curio Wealth
Maryland
$421K +$420K +15,733 +33,474%
GWMR
416
GC Wealth Management RIA
Massachusetts
$419K
KWA
417
Kondo Wealth Advisors
California
$411K -$17.6K -664 -4%
AHSSHC
418
Adventist Health System Sunbelt Healthcare Corp
Florida
$411K -$22.5M -844,194 -98%
C
419
Covestor
United Kingdom
$405K +$90.1K +3,373 +29%
ZF
420
Zhang Financial
Michigan
$396K +$12.6K +471 +3%
CCG
421
Coastwise Capital Group
California
$395K +$58.6K +2,197 +17%
BC
422
Barrett & Company
Rhode Island
$392K
AF
423
Allworth Financial
California
$388K +$90.3K +3,386 +30%
SB
424
Strategic Blueprint
Georgia
$388K -$189K -7,087 -33%
FIM
425
Fruth Investment Management
Texas
$386K -$13.3K -500 -3%