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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
EWM
401
Empirical Wealth Management
Washington
$602K -$101K -3,776 -14%
IA
402
IFG Advisory
Georgia
$601K +$53K +1,974 +10%
Carson Wealth (CWM LLC)
403
Carson Wealth (CWM LLC)
Nebraska
$597K +$38.5K +1,435 +7%
SP
404
Symmetry Partners
Connecticut
$591K +$598K +22,296 New
AC
405
Apella Capital
Connecticut
$585K +$17.2K +642 +3%
PPH
406
Pure Portfolios Holdings
Oregon
$576K +$29.5K +1,099 +5%
CW
407
CreativeOne Wealth
Kansas
$571K -$5.84M -217,615 -91%
SC
408
Shearwater Capital
Colorado
$564K
PIMG
409
Patriot Investment Management Group
Tennessee
$553K -$11K -411 -2%
GCA
410
Gradient Capital Advisors
California
$548K -$3.08K -115 -0.6%
WRCM
411
Western Reserve Capital Management
Ohio
$534K +$541K +20,158 New
BFA
412
Bragg Financial Advisors
North Carolina
$531K -$44.9K -1,672 -8%
Bank of Montreal
413
Bank of Montreal
Ontario, Canada
$522K +$220K +8,216 +72%
WS
414
Wilian Securities
Minnesota
$521K +$528K +19,679 New
WWM
415
WT Wealth Management
Arizona
$520K +$22K +820 +4%
AL
416
Aspiriant LLC
California
$513K +$519K +19,367 New
VCP
417
Vista Capital Partners
Oregon
$506K +$14K +523 +3%
OP
418
ORG Partners
Indiana
$506K -$54 -2 -0%
C
419
Covestor
United Kingdom
$504K +$53.3K +1,988 +12%
GW
420
Graetz Wealth
Michigan
$499K +$505K +18,820 New
SA
421
Stewardship Advisors
Pennsylvania
$497K +$19.9K +741 +4%
WIM
422
WealthPlan Investment Management
Nebraska
$497K -$24.7K -920 -5%
Rockefeller Capital Management
423
Rockefeller Capital Management
New York
$497K +$4.8K +179 +1%
OIM
424
Oder Investment Management
California
$496K +$1.69K +63 +0.3%
YWM
425
Yoder Wealth Management
California
$487K