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Schwab US TIPS ETF

723 hedge funds and large institutions have $10.6B invested in Schwab US TIPS ETF in 2026 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 323 increasing their positions, 213 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

2% more funds holding

Funds holding: 706723 (+17)

1.06% more ownership

Funds ownership: 66.49%67.55% (+1.1%)

31% less call options, than puts

Call options by funds: $830K | Put options by funds: $1.21M

Holders
723
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
62
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$830K
Puts
$1.21M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
426
WealthPlan Investment Management
Nebraska
$498K
PIMG
427
Patriot Investment Management Group
Tennessee
$497K
CWRP
428
Cassady Wealth & Retirement Planning
Nevada
$496K
GCM
429
Gambit Capital Management
Tennessee
$494K
AC
430
Apella Capital
Connecticut
$492K
YWM
431
Yoder Wealth Management
California
$490K
SCM
432
Saxony Capital Management
Missouri
$483K
LWA
433
LifeGoal Wealth Advisors
New York
$480K
OIM
434
Oder Investment Management
California
$477K
IEFM
435
IQ EQ Fund Management
Ireland
$475K
MP
436
McDonald Partners
Ohio
$474K
CCM
437
Coldstream Capital Management
Washington
$466K
LA
438
Latitude Advisors
Florida
$456K
FF
439
Farrell Financial
New York
$456K
WCFA
440
Walkner Condon Financial Advisors
Wisconsin
$453K
CIA
441
Concurrent Investment Advisors
Florida
$449K
GWA
442
Geometric Wealth Advisors
District of Columbia
$447K
GFP
443
Guardian Financial Partners
California
$447K
WIA
444
World Investment Advisors
California
$445K
LIA
445
Lynx Investment Advisory
District of Columbia
$437K
CCG
446
Coastwise Capital Group
California
$432K
CA
447
CoreCap Advisors
Michigan
$426K
USCWA
448
U.S. Capital Wealth Advisors
Texas
$419K
SPW
449
Surience Private Wealth
Washington
$411K
DF
450
Downshift Financial
Colorado
$408K