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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 %
Koshinski Asset Management
426
Koshinski Asset Management
Illinois
$382K -$228K -8,560 -37%
GFP
427
Guardian Financial Partners
California
$377K +$15.6K +584 +4%
CFG
428
Carter Financial Group
Illinois
$374K +$374K +14,012 New
LCM
429
Liberty Capital Management
Michigan
$374K +$98.5K +3,691 +36%
AWM
430
Accredited Wealth Management
Kentucky
$371K -$72K -2,700 -16%
SAI
431
Savvy Advisors Inc
New York
$370K +$20.5K +767 +6%
IA
432
IFP Advisors
Florida
$370K -$1.85M -69,520 -83%
PMA
433
Prudent Man Advisors
Illinois
$369K
AWM
434
Apollon Wealth Management
South Carolina
$360K -$130K -4,889 -27%
CFAM
435
Center For Asset Management
Florida
$351K -$214K -8,304 -38%
BEI
436
Benjamin Edwards Inc
Missouri
$349K -$11.4K -427 -3%
JIP
437
Jaffetilchin Investment Partners
Florida
$348K +$2.62K +98 +0.8%
HNB
438
Huntington National Bank
Ohio
$347K -$329K
LIA
439
Lynx Investment Advisory
District of Columbia
$344K +$18K +673 +6%
CCC
440
Compass Capital Corp
Massachusetts
$344K +$22.2K +830 +7%
FHA
441
Flagship Harbor Advisors
Massachusetts
$338K -$1.09K -41 -0.3%
SW
442
SVB Wealth
Massachusetts
$337K +$337K +12,621 New
WOSD
443
WFA of San Diego
California
$335K +$335K +12,540 New
AAS
444
Ameritas Advisory Services
Nebraska
$329K -$169K -6,351 -34%
MIAS
445
Mason Investment Advisory Services
Virginia
$329K -$1.04K -39 -0.3%
BCA
446
Bay Colony Advisors
Massachusetts
$327K -$2.56K -96 -0.8%
TFP
447
Tilia Fiduciary Partners
North Carolina
$323K -$33.8K -1,266 -9%
GAA
448
Global Assets Advisory
Florida
$322K -$563K -21,188 -64%
SC
449
Schiavi & Co
Delaware
$321K
MWM
450
Mattern Wealth Management
Kansas
$320K