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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
IAS
426
Integrity Advisory Solutions
Texas
$486K +$492K +18,343 New
VWA
427
Visionary Wealth Advisors
Illinois
$484K -$80.6K -3,003 -14%
CWRP
428
Cassady Wealth & Retirement Planning
Nevada
$478K +$485K +18,063 New
OWA
429
Octavia Wealth Advisors
Ohio
$475K -$6.92K -258 -1%
AF
430
Allworth Financial
California
$472K +$64.5K +2,404 +16%
MEG
431
Millstone Evans Group
Colorado
$470K +$476K +17,753 New
CIA
432
Concurrent Investment Advisors
Florida
$467K -$62.7K -2,339 -12%
OFS
433
Opus Financial Solutions
Illinois
$467K +$473K +17,621 New
LA
434
Latitude Advisors
Florida
$459K +$16.1K +602 +4%
TPI
435
Trust Point Inc
Wisconsin
$453K +$1.69K +63 +0.4%
WCFA
436
Walkner Condon Financial Advisors
Wisconsin
$451K -$21.5K -800 -4%
FF
437
Farrell Financial
New York
$444K +$123K +4,602 +38%
SPC
438
Sigma Planning Corp
Michigan
$442K -$2.58K -96 -0.6%
PMA
439
Prudent Man Advisors
Illinois
$441K
TDWM
440
Topel & Distasi Wealth Management
California
$436K
DWP
441
Destiny Wealth Partners
Florida
$431K
CCG
442
Coastwise Capital Group
California
$431K +$7.13K +266 +2%
SGI
443
Summit Global Investments
Utah
$430K -$7.38K -275 -2%
MOS
444
MGO One Seven
Ohio
$430K +$28K +1,044 +7%
EIG
445
Ellenbecker Investment Group
Wisconsin
$428K -$1.93K -72 -0.4%
LIA
446
Lynx Investment Advisory
District of Columbia
$425K +$70K +2,611 +19%
TPCW
447
TD Private Client Wealth
New York
$413K +$64.4K +2,402 +18%
EWA
448
EP Wealth Advisors
California
$408K +$413K +15,401 New
PAS
449
Park Avenue Securities
New York
$395K +$140K +5,201 +54%
GS
450
GTS Securities
New York
$390K +$395K +14,728 New