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Schwab US TIPS ETF

659 hedge funds and large institutions have $9.9B invested in Schwab US TIPS ETF in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 325 increasing their positions, 185 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
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
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
451
WJ Financial Advisors
Connecticut
$340K
RIM
452
Rakuten Investment Management
Japan
$336K
CAM
453
Chesapeake Asset Management
New York
$335K
MIAS
454
Mason Investment Advisory Services
Virginia
$333K
FF
455
Farrell Financial
New York
$328K
GAA
456
Global Assets Advisory
Florida
$327K
SC
457
Schiavi & Co
Delaware
$325K
FIM
458
Fruth Investment Management
Texas
$323K
NB
459
NBT Bank
New York
$320K
CNBT
460
Canandaigua National Bank & Trust
New York
$319K
PFA
461
Petra Financial Advisors
Colorado
$319K
HNB
462
Huntington National Bank
Ohio
$317K
CA
463
CWC Advisors
Oregon
$314K
MSFS
464
Main Street Financial Solutions
Pennsylvania
$310K
Bank of Montreal
465
Bank of Montreal
Ontario, Canada
$310K
BCA
466
Bay Colony Advisors
Massachusetts
$305K
IWA
467
IVC Wealth Advisors
Pennsylvania
$298K
MWM
468
Mission Wealth Management
California
$298K
NFTC
469
North Forty Two & Co
Oregon
$296K
JIP
470
Jaffetilchin Investment Partners
Florida
$292K
STA
471
Summit Trail Advisors
New York
$291K
SL
472
Sentinus LLC
Illinois
$288K
HCP
473
Hardin Capital Partners
South Carolina
$287K
AWA
474
Arkadios Wealth Advisors
Georgia
$282K
JHCP
475
Jackson Hole Capital Partners
Oklahoma
$281K