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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
BC
451
Barrett & Company
Rhode Island
$389K
MCM
452
Mengis Capital Management
Oregon
$389K -$20.2K -752 -5%
CAPTRUST Financial Advisors
453
CAPTRUST Financial Advisors
North Carolina
$385K -$783K -29,177 -67%
KWA
454
Kondo Wealth Advisors
California
$382K +$3.35K +125 +0.9%
Koshinski Asset Management
455
Koshinski Asset Management
Illinois
$380K -$14.4K -538 -4%
GWA
456
Geometric Wealth Advisors
District of Columbia
$377K +$140K +5,231 +58%
ZF
457
Zhang Financial
Michigan
$375K +$3.84K +143 +1%
NFTC
458
North Forty Two & Co
Oregon
$374K +$84.5K +3,150 +29%
WIA
459
World Investment Advisors
California
$371K +$376K +14,003 New
LCM
460
Liberty Capital Management
Michigan
$371K
CW
461
Curio Wealth
Maryland
$370K -$28.8K -1,073 -7%
GFP
462
Guardian Financial Partners
California
$368K +$1.8K +67 +0.5%
CAM
463
Chesapeake Asset Management
New York
$367K +$38.3K +1,427 +11%
SA
464
SRH Advisors
Kansas
$365K -$179K -6,688 -33%
FMWA
465
Forvis Mazars Wealth Advisors
Missouri
$364K +$369K +13,754 New
MA
466
MCF Advisors
Kentucky
$364K +$367K +13,694 +24,454%
CCC
467
Compass Capital Corp
Massachusetts
$364K +$367K +13,673 New
Fisher Asset Management
468
Fisher Asset Management
Washington
$358K +$363K +13,523 New
AWM
469
Apollon Wealth Management
South Carolina
$357K -$402 -15 -0.1%
PFA
470
Petra Financial Advisors
Colorado
$354K +$40.5K +1,510 +13%
P
471
&Partners
Tennessee
$345K -$21.6K -806 -6%
FHA
472
Flagship Harbor Advisors
Massachusetts
$344K +$5.63K +210 +2%
Brown Advisory
473
Brown Advisory
Maryland
$341K +$346K +12,881 New
RIM
474
Rakuten Investment Management
Japan
$336K
WOSD
475
WFA of San Diego
California
$336K