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Schwab US TIPS ETF

692 hedge funds and large institutions have $9.76B invested in Schwab US TIPS ETF in 2025 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 337 increasing their positions, 177 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
692
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
59
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
State Street
26
State Street
Massachusetts
$71.5M
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$68.2M
Creative Planning
28
Creative Planning
Kansas
$66.7M
LFS
29
Lutz Financial Services
Nebraska
$58.5M
PCIA
30
Prime Capital Investment Advisors
Kansas
$56.7M
AssetMark Inc
31
AssetMark Inc
California
$51.2M
Wells Fargo
32
Wells Fargo
California
$50.8M
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$49.3M
LFA
34
LifeGuide Financial Advisors
Pennsylvania
$48.7M
Bank of New York Mellon
35
Bank of New York Mellon
New York
$47.6M
AAP
36
Arax Advisory Partners
Colorado
$45.6M
SGAM
37
Stephens Group Asset Management
Arkansas
$45.5M
DE
38
Diversified Enterprises
Delaware
$43.9M
PS
39
Principal Securities
Iowa
$41.9M
Russell Investments Group
40
Russell Investments Group
United Kingdom
$40.5M
BWA
41
BlueSky Wealth Advisors
North Carolina
$39.7M
JP Morgan Chase
42
JP Morgan Chase
New York
$39.7M
MTC
43
Matrix Trust Company
Colorado
$39.2M
IWC
44
Integrated Wealth Concepts
Massachusetts
$38.2M
FAG
45
Financial Architects (Georgia)
Georgia
$38M
WAP
46
Wealthcare Advisory Partners
Pennsylvania
$37.7M
LPL Financial
47
LPL Financial
California
$37.7M
PFA
48
Pure Financial Advisors
California
$37.6M
Temasek Holdings
49
Temasek Holdings
Singapore
$37.4M
KBFS
50
Kohmann Bosshard Financial Services
Ohio
$36.1M