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Schwab US TIPS ETF

663 hedge funds and large institutions have $9.92B 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, 188 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 188

29% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 52

14% more capital invested

Capital invested by funds: $8.7B → $9.92B (+$1.22B)

4.62% more ownership

Funds ownership: 64.26%68.88% (+4.6%)

0% more funds holding

Funds holding: 663663 (0)

2% less funds holding in top 10

Funds holding in top 10: 6463 (-1)

Holders
663
Holders Change
Holders Change %
0%
% of All Funds
8.7%
Holding in Top 10
63
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.56%
% of All Funds
0.83%
New
67
Increased
325
Reduced
188
Closed
52
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$72.2M +$3.02M +112,957 +4%
State Street
27
State Street
Massachusetts
$71.3M +$1.21M +45,046 +2%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$64.6M +$5.68M +212,387 +10%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$59.3M +$50.3M +1,880,726 +591%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$57.4M +$2.46M +91,871 +4%
PCIA
31
Prime Capital Investment Advisors
Kansas
$55.4M +$1.24M +46,293 +2%
AssetMark Inc
32
AssetMark Inc
California
$55.1M +$2.36M +88,125 +5%
LFS
33
Lutz Financial Services
Nebraska
$53.6M +$3.74M +139,767 +8%
SGAM
34
Stephens Group Asset Management
Arkansas
$46M +$3.73M +139,191 +9%
LFA
35
LifeGuide Financial Advisors
Pennsylvania
$44.7M +$63.1K +2,357 +0.1%
FSC
36
Full Sail Capital
Oklahoma
$44.4M -$2.29M -85,689 -5%
MTC
37
Matrix Trust Company
Colorado
$42.9M -$383K -14,295 -0.9%
IWC
38
Integrated Wealth Concepts
Massachusetts
$42.8M +$4.07M +151,939 +11%
Wells Fargo
39
Wells Fargo
California
$42.3M +$195K +7,289 +0.5%
DE
40
Diversified Enterprises
Delaware
$42.1M +$41.2M +1,539,557 +7,001%
WCWM
41
Willow Creek Wealth Management
California
$41.7M +$2.92M +109,181 +8%
PS
42
Principal Securities
Iowa
$40.5M +$2.35M +87,632 +6%
Temasek Holdings
43
Temasek Holdings
Singapore
$38M
BWA
44
BlueSky Wealth Advisors
North Carolina
$37.4M +$1.09M +40,745 +3%
PFA
45
Pure Financial Advisors
California
$36.8M +$1.01M +37,902 +3%
FAG
46
Financial Architects (Georgia)
Georgia
$35.8M +$2.33M +87,025 +7%
LPL Financial
47
LPL Financial
California
$35.3M +$78.5K +2,933 +0.2%
WAP
48
Wealthcare Advisory Partners
Pennsylvania
$34.8M +$3.97M +148,297 +13%
KBFS
49
Kohmann Bosshard Financial Services
Ohio
$34.6M +$930K +34,755 +3%
GC
50
Garde Capital
Washington
$31.6M +$3.44M +128,355 +12%