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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
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$68.2M +$11.7M +437,759 +21%
Creative Planning
27
Creative Planning
Kansas
$66.7M +$50M +1,864,437 +286%
LFS
28
Lutz Financial Services
Nebraska
$58.5M +$5.81M +216,519 +11%
PCIA
29
Prime Capital Investment Advisors
Kansas
$56.7M +$2.27M +84,757 +4%
AssetMark Inc
30
AssetMark Inc
California
$51.2M -$3.06M -113,993 -6%
Wells Fargo
31
Wells Fargo
California
$50.8M +$9.39M +350,121 +22%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$49.3M -$9.07M -338,112 -15%
LFA
33
LifeGuide Financial Advisors
Pennsylvania
$48.7M +$4.16M +154,957 +9%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$47.6M -$16.1M -599,706 -25%
AAP
35
Arax Advisory Partners
Colorado
$45.6M +$46.2M +1,722,746 New
SGAM
36
Stephens Group Asset Management
Arkansas
$45.5M +$328K +12,233 +0.7%
DE
37
Diversified Enterprises
Delaware
$43.9M +$2.53M +94,396 +6%
PS
38
Principal Securities
Iowa
$41.9M +$2.18M +81,422 +5%
Russell Investments Group
39
Russell Investments Group
United Kingdom
$40.5M +$41M +1,528,182 New
BWA
40
BlueSky Wealth Advisors
North Carolina
$39.7M +$3.02M +112,608 +8%
JP Morgan Chase
41
JP Morgan Chase
New York
$39.7M -$340M -12,676,504 -89%
MTC
42
Matrix Trust Company
Colorado
$39.2M -$3.01M -112,117 -7%
IWC
43
Integrated Wealth Concepts
Massachusetts
$38.2M -$3.97M -148,115 -9%
FAG
44
Financial Architects (Georgia)
Georgia
$38M +$2.83M +105,349 +8%
WAP
45
Wealthcare Advisory Partners
Pennsylvania
$37.7M +$3.55M +132,391 +10%
LPL Financial
46
LPL Financial
California
$37.7M +$3.02M +112,479 +9%
PFA
47
Pure Financial Advisors
California
$37.6M +$1.45M +53,925 +4%
Temasek Holdings
48
Temasek Holdings
Singapore
$37.4M
KBFS
49
Kohmann Bosshard Financial Services
Ohio
$36.1M +$2.19M +81,642 +6%
Goldman Sachs
50
Goldman Sachs
New York
$33.9M +$4.15M +154,808 +14%