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Schwab US TIPS ETF

720 hedge funds and large institutions have $10.6B invested in Schwab US TIPS ETF in 2026 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 322 increasing their positions, 212 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

2% more funds holding

Funds holding: 706720 (+14)

0.95% more ownership

Funds ownership: 66.49%67.43% (+0.95%)

31% less call options, than puts

Call options by funds: $830K | Put options by funds: $1.21M

Holders
720
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
$830K
Puts
$1.21M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$86M
State Street
27
State Street
Massachusetts
$76.1M
AssetMark Inc
28
AssetMark Inc
California
$71.5M
Bank of New York Mellon
29
Bank of New York Mellon
New York
$64.4M
LFS
30
Lutz Financial Services
Nebraska
$62.3M
PCIA
31
Prime Capital Investment Advisors
Kansas
$60.3M
PS
32
Principal Securities
Iowa
$51.9M
LFA
33
LifeGuide Financial Advisors
Pennsylvania
$51.7M
Wells Fargo
34
Wells Fargo
California
$48.1M
IWC
35
Integrated Wealth Concepts
Massachusetts
$46.7M
DE
36
Diversified Enterprises
Delaware
$45.9M
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$45.2M
AA
38
Advisory Alpha
Michigan
$42M
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$41.6M
Russell Investments Group
40
Russell Investments Group
United Kingdom
$40.7M
FAG
41
Financial Architects (Georgia)
Georgia
$40.5M
Creative Planning
42
Creative Planning
Kansas
$40.5M
LPL Financial
43
LPL Financial
California
$40.5M
PFA
44
Pure Financial Advisors
California
$40.5M
BWA
45
BlueSky Wealth Advisors
North Carolina
$40.4M
Fidelity Investments
46
Fidelity Investments
Massachusetts
$39.6M
KBFS
47
Kohmann Bosshard Financial Services
Ohio
$39.5M
SGAM
48
Stephens Group Asset Management
Arkansas
$38M
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$37.6M
MTC
50
Matrix Trust Company
Colorado
$36.5M