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Schwab US TIPS ETF

651 hedge funds and large institutions have $8.81B invested in Schwab US TIPS ETF in 2025 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 246 increasing their positions, 241 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
651
Holders Change
-2
Holders Change %
-0.31%
% of All Funds
8.84%
Holding in Top 10
61
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.02%
% of All Funds
0.83%
New
81
Increased
246
Reduced
241
Closed
62
Calls
$882K
Puts
$280K
Net Calls
+$602K
Net Calls Change
-$2.11M
Name Holding Trade Value Shares
Change
Shares
Change %
KeyBank National Association
476
KeyBank National Association
Ohio
$252K +$252K +9,374 New
OWA
477
Octavia Wealth Advisors
Ohio
$252K
DPIM
478
Duff & Phelps Investment Management
Illinois
$250K
NB
479
NBT Bank
New York
$250K
AIM
480
Alhambra Investment Management
Florida
$250K -$269 -10 -0.1%
LFG
481
Larson Financial Group
Missouri
$246K +$4.63K +172 +2%
AWM
482
Aegis Wealth Management
Maryland
$246K +$246K +9,134 New
UCFA
483
United Capital Financial Advisors
Texas
$246K +$12.7K +473 +5%
MSFS
484
Main Street Financial Solutions
Pennsylvania
$244K -$11.5K -426 -4%
MAS
485
Madden Advisory Services
Florida
$241K -$54 -2 -0%
TWP
486
Tempus Wealth Planning
California
$240K
GM
487
GeoWealth Management
Illinois
$239K +$71.1K +2,645 +42%
PA
488
Parallel Advisors
California
$229K +$4.76K +177 +2%
IJWM
489
Inman Jager Wealth Management
Mississippi
$228K +$17.8K +663 +8%
State Farm Mutual Automobile Insurance
490
State Farm Mutual Automobile Insurance
Illinois
$228K +$211K +7,860 +1,272%
HWA
491
HCR Wealth Advisors
California
$226K +$457 +17 +0.2%
AO
492
Advisor OS
Illinois
$225K +$225K +8,361 New
BF
493
Brooklyn FI
New York
$220K +$220K +8,192 New
HAS
494
HBW Advisory Services
California
$218K +$218K +8,108 New
TVM
495
True Vision MN
Minnesota
$218K +$218K +8,107 New
BFG
496
Berger Financial Group
Minnesota
$217K -$8.15K -303 -4%
TA
497
TPG Advisors
Illinois
$216K -$16.7K -622 -7%
WJWM
498
Williams Jones Wealth Management
New York
$215K
HCP
499
Hexagon Capital Partners
Arkansas
$213K +$158K +5,872 +286%
MA
500
MONECO Advisors
Connecticut
$213K -$30.5K -1,135 -13%