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Schwab US TIPS ETF

656 hedge funds and large institutions have $8.67B invested in Schwab US TIPS ETF in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 273 increasing their positions, 231 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
656
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
63
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
BCM
476
Blume Capital Management
California
$267K
AC
477
Addison Capital
Pennsylvania
$266K
IJWM
478
Inman Jager Wealth Management
Mississippi
$265K
WMR
479
Wealth Management Resources
Rhode Island
$265K
SWM
480
Spire Wealth Management
Virginia
$264K
DWM
481
David Wealth Management
Virginia
$256K
TPCW
482
TD Private Client Wealth
New York
$256K
AWE
483
Avidian Wealth Enterprises
Texas
$253K
LRWM
484
Lord & Richards Wealth Management
Colorado
$251K
RFS
485
Richardson Financial Services
Massachusetts
$251K
WAM
486
Worth Asset Management
Texas
$250K
NB
487
NBT Bank
New York
$248K
AIM
488
Alhambra Investment Management
Florida
$248K
SS
489
Sound Stewardship
Kansas
$247K
EFG
490
Elios Financial Group
Ohio
$246K
AAG
491
Armstrong Advisory Group
Massachusetts
$246K
AWM
492
Aegis Wealth Management
Maryland
$246K
SFA
493
Sequoia Financial Advisors
Ohio
$243K
MAS
494
Madden Advisory Services
Florida
$240K
CIA
495
Capital Investment Advisors
Georgia
$239K
TWP
496
Tempus Wealth Planning
California
$238K
CAM
497
Chesapeake Asset Management
New York
$233K
FIA
498
Foundations Investment Advisors
Arizona
$232K
CAS
499
Coppell Advisory Solutions
Texas
$230K
HWA
500
HCR Wealth Advisors
California
$225K