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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 %
OFA
501
Onyx Financial Advisors
Idaho
$208K +$208K +7,731 New
PWMG
502
Pinnacle Wealth Management Group
Michigan
$207K -$29.6K -1,100 -13%
MFA
503
Mayflower Financial Advisors
Massachusetts
$207K -$3.66K -136 -2%
LRIA
504
Leonard Rickey Investment Advisors
Washington
$205K +$205K +7,799 New
BCWM
505
Bartlett & Co Wealth Management
Ohio
$203K -$3.33K -124 -2%
LIA
506
LBMC Investment Advisors
Tennessee
$202K +$202K +7,516 New
Carson Wealth (CWM LLC)
507
Carson Wealth (CWM LLC)
Nebraska
$202K +$34.7K +1,294 +21%
FAM
508
Formidable Asset Management
Ohio
$202K +$202K +7,508 New
IWA
509
IVC Wealth Advisors
Pennsylvania
$200K +$200K +7,443 New
Franklin Resources
510
Franklin Resources
California
$198K +$108 +4 +0.1%
RFS
511
Richardson Financial Services
Massachusetts
$186K +$30.3K +1,128 +20%
MAFA
512
MJT & Associates Financial Advisory
Minnesota
$181K +$181K +6,748 New
MSWA
513
Marshall & Sterling Wealth Advisors
New York
$177K +$81 +3 +0%
MCM
514
MAI Capital Management
Ohio
$168K -$11K -408 -6%
IWM
515
Inlight Wealth Management
Georgia
$166K +$166K +6,189 New
WA
516
WPG Advisers
Maryland
$164K -$46.1K -1,715 -22%
B
517
Birchbrook
Maine
$156K
BA
518
Ballast Advisors
Minnesota
$149K -$995 -37 -0.7%
SIS
519
Sound Income Strategies
Florida
$140K +$67K +2,490 +92%
IHWM
520
Iron Horse Wealth Management
Iowa
$134K -$41K -1,524 -23%
ST
521
Smithfield Trust
Pennsylvania
$121K
AA
522
Ancora Advisors
Ohio
$120K +$699 +26 +0.6%
RBC
523
Roble Belko & Company
Pennsylvania
$117K
GWSG
524
GPS Wealth Strategies Group
Colorado
$117K +$13.4K +498 +13%
EWA
525
EP Wealth Advisors
California
$116K -$2.5K -93 -2%