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Schwab US TIPS ETF

657 hedge funds and large institutions have $8.68B invested in Schwab US TIPS ETF in 2025 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 275 increasing their positions, 231 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
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
CAS
501
Coppell Advisory Solutions
Texas
$230K
HWA
502
HCR Wealth Advisors
California
$225K
PAS
503
Park Avenue Securities
New York
$221K
BF
504
Brooklyn FI
New York
$219K
BFG
505
Berger Financial Group
Minnesota
$215K
IWM
506
Inlight Wealth Management
Georgia
$213K
TVM
507
True Vision MN
Minnesota
$213K
CWA
508
Cascade Wealth Advisors
Washington
$212K
MA
509
MONECO Advisors
Connecticut
$211K
GM
510
GeoWealth Management
Illinois
$211K
LRIA
511
Leonard Rickey Investment Advisors
Washington
$210K
UCFA
512
United Capital Financial Advisors
Texas
$207K
IPWA
513
International Private Wealth Advisors
California
$206K
PWMG
514
Pinnacle Wealth Management Group
Michigan
$205K
BCWM
515
Bartlett & Co Wealth Management
Ohio
$205K
TA
516
TPG Advisors
Illinois
$204K
VFG
517
Victory Financial Group
Texas
$203K
FAM
518
Formidable Asset Management
Ohio
$202K
LIA
519
LBMC Investment Advisors
Tennessee
$201K
AC
520
Apella Capital
Connecticut
$200K
Franklin Resources
521
Franklin Resources
California
$199K
AF
522
Advisornet Financial
Minnesota
$194K
William Blair & Company
523
William Blair & Company
Illinois
$183K
MSWA
524
Marshall & Sterling Wealth Advisors
New York
$177K
BA
525
Ballast Advisors
Minnesota
$164K