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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
PAS
501
Park Avenue Securities
New York
$221K
BF
502
Brooklyn FI
New York
$219K
BFG
503
Berger Financial Group
Minnesota
$215K
IWM
504
Inlight Wealth Management
Georgia
$213K
TVM
505
True Vision MN
Minnesota
$213K
CWA
506
Cascade Wealth Advisors
Washington
$212K
MA
507
MONECO Advisors
Connecticut
$211K
GM
508
GeoWealth Management
Illinois
$211K
LRIA
509
Leonard Rickey Investment Advisors
Washington
$210K
UCFA
510
United Capital Financial Advisors
Texas
$207K
IPWA
511
International Private Wealth Advisors
California
$206K
PWMG
512
Pinnacle Wealth Management Group
Michigan
$205K
BCWM
513
Bartlett & Co Wealth Management
Ohio
$205K
TA
514
TPG Advisors
Illinois
$204K
VFG
515
Victory Financial Group
Texas
$203K
FAM
516
Formidable Asset Management
Ohio
$202K
LIA
517
LBMC Investment Advisors
Tennessee
$201K
AC
518
Apella Capital
Connecticut
$200K
Franklin Resources
519
Franklin Resources
California
$199K
AF
520
Advisornet Financial
Minnesota
$194K
William Blair & Company
521
William Blair & Company
Illinois
$183K
MSWA
522
Marshall & Sterling Wealth Advisors
New York
$177K
BA
523
Ballast Advisors
Minnesota
$164K
MCM
524
MAI Capital Management
Ohio
$158K
WA
525
WPG Advisers
Maryland
$154K