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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 %
PTC
526
Private Trust Company
Ohio
$113K -$11.7K -436 -9%
ACA
527
Atlas Capital Advisors
Wyoming
$110K +$26.6K +991 +32%
BA
528
Bristlecone Advisors
Washington
$110K -$19.5K -727 -15%
HR
529
Howe & Rusling
New York
$109K +$36.7K +1,363 +51%
FC
530
Fairscale Capital
New Hampshire
$108K
TCOV
531
Trust Company of Vermont
Vermont
$106K +$161 +6 +0.2%
RF
532
Rossby Financial
Florida
$101K +$101K +3,801 New
RCM
533
Raleigh Capital Management
North Carolina
$91K -$15.9K -592 -15%
SC
534
SouthState Corp
Florida
$87.4K +$87.4K +3,250 New
AIP
535
Ameritas Investment Partners
Nebraska
$87.3K +$67.5K +2,509 +340%
PP
536
Pacifica Partners
Canada
$82.8K
OW
537
Olistico Wealth
Oklahoma
$81.5K +$81 +3 +0.1%
CIBC Private Wealth Group
538
CIBC Private Wealth Group
Georgia
$79.8K +$64.4K +2,434 +419%
RWM
539
Rialto Wealth Management
New York
$75.1K
CI
540
Cordant Inc
Oregon
$72.6K +$1.08K +40 +2%
WP
541
WealthShield Partners
North Carolina
$70.8K -$16.1K -600 -19%
TFA
542
Toth Financial Advisory
Virginia
$70.1K
WT
543
Whittier Trust
California
$69.1K -$99K -3,682 -59%
FRA
544
Front Row Advisors
California
$67.5K
STB
545
S&T Bank
Pennsylvania
$65K -$1.78K -66 -3%
GEA
546
Glen Eagle Advisors
New Jersey
$64.6K
MCA
547
Midwest Capital Advisors
Michigan
$62K -$5.32K -198 -8%
FDCP
548
Foster Dykema Cabot & Partners
Massachusetts
$55.7K -$25.1K -934 -31%
Bank of Montreal
549
Bank of Montreal
Ontario, Canada
$54.4K -$51K -1,898 -48%
PWA
550
Physician Wealth Advisors
Utah
$52.1K -$105K -3,923 -67%