SCHP icon

Schwab US TIPS ETF

659 hedge funds and large institutions have $9.9B invested in Schwab US TIPS ETF in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 325 increasing their positions, 185 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
62
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
PWMG
526
Pinnacle Wealth Management Group
Michigan
$208K
HWA
527
HCR Wealth Advisors
California
$206K
Franklin Resources
528
Franklin Resources
California
$203K
CS
529
Cannell & Spears
New York
$201K
AF
530
Advisornet Financial
Minnesota
$192K
MSWA
531
Marshall & Sterling Wealth Advisors
New York
$181K
AA
532
Ancora Advisors
Ohio
$172K
BA
533
Ballast Advisors
Minnesota
$170K
WA
534
WPG Advisers
Maryland
$161K
AAS
535
Ameritas Advisory Services
Nebraska
$147K
LFASL
536
Lugano Financial Advisors SA (LFA)
Switzerland
$145K
William Blair & Company
537
William Blair & Company
Illinois
$142K
GWSG
538
GPS Wealth Strategies Group
Colorado
$141K
RF
539
Rossby Financial
Florida
$135K
ST
540
Smithfield Trust
Pennsylvania
$121K
PTC
541
Private Trust Company
Ohio
$118K
B
542
Birchbrook
Maine
$114K
FC
543
Fairscale Capital
New Hampshire
$108K
CJ
544
Caitlin John
Michigan
$94.9K
RCM
545
Raleigh Capital Management
North Carolina
$93.1K
SA
546
Seneschal Advisors
Washington
$83.9K
BTI
547
Blue Trust Inc
Georgia
$83.7K
KFI
548
Key Financial Inc
Pennsylvania
$78.9K
RWM
549
Rialto Wealth Management
New York
$75.2K
CI
550
Cordant Inc
Oregon
$72.8K