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Schwab US TIPS ETF

723 hedge funds and large institutions have $10.6B invested in Schwab US TIPS ETF in 2026 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 323 increasing their positions, 213 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

2% more funds holding

Funds holding: 706723 (+17)

1.06% more ownership

Funds ownership: 66.49%67.55% (+1.1%)

31% less call options, than puts

Call options by funds: $830K | Put options by funds: $1.21M

Holders
723
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
$830K
Puts
$1.21M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
551
Claro Advisors
Massachusetts
$215K
TVM
552
True Vision MN
Minnesota
$215K
BFG
553
Berger Financial Group
Minnesota
$214K
GM
554
GeoWealth Management
Illinois
$213K
AWM
555
Accurate Wealth Management
Florida
$212K
LFG
556
Larson Financial Group
Missouri
$211K
SIA
557
Strategic Investment Advisors
Michigan
$211K
WMR
558
Wealth Management Resources
Rhode Island
$210K
SW
559
SVB Wealth
Massachusetts
$206K
MGIA
560
Moneta Group Investment Advisors
Missouri
$204K
RWP
561
RWA Wealth Partners
Massachusetts
$202K
MWM
562
Maridea Wealth Management
New York
$201K
EBA
563
Eagle Bay Advisors
New York
$200K
CPG
564
Cornerstone Planning Group
New Jersey
$199K
RFS
565
Richardson Financial Services
Massachusetts
$188K
MSWA
566
Marshall & Sterling Wealth Advisors
New York
$182K
SWM
567
SHP Wealth Management
Massachusetts
$173K
GWANC
568
Guardian Wealth Advisors (North Carolina)
North Carolina
$170K
BA
569
Ballast Advisors
Minnesota
$166K
CF
570
Centaurus Financial
California
$156K
WA
571
WPG Advisers
Maryland
$147K
RFP
572
Root Financial Partners
California
$143K
AF
573
Advisornet Financial
Minnesota
$133K
AA
574
AlphaCentric Advisors
Puerto Rico
$132K
PA
575
Parallel Advisors
California
$126K