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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 %
PK
551
Pflug Koory
Nebraska
$52K +$2.07K +77 +4%
IRC
552
Investors Research Corp
Georgia
$48.8K -$807 -30 -2%
WA
553
Whipplewood Advisors
Colorado
$48.8K -$6.28M -1,803 -99%
WSFS
554
Wilmington Savings Fund Society
Delaware
$44.8K -$439K -16,333 -91%
GJIA
555
Glass Jacobson Investment Advisors
Maryland
$44.5K
BCMLT
556
Beacon Capital Management LLC (Tennessee)
Tennessee
$41.6K -$118K -4,377 -74%
SAM
557
S.A. Mason
Michigan
$40.9K
MSWM
558
Mowery & Schoenfeld Wealth Management
Illinois
$40.6K +$40.6K +1,511 New
CIA
559
Cape Investment Advisory
Georgia
$40.6K +$2.93K +109 +8%
FCT
560
First Community Trust
Iowa
$37.6K
CFFP
561
Center for Financial Planning
Michigan
$37.6K +$37.6K +1,397 New
AWM
562
Abound Wealth Management
Tennessee
$36.4K +$36.4K +1,354 New
BBPWM
563
Blue Bell Private Wealth Management
Pennsylvania
$35.2K +$4.89K +182 +16%
IBOK
564
Independence Bank of Kentucky
Kentucky
$35K +$1.56K +58 +5%
LC
565
Lindbrook Capital
California
$32.8K
CT
566
Colonial Trust
South Carolina
$32.3K -$10.8K -400 -25%
NS
567
NBC Securities
Alabama
$31K +$31K +1,159 +115,900%
SIC
568
Salem Investment Counselors
North Carolina
$29.4K +$968 +36 +3%
FFA
569
Founders Financial Alliance
North Carolina
$29.4K +$21K +492 +252%
DRP
570
Decker Retirement Planning
Utah
$26.6K -$20.3K -754 -43%
PC
571
Promus Capital
Illinois
$24.9K
T
572
Transce3nd
Texas
$23.8K -$213K -7,929 -90%
BWL
573
Bogart Wealth LLC
Virginia
$23.1K
MG
574
Mather Group
Illinois
$22.7K +$21.7K +807 +2,124%
BFPW
575
BOK Financial Private Wealth
Colorado
$21.1K