We are live on ! Find out more
SCHP icon

Schwab US TIPS ETF

712 hedge funds and large institutions have $9.74B invested in Schwab US TIPS ETF in 2025 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 341 increasing their positions, 180 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 46

89% more repeat investments, than reductions

Existing positions increased: 341 | Existing positions reduced: 180

7% more funds holding

Funds holding: 663712 (+49)

2% less capital invested

Capital invested by funds: $9.92B → $9.74B (-$179M)

2.21% less ownership

Funds ownership: 68.88%66.67% (-2.2%)

5% less funds holding in top 10

Funds holding in top 10: 6360 (-3)

Holders
712
Holders Change
+49
Holders Change %
+7.39%
% of All Funds
8.66%
Holding in Top 10
60
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.76%
% of All Funds
0.73%
New
108
Increased
341
Reduced
180
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
E
551
EntreWealth
Texas
$210K +$211K +7,868 New
WMR
552
Wealth Management Resources
Rhode Island
$209K -$12.2K -453 -5%
GWP
553
Gateway Wealth Partners
Wisconsin
$208K +$210K +7,836 New
SFA
554
Sequoia Financial Advisors
Ohio
$206K -$46.9K -1,749 -18%
GM
555
GeoWealth Management
Illinois
$206K -$28.6K -1,068 -12%
AWM
556
Accurate Wealth Management
Florida
$204K -$27K -1,008 -12%
GIA
557
Goodwin Investment Advisory
Georgia
$204K -$29.8K -1,112 -13%
GVAG
558
Great Valley Advisor Group
Delaware
$202K +$205K +7,636 New
HWA
559
HCR Wealth Advisors
California
$200K -$2.28K -85 -1%
MSWA
560
Marshall & Sterling Wealth Advisors
New York
$181K +$2.87K +107 +2%
CCM
561
Chilton Capital Management
Texas
$174K +$176K +6,556 New
BA
562
Ballast Advisors
Minnesota
$172K +$4.32K +161 +3%
WA
563
WPG Advisers
Maryland
$159K +$1.15K +43 +0.7%
BWL
564
Bogart Wealth LLC
Virginia
$155K +$132K +4,908 +516%
PA
565
Parallel Advisors
California
$144K -$103K -3,856 -42%
LFASL
566
Lugano Financial Advisors SA (LFA)
Switzerland
$143K
RF
567
Rossby Financial
Florida
$136K +$3.03K +113 +2%
BTI
568
Blue Trust Inc
Georgia
$133K +$51.3K +1,912 +62%
AF
569
Advisornet Financial
Minnesota
$133K -$56.7K -2,115 -30%
AFC
570
Ares Financial Consulting
California
$129K +$130K +4,863 New
William Blair & Company
571
William Blair & Company
Illinois
$125K -$15.1K -564 -11%
PAG
572
Paladin Advisory Group
Iowa
$125K +$126K +4,700 New
MNA
573
Manning & Napier Advisors
New York
$117K +$119K +4,421 New
AA
574
AlphaCentric Advisors
Puerto Rico
$116K +$117K +4,373 New
BCWM
575
Bartlett & Co Wealth Management
Ohio
$116K -$94.4K -3,520 -45%