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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 %
DAM
576
Delta Asset Management
Tennessee
$19.7K
NP
577
NorthRock Partners
Minnesota
$18.6K +$3.47K +129 +23%
DJSG
578
D.J. St. Germain
Massachusetts
$18.5K +$18.5K +688 +68,800%
SMA
579
Sage Mountain Advisors
Georgia
$18.4K
DCM
580
Davis Capital Management
Florida
$15.9K
SS
581
Sunbelt Securities
Texas
$14.8K -$47.1K -1,752 -76%
GPFA
582
Game Plan Financial Advisors
Ohio
$14.8K
RWPA
583
Richard W. Paul & Associates
Michigan
$13.8K
PS
584
Pinney & Scofield
Massachusetts
$13.3K +$27 +1 +0.2%
KFI
585
Key Financial Inc
Pennsylvania
$12.6K
AC
586
AlphaCore Capital
California
$11.4K -$108 -4 -0.9%
TAM
587
Townsend Asset Management
North Carolina
$10.5K -$538 -20 -5%
GWM
588
GSB Wealth Management
Connecticut
$10.4K +$10.4K +387 New
RCA
589
Runnymede Capital Advisors
Ohio
$9.95K
NEWAS
590
N.E.W. Advisory Services
Wisconsin
$9.9K +$9.9K +368 New
WWM
591
Wagner Wealth Management
South Carolina
$9.82K +$1.72K +64 +21%
MFA
592
Morling Financial Advisors
California
$9.63K +$9.63K +358 New
TF
593
Tompkins Financial
New York
$9.6K +$2.34K +87 +32%
CPG
594
Cornerstone Planning Group
New Jersey
$9.57K +$9.57K +361 New
RFA
595
Reyes Financial Architecture
California
$9.47K
CAM
596
Creekmur Asset Management
Illinois
$9.2K
AIC
597
Archer Investment Corporation
Indiana
$8.91K
FHA
598
First Horizon Advisors
Tennessee
$8.34K +$8.34K +310 New
KFP
599
Keener Financial Planning
Texas
$8K -$7.71K -316 -49%
AW
600
Avion Wealth
Texas
$8K