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Schwab US TIPS ETF

652 hedge funds and large institutions have $8.67B invested in Schwab US TIPS ETF in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 273 increasing their positions, 230 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
8.74%
Holding in Top 10
63
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.28%
% of All Funds
0.84%
New
70
Increased
273
Reduced
230
Closed
58
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MJRIC
576
Mogy Joel R Investment Counsel
California
$31.6K +$31.6K +1,186 New
SIC
577
Salem Investment Counselors
North Carolina
$30.8K +$1.68K +63 +6%
NS
578
NBC Securities
Alabama
$30K
GJIA
579
Glass Jacobson Investment Advisors
Maryland
$29K -$17K -637 -37%
PC
580
Promus Capital
Illinois
$24.7K
AP
581
Atwood & Palmer
Missouri
$23.7K +$23.7K +890 New
DFA
582
DHJJ Financial Advisors
Illinois
$21.6K +$20K +748 +1,206%
T
583
Transce3nd
Texas
$21.3K -$2.32K -87 -10%
AWM
584
Angeles Wealth Management
California
$20.4K +$20.4K +764 New
WP
585
WealthShield Partners
North Carolina
$20.1K -$50.1K -1,879 -71%
DAM
586
Delta Asset Management
Tennessee
$19.5K
PCA
587
Providence Capital Advisors
North Carolina
$19.3K +$19.3K +725 New
SMA
588
Sage Mountain Advisors
Georgia
$18.3K
AIP
589
Ameritas Investment Partners
Nebraska
$17.4K -$69.2K -2,595 -80%
SWP
590
Strategic Wealth Partners
Ohio
$17.2K +$17.2K +646 New
TPWA
591
Twin Peaks Wealth Advisors
California
$16.5K +$16.5K +617 New
NP
592
NorthRock Partners
Minnesota
$15.1K -$3.33K -125 -18%
RWPA
593
Richard W. Paul & Associates
Michigan
$13.7K
PS
594
Pinney & Scofield
Massachusetts
$13.4K +$160 +6 +1%
YAL
595
Your Advocates Ltd
Texas
$13.2K +$13.2K +496 New
KFI
596
Key Financial Inc
Pennsylvania
$12.5K
NSIM
597
North Star Investment Management
Illinois
$11.7K +$11.7K +437 New
SFC
598
SYM Financial Corp
Indiana
$11.6K +$10.8K +404 +1,303%
HI
599
Hoey Investments
Pennsylvania
$10.2K +$10.2K +384 New
RFA
600
Reyes Financial Architecture
California
$9.39K