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Schwab US TIPS ETF

651 hedge funds and large institutions have $8.66B invested in Schwab US TIPS ETF in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 272 increasing their positions, 230 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
651
Holders Change
Holders Change %
0%
% of All Funds
8.74%
Holding in Top 10
62
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.64%
% of All Funds
0.83%
New
70
Increased
272
Reduced
230
Closed
58
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AC
601
AlphaCore Capital
California
$8.75K -$2.56K -96 -23%
TF
602
Tompkins Financial
New York
$8.46K -$1.07K -40 -11%
MAWAG
603
Mid-American Wealth Advisory Group
Missouri
$8.11K +$8.11K +304 New
AW
604
Avion Wealth
Texas
$8K
CA
605
Clearstead Advisors
Ohio
$7.9K
AUB
606
Atlantic Union Bankshares
Virginia
$7.47K +$7.47K +280 New
RFG
607
REAP Financial Group
Texas
$7.1K -$614 -23 -8%
ADL
608
Asset Dedication LLC
California
$6.56K -$1.01K -38 -13%
NEWAS
609
N.E.W. Advisory Services
Wisconsin
$6.35K -$3.47K -130 -35%
CAM
610
Creekmur Asset Management
Illinois
$6.17K -$2.96K -111 -32%
TWM
611
Topsail Wealth Management
North Carolina
$5.98K
MYIA
612
Mount Yale Investment Advisors
Colorado
$5.87K +$5.87K +220 New
CPA
613
Cardiff Park Advisors
California
$5.76K
FFA
614
Founders Financial Alliance
North Carolina
$5.22K -$13.2K -492 -72%
GWM
615
GSB Wealth Management
Connecticut
$4.69K -$6.18K -220 -57%
S
616
SignatureFD
Georgia
$4.62K +$1.57K +59 +52%
HCM
617
Horrell Capital Management
Arkansas
$4.38K
CFB
618
Cullen/Frost Bankers
Texas
$4.16K -$27 -1 -0.6%
KFP
619
Keener Financial Planning
Texas
$4K -$4.41K -172 -52%
WCM
620
Winthrop Capital Management
Indiana
$4K
KG
621
Kilter Group
New York
$3.92K +$3.92K +147 New
BLC
622
Brown, Lisle/Cummings
Rhode Island
$3.52K
BNP Paribas Financial Markets
623
BNP Paribas Financial Markets
France
$3.52K
OSAM
624
O'Shaughnessy Asset Management
Connecticut
$3.44K
CPG
625
Cornerstone Planning Group
New Jersey
$2.64K -$6.99K -262 -73%