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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 82 funds opening new positions, 245 increasing their positions, 241 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
651
Holders Change
-1
Holders Change %
-0.15%
% of All Funds
8.85%
Holding in Top 10
61
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.02%
% of All Funds
0.83%
New
82
Increased
245
Reduced
241
Closed
62
Calls
$882K
Puts
$280K
Net Calls
+$602K
Net Calls Change
-$2.11M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
601
Clearstead Advisors
Ohio
$7.96K
VWA
602
Valued Wealth Advisors
Utah
$7.91K +$7.91K +294 New
RFG
603
REAP Financial Group
Texas
$7.78K -$10.3K -383 -57%
ADL
604
Asset Dedication LLC
California
$7.64K +$7.64K +284 New
SSB
605
Sandy Spring Bank
Maryland
$7.53K
SIM
606
Synergy Investment Management
Florida
$7.42K
DF
607
DecisionPoint Financial
Arizona
$6.58K +$6.58K +245 New
AGWCA
608
Annis Gardner Whiting Capital Advisors
Florida
$6.35K +$6.35K +236 New
TWM
609
Topsail Wealth Management
North Carolina
$6.02K
CPA
610
Cardiff Park Advisors
California
$5.81K
TC
611
Truvestments Capital
Florida
$5.7K -$1.56K -58 -21%
Kayne Anderson Rudnick Investment Management
612
Kayne Anderson Rudnick Investment Management
California
$4.83K +$4.83K +179 New
HCM
613
Horrell Capital Management
Arkansas
$4.41K
CFB
614
Cullen/Frost Bankers
Texas
$4.22K -$2.18K -81 -34%
WCM
615
Winthrop Capital Management
Indiana
$4K
Simplex Trading
616
Simplex Trading
Illinois
$4K +$4K +180 New
GWANC
617
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.93K +$215 +8 +6%
BNP Paribas Financial Markets
618
BNP Paribas Financial Markets
France
$3.55K -$350 -13 -9%
BLC
619
Brown, Lisle/Cummings
Rhode Island
$3.55K
OSAM
620
O'Shaughnessy Asset Management
Connecticut
$3.47K +$3.47K +129 New
S
621
SignatureFD
Georgia
$3.07K -$2.91K -108 -49%
AG
622
AmeriFlex Group
Nevada
$2.5K +$1.91K +71 +323%
GK
623
Graney & King
New York
$2.29K
WWM
624
Wolff Wiese Magana
California
$2.15K +$2.15K +80 New
WTC
625
WhitTier Trust Company
Nevada
$2.1K