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Schwab US TIPS ETF

653 hedge funds and large institutions have $9.87B invested in Schwab US TIPS ETF in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 318 increasing their positions, 185 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
653
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
62
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AW
601
Avion Wealth
Texas
$8K
TF
602
Tompkins Financial
New York
$7.79K
GWM
603
Geneos Wealth Management
Colorado
$7.71K
GA
604
Guerra Advisors
Florida
$7.6K
CT
605
Caldwell Trust
Florida
$7.01K
RFG
606
REAP Financial Group
Texas
$6.54K
CFB
607
Cullen/Frost Bankers
Texas
$6.41K
SGK
608
Steigerwald Gordon & Koch
Virginia
$6.09K
TWM
609
Topsail Wealth Management
North Carolina
$6.04K
CPA
610
Cardiff Park Advisors
California
$5.82K
MG
611
Mather Group
Illinois
$5.81K
DCM
612
Davis Capital Management
Florida
$5.36K
HFS
613
Hantz Financial Services
Michigan
$5K
NEWAS
614
N.E.W. Advisory Services
Wisconsin
$4.96K
BBPWM
615
Blue Bell Private Wealth Management
Pennsylvania
$4.91K
HCM
616
Horrell Capital Management
Arkansas
$4.42K
KFP
617
Keener Financial Planning
Texas
$4K
WCM
618
Winthrop Capital Management
Indiana
$4K
KFPC
619
KERR FINANCIAL PLANNING Corp
California
$3.77K
PAM
620
Palisade Asset Management
Minnesota
$3.72K
BLC
621
Brown, Lisle/Cummings
Rhode Island
$3.56K
BNP Paribas Financial Markets
622
BNP Paribas Financial Markets
France
$3.56K
S
623
SignatureFD
Georgia
$2.5K
KWM
624
Kiker Wealth Management
Georgia
$2.4K
GK
625
Graney & King
New York
$2.35K