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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 %
FMII
626
Farmers & Merchants Investments Inc
Nebraska
$1.83K
DFA
627
DHJJ Financial Advisors
Illinois
$1.68K
TRCT
628
Tower Research Capital (TRC)
New York
$1.45K -$215 -8 -13%
CSC
629
Caldwell Sutter Capital
California
$1.45K
ATS
630
Ashton Thomas Securities
New York
$1.35K
EWM
631
Evermay Wealth Management
Virginia
$1.29K +$1.29K +48 New
NG
632
NWK Group
California
$1K
KWM
633
Kiker Wealth Management
Georgia
$968 +$968 +36 New
HIA
634
Harbor Investment Advisory
Maryland
$860
SFC
635
SYM Financial Corp
Indiana
$834 +$834 +31 New
BF
636
BOK Financial
Oklahoma
$753 -$9.95K -370 -93%
NCM
637
Northwest Capital Management
Oregon
$708
MAS
638
MPWM Advisory Solutions
Georgia
$699
CAWM
639
Capital A Wealth Management
Pennsylvania
$645 -$1.96K -73 -75%
FMP
640
Financial Management Professionals
Texas
$645
BTI
641
Blue Trust Inc
Georgia
$592 -$969 -36 -62%
SFG
642
Stonebridge Financial Group
Pennsylvania
$511
Q1WB
643
Quest 10 Wealth Builders
Virginia
$484 -$49K -1,822 -99%
MFT
644
Moisand Fitzgerald Tamayo
Florida
$431
LWMI
645
Legacy Wealth Management (Idaho)
Idaho
$431 +$108 +4 +33%
LCM
646
Logan Capital Management
Pennsylvania
$430
SWA
647
SOA Wealth Advisors
New York
$323
LRWM
648
Lord & Richards Wealth Management
Colorado
$323 +$323 +12 New
NMG
649
New Millennium Group
Utah
$215
DWM
650
Darwin Wealth Management
Florida
$154