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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 %
CPG
626
Cornerstone Planning Group
New Jersey
$2.64K -$6.99K -262 -73%
KWM
627
Kiker Wealth Management
Georgia
$2.38K +$1.41K +53 +147%
GK
628
Graney & King
New York
$2.3K +$27 +1 +1%
OLVIG
629
Oliver Lagore Vanvalin Investment Group
Michigan
$2.23K +$2.23K +83 New
WWM
630
Wolff Wiese Magana
California
$2.14K
AG
631
AmeriFlex Group
Nevada
$1.89K -$586 -22 -24%
FHA
632
First Horizon Advisors
Tennessee
$1.65K -$6.62K -248 -80%
ATS
633
Ashton Thomas Securities
New York
$1.33K
TIM
634
Total Investment Management
Arizona
$1.23K +$1.23K +46 New
CIA
635
Choate Investment Advisors
Massachusetts
$1.23K +$1.23K +46 New
BI
636
Binnacle Investments
Iowa
$1.09K +$1.09K +41 New
NG
637
NWK Group
California
$1.01K +$26 +1 +3%
HWM
638
HighMark Wealth Management
Minnesota
$987 +$987 +37 New
HIA
639
Harbor Investment Advisory
Maryland
$854
NCM
640
Northwest Capital Management
Oregon
$702
FMP
641
Financial Management Professionals
Texas
$640
LCM
642
Logan Capital Management
Pennsylvania
$427
SC
643
Solstein Capital
California
$374 +$374 +14 New
WWM
644
Wagner Wealth Management
South Carolina
$354 -$9.59K -352 -96%
LWMI
645
Legacy Wealth Management (Idaho)
Idaho
$321 -$107 -4 -25%
LIS
646
Legacy Investment Solutions
Idaho
$321 +$321 +12 New
SWA
647
SOA Wealth Advisors
New York
$320
BBHC
648
Brown Brothers Harriman & Co
New York
$267 +$267 +10 New
WTC
649
WhitTier Trust Company
Nevada
$106 -$1.96K -74 -95%
DF
650
Dunhill Financial
United Kingdom
$53