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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 %
FGC
651
Financial Gravity Companies
Texas
$27 +$27 +1 New
PWAM
652
Private Wealth Asset Management
Iowa
$14
LFA
653
LGT Financial Advisors
Texas
$9 -$9
Citadel Advisors
654
Citadel Advisors
Florida
-$6.51M -242,203 Closed
EI
655
Ellevest Inc
New York
-$3.63M -135,170 Closed
QAM
656
Q3 Asset Management
Michigan
-$2.82M -104,880 Closed
NWM
657
Napa Wealth Management
California
-$2.61M -97,105 Closed
BCP
658
Blackhawk Capital Partners
Wisconsin
-$2.61M -96,985 Closed
KOC
659
Koss-Olinger Consulting
Florida
-$2.14M -79,396 Closed
ARC
660
Advisor Resource Council
Texas
-$1.52M -56,528 Closed
MGWM
661
Marks Group Wealth Management
Minnesota
-$1.32M -49,265 Closed
Baird Financial Group
662
Baird Financial Group
Wisconsin
-$1.03M -38,193 Closed
PIWA
663
Prevail Innovative Wealth Advisors
Kansas
-$808K -30,054 Closed
KA
664
Kure Advisory
Minnesota
-$747K -27,764 Closed
FFG
665
Fortress Financial Group
Minnesota
-$686K -25,505 Closed
SP
666
Symmetry Partners
Connecticut
-$634K -23,572 Closed
AGC
667
Aspen Grove Capital
Colorado
-$538K -20,002 Closed
ACI
668
Alpha Cubed Investments
California
-$531K -19,735 Closed
GS
669
GWN Securities
Florida
-$418K -15,561 Closed
CA
670
Calton & Associates
Florida
-$402K -14,953 Closed
WG
671
Wealth Group
North Carolina
-$386K -14,343 Closed
CPCM
672
Cardinal Point Capital Management
Ontario, Canada
-$313K -11,645 Closed
MCC
673
Money Concepts Capital
Florida
-$294K -10,940 Closed
CA
674
Continuum Advisory
Idaho
-$293K -10,890 Closed
XT
675
XTX Topco
Cayman Islands
-$282K -10,504 Closed