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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 %
DJSG
651
D.J. St. Germain
Massachusetts
$32 -$22K -688 -100%
FGC
652
Financial Gravity Companies
Texas
$27 +$27 +1 New
PWAM
653
Private Wealth Asset Management
Iowa
$14
LFA
654
LGT Financial Advisors
Texas
$9 -$9
Citadel Advisors
655
Citadel Advisors
Florida
-$6.51M -242,203 Closed
EI
656
Ellevest Inc
New York
-$3.63M -135,170 Closed
QAM
657
Q3 Asset Management
Michigan
-$2.82M -104,880 Closed
NWM
658
Napa Wealth Management
California
-$2.61M -97,105 Closed
BCP
659
Blackhawk Capital Partners
Wisconsin
-$2.61M -96,985 Closed
KOC
660
Koss-Olinger Consulting
Florida
-$2.14M -79,396 Closed
ARC
661
Advisor Resource Council
Texas
-$1.52M -56,528 Closed
MGWM
662
Marks Group Wealth Management
Minnesota
-$1.32M -49,265 Closed
Baird Financial Group
663
Baird Financial Group
Wisconsin
-$1.03M -38,193 Closed
PIWA
664
Prevail Innovative Wealth Advisors
Kansas
-$808K -30,054 Closed
KA
665
Kure Advisory
Minnesota
-$747K -27,764 Closed
FFG
666
Fortress Financial Group
Minnesota
-$686K -25,505 Closed
SP
667
Symmetry Partners
Connecticut
-$634K -23,572 Closed
AGC
668
Aspen Grove Capital
Colorado
-$538K -20,002 Closed
ACI
669
Alpha Cubed Investments
California
-$531K -19,735 Closed
GS
670
GWN Securities
Florida
-$418K -15,561 Closed
CA
671
Calton & Associates
Florida
-$402K -14,953 Closed
WG
672
Wealth Group
North Carolina
-$386K -14,343 Closed
CPCM
673
Cardinal Point Capital Management
Ontario, Canada
-$313K -11,645 Closed
MCC
674
Money Concepts Capital
Florida
-$294K -10,940 Closed
CA
675
Continuum Advisory
Idaho
-$293K -10,890 Closed