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Schwab US TIPS ETF

659 hedge funds and large institutions have $9.9B invested in Schwab US TIPS ETF in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 325 increasing their positions, 185 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
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
DFA
651
DHJJ Financial Advisors
Illinois
$493
LCM
652
Logan Capital Management
Pennsylvania
$431
SC
653
Solstein Capital
California
$377
WWMSC
654
Wagner Wealth Management (South Carolina)
South Carolina
$362
LWMI
655
Legacy Wealth Management (Idaho)
Idaho
$324
SWA
656
SOA Wealth Advisors
New York
$323
AFWM
657
Abich Financial Wealth Management
Virginia
$323
CBT
658
Crews Bank & Trust
Florida
$270
CFS
659
Compass Financial Services
Iowa
$189
WTC
660
WhitTier Trust Company
Nevada
$107
DF
661
Dunhill Financial
United Kingdom
$54
MFA
662
Morling Financial Advisors
California
$23
DJSG
663
D.J. St. Germain
Massachusetts
$5
AAP
664
Arax Advisory Partners
Colorado
ACM
665
AlphaStar Capital Management
North Carolina
APP
666
Avantax Planning Partners
Iowa
JSA
667
Jacobson & Schmitt Advisors
Wisconsin
CPW
668
Catalyst Private Wealth
California
RFG
669
RFP Financial Group
Georgia
Tudor Investment Corp
670
Tudor Investment Corp
Connecticut
Susquehanna International Group
671
Susquehanna International Group
Pennsylvania
JCIA
672
Jackson Creek Investment Advisors
Colorado
GSC
673
Ground Swell Capital
South Carolina
CCC
674
Compass Capital Corp
Massachusetts
MWM
675
Mattern Wealth Management
Kansas