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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 %
IA
676
Inspire Advisors
Idaho
-$347K -13,421 Closed
PAS
677
Park Avenue Securities
New York
-$343K -13,267 Closed
WIA
678
World Investment Advisors
California
-$331K -12,831 Closed
LA
679
LVW Advisors
New York
-$305K -11,826 Closed
RAM
680
Resona Asset Management
Japan
-$301K -11,700 Closed
LA
681
Lifeworks Advisors
Michigan
-$302K -11,694 Closed
CS
682
Cannell & Spears
New York
-$212K -8,200 Closed
FWI
683
Facet Wealth Inc
Maryland
-$213K -8,116 Closed
JE
684
JMAC Enterprises
Pennsylvania
-$209K -8,088 Closed
AA
685
ArborFi Advisors
Michigan
-$208K -8,066 Closed
CJ
686
Caitlin John
Michigan
-$140K -5,432 Closed
KIM
687
Kestra Investment Management
Texas
-$91.6K -3,545 Closed
PFA
688
Pathway Financial Advisers
Indiana
-$33.5K -1,298 Closed
CB
689
Community Bank
New York
-$27.2K -1,052 Closed
CAS
690
Coppell Advisory Solutions
Texas
-$27.1K -1,050 Closed
TCG
691
Transcendent Capital Group
Oklahoma
-$27.1K -1,048 Closed
FWM
692
FLP Wealth Management
Arkansas
-$25.8K -997 Closed
WTFG
693
Wood Tarver Financial Group
Idaho
-$22K -855 Closed
WAG
694
Windsor Advisory Group
Ohio
-$19.5K -754 Closed
MG
695
MilWealth Group
Wisconsin
-$17K -658 Closed
Manulife (Manufacturers Life Insurance)
696
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$16K -621 Closed
CCM
697
Chilton Capital Management
Texas
-$15.1K -585 Closed
CP
698
Castleview Partners
Texas
-$13.8K -533 Closed
HPC
699
HM Payson & Co
Maine
-$12.9K -500 Closed
LDB
700
Lee, Danner & Bass
Tennessee
-$9.75K -378 Closed