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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
AG
676
Ascent Group
Virginia
VVP
677
Venture Visionary Partners
Ohio
WAM
678
Walker Asset Management
Missouri
KCPG
679
Kavar Capital Partners Group
Kansas
AC
680
Addison Capital
Pennsylvania
AWMM
681
Aegis Wealth Management (Maryland)
Maryland
CAS
682
Coppell Advisory Solutions
Texas
CWA
683
Cascade Wealth Advisors
Washington
TA
684
TPG Advisors
Illinois
VFG
685
Victory Financial Group
Texas
LIA
686
LBMC Investment Advisors
Tennessee
FAM
687
Formidable Asset Management
Ohio
BA
688
Bristlecone Advisors
Washington
GWANC
689
Guardian Wealth Advisors (North Carolina)
North Carolina
WSFS
690
Wilmington Savings Fund Society
Delaware
WA
691
Whipplewood Advisors
Colorado
BCMLT
692
Beacon Capital Management LLC (Tennessee)
Tennessee
HB
693
Horizon Bancorp
Indiana
SAM
694
S.A. Mason
Michigan
BIG
695
Brooklyn Investment Group
New York
OW
696
Olistico Wealth
Oklahoma
Bessemer Group
697
Bessemer Group
New Jersey
MJRIC
698
Mogy Joel R Investment Counsel
California
AP
699
Atwood & Palmer
Missouri
T
700
Transce3nd
Texas