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Schwab US TIPS ETF

712 hedge funds and large institutions have $9.74B invested in Schwab US TIPS ETF in 2025 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 341 increasing their positions, 180 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 46

89% more repeat investments, than reductions

Existing positions increased: 341 | Existing positions reduced: 180

7% more funds holding

Funds holding: 663712 (+49)

2% less capital invested

Capital invested by funds: $9.92B → $9.74B (-$179M)

2.21% less ownership

Funds ownership: 68.88%66.67% (-2.2%)

5% less funds holding in top 10

Funds holding in top 10: 6360 (-3)

Holders
712
Holders Change
+49
Holders Change %
+7.39%
% of All Funds
8.66%
Holding in Top 10
60
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.76%
% of All Funds
0.73%
New
108
Increased
341
Reduced
180
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
701
Frazier Financial Advisors
Ohio
$320 +$322 +12 New
LWMI
702
Legacy Wealth Management (Idaho)
Idaho
$318
SWA
703
SOA Wealth Advisors
New York
$318
HPC
704
HM Payson & Co
Maine
$318 +$322 +12 New
MCA
705
McGuire Capital Advisors
Oklahoma
$318 +$322 +12 New
DWM
706
Darwin Wealth Management
Florida
$317 +$322 +12 New
CFFP
707
Center for Financial Planning
Michigan
$265 +$268 +10 New
WW
708
Winnow Wealth
Texas
$162 +$161 +6 New
WTC
709
WhitTier Trust Company
Nevada
$106
ME
710
McIlrath & Eck
Washington
$106 +$107 +4 New
NA
711
Networth Advisors
Pennsylvania
$106 +$107 +4 New
BMC
712
Bear Mountain Capital
Washington
$80 -$1.05K -39 -93%
LWM
713
Lodestone Wealth Management
Washington
$79 +$80 +3 New
DF
714
Dunhill Financial
United Kingdom
$53
MFA
715
Morling Financial Advisors
California
$23
DJSG
716
D.J. St. Germain
Massachusetts
$5
GC
717
Garde Capital
Washington
-$31.6M -1,173,047 Closed
Renaissance Technologies
718
Renaissance Technologies
New York
-$10.5M -391,000 Closed
Korea Investment Corp
719
Korea Investment Corp
South Korea
-$7.99M -296,500 Closed
PIC
720
Platt Investment Counsel
Florida
-$6.69M -248,356 Closed
SWA
721
Stratos Wealth Advisors
Ohio
-$4.33M -160,763 Closed
BWM
722
Brown Wealth Management
Illinois
-$2.94M -109,094 Closed
RW
723
Rede Wealth
Virginia
-$2.5M -92,749 Closed
TRCT
724
Tower Research Capital (TRC)
New York
-$2.33M -86,430 Closed
BCM
725
Beaumont Capital Management
Massachusetts
-$1.69M -62,806 Closed