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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 %
WANY
51
Wealthspire Advisors (New York)
New York
$25.4M +$12.2M +455,550 +93%
WAP
52
Wealthcare Advisory Partners
Pennsylvania
$25.1M -$2.96M -110,122 -11%
JGCM
53
Joseph Group Capital Management
Ohio
$24.7M +$411K +15,277 +2%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$24.5M +$2.97M +110,322 +14%
Korea Investment Corp
55
Korea Investment Corp
South Korea
$24.1M -$7.09M -263,554 -23%
MFGP
56
Marshall Financial Group (Pennsylvania)
Pennsylvania
$23.5M +$632K +23,516 +3%
AHSSHC
57
Adventist Health System Sunbelt Healthcare Corp
Florida
$23.1M -$6.03M -224,100 -21%
FM
58
Foster & Motley
Ohio
$21.8M +$1.92M +71,236 +10%
CWA
59
Carolina Wealth Advisors
South Carolina
$21.4M +$119K +4,434 +0.6%
Citigroup
60
Citigroup
New York
$21.2M -$1.37M -51,052 -6%
WCWM
61
Wooster Corthell Wealth Management
Connecticut
$21.1M -$666K -24,776 -3%
AWM
62
Avior Wealth Management
Nebraska
$21M +$352K +13,072 +2%
HighTower Advisors
63
HighTower Advisors
Illinois
$20.9M +$10.4M +387,139 +99%
MWM
64
Modera Wealth Management
New Jersey
$20.8M +$199K +7,384 +1%
Raymond James Financial
65
Raymond James Financial
Florida
$20.6M +$751K +27,917 +4%
FEG
66
Fund Evaluation Group
Ohio
$20.1M
Creative Planning
67
Creative Planning
Kansas
$18.2M -$1.44M -53,711 -7%
GP
68
Greenline Partners
New York
$17.8M -$31.5M -1,117,463 -64%
TIM
69
Tortoise Investment Management
New York
$17.3M +$4.71M +175,136 +38%
SC
70
Savant Capital
Illinois
$15.7M -$552K -20,536 -3%
AMG
71
Asset Management Group
Connecticut
$15.4M -$1.45K -54 -0%
Financial Engines Advisors
72
Financial Engines Advisors
California
$15.2M -$413K -15,353 -3%
SFG
73
Sage Financial Group
Pennsylvania
$15M +$1.29M +48,087 +9%
GSF
74
Grove Street Fiduciary
New Hampshire
$14.7M +$28.5K +1,060 +0.2%
CIC
75
Carnegie Investment Counsel
Ohio
$14.5M +$14.5M +539,820 New