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Schwab US TIPS ETF

663 hedge funds and large institutions have $9.92B 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, 188 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 188

29% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 52

14% more capital invested

Capital invested by funds: $8.7B → $9.92B (+$1.22B)

4.62% more ownership

Funds ownership: 64.26%68.88% (+4.6%)

0% more funds holding

Funds holding: 663663 (0)

2% less funds holding in top 10

Funds holding in top 10: 6463 (-1)

Holders
663
Holders Change
Holders Change %
0%
% of All Funds
8.7%
Holding in Top 10
63
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.56%
% of All Funds
0.83%
New
67
Increased
325
Reduced
188
Closed
52
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
51
Goldman Sachs
New York
$30.3M -$15.2M -566,850 -34%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$30.1M +$2.87M +107,405 +11%
AA
53
Advisory Alpha
Michigan
$27.5M -$288K -10,756 -1%
LJAC
54
L.J. Altfest & Co
New York
$27.2M +$657K +24,538 +2%
PWM
55
Prentice Wealth Management
New York
$26.6M +$1.55M +58,064 +6%
JGCM
56
Joseph Group Capital Management
Ohio
$25.3M +$252K +9,411 +1%
MFGP
57
Marshall Financial Group (Pennsylvania)
Pennsylvania
$24.9M +$945K +35,316 +4%
WANY
58
Wealthspire Advisors (New York)
New York
$24.4M +$12.2M +456,164 +101%
Citigroup
59
Citigroup
New York
$24.4M -$238K -8,877 -1%
SLI
60
Sumitomo Life Insurance
Japan
$23.2M +$18.3M +684,600 +384%
Raymond James Financial
61
Raymond James Financial
Florida
$22.9M +$315K +11,777 +1%
FM
62
Foster & Motley
Ohio
$22.9M +$492K +18,379 +2%
TIM
63
Tortoise Investment Management
New York
$22.9M +$2.06M +77,088 +10%
AWM
64
Avior Wealth Management
Nebraska
$22.7M +$1.04M +39,010 +5%
HighTower Advisors
65
HighTower Advisors
Illinois
$22.3M +$588K +21,964 +3%
FEG
66
Fund Evaluation Group
Ohio
$20.9M
MWM
67
Modera Wealth Management
New Jersey
$20.5M -$94.1K -3,515 -0.5%
TI
68
Tidal Investments
Wisconsin
$19.1M +$1.48M +55,459 +8%
Creative Planning
69
Creative Planning
Kansas
$17.6M -$437K -16,330 -2%
NL
70
Navalign LLC
California
$17.5M -$9.83M -367,203 -36%
GP
71
Greenline Partners
New York
$16.9M -$2.14M -80,056 -11%
AAG
72
Armstrong Advisory Group
Massachusetts
$16.7M +$16.4M +612,022 +6,626%
SFG
73
Sage Financial Group
Pennsylvania
$16.6M +$559K +20,903 +4%
CIC
74
Carnegie Investment Counsel
Ohio
$16.6M +$598K +22,341 +4%
AMG
75
Asset Management Group
Connecticut
$15.6M +$90.3K +3,373 +0.6%