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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
SLI
51
Sumitomo Life Insurance
Japan
$33.1M +$10.4M +387,300 +45%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$30.4M +$879K +32,759 +3%
PWM
53
Prentice Wealth Management
New York
$29.5M +$3.44M +128,384 +13%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$28.3M +$23.3M +868,809 +439%
AA
55
Advisory Alpha
Michigan
$27.6M +$511K +19,048 +2%
LJAC
56
L.J. Altfest & Co
New York
$27.5M +$756K +28,192 +3%
JGCM
57
Joseph Group Capital Management
Ohio
$26.4M +$1.63M +60,759 +6%
HighTower Advisors
58
HighTower Advisors
Illinois
$26.3M +$4.44M +165,360 +20%
AWM
59
Avior Wealth Management
Nebraska
$24.2M +$1.98M +73,692 +9%
Citigroup
60
Citigroup
New York
$24M +$88.2K +3,287 +0.4%
FM
61
Foster & Motley
Ohio
$23.9M +$1.42M +53,032 +6%
TIM
62
Tortoise Investment Management
New York
$23.7M +$1.24M +46,048 +5%
Raymond James Financial
63
Raymond James Financial
Florida
$23.5M +$916K +34,147 +4%
SFA
64
Seneca Financial Advisors
New York
$21.8M +$22.1M +822,982 New
MWM
65
Modera Wealth Management
New Jersey
$19.9M -$283K -10,547 -1%
FEG
66
Fund Evaluation Group
Ohio
$19.8M -$725K -27,010 -3%
NL
67
Navalign LLC
California
$17.5M +$333K +12,406 +2%
AAG
68
Armstrong Advisory Group
Massachusetts
$16.9M +$446K +16,628 +3%
CIC
69
Carnegie Investment Counsel
Ohio
$16.6M +$478K +17,806 +3%
TFA
70
TandemGrowth Financial Advisors
Georgia
$16.4M +$16.6M +618,967 New
SFG
71
Sage Financial Group
Pennsylvania
$16.4M +$36K +1,342 +0.2%
GP
72
Greenline Partners
New York
$15.6M -$1.06M -39,383 -6%
ACG
73
Allen Capital Group
Nebraska
$15.4M +$713K +26,593 +5%
Financial Engines Advisors
74
Financial Engines Advisors
California
$15.4M +$224K +8,343 +1%
TI
75
Tidal Investments
Wisconsin
$15.2M -$3.71M -138,370 -19%