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Schwab US TIPS ETF

648 hedge funds and large institutions have $8.65B invested in Schwab US TIPS ETF in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 271 increasing their positions, 228 reducing their positions, and 57 closing their positions.

Holders
648
Holders Change
-3
Holders Change %
-0.46%
% of All Funds
8.7%
Holding in Top 10
62
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.64%
% of All Funds
0.83%
New
70
Increased
271
Reduced
228
Closed
57
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PG
76
Proffitt & Goodson
Tennessee
$13.9M 522,362 +6,337 +1%
ACG
77
Allen Capital Group
Nebraska
$13.7M 512,999 +117,336 +30%
FA
78
FDx Advisors
Illinois
$13.4M 502,158 -12,807 -2%
WFI
79
West Family Investments
California
$13.4M 479,787 +36,560 +8%
RCA
80
Resonant Capital Advisors
Wisconsin
$13.3M 498,091 +43,645 +10%
ACM
81
AlphaStar Capital Management
North Carolina
$13.3M 498,049 +498,049 New
AFG
82
Altiora Financial Group
Ohio
$13.2M 495,039 -22,416 -4%
AFFA
83
ALM First Financial Advisors
Texas
$12.7M 475,034
MAM
84
Marotta Asset Management
Virginia
$12.4M 463,154 +217,987 +89%
WANY
85
Wealthspire Advisors (New York)
New York
$12M 449,628 -496,336 -52%
EWA
86
EQ Wealth Advisors
Texas
$11.5M 430,191 +78,325 +22%
PC
87
Prairiewood Capital
North Dakota
$10.7M 401,047 +35,315 +10%
KPWS
88
Kestra Private Wealth Services
Texas
$10.6M 396,279 +18,666 +5%
HCC
89
Hirtle Callaghan & Co
Pennsylvania
MLFP
90
MPS Loria Financial Planners
Illinois
$10.5M 392,014 +2,553 +0.7%
WCA
91
Westover Capital Advisors
Delaware
$10.4M 389,974 +24,279 +7%
RBC
92
Roble Belko & Company
Pennsylvania
$10.1M 377,703 +373,369 +8,615%
RCG
93
Rock Creek Group
District of Columbia
$9.94M 372,410 +180,316 +94%
SCI
94
Silver Coast Investments
United States
$9.85M 369,220 +369,220 New
BA
95
Brightwater Advisory
Florida
$9.76M 365,984 +16,033 +5%
WCM
96
Wealthcare Capital Management
Virginia
$9.62M 360,659 +9,439 +3%
FAM
97
Frontier Asset Management
Wyoming
$9.42M 353,216 -9,239 -3%
PFM
98
Peak Financial Management
Massachusetts
$9.36M 350,676 -137,530 -28%
WCWM
99
Wooster Corthell Wealth Management
Connecticut
$9.05M 339,148 -446,327 -57%
GBFP
100
Golden Bell Financial Planning
Georgia
$8.95M 335,477 -3,474 -1%