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Schwab US TIPS ETF

652 hedge funds and large institutions have $8.81B invested in Schwab US TIPS ETF in 2025 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 246 increasing their positions, 241 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

4.06% more ownership

Funds ownership: 63.71%67.77% (+4.1%)

2% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 241

0% less funds holding

Funds holding: 654652 (-2)

Holders
652
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
61
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$882K
Puts
$280K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TI
76
Tidal Investments
Wisconsin
$14.2M
AFG
77
Altiora Financial Group
Ohio
$13.9M
PG
78
Proffitt & Goodson
Tennessee
$13.9M
FA
79
FDx Advisors
Illinois
$13.8M
MAM
80
Marotta Asset Management
Virginia
$13.1M
PFM
81
Peak Financial Management
Massachusetts
$13.1M
AFFA
82
ALM First Financial Advisors
Texas
$12.8M
WFI
83
West Family Investments
California
$12.4M
RCA
84
Resonant Capital Advisors
Wisconsin
$12.2M
Principal Financial Group
85
Principal Financial Group
Iowa
$12M
HCC
86
Hirtle Callaghan & Co
Pennsylvania
$11.1M
ZRP
87
Zynergy Retirement Planning
New Jersey
$10.7M
ACG
88
Allen Capital Group
Nebraska
$10.6M
MLFP
89
MPS Loria Financial Planners
Illinois
$10.5M
KPWS
90
Kestra Private Wealth Services
Texas
$10.2M
Thrivent Financial for Lutherans
91
Thrivent Financial for Lutherans
Minnesota
$10.1M
PC
92
Prairiewood Capital
North Dakota
$9.83M
WCA
93
Westover Capital Advisors
Delaware
$9.83M
FAM
94
Frontier Asset Management
Wyoming
$9.75M
EWA
95
EQ Wealth Advisors
Texas
$9.46M
WCM
96
Wealthcare Capital Management
Virginia
$9.44M
BA
97
Brightwater Advisory
Florida
$9.41M
Osaic Holdings
98
Osaic Holdings
Arizona
$9.36M
Mercer Global Advisors
99
Mercer Global Advisors
Colorado
$9.14M
GBFP
100
Golden Bell Financial Planning
Georgia
$9.11M