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Schwab US TIPS ETF

652 hedge funds and large institutions have $8.67B invested in Schwab US TIPS ETF in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 273 increasing their positions, 230 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
8.74%
Holding in Top 10
63
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.28%
% of All Funds
0.84%
New
70
Increased
273
Reduced
230
Closed
58
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PG
76
Proffitt & Goodson
Tennessee
$13.9M +$169K +6,337 +1%
ACG
77
Allen Capital Group
Nebraska
$13.7M +$3.13M +117,336 +30%
FA
78
FDx Advisors
Illinois
$13.4M -$342K -12,807 -2%
WFI
79
West Family Investments
California
$13.4M +$1.02M +36,560 +8%
RCA
80
Resonant Capital Advisors
Wisconsin
$13.3M +$1.16M +43,645 +10%
ACM
81
AlphaStar Capital Management
North Carolina
$13.3M +$13.3M +498,049 New
AFG
82
Altiora Financial Group
Ohio
$13.2M -$598K -22,416 -4%
AFFA
83
ALM First Financial Advisors
Texas
$12.7M
MAM
84
Marotta Asset Management
Virginia
$12.4M +$5.82M +217,987 +89%
WANY
85
Wealthspire Advisors (New York)
New York
$12M -$13.2M -496,336 -52%
EWA
86
EQ Wealth Advisors
Texas
$11.5M +$2.09M +78,325 +22%
ZRP
87
Zynergy Retirement Planning
New Jersey
$11.3M +$198K +7,405 +2%
PC
88
Prairiewood Capital
North Dakota
$10.7M +$942K +35,315 +10%
KPWS
89
Kestra Private Wealth Services
Texas
$10.6M +$498K +18,666 +5%
HCC
90
Hirtle Callaghan & Co
Pennsylvania
$10.5M -$11.1M
MLFP
91
MPS Loria Financial Planners
Illinois
$10.5M +$68.1K +2,553 +0.7%
WCA
92
Westover Capital Advisors
Delaware
$10.4M +$648K +24,279 +7%
RBC
93
Roble Belko & Company
Pennsylvania
$10.1M +$9.96M +373,369 +8,615%
RCG
94
Rock Creek Group
District of Columbia
$9.94M +$4.81M +180,316 +94%
SCI
95
Silver Coast Investments
United States
$9.85M +$9.85M +369,220 New
BA
96
Brightwater Advisory
Florida
$9.76M +$428K +16,033 +5%
WCM
97
Wealthcare Capital Management
Virginia
$9.62M +$252K +9,439 +3%
FAM
98
Frontier Asset Management
Wyoming
$9.42M -$246K -9,239 -3%
PFM
99
Peak Financial Management
Massachusetts
$9.36M -$3.67M -137,530 -28%
WCWM
100
Wooster Corthell Wealth Management
Connecticut
$9.05M -$11.9M -446,327 -57%