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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
Financial Engines Advisors
76
Financial Engines Advisors
California
$15.4M +$170K +6,357 +1%
ACG
77
Allen Capital Group
Nebraska
$15M +$1.16M +43,277 +8%
PG
78
Proffitt & Goodson
Tennessee
$14.4M +$363K +13,552 +3%
GSF
79
Grove Street Fiduciary
New Hampshire
$14.4M -$147K -5,511 -1%
SC
80
Savant Capital
Illinois
$14.2M -$515K -19,250 -4%
RF
81
Robinswood Financial
Washington
$14M -$3.11M -116,225 -18%
Osaic Holdings
82
Osaic Holdings
Arizona
$13.9M +$2.91M +108,680 +27%
WFI
83
West Family Investments
California
$13.7M +$168K +6,281 +1%
FA
84
FDx Advisors
Illinois
$13.6M +$87K +3,250 +0.6%
AFG
85
Altiora Financial Group
Ohio
$13.3M +$937 +35 +0%
CWA
86
Carolina Wealth Advisors
South Carolina
$13.1M -$7.19M -268,739 -36%
MAM
87
Marotta Asset Management
Virginia
$13M +$529K +19,783 +4%
AFFA
88
ALM First Financial Advisors
Texas
$12.8M
Principal Financial Group
89
Principal Financial Group
Iowa
$12.4M -$2.84M -106,093 -19%
PC
90
Prairiewood Capital
North Dakota
$12.2M +$1.4M +52,326 +13%
EWA
91
EQ Wealth Advisors
Texas
$12.1M +$528K +19,734 +5%
HCC
92
Hirtle Callaghan & Co
Pennsylvania
$11.8M
ZRP
93
Zynergy Retirement Planning
New Jersey
$11.6M +$158K +5,891 +1%
MLFP
94
MPS Loria Financial Planners
Illinois
$10.9M +$324K +12,112 +3%
WCA
95
Westover Capital Advisors
Delaware
$10.7M +$175K +6,549 +2%
TCM
96
Tradewinds Capital Management
Washington
$10.6M +$10.6M +394,763 New
KPWS
97
Kestra Private Wealth Services
Texas
$10.6M -$94.8K -3,543 -0.9%
Renaissance Technologies
98
Renaissance Technologies
New York
$10.5M +$8.93M +333,600 +581%
RBC
99
Roble Belko & Company
Pennsylvania
$10.4M +$211K +7,892 +2%
WCM
100
Wealthcare Capital Management
Virginia
$10.3M +$555K +20,749 +6%