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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
AMG
76
Asset Management Group
Connecticut
$15.1M -$198K -7,384 -1%
WFI
77
West Family Investments
California
$15.1M +$1.47M +54,666 +11%
PG
78
Proffitt & Goodson
Tennessee
$14.8M +$579K +21,571 +4%
GSF
79
Grove Street Fiduciary
New Hampshire
$14.1M -$24.2K -901 -0.2%
FA
80
FDx Advisors
Illinois
$13.8M +$383K +14,276 +3%
AFG
81
Altiora Financial Group
Ohio
$13.4M +$324K +12,095 +2%
MAM
82
Marotta Asset Management
Virginia
$13.4M +$633K +23,599 +5%
SC
83
Savant Capital
Illinois
$13.3M -$667K -24,859 -5%
Principal Financial Group
84
Principal Financial Group
Iowa
$13.1M +$985K +36,708 +8%
PC
85
Prairiewood Capital
North Dakota
$13.1M +$1.12M +41,674 +9%
RF
86
Robinswood Financial
Washington
$13M -$674K -25,126 -5%
CWA
87
Carolina Wealth Advisors
South Carolina
$12.7M -$169K -6,295 -1%
AFFA
88
ALM First Financial Advisors
Texas
$12.6M
HCC
89
Hirtle Callaghan & Co
Pennsylvania
$12.4M
WANY
90
Wealthspire Advisors (New York)
New York
$12.3M -$11.8M -439,633 -49%
Osaic Holdings
91
Osaic Holdings
Arizona
$11.5M -$2.2M -81,858 -16%
EWA
92
EQ Wealth Advisors
Texas
$11.3M -$661K -24,645 -5%
ZRP
93
Zynergy Retirement Planning
New Jersey
$11.2M -$143K -5,318 -1%
MLFP
94
MPS Loria Financial Planners
Illinois
$11.1M +$436K +16,253 +4%
RCG
95
Rock Creek Group
District of Columbia
$10.8M +$926K +34,522 +9%
CAL
96
Capital Analysts LLC
Pennsylvania
$10.8M +$808K +30,108 +8%
KPWS
97
Kestra Private Wealth Services
Texas
$10.7M +$300K +11,201 +3%
SCI
98
Silver Coast Investments
United States
$10.5M +$473K +17,622 +5%
WCM
99
Wealthcare Capital Management
Virginia
$10.5M +$381K +14,195 +4%
RBC
100
Roble Belko & Company
Pennsylvania
$10.5M +$240K +8,942 +2%