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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 %
FFA
101
Fi3 Financial Advisors
Indiana
$8.91M 333,971 +33,854 +11%
TFA
102
Transamerica Financial Advisors
Florida
$8.8M 329,841 -5,630 -2%
TWCA
103
Two West Capital Advisors
Kansas
$8.77M 329,385 +62,414 +23%
SIAG
104
Signet Investment Advisory Group
Rhode Island
$8.76M 328,155 +992 +0.3%
BL
105
BFSG LLC
California
$8.52M 319,315 +4,048 +1%
Mercer Global Advisors
106
Mercer Global Advisors
Colorado
$8.49M 318,096 -21,911 -6%
FA
107
FC Advisory
Pennsylvania
$8.26M 309,565 +890 +0.3%
VWM
108
VCI Wealth Management
Missouri
$8.12M 304,479 +34,442 +13%
ML
109
McAdam LLC
Pennsylvania
$8.11M 304,037 +58,181 +24%
FFN
110
Focus Financial Network
Minnesota
$8.03M 301,111 +13,119 +5%
SF
111
Summit Financial
New Jersey
$8.01M 300,283 +5,652 +2%
Truist Financial
112
Truist Financial
North Carolina
$7.84M 293,745 -5,380 -2%
CAL
113
Capital Analysts LLC
Pennsylvania
$7.82M 293,201 +108,268 +59%
TF
114
Theory Financial
Colorado
$7.74M 291,024 +43,517 +18%
MWM
115
MBE Wealth Management
Wisconsin
$7.74M 290,133 +6,693 +2%
VAS
116
Vestmark Advisory Solutions
Massachusetts
$7.57M 283,610 +173,978 +159%
CFG
117
Citizens Financial Group
Rhode Island
$7.56M 283,368 +3,788 +1%
MML Investors Services
118
MML Investors Services
Massachusetts
$7.55M 282,838 +13,380 +5%
Stifel Financial
119
Stifel Financial
Missouri
$7.46M 279,456 +8,754 +3%
TW
120
Trajan Wealth
Arizona
$7.43M 278,334 +12,400 +5%
Focus Partners Wealth
121
Focus Partners Wealth
Massachusetts
$6.83M 255,937 +4,878 +2%
HI
122
Harbour Investments
Wisconsin
$6.71M 251,326 +4,246 +2%
WIA
123
Wealthedge Investment Advisors
New York
$6.68M 250,436 +250,436 New
CW
124
CreativeOne Wealth
Kansas
$6.66M 249,662 -2,753 -1%
CCM
125
Cambridge Capital Management
Illinois
$6.43M 241,025 +18,588 +8%