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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
TFA
101
Transamerica Financial Advisors
Florida
$9.02M
PWM
102
Prentice Wealth Management
New York
$8.95M
SIAG
103
Signet Investment Advisory Group
Rhode Island
$8.8M
VCM
104
Virtue Capital Management
Tennessee
$8.68M
BL
105
BFSG LLC
California
$8.48M
FA
106
FC Advisory
Pennsylvania
$8.3M
FFA
107
Fi3 Financial Advisors
Indiana
$8.07M
Truist Financial
108
Truist Financial
North Carolina
$8.04M
OFS
109
OneAscent Financial Services
Alabama
$7.99M
SF
110
Summit Financial
New Jersey
$7.92M
FFN
111
Focus Financial Network
Minnesota
$7.74M
MWM
112
MBE Wealth Management
Wisconsin
$7.62M
CFG
113
Citizens Financial Group
Rhode Island
$7.52M
Stifel Financial
114
Stifel Financial
Missouri
$7.28M
VWM
115
VCI Wealth Management
Missouri
$7.26M
MML Investors Services
116
MML Investors Services
Massachusetts
$7.25M
TW
117
Trajan Wealth
Arizona
$7.15M
TWCA
118
Two West Capital Advisors
Kansas
$6.99M
Royal Bank of Canada
119
Royal Bank of Canada
Ontario, Canada
$6.9M
SWG
120
Summit Wealth Group
Vermont
$6.86M
CW
121
CreativeOne Wealth
Kansas
$6.79M
Focus Partners Wealth
122
Focus Partners Wealth
Massachusetts
$6.75M
TF
123
Theory Financial
Colorado
$6.66M
HI
124
Harbour Investments
Wisconsin
$6.64M
ML
125
McAdam LLC
Pennsylvania
$6.61M