We are live on ! Find out more
SCHP icon

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
WCA
101
Westover Capital Advisors
Delaware
$10.4M -$135K -5,040 -1%
GBFP
102
Golden Bell Financial Planning
Georgia
$10M +$406K +15,123 +4%
FAM
103
Frontier Asset Management
Wyoming
$10M +$28.8K +1,075 +0.3%
FFA
104
Fi3 Financial Advisors
Indiana
$9.9M +$832 +31 +0%
TW
105
Trajan Wealth
Arizona
$9.72M +$1.4M +52,150 +17%
BA
106
Brightwater Advisory
Florida
$9.7M +$317K +11,809 +3%
ML
107
McAdam LLC
Pennsylvania
$9.44M +$897K +33,458 +10%
VWM
108
VCI Wealth Management
Missouri
$9.33M +$806K +30,063 +9%
Thrivent Financial for Lutherans
109
Thrivent Financial for Lutherans
Minnesota
$9.32M +$5.03M +187,588 +114%
MML Investors Services
110
MML Investors Services
Massachusetts
$9.19M +$1.49M +55,538 +19%
AFA
111
Amicus Financial Advisors
Texas
$9.07M +$9.19M +342,456 New
TWCA
112
Two West Capital Advisors
Kansas
$8.99M +$410K +15,284 +5%
PFM
113
Peak Financial Management
Massachusetts
$8.79M +$285K +10,638 +3%
FFN
114
Focus Financial Network
Minnesota
$8.6M -$106K -3,954 -1%
FA
115
FC Advisory
Pennsylvania
$8.56M +$297K +11,087 +4%
BL
116
BFSG LLC
California
$8.49M +$21.5K +802 +0.3%
PA
117
Procyon Advisors
Connecticut
$8.41M -$145K -5,396 -2%
SF
118
Summit Financial
New Jersey
$8.31M +$317K +11,808 +4%
MWM
119
MBE Wealth Management
Wisconsin
$8.2M +$392K +14,609 +5%
Truist Financial
120
Truist Financial
North Carolina
$8.09M +$219K +8,169 +3%
SIAG
121
Signet Investment Advisory Group
Rhode Island
$8M -$1.16M -43,412 -13%
TFA
122
Transamerica Financial Advisors
Florida
$7.94M -$877K -32,690 -10%
HI
123
Harbour Investments
Wisconsin
$7.79M +$488K +18,206 +7%
SAW
124
Signal Advisors Wealth
Michigan
$7.7M +$841K +31,355 +12%
ACA
125
Aptus Capital Advisors
Alabama
$7.57M +$1.2M +44,677 +19%