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Schwab US TIPS ETF

723 hedge funds and large institutions have $10.6B invested in Schwab US TIPS ETF in 2026 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 323 increasing their positions, 213 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

2% more funds holding

Funds holding: 706723 (+17)

1.06% more ownership

Funds ownership: 66.49%67.55% (+1.1%)

31% less call options, than puts

Call options by funds: $830K | Put options by funds: $1.21M

Holders
723
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
62
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$830K
Puts
$1.21M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VST
151
Van Strum & Towne
California
$6.29M
VA
152
Valmark Advisers
Ohio
$6.13M
AOWM
153
Alpha Omega Wealth Management
Virginia
$6.1M
RMS
154
Retirement Management Systems
Maryland
$6.04M
HPM
155
Hoxton Planning & Management
West Virginia
$6.01M
EWA
156
EP Wealth Advisors
California
$6M
RFS
157
Retirement Financial Solutions
Tennessee
$5.99M
CW
158
CreativeOne Wealth
Kansas
$5.96M
VT
159
Vise Technologies
New York
$5.93M
SWM
160
Seed Wealth Management
Illinois
$5.9M
AWM
161
AE Wealth Management
Kansas
$5.88M
CCWA
162
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.87M
SPIA
163
Steward Partners Investment Advisory
New York
$5.82M
G
164
GenTrust
Florida
$5.82M
WF
165
Williams Financial
Vermont
$5.75M
ANTB
166
AMG National Trust Bank
Colorado
$5.59M
Royal Bank of Canada
167
Royal Bank of Canada
Ontario, Canada
$5.52M
LIA
168
LifePlan Investment Advisors
North Carolina
$5.45M
R
169
Rebalance
California
$5.44M
CFMC
170
Curbstone Financial Management Corp
New Hampshire
$5.43M
MWML
171
M Wealth Management LLC
California
$5.34M
TF
172
Theory Financial
Colorado
$5.3M
CB
173
Commerce Bank
Missouri
$5.26M
GFWA
174
Grey Fox Wealth Advisors
Delaware
$5.26M
IF
175
IRON Financial
Illinois
$5.15M