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Schwab US TIPS ETF

651 hedge funds and large institutions have $8.81B invested in Schwab US TIPS ETF in 2025 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 245 increasing their positions, 241 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
651
Holders Change
-1
Holders Change %
-0.15%
% of All Funds
8.85%
Holding in Top 10
61
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.02%
% of All Funds
0.83%
New
82
Increased
245
Reduced
241
Closed
62
Calls
$882K
Puts
$280K
Net Calls
+$602K
Net Calls Change
-$2.11M
Name Holding Trade Value Shares
Change
Shares
Change %
AI
151
Arvest Investments
Arkansas
$4.97M +$101K +3,770 +2%
EWA
152
Exencial Wealth Advisors
Oklahoma
$4.95M -$106K -3,957 -2%
LIA
153
LifePlan Investment Advisors
North Carolina
$4.9M +$35K +1,300 +0.7%
PCWA
154
Pacific Capital Wealth Advisors
California
$4.79M -$893K -33,221 -16%
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$4.76M -$719K -26,724 -13%
Renaissance Technologies
156
Renaissance Technologies
New York
$4.71M +$3.6M +133,900 +324%
CKAIS
157
Christensen King & Associates Investment Services
Washington
$4.62M -$43K -1,614 -0.9%
CCM
158
Cloud Capital Management
Washington
$4.54M +$4.54M +168,866 New
CM
159
Columbus Macro
Pennsylvania
$4.53M -$50.8K -1,888 -1%
GFWA
160
Grey Fox Wealth Advisors
Delaware
$4.47M +$255K +9,470 +6%
CIM
161
Cambria Investment Management
California
$4.45M -$8.81K -330 -0.2%
TNBTD
162
Trustmark National Bank Trust Department
Mississippi
$4.3M
PAG
163
Private Advisor Group
New Jersey
$4.3M +$643K +23,899 +18%
SWA
164
Stratos Wealth Advisors
Ohio
$4.27M +$250K +9,292 +6%
ACP
165
Aviance Capital Partners
Florida
$4.17M +$393K +14,616 +10%
SWP
166
Stratos Wealth Partners
Ohio
$4.15M +$160K +5,942 +4%
PWP
167
Perfromance Wealth Partners
Illinois
$4.09M -$45.6K -1,696 -1%
APP
168
Avantax Planning Partners
Iowa
$4.08M -$211K -7,839 -5%
VCM
169
Verde Capital Management
Michigan
$4.07M +$115K +4,284 +3%
JSA
170
Jacobson & Schmitt Advisors
Wisconsin
$3.92M +$243K +9,030 +7%
AHC
171
Anderson Hoagland & Co
Missouri
$3.89M +$3.89M +147,125 New
JEST
172
JTC Employer Solutions Trustee
Jersey
$3.82M
ULWM
173
Upper Left Wealth Management
Florida
$3.8M +$1.1M +40,984 +41%
IWC
174
Integrated Wealth Concepts
Massachusetts
$3.8M +$1.13M +42,130 +43%
AI
175
Atria Investments
North Carolina
$3.71M +$378K +14,064 +11%