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Schwab US TIPS ETF

663 hedge funds and large institutions have $9.92B invested in Schwab US TIPS ETF in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 325 increasing their positions, 188 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 188

29% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 52

14% more capital invested

Capital invested by funds: $8.7B → $9.92B (+$1.22B)

4.62% more ownership

Funds ownership: 64.26%68.88% (+4.6%)

0% more funds holding

Funds holding: 663663 (0)

2% less funds holding in top 10

Funds holding in top 10: 6463 (-1)

Holders
663
Holders Change
Holders Change %
0%
% of All Funds
8.7%
Holding in Top 10
63
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.56%
% of All Funds
0.83%
New
67
Increased
325
Reduced
188
Closed
52
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
151
Fidelity Investments
Massachusetts
$5.33M -$55.5K -2,075 -1%
VT
152
Vise Technologies
New York
$5.28M +$562K +20,986 +12%
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$5.18M +$59.8K +2,236 +1%
MWML
154
M Wealth Management LLC
California
$5.16M -$32.2K -1,205 -0.6%
WA
155
Waverly Advisors
Alabama
$5.16M -$149K -5,571 -3%
GFWA
156
Grey Fox Wealth Advisors
Delaware
$5.15M +$320K +11,945 +7%
LIA
157
LifePlan Investment Advisors
North Carolina
$5.13M +$183K +6,824 +4%
CFMC
158
Curbstone Financial Management Corp
New Hampshire
$5.11M
Stifel Financial
159
Stifel Financial
Missouri
$4.95M -$2.56M -95,653 -34%
PAG
160
Private Advisor Group
New Jersey
$4.95M +$229K +8,574 +5%
SWM
161
Sagace Wealth Management
Florida
$4.86M +$4M +149,470 +483%
VCM
162
Verde Capital Management
Michigan
$4.81M +$409K +15,295 +9%
KPP
163
Kings Path Partners
Texas
$4.76M -$36.2K -1,351 -0.8%
EWA
164
Exencial Wealth Advisors
Oklahoma
$4.65M +$20K +747 +0.4%
CIM
165
Cambria Investment Management
California
$4.61M -$10.4K -390 -0.2%
SWP
166
Stratos Wealth Partners
Ohio
$4.6M +$531K +19,847 +13%
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$4.54M +$41K +1,533 +0.9%
AI
168
Atria Investments
North Carolina
$4.42M +$354K +13,240 +9%
Thrivent Financial for Lutherans
169
Thrivent Financial for Lutherans
Minnesota
$4.42M -$307K -11,459 -7%
AHC
170
Anderson Hoagland & Co
Missouri
$4.42M -$55.3K -2,068 -1%
ACP
171
Aviance Capital Partners
Florida
$4.41M +$104K +3,885 +2%
CKAIS
172
Christensen King & Associates Investment Services
Washington
$4.37M -$114K -4,259 -3%
SWA
173
Stratos Wealth Advisors
Ohio
$4.33M +$68.1K +2,543 +2%
TNBTD
174
Trustmark National Bank Trust Department
Mississippi
$4.31M
Northwestern Mutual Wealth Management
175
Northwestern Mutual Wealth Management
Wisconsin
$4.28M +$584K +21,837 +16%