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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
WF
151
Williams Financial
Vermont
$5.72M +$5.79M +215,919 New
FA
152
Fortis Advisors
Pennsylvania
$5.69M -$16.3K -606 -0.3%
SWM
153
Seed Wealth Management
Illinois
$5.68M -$102K -3,810 -2%
CCWA
154
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.67M -$270K -10,073 -4%
HPM
155
Hoxton Planning & Management
West Virginia
$5.66M +$285K +10,637 +5%
CM
156
Columbus Macro
Pennsylvania
$5.53M +$237K +8,817 +4%
State Farm Mutual Automobile Insurance
157
State Farm Mutual Automobile Insurance
Illinois
$5.4M +$2.02M +75,317 +59%
GFWA
158
Grey Fox Wealth Advisors
Delaware
$5.35M +$292K +10,884 +6%
R
159
Rebalance
California
$5.32M -$14K -523 -0.3%
AI
160
Atria Investments
North Carolina
$5.27M +$932K +34,758 +21%
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$5.26M +$172K +6,408 +3%
CFMC
162
Curbstone Financial Management Corp
New Hampshire
$5.23M +$204K +7,600 +4%
LIA
163
LifePlan Investment Advisors
North Carolina
$5.22M +$176K +6,560 +3%
IF
164
IRON Financial
Illinois
$5.19M -$466K -17,382 -8%
MWML
165
M Wealth Management LLC
California
$5.18M +$107K +3,989 +2%
WA
166
Waverly Advisors
Alabama
$5.17M +$104K +3,881 +2%
FFA
167
Farther Finance Advisors
California
$5.04M +$4.38M +163,447 +607%
VCM
168
Verde Capital Management
Michigan
$5.01M +$279K +10,393 +6%
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$4.97M +$517K +19,264 +11%
AHC
170
Anderson Hoagland & Co
Missouri
$4.89M +$551K +20,558 +13%
Royal Bank of Canada
171
Royal Bank of Canada
Ontario, Canada
$4.83M +$1.36M +50,575 +38%
ANTB
172
AMG National Trust Bank
Colorado
$4.83M +$637K +23,737 +15%
SWM
173
Sagace Wealth Management
Florida
$4.82M +$46.2K +1,724 +1%
KPP
174
Kings Path Partners
Texas
$4.76M +$79.4K +2,960 +2%
CIM
175
Cambria Investment Management
California
$4.63M +$83.9K +3,126 +2%