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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 %
EI
176
Ellevest Inc
New York
$3.63M -$467K -17,361 -11%
Northwestern Mutual Wealth Management
177
Northwestern Mutual Wealth Management
Wisconsin
$3.52M +$2.79M +103,832 +382%
FIG
178
FSA Investment Group
Florida
$3.49M +$249K +9,265 +8%
HFS
179
Horizon Financial Services
North Carolina
$3.49M +$131K +4,873 +4%
KPP
180
Kings Path Partners
Texas
$3.46M +$97.7K +3,634 +3%
CMBA
181
C.M. Bidwell & Associates
Hawaii
$3.4M +$460K +17,120 +16%
SI
182
Seeds Investor
New York
$3.33M +$263K +9,765 +9%
RTL
183
Red Tortoise LLC
Georgia
$3.32M +$1.4K +52 +0%
MWA
184
Moser Wealth Advisors
Washington
$3.23M +$173K +6,426 +6%
SA
185
Skyline Advisors
Washington
$3.17M +$122K +4,552 +4%
AA
186
ALPS Advisors
Colorado
$3.16M -$26.9K -1,000 -0.8%
LPAM
187
Lodestar Private Asset Management
California
$3.1M +$163K +6,059 +6%
BPA
188
Beacon Pointe Advisors
California
$3.04M -$148K -5,495 -5%
VAS
189
Vestmark Advisory Solutions
Massachusetts
$2.95M -$162K -6,006 -5%
CWM
190
Congress Wealth Management
Massachusetts
$2.92M -$132K -4,898 -4%
JFG
191
JMG Financial Group
Illinois
$2.89M -$221K -8,227 -7%
SFS
192
Summit Financial Strategies
Ohio
$2.88M +$331K +12,310 +13%
MAM
193
McLean Asset Management
Virginia
$2.86M -$324K -12,245 -10%
WTA
194
Washington Trust Advisors
Massachusetts
$2.84M +$2.69K +100 +0.1%
QAM
195
Q3 Asset Management
Michigan
$2.82M +$2.82M +104,880 New
W
196
WealthCollab
Washington
$2.8M +$256K +9,510 +10%
CCFCSB
197
Cape Cod Five Cents Savings Bank
Massachusetts
$2.79M
SOS
198
Silver Oak Securities
Tennessee
$2.78M +$5.52K +206 +0.2%
AIM
199
Advyzon Investment Management
Illinois
$2.72M +$2.17M +80,561 +393%
KAS
200
Kestra Advisory Services
Texas
$2.7M -$1.21M -45,182 -31%