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Schwab US TIPS ETF

659 hedge funds and large institutions have $9.9B 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, 185 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
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
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
176
AQR Capital Management
Connecticut
$4.17M
RCA
177
Resonant Capital Advisors
Wisconsin
$4.05M
CCM
178
Cloud Capital Management
Washington
$3.94M
FTS
179
Fifth Third Securities
Ohio
$3.93M
ULWM
180
Upper Left Wealth Management
Florida
$3.92M
PWP
181
Perfromance Wealth Partners
Illinois
$3.83M
JEST
182
JTC Employer Solutions Trustee
Jersey
$3.82M
SI
183
Seeds Investor
New York
$3.77M
VI
184
VanderPol Investments
Michigan
$3.64M
Royal Bank of Canada
185
Royal Bank of Canada
Ontario, Canada
$3.55M
CMBA
186
C.M. Bidwell & Associates
Hawaii
$3.53M
HFS
187
Horizon Financial Services
North Carolina
$3.5M
VAS
188
Vestmark Advisory Solutions
Massachusetts
$3.5M
State Farm Mutual Automobile Insurance
189
State Farm Mutual Automobile Insurance
Illinois
$3.46M
RF
190
RHS Financial
California
$3.38M
SA
191
Skyline Advisors
Washington
$3.36M
W
192
WealthCollab
Washington
$3.33M
G
193
GenTrust
Florida
$3.31M
RTL
194
Red Tortoise LLC
Georgia
$3.27M
SA
195
Sanctuary Advisors
Indiana
$3.25M
AIM
196
Advyzon Investment Management
Illinois
$3.19M
LPAM
197
Lodestar Private Asset Management
California
$3.18M
VST
198
Van Strum & Towne
California
$3.14M
FIG
199
FSA Investment Group
Florida
$3.13M
AA
200
ALPS Advisors
Colorado
$3.12M