We are live on ! Find out more
SCHP icon

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
EWA
176
Exencial Wealth Advisors
Oklahoma
$4.49M -$86.2K -3,215 -2%
ACP
177
Aviance Capital Partners
Florida
$4.45M +$116K +4,339 +3%
Northwestern Mutual Wealth Management
178
Northwestern Mutual Wealth Management
Wisconsin
$4.42M +$217K +8,091 +5%
CCM
179
Cloud Capital Management
Washington
$4.39M +$517K +19,278 +13%
Stifel Financial
180
Stifel Financial
Missouri
$4.32M -$553K -20,618 -11%
AQR Capital Management
181
AQR Capital Management
Connecticut
$4.32M +$220K +8,203 +5%
SWG
182
Summit Wealth Group
Vermont
$4.26M +$70.3K +2,619 +2%
SWP
183
Stratos Wealth Partners
Ohio
$4.2M -$327K -12,196 -7%
TNBTD
184
Trustmark National Bank Trust Department
Mississippi
$4.19M -$50.2K -1,870 -1%
SI
185
Seeds Investor
New York
$4.17M +$466K +17,374 +12%
ULWM
186
Upper Left Wealth Management
Florida
$4.17M +$322K +12,008 +8%
FTS
187
Fifth Third Securities
Ohio
$4.08M +$217K +8,108 +6%
CKAIS
188
Christensen King & Associates Investment Services
Washington
$4.06M -$235K -8,766 -5%
FMI
189
Financial Management Inc
Arkansas
$4M +$4.05M +150,965 New
SA
190
Sanctuary Advisors
Indiana
$3.97M +$786K +29,288 +24%
FA
191
Fiducient Advisors
Illinois
$3.8M +$1.79M +66,790 +87%
JEST
192
JTC Employer Solutions Trustee
Jersey
$3.76M
CMBA
193
C.M. Bidwell & Associates
Hawaii
$3.73M +$264K +9,832 +8%
W
194
WealthCollab
Washington
$3.69M +$424K +15,794 +13%
PWP
195
Perfromance Wealth Partners
Illinois
$3.67M -$92.5K -3,450 -2%
HFS
196
Horizon Financial Services
North Carolina
$3.57M +$129K +4,806 +4%
PCS
197
Private Client Services
Kentucky
$3.55M +$633K +23,594 +21%
NFG
198
Northeast Financial Group
Pennsylvania
$3.52M +$3.56M +132,756 New
VI
199
VanderPol Investments
Michigan
$3.44M -$115K -4,273 -3%
SA
200
Skyline Advisors
Washington
$3.41M +$109K +4,059 +3%