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Schwab US TIPS ETF

723 hedge funds and large institutions have $10.6B invested in Schwab US TIPS ETF in 2026 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 323 increasing their positions, 213 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

2% more funds holding

Funds holding: 706723 (+17)

1.06% more ownership

Funds ownership: 66.49%67.55% (+1.1%)

31% less call options, than puts

Call options by funds: $830K | Put options by funds: $1.21M

Holders
723
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
$830K
Puts
$1.21M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
201
C.M. Bidwell & Associates
Hawaii
$3.97M
WWM
202
Western Wealth Management
Colorado
$3.84M
DRP
203
Decker Retirement Planning
Utah
$3.82M
JEST
204
JTC Employer Solutions Trustee
Jersey
$3.78M
AA
205
ALPS Advisors
Colorado
$3.72M
PCS
206
Private Client Services
Kentucky
$3.61M
PWP
207
Perfromance Wealth Partners
Illinois
$3.52M
ATPW
208
Ashton Thomas Private Wealth
Arizona
$3.42M
LPAM
209
Lodestar Private Asset Management
California
$3.33M
BAM
210
Belpointe Asset Management
Nevada
$3.31M
PWM
211
Perigon Wealth Management
California
$3.29M
RTL
212
Red Tortoise LLC
Georgia
$3.27M
AFP
213
ATLas Financial Planning
Georgia
$3.25M
FIG
214
FSA Investment Group
Florida
$3.24M
SFS
215
Summit Financial Strategies
Ohio
$3.18M
NRI
216
NFP Retirement Inc
California
$3.17M
AIM
217
Advyzon Investment Management
Illinois
$3.15M
KAS
218
Kestra Advisory Services
Texas
$3.15M
KF
219
K2 Financial
California
$3.15M
BWM
220
BCGM Wealth Management
Indiana
$3.15M
SAI
221
Savvy Advisors Inc
New York
$3.12M
PFM
222
Phillips Financial Management
Indiana
$3.04M
PG
223
Patten Group
Tennessee
$3M
MFG
224
Merit Financial Group
Georgia
$2.98M
LRWM
225
Lord & Richards Wealth Management
Colorado
$2.87M