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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 %
WT
201
Washington Trust
Rhode Island
$2.67M +$43.5K +1,619 +2%
BWM
202
BCGM Wealth Management
Indiana
$2.64M +$99.4K +3,698 +4%
NWM
203
Napa Wealth Management
California
$2.61M +$2.61M +97,105 New
BCP
204
Blackhawk Capital Partners
Wisconsin
$2.61M +$2.61M +96,985 New
EBA
205
Eagle Bay Advisors
New York
$2.5M +$400K +14,869 +19%
KF
206
K2 Financial
California
$2.5M -$10.9K -415 -0.4%
Comerica Bank
207
Comerica Bank
Texas
$2.49M -$277K -10,316 -10%
PFM
208
Phillips Financial Management
Indiana
$2.45M +$103K +3,847 +4%
FTS
209
Fifth Third Securities
Ohio
$2.4M -$1.3M -48,223 -35%
ACM
210
Arcataur Capital Management
Wisconsin
$2.38M -$48.5K -1,805 -2%
WLIM
211
White Lighthouse Investment Management
Massachusetts
$2.37M -$95.4K -3,546 -4%
AFP
212
Ausdal Financial Partners
Iowa
$2.36M -$126K -4,679 -5%
1IA
213
1620 Investment Advisors
Massachusetts
$2.34M +$81.3K +3,025 +4%
National Bank of Canada
214
National Bank of Canada
Quebec, Canada
$2.32M +$2.29M +85,261 +9,268%
NA
215
NewEdge Advisors
Louisiana
$2.31M -$244K -9,072 -10%
MWM
216
Maltin Wealth Management
New Jersey
$2.31M +$292K +10,865 +15%
PWM
217
Perigon Wealth Management
California
$2.28M -$154K -5,741 -6%
NRI
218
NFP Retirement Inc
California
$2.26M +$112K +4,182 +5%
IA
219
IFP Advisors
Florida
$2.24M +$131K +4,857 +6%
PWS
220
Physician Wealth Solutions
Nevada
$2.2M -$63.8K -2,372 -3%
LGWM
221
Litman Gregory Wealth Management
California
$2.17M -$546K -20,316 -20%
FFP
222
Freedom Financial Partners
Minnesota
$2.16M +$425K +15,816 +25%
KOC
223
Koss-Olinger Consulting
Florida
$2.14M +$148K +5,511 +7%
FFL
224
Financial Freedom LLC
Ohio
$2.12M -$22.3K -828 -1%
CBA
225
Coastal Bridge Advisors
Connecticut
$2.1M +$2.1M +78,107 New