SCHP icon

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
JFG
201
JMG Financial Group
Illinois
$3.1M
RWM
202
Revisor Wealth Management
Ohio
$3.02M
PCS
203
Private Client Services
Kentucky
$2.97M
SFS
204
Summit Financial Strategies
Ohio
$2.96M
DRP
205
Decker Retirement Planning
Utah
$2.95M
KF
206
K2 Financial
California
$2.95M
PFM
207
Phillips Financial Management
Indiana
$2.95M
BWM
208
Brown Wealth Management
Illinois
$2.94M
BWM
209
BCGM Wealth Management
Indiana
$2.87M
Comerica Bank
210
Comerica Bank
Texas
$2.87M
PWM
211
Perigon Wealth Management
California
$2.87M
SOS
212
Silver Oak Securities
Tennessee
$2.8M
CCFCSB
213
Cape Cod Five Cents Savings Bank
Massachusetts
$2.79M
LRWM
214
Lord & Richards Wealth Management
Colorado
$2.77M
WTA
215
Washington Trust Advisors
Massachusetts
$2.75M
CA
216
Clearstead Advisors
Ohio
$2.73M
FTUS
217
Flow Traders U.S.
New York
$2.66M
WT
218
Washington Trust
Rhode Island
$2.6M
AFP
219
Ausdal Financial Partners
Iowa
$2.58M
EBA
220
Eagle Bay Advisors
New York
$2.5M
RW
221
Rede Wealth
Virginia
$2.5M
MWM
222
Maltin Wealth Management
New Jersey
$2.44M
NRI
223
NFP Retirement Inc
California
$2.43M
KAS
224
Kestra Advisory Services
Texas
$2.43M
MAM
225
McLean Asset Management
Virginia
$2.4M