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Schwab US TIPS ETF

655 hedge funds and large institutions have $8.67B invested in Schwab US TIPS ETF in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 273 increasing their positions, 231 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
655
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
63
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
SFS
201
Summit Financial Strategies
Ohio
$2.93M
RWM
202
Revisor Wealth Management
Ohio
$2.84M
GWM
203
Geneos Wealth Management
Colorado
$2.83M
WTA
204
Washington Trust Advisors
Massachusetts
$2.83M
AIM
205
Advyzon Investment Management
Illinois
$2.74M
KF
206
K2 Financial
California
$2.74M
MAM
207
McLean Asset Management
Virginia
$2.71M
Comerica Bank
208
Comerica Bank
Texas
$2.71M
BWM
209
BCGM Wealth Management
Indiana
$2.67M
RF
210
RHS Financial
California
$2.66M
BPA
211
Beacon Pointe Advisors
California
$2.66M
WT
212
Washington Trust
Rhode Island
$2.61M
BWM
213
Brown Wealth Management
Illinois
$2.57M
PFM
214
Phillips Financial Management
Indiana
$2.56M
PWM
215
Perigon Wealth Management
California
$2.55M
EBA
216
Eagle Bay Advisors
New York
$2.48M
MWM
217
Maltin Wealth Management
New Jersey
$2.39M
1IA
218
1620 Investment Advisors
Massachusetts
$2.37M
AFP
219
Ausdal Financial Partners
Iowa
$2.36M
ACM
220
Arcataur Capital Management
Wisconsin
$2.34M
National Bank of Canada
221
National Bank of Canada
Quebec, Canada
$2.33M
MFG
222
Merit Financial Group
Georgia
$2.32M
WLIM
223
White Lighthouse Investment Management
Massachusetts
$2.26M
ATIA
224
American Trust Investment Advisors
New Hampshire
$2.23M
LGWM
225
Litman Gregory Wealth Management
California
$2.21M