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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
G
201
GenTrust
Florida
$3.28M +$23.9K +890 +0.7%
SAI
202
Savvy Advisors Inc
New York
$3.28M +$2.77M +103,434 +509%
LPAM
203
Lodestar Private Asset Management
California
$3.26M +$140K +5,219 +4%
RTL
204
Red Tortoise LLC
Georgia
$3.26M +$50.6K +1,885 +2%
AIM
205
Advyzon Investment Management
Illinois
$3.25M +$117K +4,361 +4%
DRP
206
Decker Retirement Planning
Utah
$3.24M +$345K +12,851 +12%
AA
207
ALPS Advisors
Colorado
$3.21M +$142K +5,290 +5%
FIG
208
FSA Investment Group
Florida
$3.2M +$116K +4,316 +4%
RWM
209
Revisor Wealth Management
Ohio
$3.19M +$215K +8,026 +7%
CB
210
Commerce Bank
Missouri
$3.15M +$1.7M +63,549 +115%
AFP
211
ATLas Financial Planning
Georgia
$3.08M +$3.12M +116,239 New
SFS
212
Summit Financial Strategies
Ohio
$3.05M +$141K +5,261 +5%
PWM
213
Perigon Wealth Management
California
$3.04M +$221K +8,248 +8%
PFM
214
Phillips Financial Management
Indiana
$2.97M +$68.3K +2,545 +2%
KF
215
K2 Financial
California
$2.96M +$61.5K +2,292 +2%
RCA
216
Resonant Capital Advisors
Wisconsin
$2.91M -$1.09M -40,637 -27%
Mariner
217
Mariner
Kansas
$2.89M +$677K +25,230 +30%
BWM
218
BCGM Wealth Management
Indiana
$2.87M +$51.4K +1,916 +2%
LRWM
219
Lord & Richards Wealth Management
Colorado
$2.86M +$144K +5,366 +5%
NRI
220
NFP Retirement Inc
California
$2.84M +$457K +17,043 +19%
RF
221
RHS Financial
California
$2.83M -$495K -18,447 -15%
WTA
222
Washington Trust Advisors
Massachusetts
$2.82M +$124K +4,640 +5%
SOS
223
Silver Oak Securities
Tennessee
$2.82M +$64K +2,386 +2%
CCFCSB
224
Cape Cod Five Cents Savings Bank
Massachusetts
$2.79M
ETC
225
Exchange Traded Concepts
Oklahoma
$2.75M +$1.45M +54,152 +109%