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Schwab US TIPS ETF

655 hedge funds and large institutions have $9.9B invested in Schwab US TIPS ETF in 2025 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 321 increasing their positions, 185 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
655
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
AA
201
ALPS Advisors
Colorado
$3.12M
JFG
202
JMG Financial Group
Illinois
$3.1M
RWM
203
Revisor Wealth Management
Ohio
$3.02M
PCS
204
Private Client Services
Kentucky
$2.97M
SFS
205
Summit Financial Strategies
Ohio
$2.96M
DRP
206
Decker Retirement Planning
Utah
$2.95M
KF
207
K2 Financial
California
$2.95M
PFM
208
Phillips Financial Management
Indiana
$2.95M
BWM
209
Brown Wealth Management
Illinois
$2.94M
BWM
210
BCGM Wealth Management
Indiana
$2.87M
Comerica Bank
211
Comerica Bank
Texas
$2.87M
PWM
212
Perigon Wealth Management
California
$2.87M
SOS
213
Silver Oak Securities
Tennessee
$2.8M
CCFCSB
214
Cape Cod Five Cents Savings Bank
Massachusetts
$2.79M
LRWM
215
Lord & Richards Wealth Management
Colorado
$2.77M
WTA
216
Washington Trust Advisors
Massachusetts
$2.75M
CA
217
Clearstead Advisors
Ohio
$2.73M
FTUS
218
Flow Traders U.S.
New York
$2.66M
WT
219
Washington Trust
Rhode Island
$2.6M
AFP
220
Ausdal Financial Partners
Iowa
$2.58M
EBA
221
Eagle Bay Advisors
New York
$2.5M
RW
222
Rede Wealth
Virginia
$2.5M
MWM
223
Maltin Wealth Management
New Jersey
$2.44M
KAS
224
Kestra Advisory Services
Texas
$2.43M
MAM
225
McLean Asset Management
Virginia
$2.4M