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Schwab US TIPS ETF

652 hedge funds and large institutions have $8.67B invested in Schwab US TIPS ETF in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 273 increasing their positions, 230 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
8.74%
Holding in Top 10
63
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.28%
% of All Funds
0.84%
New
70
Increased
273
Reduced
230
Closed
58
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Empower Advisory Group
1
Empower Advisory Group
Colorado
$1.14B +$53.6M +2,007,959 +5%
Wealthfront Advisers
2
Wealthfront Advisers
California
$853M +$100M +3,749,147 +13%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$438M
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$364M -$104M -3,913,683 -22%
SEI Investments
5
SEI Investments
Pennsylvania
$303M +$7.89M +295,901 +3%
VOYA Investment Management
6
VOYA Investment Management
Georgia
$281M -$3.56M -133,266 -1%
QCM
7
Quadratic Capital Management
Connecticut
$237M -$141M -5,278,682 -37%
LNC
8
Lincoln National Corp
Pennsylvania
$219M +$5.54M +207,635 +3%
AllianceBernstein
9
AllianceBernstein
Tennessee
$209M +$5.96M +223,281 +3%
Cerity Partners
10
Cerity Partners
New York
$207M +$4.73M +177,384 +2%
JRP
11
Jasper Ridge Partners
California
$195M -$13.8M -518,323 -7%
EW
12
Evoke Wealth
California
$180M +$31.8M +1,192,993 +21%
CTC
13
Central Trust Company
Missouri
$171M +$8.7M +326,029 +5%
CPO
14
Cerity Partners OCIO
New York
$147M -$5.66M -212,024 -4%
AA
15
Alesco Advisors
New York
$146M -$725K -27,181 -0.5%
UBS Group
16
UBS Group
Switzerland
$140M -$202K -7,584 -0.1%
NL
17
NEPC LLC
Massachusetts
$134M -$19.3M -724,783 -13%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$128M +$1.66M +62,079 +1%
EPM
19
Elm Partners Management
Pennsylvania
$120M -$93.8M -3,517,179 -44%
Morgan Stanley
20
Morgan Stanley
New York
$101M +$26.3M +985,395 +35%
SFPM
21
Sensible Financial Planning & Management
Massachusetts
$80.6M +$454K +17,009 +0.6%
Ameriprise
22
Ameriprise
Minnesota
$70.8M +$3.41M +127,855 +5%
State Street
23
State Street
Massachusetts
$69.4M +$2.03M +76,212 +3%
Bank of America
24
Bank of America
North Carolina
$68.5M +$4.8M +179,983 +8%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$58.3M +$3.14M +117,866 +6%