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Schwab US TIPS ETF
SCHP

Overview Fund Activity

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
–

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
$853M
2
Empower Advisory Group
Empower Advisory Group
Colorado
$1.14B
3
IWC
Integrated Wealth Concepts
Massachusetts
$38.4M
4
EW
Evoke Wealth
California
$180M
5
Morgan Stanley
Morgan Stanley
New York
$101M

Top Sellers

1
QCM
Quadratic Capital Management
Connecticut
$237M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$364M
3
EPM
Elm Partners Management
Pennsylvania
$120M
4
SLI
Sumitomo Life Insurance
Japan
$4.75M
5
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
$411K
Name Holding Trade Value Shares
Change 		Shares
Change %
FFP
226
Freedom Financial Partners
Minnesota
$2.21M +$71.3K +2,672 +3%
CAG
227
Csenge Advisory Group
Florida
$2.16M +$234K +8,823 +12%
FFL
228
Financial Freedom LLC
Ohio
$2.11M +$10.8K +405 +0.5%
JWCA
229
J.W. Cole Advisors
Florida
$2.1M +$25K +936 +1%
AWA
230
Aletheian Wealth Advisors
Washington
$2.09M +$221K +8,292 +12%
PWS
231
Physician Wealth Solutions
Nevada
$2.08M -$104K -3,880 -5%
HCM
232
Hengehold Capital Management
Ohio
$2.07M +$65.7K +2,462 +3%
CBA
233
Coastal Bridge Advisors
Connecticut
$2.06M -$26.2K -982 -1%
BIM
234
Breakwater Investment Management
Washington
$2.05M +$3.74K +140 +0.2%
FA
235
Fiducient Advisors
Illinois
$2.05M +$1.68M +62,796 +453%
IAN
236
Integrated Advisors Network
Texas
$2.03M +$1.62M +60,814 +394%
PG
237
Patten Group
Tennessee
$2.01M +$907K +33,983 +82%
FNC
238
First National Corp
Massachusetts
$2M +$159K +5,955 +9%
SEIA
239
Signature Estate & Investment Advisors
California
$2M +$19.6K +733 +1%
NA
240
NewEdge Advisors
Louisiana
$1.96M -$329K -12,314 -14%
NRI
241
NFP Retirement Inc
California
$1.93M -$314K -11,752 -14%
CPW
242
Catalyst Private Wealth
California
$1.92M +$53.9K +2,022 +3%
AFG
243
Arkansas Financial Group
Arkansas
$1.91M +$15.8K +597 +0.8%
GGS
244
Galvin Gaustad & Stein
Arizona
$1.87M -$52.7K -1,975 -3%
AIA
245
Accelerate Investment Advisors
California
$1.82M +$70.7K +2,649 +4%
CMMS
246
Comprehensive Money Management Services
Florida
$1.81M +$221K +8,270 +14%
PCM
247
Passive Capital Management
Maryland
$1.8M -$23K -867 -1%
Mariner
248
Mariner
Kansas
$1.8M -$75.3K -2,822 -4%
RFG
249
RFP Financial Group
Georgia
$1.77M +$1.77M +66,444 New
VFS
250
Valpey Financial Services
New Hampshire
$1.77M +$1.77M +66,303 New
8 9
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