We are live on ! Find out more
SCHP icon

Schwab US TIPS ETF

661 hedge funds and large institutions have $8.84B invested in Schwab US TIPS ETF in 2025 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 249 increasing their positions, 245 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more call options, than puts

Call options by funds: $882K | Put options by funds: $280K

28% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 64

9% more capital invested

Capital invested by funds: $8.11B → $8.84B (+$724M)

7% more funds holding in top 10

Funds holding in top 10: 5862 (+4)

4.1% more ownership

Funds ownership: 63.87%67.96% (+4.1%)

2% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 245

0% more funds holding

Funds holding: 661661 (0)

Holders
661
Holders Change
Holders Change %
0%
% of All Funds
8.86%
Holding in Top 10
62
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.9%
% of All Funds
0.83%
New
82
Increased
249
Reduced
245
Closed
64
Calls
$882K
Puts
$280K
Net Calls
+$602K
Net Calls Change
-$2.11M
Name Holding Trade Value Shares
Change
Change in
Stake
FFL
226
Financial Freedom LLC
Ohio
$2.12M -$21.8K -828 -1%
CBA
227
Coastal Bridge Advisors
Connecticut
$2.1M +$2.05M +78,107 New
JWCA
228
J.W. Cole Advisors
Florida
$2.09M +$147K +5,602 +8%
BIM
229
Breakwater Investment Management
Washington
$2.06M +$537K +20,431 +36%
AQR Capital Management
230
AQR Capital Management
Connecticut
$2.05M +$1.29M +49,056 +181%
HCM
231
Hengehold Capital Management
Ohio
$2.02M +$55.5K +2,111 +3%
VWA
232
Visionary Wealth Advisors
Illinois
$2.02M -$30K -1,140 -1%
SEIA
233
Signature Estate & Investment Advisors
California
$1.99M +$848K +32,234 +77%
RF
234
RHS Financial
California
$1.99M -$29.6K -1,125 -1%
GGS
235
Galvin Gaustad & Stein
Arizona
$1.94M -$778K -29,604 -29%
HNW
236
High Note Wealth
Minnesota
$1.93M -$1.34M -51,070 -42%
CAG
237
Csenge Advisory Group
Florida
$1.92M +$12.4K +470 +0.6%
Mariner
238
Mariner
Kansas
$1.89M +$78.3K +2,977 +4%
AWA
239
Aletheian Wealth Advisors
Washington
$1.89M +$70.3K +2,675 +4%
CPW
240
Catalyst Private Wealth
California
$1.88M -$287K -10,898 -13%
AFG
241
Arkansas Financial Group
Arkansas
$1.87M +$1.58K +60 +0.1%
RWM
242
Revisor Wealth Management
Ohio
$1.87M +$955K +36,340 +110%
FNC
243
First National Corp
Massachusetts
$1.85M +$44.8K +1,704 +3%
PCM
244
Passive Capital Management
Maryland
$1.85M -$152K -5,768 -8%
EFG
245
Ethos Financial Group
Pennsylvania
$1.82M -$3.14M -119,340 -63%
MFG
246
Merit Financial Group
Georgia
$1.77M +$1.73M +65,789 New
FBB
247
Fulton Breakefield Broenniman
Maryland
$1.77M -$7.57K -288 -0.4%
AIA
248
Accelerate Investment Advisors
California
$1.76M +$103K +3,908 +6%
KWM
249
Kingsview Wealth Management
Oregon
$1.73M -$74K -2,816 -4%
CA
250
Corrado Advisors
New Jersey
$1.71M -$41.1K -1,565 -2%

SCHP Hedge Fund Activity: Q1 2025 in Review

661 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q1 2025, worth a combined $8.84B — up 8.9% from $8.11B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new SCHP positions and 64 closed out — a net gain of 18 holders — while 249 added to existing stakes and 245 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $427M. The largest seller was NEPC LLC, cutting an estimated $50M.

  • 661 institutional investors held Schwab US TIPS ETF (SCHP) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $8.84B of Schwab US TIPS ETF stock for Q1 2025, up 8.9% quarter-over-quarter.
  • 82 funds opened new Schwab US TIPS ETF positions in Q1 2025 and 64 closed out, a net change of +18 holders.
  • The largest Schwab US TIPS ETF buyer in Q1 2025 was JP Morgan Chase, an estimated $427M added.
  • The largest Schwab US TIPS ETF seller in Q1 2025 was NEPC LLC, an estimated $50M sold.

Based on aggregated 13F filings for Q1 2025.