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
AFA
251
American Financial Advisors
Georgia
$1.69M -$25.1K -956 -1%
Commonwealth Equity Services
252
Commonwealth Equity Services
Massachusetts
$1.67M -$693K -26,341 -30%
IWM
253
IHT Wealth Management
Illinois
$1.67M -$73.3K -2,788 -4%
VST
254
Van Strum & Towne
California
$1.66M
SIA
255
Soltis Investment Advisors
Utah
$1.65M -$305K -11,595 -16%
BFC
256
Blue Fin Capital
Rhode Island
$1.65M -$9.36K -356 -0.6%
BBA
257
Braun-Bostich & Associates
Pennsylvania
$1.64M -$62.8K -2,390 -4%
MA
258
Mutual Advisors
Nebraska
$1.64M +$11.3K +428 +0.7%
CMMS
259
Comprehensive Money Management Services
Florida
$1.61M +$105K +4,000 +7%
AAS
260
Avantax Advisory Services
Texas
$1.61M -$3.99M -151,919 -72%
BCM
261
Beaumont Capital Management
Massachusetts
$1.61M +$29.9K +1,136 +2%
TA
262
TrueWealth Advisors
Alabama
$1.6M -$204K -7,742 -11%
LAIC
263
Lederer & Associates Investment Counsel
California
$1.6M -$8.31K -316 -0.5%
WI
264
WBI Investments
New Jersey
$1.6M -$232K -8,830 -13%
HCM
265
Hutchinson Capital Management
California
$1.59M +$293K +11,156 +23%
SWM
266
SeaCrest Wealth Management
New York
$1.57M +$11.1K +423 +0.7%
MIS
267
Morningstar Investment Services
Illinois
$1.56M -$3.07M -116,686 -67%
Jane Street
268
Jane Street
New York
$1.54M -$4.32M -164,450 -74%
OIA
269
OneDigital Investment Advisors
Kansas
$1.53M +$147K +5,609 +11%
CL
270
Choreo LLC
Illinois
$1.52M -$22.3K -849 -1%
VC
271
Veracity Capital
Georgia
$1.52M +$405K +15,410 +37%
ARC
272
Advisor Resource Council
Texas
$1.52M +$1.49M +56,528 New
DAS
273
Dynamic Advisor Solutions
Arizona
$1.5M +$1.47M +55,939 New
AWA
274
Archvest Wealth Advisors
California
$1.5M +$64K +2,434 +5%
ETC
275
Exchange Traded Concepts
Oklahoma
$1.46M +$1.43M +54,330 New

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.