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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 %
FFS
276
Fischer Financial Services
Pennsylvania
$1.52M +$88.3K +3,325 +6%
UAG
277
United Advisor Group
Ohio
$1.51M +$1.03M +38,436 +210%
AAS
278
Avantax Advisory Services
Texas
$1.5M -$91.2K -3,418 -6%
CB
279
Commerce Bank
Missouri
$1.49M +$187K +7,024 +14%
DAS
280
Dynamic Advisor Solutions
Arizona
$1.49M +$133 +5 +0%
AWA
281
Archvest Wealth Advisors
California
$1.49M +$5.23K +196 +0.4%
ANTB
282
AMG National Trust Bank
Colorado
$1.49M +$287K +10,755 +24%
Jones Financial Companies
283
Jones Financial Companies
Missouri
$1.48M +$100K +3,775 +7%
HNW
284
High Note Wealth
Minnesota
$1.46M -$454K -17,019 -24%
TA
285
TrueWealth Advisors
Alabama
$1.36M -$233K -8,738 -15%
SFP
286
Strategic Financial Planning
Texas
$1.36M +$66.1K +2,478 +5%
SAM
287
Sherman Asset Management
California
$1.34M +$8.97K +336 +0.7%
ETC
288
Exchange Traded Concepts
Oklahoma
$1.34M -$114K -4,259 -8%
PCG
289
PFC Capital Group
California
$1.33M +$749K +28,086 +129%
OIA
290
OneDigital Investment Advisors
Kansas
$1.32M -$191K -7,170 -13%
SAW
291
Signal Advisors Wealth
Michigan
$1.32M +$1.32M +49,391 New
CCP
292
Cushing Capital Partners
Wisconsin
$1.32M +$1.32M +49,342 New
LWM
293
LongView Wealth Management
Georgia
$1.31M -$37.9K -1,422 -3%
FCIM
294
Fairview Capital Investment Management
California
$1.3M +$84.3K +3,160 +7%
CFA
295
Cahill Financial Advisors
Minnesota
$1.26M -$99.7K -3,736 -7%
CC
296
Commons Capital
Massachusetts
$1.23M -$54K -2,025 -4%
AWM
297
Austin Wealth Management
Texas
$1.22M +$1.22M +46,017 New
AWM
298
AE Wealth Management
Kansas
$1.18M +$73.9K +2,770 +7%
BAM
299
Belpointe Asset Management
Nevada
$1.16M -$33.1K -1,239 -3%
FCA
300
Fortis Capital Advisors
Kansas
$1.16M -$33.1K -1,239 -3%
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