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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
FFS
276
Fischer Financial Services
Pennsylvania
$1.44M +$622K +23,650 +79%
CFD
277
Creative Financial Designs
Indiana
$1.41M +$38.7K +1,473 +3%
GA
278
Greenspring Advisors
Maryland
$1.4M +$2.66K +101 +0.2%
Jones Financial Companies
279
Jones Financial Companies
Missouri
$1.39M +$1.04M +39,648 +322%
CFA
280
Cahill Financial Advisors
Minnesota
$1.37M -$191K -7,275 -12%
LWM
281
LongView Wealth Management
Georgia
$1.36M +$2.13K +81 +0.2%
SAM
282
Sherman Asset Management
California
$1.34M +$114K +4,350 +10%
Envestnet Portfolio Solutions
283
Envestnet Portfolio Solutions
Illinois
$1.33M -$1.38M -52,567 -52%
MGWM
284
Marks Group Wealth Management
Minnesota
$1.32M +$1.3M +49,265 New
CB
285
Commerce Bank
Missouri
$1.32M +$618K +23,488 +92%
CNBTD
286
Citizens National Bank Trust Department
Mississippi
$1.32M -$58.4K -2,221 -4%
SFP
287
Strategic Financial Planning
Texas
$1.3M -$45.7K -1,739 -3%
CC
288
Commons Capital
Massachusetts
$1.3M +$1.27M +48,259 New
FCIM
289
Fairview Capital Investment Management
California
$1.22M +$54.6K +2,075 +5%
ANTB
290
AMG National Trust Bank
Colorado
$1.21M +$356K +13,556 +43%
MFG
291
MidWestOne Financial Group
Iowa
$1.21M +$1.18M +44,851 New
BAM
292
Belpointe Asset Management
Nevada
$1.21M +$1.18M +44,833 New
FCA
293
Fortis Capital Advisors
Kansas
$1.21M +$1.18M +44,833 New
LKBC
294
L.K. Benson & Company
Maryland
$1.19M -$220K -8,376 -16%
PG
295
Patten Group
Tennessee
$1.11M -$28.1K -1,067 -3%
LFP
296
Leeward Financial Partners
Washington
$1.11M
AWM
297
AE Wealth Management
Kansas
$1.11M -$2.57M -97,789 -70%
PCS
298
Private Client Services
Kentucky
$1.11M +$703K +26,721 +185%
CIR
299
Clear Investment Research
Georgia
$1.1M -$40K -1,523 -4%
WFA
300
Websterrogers Financial Advisors
South Carolina
$1.1M +$20.1K +764 +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.