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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
HKIM
301
Hayek Kallen Investment Management
Alabama
$1.09M -$71K -2,699 -6%
JPLA
302
Joseph P. Lucia & Associates
New York
$1.09M -$106K -4,043 -9%
CA
303
Clune & Associates
Illinois
$1.08M +$53.6K +2,037 +5%
PHIC
304
Pine Haven Investment Counsel
Massachusetts
$1.08M -$76.5K -2,910 -7%
CW
305
Curio Wealth
Maryland
$1.07M -$1.07M -40,768 -100%
AIM
306
Anchor Investment Management
South Carolina
$1.07M -$37.3K -1,418 -3%
BFG
307
Birch Financial Group
New Hampshire
$1.07M +$675K +25,670 +184%
HWM
308
Horizons Wealth Management
North Carolina
$1.06M +$5.42K +206 +0.5%
LC
309
LCNB Corp
Ohio
$1.06M
MCA
310
Magnolia Capital Advisors
Mississippi
$1.05M +$39.6K +1,508 +4%
NSG
311
Nalls Sherbakoff Group
Tennessee
$1.04M +$1.01M +38,551 New
Baird Financial Group
312
Baird Financial Group
Wisconsin
$1.03M +$1M +38,193 New
AAS
313
Asset Allocation Strategies
Michigan
$1.02M +$21.3K +810 +2%
EWM
314
Empirical Wealth Management
Washington
$1.01M +$300K +11,394 +43%
MPM
315
Meritage Portfolio Management
Kansas
$1.01M -$215K -8,196 -18%
Betterment LLC
316
Betterment LLC
New York
$1.01M -$40.9K -1,557 -4%
BIA
317
Bigelow Investment Advisors
Maine
$1M +$14.1K +535 +1%
FF
318
Friedenthal Financial
New Jersey
$1M -$239K -9,085 -20%
BC
319
Bakala Capital
South Carolina
$983K +$166K +6,331 +21%
M
320
MYeCFO
California
$971K +$50K +1,900 +6%
NL
321
NWAM LLC
Washington
$963K -$1.24K -47 -0.1%
FFA
322
Farther Finance Advisors
California
$963K +$508K +19,327 +116%
PSA
323
Plum Street Advisors
Louisiana
$962K -$38.5K -1,466 -4%
BCI
324
Brinker Capital Investments
Pennsylvania
$962K -$177K -6,738 -16%
OPS
325
Orion Portfolio Solutions
Nebraska
$962K -$177K -6,738 -16%

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.