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Schwab US TIPS ETF

663 hedge funds and large institutions have $8.7B invested in Schwab US TIPS ETF in 2025 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 277 increasing their positions, 234 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 234

15% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 60

3% more funds holding in top 10

Funds holding in top 10: 6264 (+2)

0% more funds holding

Funds holding: 661663 (+2)

2% less capital invested

Capital invested by funds: $8.84B → $8.7B (-$139M)

3.7% less ownership

Funds ownership: 67.96%64.26% (-3.7%)

Holders
663
Holders Change
+2
Holders Change %
+0.3%
% of All Funds
8.73%
Holding in Top 10
64
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.23%
% of All Funds
0.84%
New
69
Increased
277
Reduced
234
Closed
60
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CC
301
Commons Capital
Massachusetts
$1.23M -$53.6K -2,025 -4%
AWM
302
Austin Wealth Management
Texas
$1.22M +$1.22M +46,017 New
AWM
303
AE Wealth Management
Kansas
$1.18M +$73.3K +2,770 +7%
BAM
304
Belpointe Asset Management
Nevada
$1.16M -$32.8K -1,239 -3%
FCA
305
Fortis Capital Advisors
Kansas
$1.16M -$32.8K -1,239 -3%
CNBTD
306
Citizens National Bank Trust Department
Mississippi
$1.14M -$163K -6,155 -13%
USCWA
307
U.S. Capital Wealth Advisors
Texas
$1.14M +$692K +26,146 +158%
WFA
308
Websterrogers Financial Advisors
South Carolina
$1.13M +$39.9K +1,509 +4%
DPIM
309
Duff & Phelps Investment Management
Illinois
$1.12M +$860K +32,520 +350%
SP
310
SWS Partners
Ohio
$1.11M +$155K +5,868 +16%
LFP
311
Leeward Financial Partners
Washington
$1.1M
MWM
312
Maridea Wealth Management
New York
$1.1M +$154K +5,827 +17%
Betterment LLC
313
Betterment LLC
New York
$1.09M +$92.9K +3,510 +9%
CIR
314
Clear Investment Research
Georgia
$1.09M +$1.53K +58 +0.1%
Jane Street
315
Jane Street
New York
$1.09M -$434K -16,384 -29%
PHIC
316
Pine Haven Investment Counsel
Massachusetts
$1.09M +$18.3K +690 +2%
CA
317
Clune & Associates
Illinois
$1.08M +$12K +455 +1%
MCA
318
Magnolia Capital Advisors
Mississippi
$1.07M +$23.8K +898 +2%
HWM
319
Horizons Wealth Management
North Carolina
$1.06M +$9.07K +343 +0.9%
BIA
320
Bigelow Investment Advisors
Maine
$1.06M +$70K +2,647 +7%
AIM
321
Anchor Investment Management
South Carolina
$1.06M +$1.11K +42 +0.1%
Envestnet Portfolio Solutions
322
Envestnet Portfolio Solutions
Illinois
$1.05M -$263K -9,938 -20%
LC
323
LCNB Corp
Ohio
$1.05M
JPLA
324
Joseph P. Lucia & Associates
New York
$1.03M -$46.2K -1,747 -4%
NSG
325
Nalls Sherbakoff Group
Tennessee
$1.02M -$4.71K -178 -0.5%

SCHP Hedge Fund Activity: Q2 2025 in Review

663 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q2 2025, worth a combined $8.7B — down 1.6% from $8.84B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new SCHP positions and 60 closed out — a net gain of 9 holders — while 277 added to existing stakes and 234 trimmed.

The largest buyer was Wealthfront Advisers, adding an estimated $99.2M. The largest seller was Quadratic Capital Management, cutting an estimated $140M.

  • 663 institutional investors held Schwab US TIPS ETF (SCHP) as of Q2 2025, up from 661 in Q1 2025.
  • Funds reported $8.7B of Schwab US TIPS ETF stock for Q2 2025, down 1.6% quarter-over-quarter.
  • 69 funds opened new Schwab US TIPS ETF positions in Q2 2025 and 60 closed out, a net change of +9 holders.
  • The largest Schwab US TIPS ETF buyer in Q2 2025 was Wealthfront Advisers, an estimated $99.2M added.
  • The largest Schwab US TIPS ETF seller in Q2 2025 was Quadratic Capital Management, an estimated $140M sold.

Based on aggregated 13F filings for Q2 2025.