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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
SP
326
SWS Partners
Ohio
$961K +$249K +9,484 +36%
MWM
327
Maridea Wealth Management
New York
$949K -$187K -7,122 -17%
PB
328
Pinnacle Bancorp
Nebraska
$944K -$1.89K -72 -0.2%
Northern Trust
329
Northern Trust
Illinois
$912K +$578K +21,980 +184%
FMC
330
First Merchants Corp
Indiana
$888K -$131K -5,000 -13%
GAA
331
Global Assets Advisory
Florida
$886K +$584K +22,212 +200%
ASN
332
Advisory Services Network
Georgia
$865K -$67.7K -2,575 -7%
PIMG
333
Patriot Investment Management Group
Tennessee
$853K -$68.4K -2,602 -8%
SWM
334
Sagace Wealth Management
Florida
$847K
UB
335
UMB Bank
Missouri
$841K +$208K +7,895 +34%
PRS
336
Pinkerton Retirement Specialists
Idaho
$838K +$52.5K +1,996 +7%
SAM
337
Smartleaf Asset Management
Massachusetts
$823K +$449K +17,083 +125%
PIWA
338
Prevail Innovative Wealth Advisors
Kansas
$808K +$276K +10,511 +54%
BWM
339
Benchmark Wealth Management
Connecticut
$803K -$33.4K -1,269 -4%
FPAS
340
Focus Partners Advisor Solutions
Missouri
$800K +$172K +6,552 +28%
AWA
341
Arete Wealth Advisors
Illinois
$790K +$772K +29,361 New
Corient Private Wealth
342
Corient Private Wealth
Florida
$788K +$272K +10,343 +55%
O3W
343
Omni 360 Wealth
New Jersey
$775K -$25.7K -979 -3%
VI
344
VanderPol Investments
Michigan
$770K +$373K +14,171 +98%
JAG
345
Journey Advisory Group
Kentucky
$763K +$373K +14,195 +100%
MLM
346
Mount Lucas Management
Pennsylvania
$763K -$22.3K -847 -3%
AWS
347
Atria Wealth Solutions
New York
$762K -$1.48M -56,152 -66%
KA
348
Kure Advisory
Minnesota
$747K +$730K +27,764 New
WKWM
349
Walter & Keenan Wealth Management
Indiana
$744K +$26 +1 +0%
AFG
350
Atomi Financial Group
New York
$733K -$476K -18,122 -40%

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.