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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
SA
376
SRH Advisors
Kansas
$560K -$447K -17,010 -45%
IEFM
377
IQ EQ Fund Management
Ireland
$560K +$547K +20,809 New
MMCM
378
Murphy & Mullick Capital Management
New York
$555K -$64.4K -2,450 -11%
DE
379
Diversified Enterprises
Delaware
$555K +$542K +20,623 New
WIM
380
WealthPlan Investment Management
Nebraska
$551K -$24.5K -933 -4%
WAM
381
Worth Asset Management
Texas
$550K +$538K +20,454 New
WCFA
382
Walkner Condon Financial Advisors
Wisconsin
$539K -$142K -5,400 -21%
AGC
383
Aspen Grove Capital
Colorado
$538K
LWA
384
LifeGoal Wealth Advisors
New York
$533K -$510K -19,387 -49%
ACI
385
Alpha Cubed Investments
California
$531K +$519K +19,735 New
SAG
386
SageView Advisory Group
California
$518K -$75.7K -2,880 -13%
CA
387
CoreCap Advisors
Michigan
$506K -$181K -6,880 -27%
PPH
388
Pure Portfolios Holdings
Oregon
$496K +$43.2K +1,644 +10%
AAS
389
Ameritas Advisory Services
Nebraska
$496K -$23.5K -892 -5%
YWM
390
Yoder Wealth Management
California
$495K
AWM
391
Apollon Wealth Management
South Carolina
$494K -$35.4K -1,347 -7%
UAG
392
United Advisor Group
Ohio
$492K +$94.2K +3,584 +24%
BJL
393
Brighton Jones LLC
Washington
$492K -$69.7K -2,652 -13%
TCM
394
Tran Capital Management
California
$492K -$23.1K -877 -5%
SPC
395
Sigma Planning Corp
Michigan
$477K -$419K -15,950 -47%
SA
396
Stewardship Advisors
Pennsylvania
$465K +$43.1K +1,639 +10%
LA
397
Latitude Advisors
Florida
$459K -$66.7K -2,537 -13%
WWM
398
WT Wealth Management
Arizona
$459K +$44.6K +1,695 +11%
AWM
399
Accredited Wealth Management
Kentucky
$446K -$121K -4,620 -22%
USCWA
400
U.S. Capital Wealth Advisors
Texas
$444K -$79.6K -3,029 -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.