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Schwab US TIPS ETF

729 hedge funds and large institutions have $10.6B invested in Schwab US TIPS ETF in 2026 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 325 increasing their positions, 214 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 49

52% more repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 214

9% more capital invested

Capital invested by funds: $9.74B → $10.6B (+$879M)

5% more funds holding in top 10

Funds holding in top 10: 6063 (+3)

2% more funds holding

Funds holding: 712729 (+17)

1.06% more ownership

Funds ownership: 66.67%67.73% (+1.1%)

31% less call options, than puts

Call options by funds: $830K | Put options by funds: $1.21M

Holders
729
Holders Change
+17
Holders Change %
+2.39%
% of All Funds
8.97%
Holding in Top 10
63
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5%
% of All Funds
0.78%
New
86
Increased
325
Reduced
214
Closed
49
Calls
$830K
Puts
$1.21M
Net Calls
-$381K
Net Calls Change
-$381K
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
401
Octavia Wealth Advisors
Ohio
$613K +$136K +5,094 +28%
PA
402
Prossimo Advisors
California
$612K
DCM
403
DGS Capital Management
New Jersey
$601K +$602K +22,575 New
JF
404
JMN Financial
Ohio
$601K +$602K +22,575 New
LFA
405
Laraway Financial Advisors
Minnesota
$595K -$16.9K -635 -3%
OFS
406
Opus Financial Solutions
Illinois
$594K +$125K +4,685 +27%
Rockefeller Capital Management
407
Rockefeller Capital Management
New York
$577K +$78.6K +2,946 +16%
EWM
408
Empirical Wealth Management
Washington
$573K -$31.7K -1,189 -5%
SC
409
Shearwater Capital
Colorado
$567K
BAMG
410
Brand Asset Management Group
Missouri
$564K -$92.8K -3,480 -14%
Carson Wealth (CWM LLC)
411
Carson Wealth (CWM LLC)
Nebraska
$560K -$39.4K -1,477 -7%
WWM
412
WT Wealth Management
Arizona
$560K +$37.8K +1,417 +7%
RC
413
Resolute Capital
South Carolina
$553K -$57.2K -2,143 -9%
STA
414
Summit Trail Advisors
New York
$552K +$307K +11,506 +125%
GCA
415
Gradient Capital Advisors
California
$551K
IAN
416
Integrated Advisors Network
Texas
$548K -$1.44M -54,053 -72%
WPC
417
Wedmont Private Capital
Pennsylvania
$546K +$323K +12,089 +145%
AFC
418
Ares Financial Consulting
California
$543K +$416K +15,580 +320%
KF
419
Krilogy Financial
Missouri
$542K +$540K +20,227 New
SA
420
Stewardship Advisors
Pennsylvania
$539K +$39.8K +1,491 +8%
VCP
421
Vista Capital Partners
Oregon
$534K +$25.6K +959 +5%
GSEP
422
Golden State Equity Partners
California
$534K +$535K +20,051 New
KFP
423
Keener Financial Planning
Texas
$531K +$533K +19,980 New
WRCM
424
Western Reserve Capital Management
Ohio
$526K -$10.1K -380 -2%
VWA
425
Visionary Wealth Advisors
Illinois
$525K +$38.4K +1,441 +8%

SCHP Hedge Fund Activity: Q1 2026 in Review

729 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q1 2026, worth a combined $10.6B — up 9% from $9.74B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new SCHP positions and 49 closed out — a net gain of 37 holders — while 325 added to existing stakes and 214 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $304M. The largest seller was Bank of America, cutting an estimated $92.5M.

  • 729 institutional investors held Schwab US TIPS ETF (SCHP) as of Q1 2026, up from 712 in Q4 2025.
  • Funds reported $10.6B of Schwab US TIPS ETF stock for Q1 2026, up 9% quarter-over-quarter.
  • 86 funds opened new Schwab US TIPS ETF positions in Q1 2026 and 49 closed out, a net change of +37 holders.
  • The largest Schwab US TIPS ETF buyer in Q1 2026 was JP Morgan Chase, an estimated $304M added.
  • The largest Schwab US TIPS ETF seller in Q1 2026 was Bank of America, an estimated $92.5M sold.

Based on aggregated 13F filings for Q1 2026.