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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
TDWM
401
Topel & Distasi Wealth Management
California
$443K
OP
402
ORG Partners
Indiana
$442K +$4.55K +173 +1%
SGI
403
Summit Global Investments
Utah
$438K -$1.13K -43 -0.3%
SIA
404
SGL Investment Advisors
Montana
$438K +$86.7K +3,296 +25%
BCM
405
Brookstone Capital Management
Illinois
$437K -$26.2K -996 -6%
EH
406
Equitable Holdings
New York
$437K +$12.6K +481 +3%
DWP
407
Destiny Wealth Partners
Florida
$435K
KWA
408
Kondo Wealth Advisors
California
$434K -$102K -3,879 -19%
V
409
ViaWealth
Kansas
$428K +$419K +15,927 New
GWMR
410
GC Wealth Management RIA
Massachusetts
$423K +$413K +15,718 New
MCM
411
Mengis Capital Management
Oregon
$419K -$52.6K -2,000 -11%
GS
412
GWN Securities
Florida
$418K +$409K +15,561 New
IAN
413
Integrated Advisors Network
Texas
$415K +$21K +798 +5%
FIM
414
Fruth Investment Management
Texas
$403K -$71K -2,700 -15%
CA
415
Calton & Associates
Florida
$402K +$393K +14,953 New
BC
416
Barrett & Company
Rhode Island
$395K
ZF
417
Zhang Financial
Michigan
$386K -$24K -914 -6%
WG
418
Wealth Group
North Carolina
$386K +$15.5K +588 +4%
FA
419
Fiducient Advisors
Illinois
$373K +$364K +13,859 New
CIAS
420
Capital Investment Advisory Services
North Carolina
$372K +$270K +10,254 +285%
PMA
421
Prudent Man Advisors
Illinois
$372K +$364K +13,841 New
TPI
422
Trust Point Inc
Wisconsin
$364K +$356K +13,554 New
GFP
423
Guardian Financial Partners
California
$364K -$16.3K -621 -4%
BEI
424
Benjamin Edwards Inc
Missouri
$363K -$4.18K -159 -1%
TFP
425
Tilia Fiduciary Partners
North Carolina
$360K -$69.6K -2,647 -17%

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.