SCHP icon

Schwab US TIPS ETF

651 hedge funds and large institutions have $8.81B invested in Schwab US TIPS ETF in 2025 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 246 increasing their positions, 241 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
651
Holders Change
-2
Holders Change %
-0.31%
% of All Funds
8.84%
Holding in Top 10
61
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.02%
% of All Funds
0.83%
New
81
Increased
246
Reduced
241
Closed
62
Calls
$882K
Puts
$280K
Net Calls
+$602K
Net Calls Change
-$2.11M
Name Holding Trade Value Shares
Change
Shares
Change %
EH
401
Equitable Holdings
New York
$437K +$12.9K +481 +3%
DWP
402
Destiny Wealth Partners
Florida
$435K
KWA
403
Kondo Wealth Advisors
California
$434K -$104K -3,879 -19%
V
404
ViaWealth
Kansas
$428K +$428K +15,927 New
GWMR
405
GC Wealth Management RIA
Massachusetts
$423K +$423K +15,718 New
MCM
406
Mengis Capital Management
Oregon
$419K -$53.8K -2,000 -11%
GS
407
GWN Securities
Florida
$418K +$418K +15,561 New
IAN
408
Integrated Advisors Network
Texas
$415K +$21.5K +798 +5%
FIM
409
Fruth Investment Management
Texas
$403K -$72.5K -2,700 -15%
CA
410
Calton & Associates
Florida
$402K +$402K +14,953 New
BC
411
Barrett & Company
Rhode Island
$395K
ZF
412
Zhang Financial
Michigan
$386K -$24.6K -914 -6%
WG
413
Wealth Group
North Carolina
$386K +$15.8K +588 +4%
FA
414
Fiducient Advisors
Illinois
$373K +$373K +13,859 New
CIAS
415
Capital Investment Advisory Services
North Carolina
$372K +$276K +10,254 +285%
PMA
416
Prudent Man Advisors
Illinois
$372K +$372K +13,841 New
TPI
417
Trust Point Inc
Wisconsin
$364K +$364K +13,554 New
GFP
418
Guardian Financial Partners
California
$364K -$16.7K -621 -4%
BEI
419
Benjamin Edwards Inc
Missouri
$363K -$4.28K -159 -1%
TFP
420
Tilia Fiduciary Partners
North Carolina
$360K -$71.2K -2,647 -17%
TPCW
421
TD Private Client Wealth
New York
$354K -$16.8K -626 -5%
SAI
422
Savvy Advisors Inc
New York
$353K -$377K -14,005 -52%
VCP
423
Vista Capital Partners
Oregon
$350K -$10.3K -383 -3%
JIP
424
Jaffetilchin Investment Partners
Florida
$348K -$23.4K -872 -6%
William Blair & Company
425
William Blair & Company
Illinois
$344K -$17K -633 -5%