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Schwab US TIPS ETF
SCHP

Overview Fund Activity

652 hedge funds and large institutions have $8.67B invested in Schwab US TIPS ETF in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 273 increasing their positions, 230 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
8.74%
Holding in Top 10
63
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.28%
% of All Funds
0.84%
New
70
Increased
273
Reduced
230
Closed
58
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$853M
2
Empower Advisory Group
2
Empower Advisory Group
Colorado
$1.14B
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$38.4M
4
EW
4
Evoke Wealth
California
$180M
5
Morgan Stanley
5
Morgan Stanley
New York
$101M

Top Sellers

1
QCM
1
Quadratic Capital Management
Connecticut
$237M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$364M
3
EPM
3
Elm Partners Management
Pennsylvania
$120M
4
SLI
4
Sumitomo Life Insurance
Japan
$4.75M
5
AHSSHC
5
Adventist Health System Sunbelt Healthcare Corp
Florida
$411K
Name Holding Trade Value Shares
Change 		Shares
Change %
GFP
426
Guardian Financial Partners
California
$377K +$15.6K +584 +4%
CFG
427
Carter Financial Group
Illinois
$374K +$374K +14,012 New
LCM
428
Liberty Capital Management
Michigan
$374K +$98.5K +3,691 +36%
AWM
429
Accredited Wealth Management
Kentucky
$371K -$72K -2,700 -16%
SAI
430
Savvy Advisors Inc
New York
$370K +$20.5K +767 +6%
IA
431
IFP Advisors
Florida
$370K -$1.85M -69,520 -83%
PMA
432
Prudent Man Advisors
Illinois
$369K – – –
AWM
433
Apollon Wealth Management
South Carolina
$360K -$130K -4,889 -27%
CFAM
434
Center For Asset Management
Florida
$351K -$214K -8,304 -38%
BEI
435
Benjamin Edwards Inc
Missouri
$349K -$11.4K -427 -3%
JIP
436
Jaffetilchin Investment Partners
Florida
$348K +$2.62K +98 +0.8%
HNB
437
Huntington National Bank
Ohio
$347K -$329K – –
LIA
438
Lynx Investment Advisory
District of Columbia
$344K +$18K +673 +6%
CCC
439
Compass Capital Corp
Massachusetts
$344K +$22.2K +830 +7%
FHA
440
Flagship Harbor Advisors
Massachusetts
$338K -$1.09K -41 -0.3%
SW
441
SVB Wealth
Massachusetts
$337K +$337K +12,621 New
WOSD
442
WFA of San Diego
California
$335K +$335K +12,540 New
AAS
443
Ameritas Advisory Services
Nebraska
$329K -$169K -6,351 -34%
MIAS
444
Mason Investment Advisory Services
Virginia
$329K -$1.04K -39 -0.3%
BCA
445
Bay Colony Advisors
Massachusetts
$327K -$2.56K -96 -0.8%
TFP
446
Tilia Fiduciary Partners
North Carolina
$323K -$33.8K -1,266 -9%
GAA
447
Global Assets Advisory
Florida
$322K -$563K -21,188 -64%
SC
448
Schiavi & Co
Delaware
$321K – – –
MWM
449
Mattern Wealth Management
Kansas
$320K – – –
CNBT
450
Canandaigua National Bank & Trust
New York
$319K -$347 -13 -0.1%
16 17
18
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