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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
Ameriprise
26
Ameriprise
Minnesota
$86M +$903K +33,861 +1%
State Street
27
State Street
Massachusetts
$76.1M +$4.22M +158,311 +6%
AssetMark Inc
28
AssetMark Inc
California
$71.5M +$20.1M +755,117 +39%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$64.4M +$16.6M +624,017 +35%
LFS
30
Lutz Financial Services
Nebraska
$62.3M +$3.61M +135,170 +6%
PCIA
31
Prime Capital Investment Advisors
Kansas
$60.3M +$3.32M +124,469 +6%
PS
32
Principal Securities
Iowa
$51.9M +$9.78M +366,612 +23%
LFA
33
LifeGuide Financial Advisors
Pennsylvania
$51.7M +$2.78M +104,230 +6%
Wells Fargo
34
Wells Fargo
California
$48.1M -$3.01M -112,802 -6%
IWC
35
Integrated Wealth Concepts
Massachusetts
$46.7M +$8.37M +313,721 +22%
DE
36
Diversified Enterprises
Delaware
$45.9M +$1.8M +67,281 +4%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$45.2M -$23.1M -865,953 -34%
AA
38
Advisory Alpha
Michigan
$42M +$14.4M +538,406 +52%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$41.6M -$7.96M -298,358 -16%
Russell Investments Group
40
Russell Investments Group
United Kingdom
$40.7M
FAG
41
Financial Architects (Georgia)
Georgia
$40.5M +$2.32M +87,110 +6%
Creative Planning
42
Creative Planning
Kansas
$40.5M -$26.6M -995,382 -40%
LPL Financial
43
LPL Financial
California
$40.5M +$2.64M +98,786 +7%
PFA
44
Pure Financial Advisors
California
$40.5M +$2.68M +100,396 +7%
BWA
45
BlueSky Wealth Advisors
North Carolina
$40.4M +$469K +17,597 +1%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$39.6M +$11.3M +423,043 +40%
KBFS
47
Kohmann Bosshard Financial Services
Ohio
$39.5M +$3.29M +123,351 +9%
SGAM
48
Stephens Group Asset Management
Arkansas
$38M -$7.7M -288,489 -17%
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$37.6M -$221K -8,301 -0.6%
MTC
50
Matrix Trust Company
Colorado
$36.5M -$2.93M -109,659 -7%

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.