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Schwab US TIPS ETF
SCHP

Overview Fund Activity

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 82 funds opening new positions, 245 increasing their positions, 241 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
651
Holders Change
-1
Holders Change %
-0.15%
% of All Funds
8.85%
Holding in Top 10
61
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.02%
% of All Funds
0.83%
New
82
Increased
245
Reduced
241
Closed
62
Calls
$882K
Puts
$280K
Net Calls
+$602K
Net Calls Change
-$2.11M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$472M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$759M
3
EPM
3
Elm Partners Management
Pennsylvania
$215M
4
Empower Advisory Group
4
Empower Advisory Group
Colorado
$1.09B
5
UBS Group
5
UBS Group
Switzerland
$142M

Top Sellers

1
CW
1
Curio Wealth
Maryland
$1.07M
2
NL
2
NEPC LLC
Massachusetts
$154M
3
GP
3
Greenline Partners
New York
$17.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$75.2M
5
HCC
5
Hirtle Callaghan & Co
Pennsylvania
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
26
AssetMark Inc
California
$61.3M +$19.6M +730,044 +47%
PCIA
27
Prime Capital Investment Advisors
Kansas
$57.8M +$3.5M +130,316 +6%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$55.6M -$6.42M -238,699 -10%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$52.8M +$13.3M +496,070 +34%
LFS
30
Lutz Financial Services
Nebraska
$50.6M +$1.56M +58,023 +3%
SGAM
31
Stephens Group Asset Management
Arkansas
$47.4M +$1.74M +64,623 +4%
FSC
32
Full Sail Capital
Oklahoma
$44.2M +$935K +34,757 +2%
LFA
33
LifeGuide Financial Advisors
Pennsylvania
$43.8M +$1.69M +62,993 +4%
Wells Fargo
34
Wells Fargo
California
$42.2M -$2.25M -83,552 -5%
AAP
35
Arax Advisory Partners
Colorado
$41.6M +$4.22M +156,941 +11%
LJAC
36
L.J. Altfest & Co
New York
$38.6M +$19.4M +719,909 +101%
Temasek Holdings
37
Temasek Holdings
Singapore
$37.9M – – –
US Bancorp
38
US Bancorp
Minnesota
$36.8M -$1.74M -64,866 -5%
BWA
39
BlueSky Wealth Advisors
North Carolina
$35.9M +$285K +10,600 +0.8%
LPL Financial
40
LPL Financial
California
$35.5M +$7.64M +284,066 +27%
PFA
41
Pure Financial Advisors
California
$35.4M -$1.45M -54,052 -4%
PS
42
Principal Securities
Iowa
$35.1M +$63K +2,438 +0.2%
WCWM
43
Willow Creek Wealth Management
California
$35M +$4.49M +167,013 +15%
KBFS
44
Kohmann Bosshard Financial Services
Ohio
$33.2M +$1.42M +52,973 +4%
FAG
45
Financial Architects (Georgia)
Georgia
$32.6M +$43.3K +1,610 +0.1%
MTC
46
Matrix Trust Company
Colorado
$29.1M -$1.92M -71,274 -6%
SLI
47
Sumitomo Life Insurance
Japan
$28.6M +$13.4M +497,400 +88%
GC
48
Garde Capital
Washington
$28.3M +$28.3M +1,052,417 New
NL
49
Navalign LLC
California
$27.7M +$1.49M +55,382 +6%
AA
50
Advisory Alpha
Michigan
$26.8M +$423K +15,741 +2%
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