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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
AssetMark Inc
26
AssetMark Inc
California
$61.3M +$19.2M +730,044 +47%
PCIA
27
Prime Capital Investment Advisors
Kansas
$57.8M +$3.43M +130,316 +6%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$55.6M -$6.28M -238,699 -10%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$52.8M +$13M +496,070 +34%
LFS
30
Lutz Financial Services
Nebraska
$50.6M +$1.53M +58,023 +3%
SGAM
31
Stephens Group Asset Management
Arkansas
$47.4M +$1.7M +64,623 +4%
FSC
32
Full Sail Capital
Oklahoma
$44.2M +$914K +34,757 +2%
LFA
33
LifeGuide Financial Advisors
Pennsylvania
$43.8M +$1.66M +62,993 +4%
Wells Fargo
34
Wells Fargo
California
$42.2M -$2.2M -83,552 -5%
AAP
35
Arax Advisory Partners
Colorado
$41.6M +$4.13M +156,941 +11%
LJAC
36
L.J. Altfest & Co
New York
$38.6M +$18.9M +719,909 +101%
Temasek Holdings
37
Temasek Holdings
Singapore
$37.9M
US Bancorp
38
US Bancorp
Minnesota
$36.8M -$1.71M -64,866 -5%
BWA
39
BlueSky Wealth Advisors
North Carolina
$35.9M +$279K +10,600 +0.8%
LPL Financial
40
LPL Financial
California
$35.5M +$7.47M +284,066 +27%
PFA
41
Pure Financial Advisors
California
$35.4M -$1.42M -54,052 -4%
PS
42
Principal Securities
Iowa
$35.1M +$64.1K +2,438 +0.2%
WCWM
43
Willow Creek Wealth Management
California
$35M +$4.39M +167,013 +15%
KBFS
44
Kohmann Bosshard Financial Services
Ohio
$33.2M +$1.39M +52,973 +4%
FAG
45
Financial Architects (Georgia)
Georgia
$32.6M +$42.3K +1,610 +0.1%
MTC
46
Matrix Trust Company
Colorado
$29.1M -$1.87M -71,274 -6%
SLI
47
Sumitomo Life Insurance
Japan
$28.6M +$13.1M +497,400 +88%
GC
48
Garde Capital
Washington
$28.3M +$27.7M +1,052,417 New
NL
49
Navalign LLC
California
$27.7M +$1.46M +55,382 +6%
AA
50
Advisory Alpha
Michigan
$26.8M +$414K +15,741 +2%

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.