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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 %
AC
476
Addison Capital
Pennsylvania
$266K -$534 -20 -0.2%
IJWM
477
Inman Jager Wealth Management
Mississippi
$265K +$38.2K +1,432 +17%
WMR
478
Wealth Management Resources
Rhode Island
$265K -$16.9K -635 -6%
SWM
479
Spire Wealth Management
Virginia
$264K -$62.4K -2,339 -19%
DWM
480
David Wealth Management
Virginia
$256K +$256K +9,612 New
TPCW
481
TD Private Client Wealth
New York
$256K -$95.6K -3,584 -27%
AWE
482
Avidian Wealth Enterprises
Texas
$253K -$33.6K -1,259 -12%
LRWM
483
Lord & Richards Wealth Management
Colorado
$251K +$251K +9,390 +78,250%
RFS
484
Richardson Financial Services
Massachusetts
$251K +$67.2K +2,530 +37%
WAM
485
Worth Asset Management
Texas
$250K -$296K -11,095 -54%
NB
486
NBT Bank
New York
$248K – – –
AIM
487
Alhambra Investment Management
Florida
$248K – – –
SS
488
Sound Stewardship
Kansas
$247K -$8.43K -316 -3%
EFG
489
Elios Financial Group
Ohio
$246K -$77.5K -2,904 -24%
AAG
490
Armstrong Advisory Group
Massachusetts
$246K -$49.1K -1,841 -17%
AWM
491
Aegis Wealth Management
Maryland
$246K – – –
SFA
492
Sequoia Financial Advisors
Ohio
$243K -$35.9K -1,345 -13%
MAS
493
Madden Advisory Services
Florida
$240K +$1.04K +39 +0.4%
CIA
494
Capital Investment Advisors
Georgia
$239K -$12.5K -467 -5%
TWP
495
Tempus Wealth Planning
California
$238K – – –
FIA
496
Foundations Investment Advisors
Arizona
$232K +$232K +8,694 New
CAS
497
Coppell Advisory Solutions
Texas
$230K +$230K +8,666 New
HWA
498
HCR Wealth Advisors
California
$225K – – –
PAS
499
Park Avenue Securities
New York
$221K +$221K +8,277 New
BF
500
Brooklyn FI
New York
$219K – – –
18 19
20
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