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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
VM
476
VPR Management
Texas
$269K
BCM
477
Blume Capital Management
California
$269K +$52.6K +2,000 +25%
AC
478
Addison Capital
Pennsylvania
$269K -$15.2K -580 -5%
FSWA
479
Financial Synergies Wealth Advisors
Texas
$268K +$262K +9,959 New
C1AG
480
Client 1st Advisory Group
Florida
$266K -$17.4K -662 -6%
SS
481
Sound Stewardship
Kansas
$258K +$252K +9,592 New
CIA
482
Capital Investment Advisors
Georgia
$253K +$15.5K +590 +7%
KeyBank National Association
483
KeyBank National Association
Ohio
$252K +$246K +9,374 New
OWA
484
Octavia Wealth Advisors
Ohio
$252K
DPIM
485
Duff & Phelps Investment Management
Illinois
$250K
NB
486
NBT Bank
New York
$250K
AIM
487
Alhambra Investment Management
Florida
$250K -$263 -10 -0.1%
LFG
488
Larson Financial Group
Missouri
$246K +$4.52K +172 +2%
AWMM
489
Aegis Wealth Management (Maryland)
Maryland
$246K +$240K +9,134 New
UCFA
490
United Capital Financial Advisors
Texas
$246K +$12.4K +473 +5%
MSFS
491
Main Street Financial Solutions
Pennsylvania
$244K -$11.2K -426 -4%
MAS
492
Madden Advisory Services
Florida
$241K -$53 -2 -0%
TWP
493
Tempus Wealth Planning
California
$240K
GM
494
GeoWealth Management
Illinois
$239K +$69.5K +2,645 +42%
PA
495
Parallel Advisors
California
$229K +$4.65K +177 +2%
IJWM
496
Inman Jager Wealth Management
Mississippi
$228K +$17.4K +663 +8%
State Farm Mutual Automobile Insurance
497
State Farm Mutual Automobile Insurance
Illinois
$228K +$207K +7,860 +1,272%
HWA
498
HCR Wealth Advisors
California
$226K +$447 +17 +0.2%
AO
499
Advisor OS
Illinois
$225K +$220K +8,361 New
BF
500
Brooklyn FI
New York
$220K +$215K +8,192 New

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.