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Schwab US TIPS ETF
SCHP

Overview Fund Activity

653 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, 274 increasing their positions, 230 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
653
Holders Change
+2
Holders Change %
+0.31%
% of All Funds
8.75%
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
274
Reduced
230
Closed
58
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
+$100M
2
Empower Advisory Group
Empower Advisory Group
Colorado
+$53.6M
3
IWC
Integrated Wealth Concepts
Massachusetts
+$34.6M
4
EW
Evoke Wealth
California
+$31.8M
5
Morgan Stanley
Morgan Stanley
New York
+$26.3M

Top Sellers

1
QCM
Quadratic Capital Management
Connecticut
-$141M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$104M
3
EPM
Elm Partners Management
Pennsylvania
-$93.8M
4
SLI
Sumitomo Life Insurance
Japan
-$23.7M
5
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
-$22.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
VM
476
VPR Management
Texas
$267K – – –
AC
477
Addison Capital
Pennsylvania
$266K -$534 -20 -0.2%
IJWM
478
Inman Jager Wealth Management
Mississippi
$265K +$38.2K +1,432 +17%
WMR
479
Wealth Management Resources
Rhode Island
$265K -$16.9K -635 -6%
SWM
480
Spire Wealth Management
Virginia
$264K -$62.4K -2,339 -19%
DWM
481
David Wealth Management
Virginia
$256K +$256K +9,612 New
TPCW
482
TD Private Client Wealth
New York
$256K -$95.6K -3,584 -27%
AWE
483
Avidian Wealth Enterprises
Texas
$253K -$33.6K -1,259 -12%
LRWM
484
Lord & Richards Wealth Management
Colorado
$251K +$251K +9,390 +78,250%
RFS
485
Richardson Financial Services
Massachusetts
$251K +$67.2K +2,530 +37%
WAM
486
Worth Asset Management
Texas
$250K -$296K -11,095 -54%
NB
487
NBT Bank
New York
$248K – – –
AIM
488
Alhambra Investment Management
Florida
$248K – – –
SS
489
Sound Stewardship
Kansas
$247K -$8.43K -316 -3%
EFG
490
Elios Financial Group
Ohio
$246K -$77.5K -2,904 -24%
AAG
491
Armstrong Advisory Group
Massachusetts
$246K -$49.1K -1,841 -17%
AWM
492
Aegis Wealth Management
Maryland
$246K – – –
SFA
493
Sequoia Financial Advisors
Ohio
$243K -$35.9K -1,345 -13%
MAS
494
Madden Advisory Services
Florida
$240K +$1.04K +39 +0.4%
CIA
495
Capital Investment Advisors
Georgia
$239K -$12.5K -467 -5%
TWP
496
Tempus Wealth Planning
California
$238K – – –
FIA
497
Foundations Investment Advisors
Arizona
$232K +$232K +8,694 New
CAS
498
Coppell Advisory Solutions
Texas
$230K +$230K +8,666 New
HWA
499
HCR Wealth Advisors
California
$225K – – –
PAS
500
Park Avenue Securities
New York
$221K +$221K +8,277 New
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