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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 %
BFG
501
Berger Financial Group
Minnesota
$215K – – –
IWM
502
Inlight Wealth Management
Georgia
$213K +$47.7K +1,789 +29%
TVM
503
True Vision MN
Minnesota
$213K -$3.58K -134 -2%
CWA
504
Cascade Wealth Advisors
Washington
$212K +$212K +7,944 New
MA
505
MONECO Advisors
Connecticut
$211K +$374 +14 +0.2%
GM
506
GeoWealth Management
Illinois
$211K -$26.2K -983 -11%
LRIA
507
Leonard Rickey Investment Advisors
Washington
$210K +$1.79K +67 +0.9%
UCFA
508
United Capital Financial Advisors
Texas
$207K -$36.9K -1,384 -15%
IPWA
509
International Private Wealth Advisors
California
$206K +$206K +7,704 New
PWMG
510
Pinnacle Wealth Management Group
Michigan
$205K – – –
BCWM
511
Bartlett & Co Wealth Management
Ohio
$205K +$3.84K +144 +2%
TA
512
TPG Advisors
Illinois
$204K -$9.55K -358 -4%
VFG
513
Victory Financial Group
Texas
$203K +$203K +7,604 New
FAM
514
Formidable Asset Management
Ohio
$202K – – –
LIA
515
LBMC Investment Advisors
Tennessee
$201K – – –
AC
516
Apella Capital
Connecticut
$200K +$200K +7,563 New
Franklin Resources
517
Franklin Resources
California
$199K +$2.43K +91 +1%
AF
518
Advisornet Financial
Minnesota
$194K -$449K -16,820 -70%
William Blair & Company
519
William Blair & Company
Illinois
$183K -$159K -5,942 -46%
MSWA
520
Marshall & Sterling Wealth Advisors
New York
$177K +$2.11K +79 +1%
BA
521
Ballast Advisors
Minnesota
$164K +$16.6K +623 +11%
MCM
522
MAI Capital Management
Ohio
$158K -$8.48K -318 -5%
WA
523
WPG Advisers
Maryland
$154K -$9.05K -339 -6%
GWSG
524
GPS Wealth Strategies Group
Colorado
$153K +$37.4K +1,403 +32%
PA
525
Parallel Advisors
California
$149K -$78.3K -2,934 -34%
19 20
21
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