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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
HAS
501
HBW Advisory Services
California
$218K +$213K +8,108 New
TVM
502
True Vision MN
Minnesota
$218K +$213K +8,107 New
BFG
503
Berger Financial Group
Minnesota
$217K -$7.97K -303 -4%
TA
504
TPG Advisors
Illinois
$216K -$16.4K -622 -7%
WJWM
505
Williams Jones Wealth Management
New York
$215K
HCP
506
Hexagon Capital Partners
Arkansas
$213K +$154K +5,872 +286%
MA
507
MONECO Advisors
Connecticut
$213K -$29.8K -1,135 -13%
OFA
508
Onyx Financial Advisors
Idaho
$208K +$203K +7,731 New
PWMG
509
Pinnacle Wealth Management Group
Michigan
$207K -$28.9K -1,100 -13%
MFA
510
Mayflower Financial Advisors
Massachusetts
$207K -$3.58K -136 -2%
LRIA
511
Leonard Rickey Investment Advisors
Washington
$205K +$205K +7,799 New
BCWM
512
Bartlett & Co Wealth Management
Ohio
$203K -$3.26K -124 -2%
LIA
513
LBMC Investment Advisors
Tennessee
$202K +$198K +7,516 New
Carson Wealth (CWM LLC)
514
Carson Wealth (CWM LLC)
Nebraska
$202K +$34K +1,294 +21%
FAM
515
Formidable Asset Management
Ohio
$202K +$197K +7,508 New
IWA
516
IVC Wealth Advisors
Pennsylvania
$200K +$196K +7,443 New
Franklin Resources
517
Franklin Resources
California
$198K +$105 +4 +0.1%
RFS
518
Richardson Financial Services
Massachusetts
$186K +$29.7K +1,128 +20%
MAFA
519
MJT & Associates Financial Advisory
Minnesota
$181K +$177K +6,748 New
MSWA
520
Marshall & Sterling Wealth Advisors
New York
$177K +$79 +3 +0%
MCM
521
MAI Capital Management
Ohio
$168K -$10.7K -408 -6%
IWM
522
Inlight Wealth Management
Georgia
$166K +$163K +6,189 New
WA
523
WPG Advisers
Maryland
$164K -$45.1K -1,715 -22%
B
524
Birchbrook
Maine
$156K
BA
525
Ballast Advisors
Minnesota
$149K -$973 -37 -0.7%

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.