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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
Wealthfront Advisers
California
$853M
2
Empower Advisory Group
Empower Advisory Group
Colorado
$1.14B
3
IWC
Integrated Wealth Concepts
Massachusetts
$38.4M
4
EW
Evoke Wealth
California
$180M
5
Morgan Stanley
Morgan Stanley
New York
$101M

Top Sellers

1
QCM
Quadratic Capital Management
Connecticut
$237M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$364M
3
EPM
Elm Partners Management
Pennsylvania
$120M
4
SLI
Sumitomo Life Insurance
Japan
$4.75M
5
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
$411K
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
526
Ancora Advisors
Ohio
$144K +$25.2K +944 +21%
LFASL
527
Lugano Financial Advisors SA (LFA)
Switzerland
$143K +$143K +5,398 New
IHWM
528
Iron Horse Wealth Management
Iowa
$129K -$4.08K -153 -3%
B
529
Birchbrook
Maine
$129K -$26.5K -992 -17%
ST
530
Smithfield Trust
Pennsylvania
$119K – – –
PTC
531
Private Trust Company
Ohio
$112K – – –
EWA
532
EP Wealth Advisors
California
$110K -$4.62K -173 -4%
FC
533
Fairscale Capital
New Hampshire
$106K – – –
TCOV
534
Trust Company of Vermont
Vermont
$105K – – –
RF
535
Rossby Financial
Florida
$102K +$187 +7 +0.2%
BA
536
Bristlecone Advisors
Washington
$98.1K -$10.7K -400 -10%
HR
537
Howe & Rusling
New York
$89K -$18.8K -706 -17%
RCM
538
Raleigh Capital Management
North Carolina
$82.8K -$7.5K -281 -8%
GWANC
539
Guardian Wealth Advisors (North Carolina)
North Carolina
$80.4K +$76.5K +2,869 +1,965%
RWM
540
Rialto Wealth Management
New York
$74.5K – – –
CI
541
Cordant Inc
Oregon
$72K – – –
PP
542
Pacifica Partners
Canada
$70.9K -$10.9K -411 -13%
WSFS
543
Wilmington Savings Fund Society
Delaware
$68.8K +$24.4K +913 +55%
WT
544
Whittier Trust
California
$68.6K – – –
FRA
545
Front Row Advisors
California
$67K – – –
GEA
546
Glen Eagle Advisors
New Jersey
$64.1K +$27 +1 +0%
SS
547
Sunbelt Securities
Texas
$59.5K +$45.3K +1,752 +319%
TCOT
548
Trust Company of Toledo
Ohio
$58.7K +$58.7K +2,200 New
STB
549
S&T Bank
Pennsylvania
$56.4K -$8.14K -305 -13%
FDCP
550
Foster Dykema Cabot & Partners
Massachusetts
$55.3K – – –
20 21
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