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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
SIS
526
Sound Income Strategies
Florida
$140K +$65.5K +2,490 +92%
IHWM
527
Iron Horse Wealth Management
Iowa
$134K -$40.1K -1,524 -23%
ST
528
Smithfield Trust
Pennsylvania
$121K
AA
529
Ancora Advisors
Ohio
$120K +$684 +26 +0.6%
RBC
530
Roble Belko & Company
Pennsylvania
$117K
GWSG
531
GPS Wealth Strategies Group
Colorado
$117K +$13.1K +498 +13%
EWA
532
EP Wealth Advisors
California
$116K -$2.44K -93 -2%
PTC
533
Private Trust Company
Ohio
$113K -$11.5K -436 -9%
ACA
534
Atlas Capital Advisors
Wyoming
$110K +$26.1K +991 +32%
BA
535
Bristlecone Advisors
Washington
$110K -$19.1K -727 -15%
HR
536
Howe & Rusling
New York
$109K +$35.8K +1,363 +51%
FC
537
Fairscale Capital
New Hampshire
$108K
TCOV
538
Trust Company of Vermont
Vermont
$106K +$158 +6 +0.2%
RF
539
Rossby Financial
Florida
$101K +$99.9K +3,801 New
RCM
540
Raleigh Capital Management
North Carolina
$91K -$15.6K -592 -15%
SC
541
SouthState Corp
Florida
$87.4K +$85.5K +3,250 New
AIP
542
Ameritas Investment Partners
Nebraska
$87.3K +$66K +2,509 +340%
PP
543
Pacifica Partners
Canada
$82.8K
OW
544
Olistico Wealth
Oklahoma
$81.5K +$79 +3 +0.1%
CIBC Private Wealth Group
545
CIBC Private Wealth Group
Georgia
$79.8K +$64K +2,434 +419%
RWM
546
Rialto Wealth Management
New York
$75.1K
CI
547
Cordant Inc
Oregon
$72.6K +$1.05K +40 +2%
WP
548
WealthShield Partners
North Carolina
$70.8K -$15.8K -600 -19%
TFA
549
Toth Financial Advisory
Virginia
$70.1K
WT
550
Whittier Trust
California
$69.1K -$96.8K -3,682 -59%

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.