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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
8.75%
Holding in Top 10
63
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.28%
% of All Funds
0.85%
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 %
BTI
551
Blue Trust Inc
Georgia
$53.6K +$53K +1,987 +9,032%
MCA
552
Midwest Capital Advisors
Michigan
$52.5K -$9.02K -338 -15%
CIA
553
Cape Investment Advisory
Georgia
$51.9K +$11.6K +435 +29%
PK
554
Pflug Koory
Nebraska
$51.8K +$133 +5 +0.3%
PWA
555
Physician Wealth Advisors
Utah
$51.8K +$80 +3 +0.2%
ACA
556
Atlas Capital Advisors
Wyoming
$50.7K -$58.5K -2,193 -54%
Bank of Montreal
557
Bank of Montreal
Ontario, Canada
$48.5K -$5.42K -203 -10%
IRC
558
Investors Research Corp
Georgia
$48.5K – – –
WA
559
Whipplewood Advisors
Colorado
$48.5K +$48.1K +1,802 +12,871%
BCMLT
560
Beacon Capital Management LLC (Tennessee)
Tennessee
$46.8K +$5.6K +210 +14%
SIS
561
Sound Income Strategies
Florida
$45.2K -$93.7K -3,511 -67%
HB
562
Horizon Bancorp
Indiana
$43K +$43K +1,600 New
TFA
563
Toth Financial Advisory
Virginia
$42K -$27.5K -1,030 -40%
SAM
564
S.A. Mason
Michigan
$40.6K – – –
BIG
565
Brooklyn Investment Group
New York
$40K +$40K +1,498 New
CIBC Private Wealth Group
566
CIBC Private Wealth Group
Georgia
$39K -$41.5K -1,554 -52%
BWL
567
Bogart Wealth LLC
Virginia
$37.6K +$14.7K +551 +64%
OW
568
Olistico Wealth
Oklahoma
$37.6K -$43.2K -1,619 -53%
AWM
569
Abound Wealth Management
Tennessee
$36.5K +$347 +13 +1%
HFS
570
Hantz Financial Services
Michigan
$35K +$35K +1,327 New
BBPWM
571
Blue Bell Private Wealth Management
Pennsylvania
$35K – – –
IBOK
572
Independence Bank of Kentucky
Kentucky
$34.7K – – –
FCT
573
First Community Trust
Iowa
$32K -$5.34K -200 -14%
CT
574
Colonial Trust
South Carolina
$32K – – –
Bessemer Group
575
Bessemer Group
New Jersey
$32K +$32K +1,208 New
21 22
23
24 25