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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
FRA
551
Front Row Advisors
California
$67.5K
STB
552
S&T Bank
Pennsylvania
$65K -$1.74K -66 -3%
GEA
553
Glen Eagle Advisors
New Jersey
$64.6K
MCA
554
Midwest Capital Advisors
Michigan
$62K -$5.21K -198 -8%
FDCP
555
Foster Dykema Cabot & Partners
Massachusetts
$55.7K -$24.6K -934 -31%
Bank of Montreal
556
Bank of Montreal
Ontario, Canada
$54.4K -$49.9K -1,898 -48%
PWA
557
Physician Wealth Advisors
Utah
$52.1K -$103K -3,923 -67%
PK
558
Pflug Koory
Nebraska
$52K +$2.02K +77 +4%
IRC
559
Investors Research Corp
Georgia
$48.8K -$789 -30 -2%
WA
560
Whipplewood Advisors
Colorado
$48.8K -$47.4K -1,803 -99%
WSFS
561
Wilmington Savings Fund Society
Delaware
$44.8K -$429K -16,333 -91%
GJIA
562
Glass Jacobson Investment Advisors
Maryland
$44.5K
BCMLT
563
Beacon Capital Management LLC (Tennessee)
Tennessee
$41.6K -$115K -4,377 -74%
SAM
564
S.A. Mason
Michigan
$40.9K
MSWM
565
Mowery & Schoenfeld Wealth Management
Illinois
$40.6K +$39.7K +1,511 New
CIA
566
Cape Investment Advisory
Georgia
$40.6K +$2.87K +109 +8%
FCT
567
First Community Trust
Iowa
$37.6K
CFFP
568
Center for Financial Planning
Michigan
$37.6K +$36.7K +1,397 New
AWM
569
Abound Wealth Management
Tennessee
$36.4K +$35.6K +1,354 New
BBPWM
570
Blue Bell Private Wealth Management
Pennsylvania
$35.2K +$4.79K +182 +16%
IBOK
571
Independence Bank of Kentucky
Kentucky
$35K +$1.52K +58 +5%
LC
572
Lindbrook Capital
California
$32.8K
CT
573
Colonial Trust
South Carolina
$32.3K -$10.5K -400 -25%
NS
574
NBC Securities
Alabama
$31K +$30.5K +1,159 +115,900%
SIC
575
Salem Investment Counselors
North Carolina
$29.4K +$947 +36 +3%

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.