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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
FFA
576
Founders Financial Alliance
North Carolina
$29.4K +$12.9K +492 +252%
DRP
577
Decker Retirement Planning
Utah
$26.6K -$19.8K -754 -43%
PC
578
Promus Capital
Illinois
$24.9K
T
579
Transce3nd
Texas
$23.8K -$208K -7,929 -90%
BWL
580
Bogart Wealth LLC
Virginia
$23.1K
MG
581
Mather Group
Illinois
$22.7K +$21.2K +807 +2,124%
BFPW
582
BOK Financial Private Wealth
Colorado
$21.1K
DAM
583
Delta Asset Management
Tennessee
$19.7K
NP
584
NorthRock Partners
Minnesota
$18.6K +$3.39K +129 +23%
DJSG
585
D.J. St. Germain
Massachusetts
$18.5K +$18.1K +688 +68,800%
SMA
586
Sage Mountain Advisors
Georgia
$18.4K
DCM
587
Davis Capital Management
Florida
$15.9K
SS
588
Sunbelt Securities
Texas
$14.8K -$46.1K -1,752 -76%
GPFA
589
Game Plan Financial Advisors
Ohio
$14.8K
RWPA
590
Richard W. Paul & Associates
Michigan
$13.8K
PS
591
Pinney & Scofield
Massachusetts
$13.3K +$26 +1 +0.2%
KFI
592
Key Financial Inc
Pennsylvania
$12.6K
AC
593
AlphaCore Capital
California
$11.4K -$105 -4 -0.9%
TAM
594
Townsend Asset Management
North Carolina
$10.5K -$526 -20 -5%
GWM
595
GSB Wealth Management
Connecticut
$10.4K +$10.2K +387 New
RCA
596
Runnymede Capital Advisors
Ohio
$9.95K
NEWAS
597
N.E.W. Advisory Services
Wisconsin
$9.9K +$9.68K +368 New
WWMSC
598
Wagner Wealth Management (South Carolina)
South Carolina
$9.82K +$1.68K +64 +21%
MFA
599
Morling Financial Advisors
California
$9.63K +$9.41K +358 New
TF
600
Tompkins Financial
New York
$9.6K +$2.29K +87 +32%

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.