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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
CPG
601
Cornerstone Planning Group
New Jersey
$9.57K +$9.49K +361 New
RFA
602
Reyes Financial Architecture
California
$9.46K
CAM
603
Creekmur Asset Management
Illinois
$9.2K
AIC
604
Archer Investment Corporation
Indiana
$8.91K
FHA
605
First Horizon Advisors
Tennessee
$8.34K +$8.15K +310 New
KFP
606
Keener Financial Planning
Texas
$8K -$8.31K -316 -49%
AW
607
Avion Wealth
Texas
$8K
CA
608
Clearstead Advisors
Ohio
$7.96K
VWA
609
Valued Wealth Advisors
Utah
$7.91K +$7.73K +294 New
RFG
610
REAP Financial Group
Texas
$7.78K -$10.1K -383 -57%
ADL
611
Asset Dedication LLC
California
$7.64K +$7.47K +284 New
SSB
612
Sandy Spring Bank
Maryland
$7.53K
SIM
613
Synergy Investment Management
Florida
$7.42K
CT
614
Caldwell Trust
Florida
$6.99K
DF
615
DecisionPoint Financial
Arizona
$6.58K +$6.44K +245 New
AGWCA
616
Annis Gardner Whiting Capital Advisors
Florida
$6.35K +$6.21K +236 New
TWM
617
Topsail Wealth Management
North Carolina
$6.02K
CPA
618
Cardiff Park Advisors
California
$5.81K
TC
619
Truvestments Capital
Florida
$5.7K -$1.52K -58 -21%
Kayne Anderson Rudnick Investment Management
620
Kayne Anderson Rudnick Investment Management
California
$4.83K +$4.71K +179 New
HCM
621
Horrell Capital Management
Arkansas
$4.41K
CFB
622
Cullen/Frost Bankers
Texas
$4.22K -$2.13K -81 -34%
WCM
623
Winthrop Capital Management
Indiana
$4K
Simplex Trading
624
Simplex Trading
Illinois
$4K +$4.73K +180 New
GWANC
625
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.93K +$210 +8 +6%

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.