SCHP icon

Schwab US TIPS ETF

651 hedge funds and large institutions have $8.81B invested in Schwab US TIPS ETF in 2025 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 245 increasing their positions, 241 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
651
Holders Change
-1
Holders Change %
-0.15%
% of All Funds
8.85%
Holding in Top 10
61
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.02%
% of All Funds
0.83%
New
82
Increased
245
Reduced
241
Closed
62
Calls
$882K
Puts
$280K
Net Calls
+$602K
Net Calls Change
-$2.11M
Name Holding Trade Value Shares
Change
Shares
Change %
DF
651
Dunhill Financial
United Kingdom
$54 +$54 +2 New
PWAM
652
Private Wealth Asset Management
Iowa
$14 +$14 +1 New
LFA
653
LGT Financial Advisors
Texas
$9 -$14
GIA
654
Goodwin Investment Advisory
Georgia
-$6.66M -258,085 Closed
FTUS
655
Flow Traders U.S.
New York
-$4.6M -178,116 Closed
MWM
656
McNaughton Wealth Management
California
-$3.15M -121,905 Closed
EF
657
Empowered Funds
Pennsylvania
-$1.91M -74,091 Closed
STA
658
Smith Thornton Advisors
Alabama
-$1.47M -56,889 Closed
QC
659
Quadrature Capital
United Kingdom
-$1.45M -56,046 Closed
AIM
660
AHL Investment Management
Florida
-$709K -27,456 Closed
PIA
661
Panoramic Investment Advisors
Colorado
-$620K -23,984 Closed
SW
662
SVB Wealth
Massachusetts
-$610K -23,619 Closed
CFGS
663
Concourse Financial Group Securities
Alabama
-$585K -22,568 Closed
RFP
664
Root Financial Partners
California
-$531K -20,553 Closed
SF
665
SageOak Financial
Oklahoma
-$530K -20,529 Closed
HBS
666
Howard Bailey Securities
Indiana
-$528K -20,443 Closed
FHC
667
First Heartland Consultants
Missouri
-$496K -19,198 Closed
ABC
668
Associated Banc-Corp
Wisconsin
-$484K -18,730 Closed
FHB
669
First Hawaiian Bank
Hawaii
-$483K -18,680 Closed
HF
670
HRT Financial
New York
-$442K -17,150 Closed
LNWTC
671
Laird Norton Wetherby Trust Company
Washington
-$431K -16,701 Closed
KFG
672
Kingdom Financial Group
Arizona
-$422K -16,323 Closed
SSWM
673
Sheets Smith Wealth Management
North Carolina
-$415K -16,052 Closed
IAA
674
Independent Advisor Alliance
North Carolina
-$376K -14,568 Closed
FI
675
FWG Investments
Kentucky
-$361K -13,967 Closed