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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
SFGP
651
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$511
Q1WB
652
Quest 10 Wealth Builders
Virginia
$484 -$47.9K -1,822 -99%
TAM
653
Tucker Asset Management
Colorado
$484 -$4.84K -184 -91%
MFT
654
Moisand Fitzgerald Tamayo
Florida
$431
LWMI
655
Legacy Wealth Management (Idaho)
Idaho
$431 +$105 +4 +33%
LCM
656
Logan Capital Management
Pennsylvania
$430
SWA
657
SOA Wealth Advisors
New York
$323
LRWM
658
Lord & Richards Wealth Management
Colorado
$323 +$316 +12 New
NMG
659
New Millennium Group
Utah
$215
DWM
660
Darwin Wealth Management
Florida
$154
DF
661
Dunhill Financial
United Kingdom
$54 +$53 +2 New
PWAM
662
Private Wealth Asset Management
Iowa
$14 +$26 +1 New
LFA
663
LGT Financial Advisors
Texas
$9
GIA
664
Goodwin Investment Advisory
Georgia
-$6.66M -258,085 Closed
FTUS
665
Flow Traders U.S.
New York
-$4.6M -178,116 Closed
MWM
666
McNaughton Wealth Management
California
-$3.15M -121,905 Closed
EF
667
Empowered Funds
Pennsylvania
-$1.91M -74,091 Closed
STA
668
Smith Thornton Advisors
Alabama
-$1.47M -56,889 Closed
QC
669
Quadrature Capital
United Kingdom
-$1.45M -56,046 Closed
AIM
670
AHL Investment Management
Florida
-$709K -27,456 Closed
SWM
671
Stark Wealth Management
Pennsylvania
-$655K -25,360 Closed
PIA
672
Panoramic Investment Advisors
Colorado
-$620K -23,984 Closed
SW
673
SVB Wealth
Massachusetts
-$610K -23,619 Closed
CFGS
674
Concourse Financial Group Securities
Alabama
-$585K -22,568 Closed
RFP
675
Root Financial Partners
California
-$531K -20,553 Closed

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.