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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
SF
676
SageOak Financial
Oklahoma
-$530K -20,529 Closed
HBS
677
Howard Bailey Securities
Indiana
-$528K -20,443 Closed
FHC
678
First Heartland Consultants
Missouri
-$496K -19,198 Closed
ABC
679
Associated Banc-Corp
Wisconsin
-$484K -18,730 Closed
FHB
680
First Hawaiian Bank
Hawaii
-$483K -18,680 Closed
HF
681
HRT Financial
New York
-$442K -17,150 Closed
LNWTC
682
Laird Norton Wetherby Trust Company
Washington
-$431K -16,701 Closed
KFG
683
Kingdom Financial Group
Arizona
-$422K -16,323 Closed
SSWM
684
Sheets Smith Wealth Management
North Carolina
-$415K -16,052 Closed
IAA
685
Independent Advisor Alliance
North Carolina
-$376K -14,568 Closed
FI
686
FWG Investments
Kentucky
-$361K -13,967 Closed
IA
687
Inspire Advisors
Idaho
-$347K -13,421 Closed
PAS
688
Park Avenue Securities
New York
-$343K -13,267 Closed
WIA
689
World Investment Advisors
California
-$331K -12,831 Closed
LA
690
LVW Advisors
New York
-$305K -11,826 Closed
RAM
691
Resona Asset Management
Japan
-$301K -11,700 Closed
LA
692
Lifeworks Advisors
Michigan
-$302K -11,694 Closed
CS
693
Cannell & Spears
New York
-$212K -8,200 Closed
FWI
694
Facet Wealth Inc
Maryland
-$213K -8,116 Closed
JE
695
JMAC Enterprises
Pennsylvania
-$209K -8,088 Closed
AA
696
ArborFi Advisors
Michigan
-$208K -8,066 Closed
CJ
697
Caitlin John
Michigan
-$140K -5,432 Closed
KIM
698
Kestra Investment Management
Texas
-$91.6K -3,545 Closed
PFA
699
Pathway Financial Advisers
Indiana
-$33.5K -1,298 Closed
CB
700
Community Bank
New York
-$27.2K -1,052 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.