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Schwab US TIPS ETF

663 hedge funds and large institutions have $8.7B invested in Schwab US TIPS ETF in 2025 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 277 increasing their positions, 234 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 234

15% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 60

3% more funds holding in top 10

Funds holding in top 10: 6264 (+2)

0% more funds holding

Funds holding: 661663 (+2)

2% less capital invested

Capital invested by funds: $8.84B → $8.7B (-$139M)

3.7% less ownership

Funds ownership: 67.96%64.26% (-3.7%)

Holders
663
Holders Change
+2
Holders Change %
+0.3%
% of All Funds
8.73%
Holding in Top 10
64
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.23%
% of All Funds
0.84%
New
69
Increased
277
Reduced
234
Closed
60
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KA
676
Kure Advisory
Minnesota
-$747K -27,764 Closed
FFG
677
Fortress Financial Group
Minnesota
-$686K -25,505 Closed
SP
678
Symmetry Partners
Connecticut
-$634K -23,572 Closed
AGC
679
Aspen Grove Capital
Colorado
-$538K -20,002 Closed
ACI
680
Alpha Cubed Investments
California
-$531K -19,735 Closed
GS
681
GWN Securities
Florida
-$418K -15,561 Closed
CA
682
Calton & Associates
Florida
-$402K -14,953 Closed
WG
683
Wealth Group
North Carolina
-$386K -14,343 Closed
CPCM
684
Cardinal Point Capital Management
Ontario, Canada
-$313K -11,645 Closed
MCC
685
Money Concepts Capital
Florida
-$294K -10,940 Closed
CA
686
Continuum Advisory
Idaho
-$293K -10,890 Closed
XT
687
XTX Topco
Cayman Islands
-$282K -10,504 Closed
FSWA
688
Financial Synergies Wealth Advisors
Texas
-$268K -9,959 Closed
C1AG
689
Client 1st Advisory Group
Florida
-$266K -9,884 Closed
KeyBank National Association
690
KeyBank National Association
Ohio
-$252K -9,374 Closed
AO
691
Advisor OS
Illinois
-$225K -8,361 Closed
HAS
692
HBW Advisory Services
California
-$218K -8,108 Closed
WJWM
693
Williams Jones Wealth Management
New York
-$215K -8,004 Closed
HCP
694
Hexagon Capital Partners
Arkansas
-$213K -7,922 Closed
OFA
695
Onyx Financial Advisors
Idaho
-$208K -7,731 Closed
MFA
696
Mayflower Financial Advisors
Massachusetts
-$207K -7,695 Closed
IWA
697
IVC Wealth Advisors
Pennsylvania
-$200K -7,443 Closed
MAFA
698
MJT & Associates Financial Advisory
Minnesota
-$181K -6,748 Closed
SC
699
SouthState Corp
Florida
-$87.4K -3,250 Closed
MSWM
700
Mowery & Schoenfeld Wealth Management
Illinois
-$40.6K -1,511 Closed

SCHP Hedge Fund Activity: Q2 2025 in Review

663 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q2 2025, worth a combined $8.7B — down 1.6% from $8.84B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new SCHP positions and 60 closed out — a net gain of 9 holders — while 277 added to existing stakes and 234 trimmed.

The largest buyer was Wealthfront Advisers, adding an estimated $99.2M. The largest seller was Quadratic Capital Management, cutting an estimated $140M.

  • 663 institutional investors held Schwab US TIPS ETF (SCHP) as of Q2 2025, up from 661 in Q1 2025.
  • Funds reported $8.7B of Schwab US TIPS ETF stock for Q2 2025, down 1.6% quarter-over-quarter.
  • 69 funds opened new Schwab US TIPS ETF positions in Q2 2025 and 60 closed out, a net change of +9 holders.
  • The largest Schwab US TIPS ETF buyer in Q2 2025 was Wealthfront Advisers, an estimated $99.2M added.
  • The largest Schwab US TIPS ETF seller in Q2 2025 was Quadratic Capital Management, an estimated $140M sold.

Based on aggregated 13F filings for Q2 2025.