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Schwab US TIPS ETF
SCHP

Overview Fund Activity

652 hedge funds and large institutions have $8.67B invested in Schwab US TIPS ETF in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 273 increasing their positions, 230 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
8.74%
Holding in Top 10
63
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.28%
% of All Funds
0.84%
New
70
Increased
273
Reduced
230
Closed
58
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
+$100M
2
Empower Advisory Group
Empower Advisory Group
Colorado
+$53.6M
3
IWC
Integrated Wealth Concepts
Massachusetts
+$34.6M
4
EW
Evoke Wealth
California
+$31.8M
5
Morgan Stanley
Morgan Stanley
New York
+$26.3M

Top Sellers

1
QCM
Quadratic Capital Management
Connecticut
-$141M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$104M
3
EPM
Elm Partners Management
Pennsylvania
-$93.8M
4
SLI
Sumitomo Life Insurance
Japan
-$23.7M
5
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
-$22.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
XT
676
XTX Topco
Cayman Islands
– -$282K -10,504 Closed
FSWA
677
Financial Synergies Wealth Advisors
Texas
– -$268K -9,959 Closed
C1AG
678
Client 1st Advisory Group
Florida
– -$266K -9,884 Closed
KeyBank National Association
679
KeyBank National Association
Ohio
– -$252K -9,374 Closed
AO
680
Advisor OS
Illinois
– -$225K -8,361 Closed
HAS
681
HBW Advisory Services
California
– -$218K -8,108 Closed
WJWM
682
Williams Jones Wealth Management
New York
– -$215K -8,004 Closed
HCP
683
Hexagon Capital Partners
Arkansas
– -$213K -7,922 Closed
OFA
684
Onyx Financial Advisors
Idaho
– -$208K -7,731 Closed
MFA
685
Mayflower Financial Advisors
Massachusetts
– -$207K -7,695 Closed
IWA
686
IVC Wealth Advisors
Pennsylvania
– -$200K -7,443 Closed
MAFA
687
MJT & Associates Financial Advisory
Minnesota
– -$181K -6,748 Closed
SC
688
SouthState Corp
Florida
– -$87.4K -3,250 Closed
MSWM
689
Mowery & Schoenfeld Wealth Management
Illinois
– -$40.6K -1,511 Closed
CFFP
690
Center for Financial Planning
Michigan
– -$37.6K -1,397 Closed
MG
691
Mather Group
Illinois
– -$22.7K -845 Closed
BFPW
692
BOK Financial Private Wealth
Colorado
– -$21.1K -784 Closed
GPFA
693
Game Plan Financial Advisors
Ohio
– -$14.8K -550 Closed
TAM
694
Townsend Asset Management
North Carolina
– -$10.5K -390 Closed
RCA
695
Runnymede Capital Advisors
Ohio
– -$9.95K -370 Closed
MFA
696
Morling Financial Advisors
California
– -$9.63K -358 Closed
VWA
697
Valued Wealth Advisors
Utah
– -$7.91K -294 Closed
SIM
698
Synergy Investment Management
Florida
– -$7.42K -276 Closed
DF
699
DecisionPoint Financial
Arizona
– -$6.58K -245 Closed
AGWCA
700
Annis Gardner Whiting Capital Advisors
Florida
– -$6.35K -236 Closed
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