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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
CAS
701
Coppell Advisory Solutions
Texas
-$27.1K -1,050 Closed
TCG
702
Transcendent Capital Group
Oklahoma
-$27.1K -1,048 Closed
FWM
703
FLP Wealth Management
Arkansas
-$25.8K -997 Closed
WTFG
704
Wood Tarver Financial Group
Idaho
-$22K -855 Closed
WAG
705
Windsor Advisory Group
Ohio
-$19.5K -754 Closed
MG
706
MilWealth Group
Wisconsin
-$17K -658 Closed
Manulife (Manufacturers Life Insurance)
707
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$16K -621 Closed
CCM
708
Chilton Capital Management
Texas
-$15.1K -585 Closed
CP
709
Castleview Partners
Texas
-$13.8K -533 Closed
HPC
710
HM Payson & Co
Maine
-$12.9K -500 Closed
SWP
711
SIMA Wealth Partners
Virginia
-$9.89K -383 Closed
LDB
712
Lee, Danner & Bass
Tennessee
-$9.75K -378 Closed
PA
713
Pineridge Advisors
Missouri
-$8.63K -334 Closed
KB
714
Kimelman & Baird
New York
-$8.11K -314 Closed
MA
715
Modus Advisors
Minnesota
-$8.09K -313 Closed
CCP
716
Clarkston Capital Partners
Michigan
-$8.01K -310 Closed
MHR
717
Matthew Hamilton Rosenberg
-$7.08K -274 Closed
HPIA
718
Hamilton Point Investment Advisors
North Carolina
-$5.92K -229 Closed
RI
719
Ridgewood Investments
New Jersey
-$5.17K -200 Closed
GSWM
720
Golden State Wealth Management
California
-$3.05K -118 Closed
WAG
721
Wiser Advisor Group
Arizona
-$2.4K -93 Closed
SAM
722
Synergy Asset Management
Washington
-$4.4K -82 Closed
MFS
723
Mattson Financial Services
Michigan
-$4.02K -75 Closed
UCB
724
United Community Bank
South Carolina
-$1.45K -56 Closed
EW
725
Element Wealth
Mississippi
-$1.29K -50 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.