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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
CFFP
701
Center for Financial Planning
Michigan
-$37.6K -1,397 Closed
MG
702
Mather Group
Illinois
-$22.7K -845 Closed
BFPW
703
BOK Financial Private Wealth
Colorado
-$21.1K -784 Closed
NP
704
NorthRock Partners
Minnesota
-$18.6K -690 Closed
GPFA
705
Game Plan Financial Advisors
Ohio
-$14.8K -550 Closed
TAM
706
Townsend Asset Management
North Carolina
-$10.5K -390 Closed
RCA
707
Runnymede Capital Advisors
Ohio
-$9.95K -370 Closed
MFA
708
Morling Financial Advisors
California
-$9.63K -358 Closed
VWA
709
Valued Wealth Advisors
Utah
-$7.91K -294 Closed
SIM
710
Synergy Investment Management
Florida
-$7.42K -276 Closed
DF
711
DecisionPoint Financial
Arizona
-$6.58K -245 Closed
AGWCA
712
Annis Gardner Whiting Capital Advisors
Florida
-$6.35K -236 Closed
TC
713
Truvestments Capital
Florida
-$5.7K -212 Closed
Kayne Anderson Rudnick Investment Management
714
Kayne Anderson Rudnick Investment Management
California
-$4.83K -179 Closed
Simplex Trading
715
Simplex Trading
Illinois
-$4.74K -179 -99%
FMII
716
Farmers & Merchants Investments Inc
Nebraska
-$1.83K -68 Closed
CSC
717
Caldwell Sutter Capital
California
-$1.45K -54 Closed
EWM
718
Evermay Wealth Management
Virginia
-$1.29K -48 Closed
BF
719
BOK Financial
Oklahoma
-$753 -28 Closed
MAS
720
MPWM Advisory Solutions
Georgia
-$699 -26 Closed
CAWM
721
Capital A Wealth Management
Pennsylvania
-$645 -24 Closed
SFGP
722
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
-$511 -19 Closed
MFT
723
Moisand Fitzgerald Tamayo
Florida
-$431 -16 Closed
NMG
724
New Millennium Group
Utah
-$215 -8 Closed
DWM
725
Darwin Wealth Management
Florida
-$154 -6 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.