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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
WANY
51
Wealthspire Advisors (New York)
New York
$25.4M +$12M +455,550 +93%
WAP
52
Wealthcare Advisory Partners
Pennsylvania
$25.1M -$2.9M -110,122 -11%
JGCM
53
Joseph Group Capital Management
Ohio
$24.7M +$402K +15,277 +2%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$24.5M +$2.9M +110,322 +14%
Korea Investment Corp
55
Korea Investment Corp
South Korea
$24.1M -$6.93M -263,554 -23%
MFGP
56
Marshall Financial Group (Pennsylvania)
Pennsylvania
$23.5M +$618K +23,516 +3%
AHSSHC
57
Adventist Health System Sunbelt Healthcare Corp
Florida
$23.1M -$5.89M -224,100 -21%
FM
58
Foster & Motley
Ohio
$21.8M +$1.87M +71,236 +10%
CWA
59
Carolina Wealth Advisors
South Carolina
$21.4M +$117K +4,434 +0.6%
Citigroup
60
Citigroup
New York
$21.2M -$1.34M -51,052 -6%
WCWM
61
Wooster Corthell Wealth Management
Connecticut
$21.1M -$651K -24,776 -3%
AWM
62
Avior Wealth Management
Nebraska
$21M +$344K +13,072 +2%
HighTower Advisors
63
HighTower Advisors
Illinois
$20.9M +$10.2M +387,139 +99%
MWM
64
Modera Wealth Management
New Jersey
$20.8M +$194K +7,384 +1%
Raymond James Financial
65
Raymond James Financial
Florida
$20.6M +$734K +27,917 +4%
FEG
66
Fund Evaluation Group
Ohio
$20.1M
RF
67
Robinswood Financial
Washington
$18.5M +$351K +13,351 +2%
Creative Planning
68
Creative Planning
Kansas
$18.2M -$1.41M -53,711 -7%
GP
69
Greenline Partners
New York
$17.8M -$29.4M -1,117,463 -64%
TIM
70
Tortoise Investment Management
New York
$17.3M +$4.6M +175,136 +38%
SC
71
Savant Capital
Illinois
$15.4M -$783K -29,771 -5%
AMG
72
Asset Management Group
Connecticut
$15.4M -$1.42K -54 -0%
Financial Engines Advisors
73
Financial Engines Advisors
California
$15.2M -$404K -15,353 -3%
SFG
74
Sage Financial Group
Pennsylvania
$15M +$1.26M +48,087 +9%
GSF
75
Grove Street Fiduciary
New Hampshire
$14.7M +$27.9K +1,060 +0.2%

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.