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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
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$26.9M +$2.55M +96,446 +11%
LJAC
52
L.J. Altfest & Co
New York
$26.3M -$11.9M -448,885 -31%
PWM
53
Prentice Wealth Management
New York
$24.8M +$15.8M +595,943 +179%
JGCM
54
Joseph Group Capital Management
Ohio
$24.8M +$215K +8,127 +0.9%
Citigroup
55
Citigroup
New York
$24.4M +$3.26M +123,362 +16%
MFGP
56
Marshall Financial Group (Pennsylvania)
Pennsylvania
$23.7M +$410K +15,486 +2%
Raymond James Financial
57
Raymond James Financial
Florida
$22.4M +$1.98M +74,855 +10%
FM
58
Foster & Motley
Ohio
$22.2M +$530K +20,045 +2%
HighTower Advisors
59
HighTower Advisors
Illinois
$21.4M +$693K +26,188 +3%
AWM
60
Avior Wealth Management
Nebraska
$21.4M +$539K +20,385 +3%
FEG
61
Fund Evaluation Group
Ohio
$20.7M +$715K +27,010 +4%
TIM
62
Tortoise Investment Management
New York
$20.6M +$3.44M +129,870 +20%
MWM
63
Modera Wealth Management
New Jersey
$20.4M -$185K -6,997 -0.9%
CWA
64
Carolina Wealth Advisors
South Carolina
$20.1M -$1.06M -40,128 -5%
GP
65
Greenline Partners
New York
$18.9M +$1.99M +75,028 +12%
Creative Planning
66
Creative Planning
Kansas
$17.8M -$167K -6,313 -0.9%
TI
67
Tidal Investments
Wisconsin
$17.4M +$3.34M +126,288 +24%
RF
68
Robinswood Financial
Washington
$16.9M -$1.39M -52,512 -8%
SFG
69
Sage Financial Group
Pennsylvania
$15.9M +$1M +37,848 +7%
Korea Investment Corp
70
Korea Investment Corp
South Korea
$15.8M -$8.03M -303,446 -34%
CIC
71
Carnegie Investment Counsel
Ohio
$15.8M +$1.38M +52,308 +10%
AMG
72
Asset Management Group
Connecticut
$15.3M +$63.8K +2,413 +0.4%
Financial Engines Advisors
73
Financial Engines Advisors
California
$15.1M +$69.9K +2,641 +0.5%
Principal Financial Group
74
Principal Financial Group
Iowa
$15.1M +$3.11M +117,709 +26%
SC
75
Savant Capital
Illinois
$14.6M -$732K -27,653 -5%

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.