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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
CIC
76
Carnegie Investment Counsel
Ohio
$14.5M +$14.2M +539,820 New
TI
77
Tidal Investments
Wisconsin
$14.2M +$13.9M +528,983 New
AFG
78
Altiora Financial Group
Ohio
$13.9M +$316 +12 +0%
PG
79
Proffitt & Goodson
Tennessee
$13.9M +$1.05M +39,934 +8%
FA
80
FDx Advisors
Illinois
$13.8M -$1.85M -70,339 -12%
MAM
81
Marotta Asset Management
Virginia
$13.1M -$6.24M -237,340 -49%
PFM
82
Peak Financial Management
Massachusetts
$13.1M +$420K +15,973 +3%
AFFA
83
ALM First Financial Advisors
Texas
$12.8M +$714K +27,162 +6%
WFI
84
West Family Investments
California
$12.4M +$429K +16,305 +4%
RCA
85
Resonant Capital Advisors
Wisconsin
$12.2M +$1.01M +38,355 +9%
Principal Financial Group
86
Principal Financial Group
Iowa
$12M -$1.63M -61,975 -12%
HCC
87
Hirtle Callaghan & Co
Pennsylvania
$11.1M
ZRP
88
Zynergy Retirement Planning
New Jersey
$10.7M +$5.56M +211,374 +103%
ACG
89
Allen Capital Group
Nebraska
$10.6M +$290K +11,035 +3%
MLFP
90
MPS Loria Financial Planners
Illinois
$10.5M +$6.02M +229,125 +143%
KPWS
91
Kestra Private Wealth Services
Texas
$10.2M +$131K +4,996 +1%
Thrivent Financial for Lutherans
92
Thrivent Financial for Lutherans
Minnesota
$10.1M -$2.89M -109,936 -22%
PC
93
Prairiewood Capital
North Dakota
$9.83M +$391K +14,885 +4%
WCA
94
Westover Capital Advisors
Delaware
$9.83M +$9.61M +365,695 New
FAM
95
Frontier Asset Management
Wyoming
$9.75M +$7.12M +270,831 +296%
EWA
96
EQ Wealth Advisors
Texas
$9.46M +$1.21M +45,947 +15%
WCM
97
Wealthcare Capital Management
Virginia
$9.44M -$215K -8,165 -2%
BA
98
Brightwater Advisory
Florida
$9.41M +$83.1K +3,161 +0.9%
Osaic Holdings
99
Osaic Holdings
Arizona
$9.36M +$5.13M +195,075 +128%
Mercer Global Advisors
100
Mercer Global Advisors
Colorado
$9.14M +$86.6K +3,294 +1%

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.