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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
GBFP
101
Golden Bell Financial Planning
Georgia
$9.11M +$130K +4,931 +1%
TFA
102
Transamerica Financial Advisors
Florida
$9.02M +$498K +18,924 +6%
PWM
103
Prentice Wealth Management
New York
$8.95M +$8.75M +332,922 New
SIAG
104
Signet Investment Advisory Group
Rhode Island
$8.8M +$155K +5,888 +2%
VCM
105
Virtue Capital Management
Tennessee
$8.68M +$3.37M +128,258 +66%
BL
106
BFSG LLC
California
$8.48M -$58.7K -2,232 -0.7%
FA
107
FC Advisory
Pennsylvania
$8.3M +$320K +12,167 +4%
FFA
108
Fi3 Financial Advisors
Indiana
$8.07M +$1.74M +66,142 +28%
Truist Financial
109
Truist Financial
North Carolina
$8.04M -$448K -17,050 -5%
OFS
110
OneAscent Financial Services
Alabama
$7.99M +$4.01M +152,361 +105%
SF
111
Summit Financial
New Jersey
$7.92M -$63.9K -2,431 -0.8%
FFN
112
Focus Financial Network
Minnesota
$7.74M +$649K +24,677 +9%
MWM
113
MBE Wealth Management
Wisconsin
$7.62M +$1.01M +38,553 +16%
CFG
114
Citizens Financial Group
Rhode Island
$7.52M +$7.35M +279,580 New
Stifel Financial
115
Stifel Financial
Missouri
$7.28M +$344K +13,067 +5%
VWM
116
VCI Wealth Management
Missouri
$7.26M +$474K +18,038 +7%
MML Investors Services
117
MML Investors Services
Massachusetts
$7.25M +$64K +2,434 +0.9%
TW
118
Trajan Wealth
Arizona
$7.15M +$147K +5,593 +2%
TWCA
119
Two West Capital Advisors
Kansas
$6.99M +$145K +5,511 +2%
Royal Bank of Canada
120
Royal Bank of Canada
Ontario, Canada
$6.9M -$1.11M -42,228 -14%
SWG
121
Summit Wealth Group
Vermont
$6.86M -$528K -20,075 -7%
CW
122
CreativeOne Wealth
Kansas
$6.79M +$214K +8,138 +3%
Focus Partners Wealth
123
Focus Partners Wealth
Massachusetts
$6.75M +$5.05M +192,259 +327%
TF
124
Theory Financial
Colorado
$6.66M +$139K +5,289 +2%
HI
125
Harbour Investments
Wisconsin
$6.64M +$227K +8,648 +4%

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.