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Schwab US TIPS ETF
SCHP

Overview Fund Activity

651 hedge funds and large institutions have $8.81B invested in Schwab US TIPS ETF in 2025 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 245 increasing their positions, 241 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
651
Holders Change
-1
Holders Change %
-0.15%
% of All Funds
8.85%
Holding in Top 10
61
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.02%
% of All Funds
0.83%
New
82
Increased
245
Reduced
241
Closed
62
Calls
$882K
Puts
$280K
Net Calls
+$602K
Net Calls Change
-$2.11M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$472M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$759M
3
EPM
3
Elm Partners Management
Pennsylvania
$215M
4
Empower Advisory Group
4
Empower Advisory Group
Colorado
$1.09B
5
UBS Group
5
UBS Group
Switzerland
$142M

Top Sellers

1
CW
1
Curio Wealth
Maryland
$1.07M
2
NL
2
NEPC LLC
Massachusetts
$154M
3
GP
3
Greenline Partners
New York
$17.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$75.2M
5
HCC
5
Hirtle Callaghan & Co
Pennsylvania
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
101
Transamerica Financial Advisors
Florida
$9.02M +$509K +18,924 +6%
PWM
102
Prentice Wealth Management
New York
$8.95M +$8.95M +332,922 New
SIAG
103
Signet Investment Advisory Group
Rhode Island
$8.8M +$158K +5,888 +2%
VCM
104
Virtue Capital Management
Tennessee
$8.68M +$3.45M +128,258 +66%
BL
105
BFSG LLC
California
$8.48M -$60K -2,232 -0.7%
FA
106
FC Advisory
Pennsylvania
$8.3M +$327K +12,167 +4%
FFA
107
Fi3 Financial Advisors
Indiana
$8.07M +$1.78M +66,142 +28%
Truist Financial
108
Truist Financial
North Carolina
$8.04M -$458K -17,050 -5%
OFS
109
OneAscent Financial Services
Alabama
$7.99M +$4.1M +152,361 +105%
SF
110
Summit Financial
New Jersey
$7.92M -$65.4K -2,431 -0.8%
FFN
111
Focus Financial Network
Minnesota
$7.74M +$664K +24,677 +9%
MWM
112
MBE Wealth Management
Wisconsin
$7.62M +$1.04M +38,553 +16%
CFG
113
Citizens Financial Group
Rhode Island
$7.52M +$7.52M +279,580 New
Stifel Financial
114
Stifel Financial
Missouri
$7.28M +$351K +13,067 +5%
VWM
115
VCI Wealth Management
Missouri
$7.26M +$485K +18,038 +7%
MML Investors Services
116
MML Investors Services
Massachusetts
$7.25M +$65.5K +2,434 +0.9%
TW
117
Trajan Wealth
Arizona
$7.15M +$150K +5,593 +2%
TWCA
118
Two West Capital Advisors
Kansas
$6.99M +$144K +5,511 +2%
Royal Bank of Canada
119
Royal Bank of Canada
Ontario, Canada
$6.9M -$1.14M -42,228 -14%
SWG
120
Summit Wealth Group
Vermont
$6.86M -$540K -20,075 -7%
CW
121
CreativeOne Wealth
Kansas
$6.79M +$219K +8,138 +3%
Focus Partners Wealth
122
Focus Partners Wealth
Massachusetts
$6.75M +$5.17M +192,259 +327%
TF
123
Theory Financial
Colorado
$6.66M +$142K +5,289 +2%
HI
124
Harbour Investments
Wisconsin
$6.64M +$233K +8,648 +4%
ML
125
McAdam LLC
Pennsylvania
$6.61M -$1.04M -38,676 -14%
3 4
5
6 7