We are live on ! Find out more
SCHP icon

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
PFM
101
Peak Financial Management
Massachusetts
$9.36M -$3.64M -137,530 -28%
WCWM
102
Wooster Corthell Wealth Management
Connecticut
$9.05M -$11.8M -446,327 -57%
GBFP
103
Golden Bell Financial Planning
Georgia
$8.95M -$91.9K -3,474 -1%
FFA
104
Fi3 Financial Advisors
Indiana
$8.91M +$896K +33,854 +11%
TFA
105
Transamerica Financial Advisors
Florida
$8.8M -$149K -5,630 -2%
TWCA
106
Two West Capital Advisors
Kansas
$8.77M +$1.65M +62,414 +23%
SIAG
107
Signet Investment Advisory Group
Rhode Island
$8.76M +$26.2K +992 +0.3%
BL
108
BFSG LLC
California
$8.52M +$107K +4,048 +1%
Mercer Global Advisors
109
Mercer Global Advisors
Colorado
$8.49M -$580K -21,911 -6%
FA
110
FC Advisory
Pennsylvania
$8.26M +$23.5K +890 +0.3%
VWM
111
VCI Wealth Management
Missouri
$8.12M +$911K +34,442 +13%
ML
112
McAdam LLC
Pennsylvania
$8.11M +$1.54M +58,181 +24%
FFN
113
Focus Financial Network
Minnesota
$8.03M +$347K +13,119 +5%
SF
114
Summit Financial
New Jersey
$8.01M +$150K +5,652 +2%
Truist Financial
115
Truist Financial
North Carolina
$7.84M -$142K -5,380 -2%
CAL
116
Capital Analysts LLC
Pennsylvania
$7.82M +$2.86M +108,268 +59%
TF
117
Theory Financial
Colorado
$7.74M +$1.15M +43,517 +18%
MWM
118
MBE Wealth Management
Wisconsin
$7.74M +$177K +6,693 +2%
VAS
119
Vestmark Advisory Solutions
Massachusetts
$7.57M +$4.6M +173,978 +159%
CFG
120
Citizens Financial Group
Rhode Island
$7.56M +$100K +3,788 +1%
MML Investors Services
121
MML Investors Services
Massachusetts
$7.55M +$354K +13,380 +5%
Stifel Financial
122
Stifel Financial
Missouri
$7.46M +$232K +8,754 +3%
TW
123
Trajan Wealth
Arizona
$7.43M +$328K +12,400 +5%
Focus Partners Wealth
124
Focus Partners Wealth
Massachusetts
$6.83M +$129K +4,878 +2%
HI
125
Harbour Investments
Wisconsin
$6.71M +$112K +4,246 +2%

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.