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Schwab US TIPS ETF
SCHP

Overview Fund Activity

652 hedge funds and large institutions have $8.67B invested in Schwab US TIPS ETF in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 273 increasing their positions, 230 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
8.74%
Holding in Top 10
63
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.28%
% of All Funds
0.84%
New
70
Increased
273
Reduced
230
Closed
58
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
+$100M
2
Empower Advisory Group
Empower Advisory Group
Colorado
+$53.6M
3
IWC
Integrated Wealth Concepts
Massachusetts
+$34.6M
4
EW
Evoke Wealth
California
+$31.8M
5
Morgan Stanley
Morgan Stanley
New York
+$26.3M

Top Sellers

1
QCM
Quadratic Capital Management
Connecticut
-$141M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$104M
3
EPM
Elm Partners Management
Pennsylvania
-$93.8M
4
SLI
Sumitomo Life Insurance
Japan
-$23.7M
5
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
-$22.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GBFP
101
Golden Bell Financial Planning
Georgia
$8.95M -$92.7K -3,474 -1%
FFA
102
Fi3 Financial Advisors
Indiana
$8.91M +$903K +33,854 +11%
TFA
103
Transamerica Financial Advisors
Florida
$8.8M -$150K -5,630 -2%
TWCA
104
Two West Capital Advisors
Kansas
$8.77M +$1.66M +62,414 +23%
SIAG
105
Signet Investment Advisory Group
Rhode Island
$8.76M +$26.5K +992 +0.3%
BL
106
BFSG LLC
California
$8.52M +$108K +4,048 +1%
Mercer Global Advisors
107
Mercer Global Advisors
Colorado
$8.49M -$585K -21,911 -6%
FA
108
FC Advisory
Pennsylvania
$8.26M +$23.7K +890 +0.3%
VWM
109
VCI Wealth Management
Missouri
$8.12M +$919K +34,442 +13%
ML
110
McAdam LLC
Pennsylvania
$8.11M +$1.55M +58,181 +24%
FFN
111
Focus Financial Network
Minnesota
$8.03M +$350K +13,119 +5%
SF
112
Summit Financial
New Jersey
$8.01M +$151K +5,652 +2%
Truist Financial
113
Truist Financial
North Carolina
$7.84M -$144K -5,380 -2%
CAL
114
Capital Analysts LLC
Pennsylvania
$7.82M +$2.89M +108,268 +59%
TF
115
Theory Financial
Colorado
$7.74M +$1.16M +43,517 +18%
MWM
116
MBE Wealth Management
Wisconsin
$7.74M +$179K +6,693 +2%
VAS
117
Vestmark Advisory Solutions
Massachusetts
$7.57M +$4.64M +173,978 +159%
CFG
118
Citizens Financial Group
Rhode Island
$7.56M +$101K +3,788 +1%
MML Investors Services
119
MML Investors Services
Massachusetts
$7.55M +$357K +13,380 +5%
Stifel Financial
120
Stifel Financial
Missouri
$7.46M +$234K +8,754 +3%
TW
121
Trajan Wealth
Arizona
$7.43M +$331K +12,400 +5%
Focus Partners Wealth
122
Focus Partners Wealth
Massachusetts
$6.83M +$130K +4,878 +2%
HI
123
Harbour Investments
Wisconsin
$6.71M +$113K +4,246 +2%
WIA
124
Wealthedge Investment Advisors
New York
$6.68M +$6.68M +250,436 New
CW
125
CreativeOne Wealth
Kansas
$6.66M -$73.5K -2,753 -1%
3 4
5
6 7