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Schwab US TIPS ETF
SCHP

Overview Fund Activity

648 hedge funds and large institutions have $8.65B invested in Schwab US TIPS ETF in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 271 increasing their positions, 228 reducing their positions, and 57 closing their positions.

Holders
648
Holders Change
-3
Holders Change %
-0.46%
% of All Funds
8.7%
Holding in Top 10
62
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.64%
% of All Funds
0.83%
New
70
Increased
271
Reduced
228
Closed
57
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$853M
2
Empower Advisory Group
2
Empower Advisory Group
Colorado
$1.14B
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$38.4M
4
EW
4
Evoke Wealth
California
$180M
5
Morgan Stanley
5
Morgan Stanley
New York
$101M

Top Sellers

1
QCM
1
Quadratic Capital Management
Connecticut
$237M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$364M
3
EPM
3
Elm Partners Management
Pennsylvania
$120M
4
SLI
4
Sumitomo Life Insurance
Japan
$4.75M
5
AHSSHC
5
Adventist Health System Sunbelt Healthcare Corp
Florida
$411K
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
126
Osaic Holdings
Arizona
$6.27M 236,248 -111,636 -32%
WCP
127
Wealthcare Capital Partners
Pennsylvania
$6.2M 232,503 -2,904 -1%
CST
128
Charles Schwab Trust
Nevada
$6.11M 229,188 +39,422 +21%
CCWA
129
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.02M 225,788 -9,876 -4%
IF
130
IRON Financial
Illinois
$5.96M 223,509 -6,158 -3%
SPIA
131
Steward Partners Investment Advisory
New York
$5.94M 222,649 +7,055 +3%
VA
132
Valmark Advisers
Ohio
$5.83M 218,669 -4,047 -2%
SWM
133
Seed Wealth Management
Illinois
$5.83M 218,580 +24,825 +13%
ACA
134
Aptus Capital Advisors
Alabama
$5.61M 210,443 +200,401 +1,996%
AOWM
135
Alpha Omega Wealth Management
Virginia
$5.48M 205,400 +505 +0.2%
Cambridge Investment Research Advisors
136
Cambridge Investment Research Advisors
Iowa
$5.37M 201,240 +13,928 +7%
Fidelity Investments
137
Fidelity Investments
Massachusetts
$5.33M 199,767 +14,460 +8%
R
138
Rebalance
California
$5.33M 199,703 +3,499 +2%
WA
139
Waverly Advisors
Alabama
$5.25M 196,868 -4,108 -2%
MWML
140
M Wealth Management LLC
California
$5.14M 192,811 +108 +0.1%
BC
141
Bulwark Capital
Florida
$5.12M 192,084 +192,084 New
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$5.06M 189,835 +9 +0%
CFMC
143
Curbstone Financial Management Corp
New Hampshire
$5.06M 189,670 -9,850 -5%
FA
144
Fortis Advisors
Pennsylvania
$5.03M 188,489 -929 -0.5%
HPM
145
Hoxton Planning & Management
West Virginia
$4.97M 186,247 -7,680 -4%
LIA
146
LifePlan Investment Advisors
North Carolina
$4.9M 183,574 +1,534 +0.8%
AI
147
Arvest Investments
Arkansas
$4.9M 183,500 -1,202 -0.7%
GFWA
148
Grey Fox Wealth Advisors
Delaware
$4.78M 179,195 +12,804 +8%
SLI
149
Sumitomo Life Insurance
Japan
$4.75M 178,100 -886,800 -83%
KPP
150
Kings Path Partners
Texas
$4.75M 178,027 +49,217 +38%
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