We are live on ! Find out more
SCHP icon

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
ML
126
McAdam LLC
Pennsylvania
$6.61M -$1.02M -38,676 -14%
Citadel Advisors
127
Citadel Advisors
Florida
$6.51M +$6.37M +242,203 New
GWM
128
Geneos Wealth Management
Colorado
$6.45M +$5.55M +211,067 +732%
CCWA
129
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.34M +$47.5K +1,805 +0.8%
WCP
130
Wealthcare Capital Partners
Pennsylvania
$6.33M -$104K -3,938 -2%
IF
131
IRON Financial
Illinois
$6.18M -$403K -15,323 -6%
G
132
GenTrust
Florida
$6.08M -$1.2M -45,780 -17%
VA
133
Valmark Advisers
Ohio
$5.99M -$199K -7,553 -3%
CCM
134
Cambridge Capital Management
Illinois
$5.98M +$145K +5,502 +3%
FCM
135
Fortis Capital Management
Washington
$5.9M -$1.22M -46,232 -17%
SPIA
136
Steward Partners Investment Advisory
New York
$5.8M +$32.6K +1,241 +0.6%
ATIA
137
American Trust Investment Advisors
New Hampshire
$5.66M -$122K -4,630 -2%
AOWM
138
Alpha Omega Wealth Management
Virginia
$5.51M -$96.4K -3,665 -2%
WA
139
Waverly Advisors
Alabama
$5.4M +$3.91M +148,680 +284%
CFMC
140
Curbstone Financial Management Corp
New Hampshire
$5.37M +$237K +9,000 +5%
R
141
Rebalance
California
$5.28M +$362K +13,757 +8%
HPM
142
Hoxton Planning & Management
West Virginia
$5.21M +$523K +19,883 +11%
SWM
143
Seed Wealth Management
Illinois
$5.21M +$587K +22,335 +13%
MWML
144
M Wealth Management LLC
California
$5.18M -$129K -4,900 -2%
RCG
145
Rock Creek Group
District of Columbia
$5.17M +$1.74M +66,151 +53%
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
$5.1M -$425K -16,172 -8%
CST
147
Charles Schwab Trust
Nevada
$5.1M -$224K -8,518 -4%
FA
148
Fortis Advisors
Pennsylvania
$5.09M -$591K -22,493 -11%
Cambridge Investment Research Advisors
149
Cambridge Investment Research Advisors
Iowa
$5.04M -$296K -11,267 -6%
Fidelity Investments
150
Fidelity Investments
Massachusetts
$4.98M +$380K +14,463 +8%

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.