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

Top Sellers

1
CW
Curio Wealth
Maryland
$1.07M
2
NL
NEPC LLC
Massachusetts
$154M
3
GP
Greenline Partners
New York
$17.8M
4
Morgan Stanley
Morgan Stanley
New York
$75.2M
5
HCC
Hirtle Callaghan & Co
Pennsylvania
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
126
Citadel Advisors
Florida
$6.51M +$6.51M +242,203 New
GWM
127
Geneos Wealth Management
Colorado
$6.45M +$5.68M +211,067 +732%
CCWA
128
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.34M +$48.5K +1,805 +0.8%
WCP
129
Wealthcare Capital Partners
Pennsylvania
$6.33M -$106K -3,938 -2%
IF
130
IRON Financial
Illinois
$6.18M -$412K -15,323 -6%
G
131
GenTrust
Florida
$6.08M -$1.23M -45,780 -17%
VA
132
Valmark Advisers
Ohio
$5.99M -$203K -7,553 -3%
CCM
133
Cambridge Capital Management
Illinois
$5.98M +$148K +5,502 +3%
FCM
134
Fortis Capital Management
Washington
$5.9M -$1.24M -46,232 -17%
SPIA
135
Steward Partners Investment Advisory
New York
$5.8M +$33.4K +1,241 +0.6%
ATIA
136
American Trust Investment Advisors
New Hampshire
$5.66M -$125K -4,630 -2%
AOWM
137
Alpha Omega Wealth Management
Virginia
$5.51M -$98.6K -3,665 -2%
WA
138
Waverly Advisors
Alabama
$5.4M +$4M +148,680 +284%
CFMC
139
Curbstone Financial Management Corp
New Hampshire
$5.37M +$242K +9,000 +5%
R
140
Rebalance
California
$5.28M +$370K +13,757 +8%
HPM
141
Hoxton Planning & Management
West Virginia
$5.21M +$5.21M +193,927 New
SWM
142
Seed Wealth Management
Illinois
$5.21M +$601K +22,335 +13%
MWML
143
M Wealth Management LLC
California
$5.18M -$132K -4,900 -2%
RCG
144
Rock Creek Group
District of Columbia
$5.17M +$1.78M +66,151 +53%
Fifth Third Bancorp
145
Fifth Third Bancorp
Ohio
$5.1M -$435K -16,172 -8%
CST
146
Charles Schwab Trust
Nevada
$5.1M -$229K -8,518 -4%
FA
147
Fortis Advisors
Pennsylvania
$5.09M -$605K -22,493 -11%
Cambridge Investment Research Advisors
148
Cambridge Investment Research Advisors
Iowa
$5.04M -$303K -11,267 -6%
Fidelity Investments
149
Fidelity Investments
Massachusetts
$4.98M +$389K +14,463 +8%
CAL
150
Capital Analysts LLC
Pennsylvania
$4.97M +$2.99M +111,300 +151%
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