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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 %
CCM
126
Cambridge Capital Management
Illinois
$6.43M +$496K +18,588 +8%
Osaic Holdings
127
Osaic Holdings
Arizona
$6.27M -$2.96M -111,636 -32%
WCP
128
Wealthcare Capital Partners
Pennsylvania
$6.2M -$77.5K -2,904 -1%
CST
129
Charles Schwab Trust
Nevada
$6.11M +$1.05M +39,422 +21%
CCWA
130
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.02M -$263K -9,876 -4%
IF
131
IRON Financial
Illinois
$5.96M -$164K -6,158 -3%
SPIA
132
Steward Partners Investment Advisory
New York
$5.94M +$188K +7,055 +3%
VA
133
Valmark Advisers
Ohio
$5.83M -$108K -4,047 -2%
SWM
134
Seed Wealth Management
Illinois
$5.83M +$662K +24,825 +13%
ACA
135
Aptus Capital Advisors
Alabama
$5.61M +$5.35M +200,401 +1,996%
AOWM
136
Alpha Omega Wealth Management
Virginia
$5.48M +$13.5K +505 +0.2%
Cambridge Investment Research Advisors
137
Cambridge Investment Research Advisors
Iowa
$5.37M +$372K +13,928 +7%
Fidelity Investments
138
Fidelity Investments
Massachusetts
$5.33M +$386K +14,460 +8%
R
139
Rebalance
California
$5.33M +$93.4K +3,499 +2%
WA
140
Waverly Advisors
Alabama
$5.25M -$110K -4,108 -2%
MWML
141
M Wealth Management LLC
California
$5.14M +$2.88K +108 +0.1%
BC
142
Bulwark Capital
Florida
$5.12M +$5.12M +192,084 New
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
$5.06M +$240 +9 +0%
CFMC
144
Curbstone Financial Management Corp
New Hampshire
$5.06M -$263K -9,850 -5%
FA
145
Fortis Advisors
Pennsylvania
$5.03M -$24.8K -929 -0.5%
HPM
146
Hoxton Planning & Management
West Virginia
$4.97M -$205K -7,680 -4%
LIA
147
LifePlan Investment Advisors
North Carolina
$4.9M +$40.9K +1,534 +0.8%
AI
148
Arvest Investments
Arkansas
$4.9M -$32.1K -1,202 -0.7%
GFWA
149
Grey Fox Wealth Advisors
Delaware
$4.78M +$342K +12,804 +8%
SLI
150
Sumitomo Life Insurance
Japan
$4.75M -$23.7M -886,800 -83%
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