We are live on ! Find out more
SCHP icon

Schwab US TIPS ETF

663 hedge funds and large institutions have $8.7B invested in Schwab US TIPS ETF in 2025 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 277 increasing their positions, 234 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 234

15% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 60

3% more funds holding in top 10

Funds holding in top 10: 6264 (+2)

0% more funds holding

Funds holding: 661663 (+2)

2% less capital invested

Capital invested by funds: $8.84B → $8.7B (-$139M)

3.7% less ownership

Funds ownership: 67.96%64.26% (-3.7%)

Holders
663
Holders Change
+2
Holders Change %
+0.3%
% of All Funds
8.73%
Holding in Top 10
64
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.23%
% of All Funds
0.84%
New
69
Increased
277
Reduced
234
Closed
60
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
126
Wealthedge Investment Advisors
New York
$6.68M +$6.63M +250,436 New
CW
127
CreativeOne Wealth
Kansas
$6.66M -$72.8K -2,753 -1%
CCM
128
Cambridge Capital Management
Illinois
$6.43M +$492K +18,588 +8%
WCP
129
Wealthcare Capital Partners
Pennsylvania
$6.2M -$76.8K -2,904 -1%
CST
130
Charles Schwab Trust
Nevada
$6.11M +$1.04M +39,422 +21%
CCWA
131
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.02M -$261K -9,876 -4%
IF
132
IRON Financial
Illinois
$5.96M -$163K -6,158 -3%
SPIA
133
Steward Partners Investment Advisory
New York
$5.94M +$187K +7,055 +3%
VA
134
Valmark Advisers
Ohio
$5.83M -$107K -4,047 -2%
SWM
135
Seed Wealth Management
Illinois
$5.83M +$657K +24,825 +13%
ACA
136
Aptus Capital Advisors
Alabama
$5.61M +$5.3M +200,401 +1,996%
AOWM
137
Alpha Omega Wealth Management
Virginia
$5.48M +$13.4K +505 +0.2%
Cambridge Investment Research Advisors
138
Cambridge Investment Research Advisors
Iowa
$5.37M +$369K +13,928 +7%
Fidelity Investments
139
Fidelity Investments
Massachusetts
$5.33M +$383K +14,460 +8%
R
140
Rebalance
California
$5.33M +$92.6K +3,499 +2%
WA
141
Waverly Advisors
Alabama
$5.25M -$109K -4,108 -2%
MWML
142
M Wealth Management LLC
California
$5.14M +$2.86K +108 +0.1%
BC
143
Bulwark Capital
Florida
$5.12M +$5.08M +192,084 New
Fifth Third Bancorp
144
Fifth Third Bancorp
Ohio
$5.06M +$238 +9 +0%
CFMC
145
Curbstone Financial Management Corp
New Hampshire
$5.06M -$261K -9,850 -5%
FA
146
Fortis Advisors
Pennsylvania
$5.03M -$24.6K -929 -0.5%
HPM
147
Hoxton Planning & Management
West Virginia
$4.97M -$203K -7,680 -4%
LIA
148
LifePlan Investment Advisors
North Carolina
$4.9M +$40.6K +1,534 +0.8%
AI
149
Arvest Investments
Arkansas
$4.9M -$31.8K -1,202 -0.7%
GFWA
150
Grey Fox Wealth Advisors
Delaware
$4.78M +$339K +12,804 +8%

SCHP Hedge Fund Activity: Q2 2025 in Review

663 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q2 2025, worth a combined $8.7B — down 1.6% from $8.84B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new SCHP positions and 60 closed out — a net gain of 9 holders — while 277 added to existing stakes and 234 trimmed.

The largest buyer was Wealthfront Advisers, adding an estimated $99.2M. The largest seller was Quadratic Capital Management, cutting an estimated $140M.

  • 663 institutional investors held Schwab US TIPS ETF (SCHP) as of Q2 2025, up from 661 in Q1 2025.
  • Funds reported $8.7B of Schwab US TIPS ETF stock for Q2 2025, down 1.6% quarter-over-quarter.
  • 69 funds opened new Schwab US TIPS ETF positions in Q2 2025 and 60 closed out, a net change of +9 holders.
  • The largest Schwab US TIPS ETF buyer in Q2 2025 was Wealthfront Advisers, an estimated $99.2M added.
  • The largest Schwab US TIPS ETF seller in Q2 2025 was Quadratic Capital Management, an estimated $140M sold.

Based on aggregated 13F filings for Q2 2025.