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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
CAL
151
Capital Analysts LLC
Pennsylvania
$4.97M +$2.93M +111,300 +151%
AI
152
Arvest Investments
Arkansas
$4.97M +$99.1K +3,770 +2%
EWA
153
Exencial Wealth Advisors
Oklahoma
$4.95M -$104K -3,957 -2%
LIA
154
LifePlan Investment Advisors
North Carolina
$4.9M +$34.2K +1,300 +0.7%
PCWA
155
Pacific Capital Wealth Advisors
California
$4.79M -$873K -33,221 -16%
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$4.76M -$703K -26,724 -13%
Renaissance Technologies
157
Renaissance Technologies
New York
$4.71M +$3.52M +133,900 +324%
CKAIS
158
Christensen King & Associates Investment Services
Washington
$4.62M -$42.4K -1,614 -0.9%
CCM
159
Cloud Capital Management
Washington
$4.54M +$4.44M +168,866 New
CM
160
Columbus Macro
Pennsylvania
$4.53M -$49.6K -1,888 -1%
GFWA
161
Grey Fox Wealth Advisors
Delaware
$4.47M +$249K +9,470 +6%
CIM
162
Cambria Investment Management
California
$4.45M -$8.68K -330 -0.2%
TNBTD
163
Trustmark National Bank Trust Department
Mississippi
$4.3M
PAG
164
Private Advisor Group
New Jersey
$4.3M +$628K +23,899 +18%
SWA
165
Stratos Wealth Advisors
Ohio
$4.27M +$244K +9,292 +6%
ACP
166
Aviance Capital Partners
Florida
$4.17M +$384K +14,616 +10%
SWP
167
Stratos Wealth Partners
Ohio
$4.15M +$156K +5,942 +4%
PWP
168
Perfromance Wealth Partners
Illinois
$4.09M -$44.6K -1,696 -1%
APP
169
Avantax Planning Partners
Iowa
$4.08M -$206K -7,839 -5%
VCM
170
Verde Capital Management
Michigan
$4.07M +$113K +4,284 +3%
JSA
171
Jacobson & Schmitt Advisors
Wisconsin
$3.92M +$237K +9,030 +7%
AHC
172
Anderson Hoagland & Co
Missouri
$3.89M +$3.87M +147,125 New
JEST
173
JTC Employer Solutions Trustee
Jersey
$3.81M
ULWM
174
Upper Left Wealth Management
Florida
$3.8M +$1.08M +40,984 +41%
IWC
175
Integrated Wealth Concepts
Massachusetts
$3.8M +$1.11M +42,130 +43%

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.