SCHP icon

Schwab US TIPS ETF

720 hedge funds and large institutions have $10.6B invested in Schwab US TIPS ETF in 2026 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 322 increasing their positions, 212 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

2% more funds holding

Funds holding: 706720 (+14)

0.95% more ownership

Funds ownership: 66.49%67.43% (+0.95%)

31% less call options, than puts

Call options by funds: $830K | Put options by funds: $1.21M

Holders
720
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
62
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$830K
Puts
$1.21M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VA
151
Valmark Advisers
Ohio
$6.13M
AOWM
152
Alpha Omega Wealth Management
Virginia
$6.1M
RMS
153
Retirement Management Systems
Maryland
$6.04M
HPM
154
Hoxton Planning & Management
West Virginia
$6.01M
EWA
155
EP Wealth Advisors
California
$6M
RFS
156
Retirement Financial Solutions
Tennessee
$5.99M
CW
157
CreativeOne Wealth
Kansas
$5.96M
VT
158
Vise Technologies
New York
$5.93M
SWM
159
Seed Wealth Management
Illinois
$5.9M
AWM
160
AE Wealth Management
Kansas
$5.88M
CCWA
161
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.87M
SPIA
162
Steward Partners Investment Advisory
New York
$5.82M
G
163
GenTrust
Florida
$5.82M
WF
164
Williams Financial
Vermont
$5.75M
ANTB
165
AMG National Trust Bank
Colorado
$5.59M
Royal Bank of Canada
166
Royal Bank of Canada
Ontario, Canada
$5.52M
LIA
167
LifePlan Investment Advisors
North Carolina
$5.45M
R
168
Rebalance
California
$5.44M
CFMC
169
Curbstone Financial Management Corp
New Hampshire
$5.43M
MWML
170
M Wealth Management LLC
California
$5.34M
TF
171
Theory Financial
Colorado
$5.3M
CB
172
Commerce Bank
Missouri
$5.26M
GFWA
173
Grey Fox Wealth Advisors
Delaware
$5.26M
IF
174
IRON Financial
Illinois
$5.15M
WA
175
Waverly Advisors
Alabama
$5.14M