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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
AI
176
Atria Investments
North Carolina
$3.71M +$370K +14,064 +11%
EI
177
Ellevest Inc
New York
$3.63M -$456K -17,361 -11%
Northwestern Mutual Wealth Management
178
Northwestern Mutual Wealth Management
Wisconsin
$3.52M +$2.73M +103,832 +382%
FIG
179
FSA Investment Group
Florida
$3.49M +$244K +9,265 +8%
HFS
180
Horizon Financial Services
North Carolina
$3.49M +$128K +4,873 +4%
KPP
181
Kings Path Partners
Texas
$3.46M +$95.5K +3,634 +3%
CMBA
182
C.M. Bidwell & Associates
Hawaii
$3.4M +$450K +17,120 +16%
SI
183
Seeds Investor
New York
$3.33M +$257K +9,765 +9%
RTL
184
Red Tortoise LLC
Georgia
$3.32M +$1.37K +52 +0%
MWA
185
Moser Wealth Advisors
Washington
$3.23M +$169K +6,426 +6%
SA
186
Skyline Advisors
Washington
$3.17M +$120K +4,552 +4%
AA
187
ALPS Advisors
Colorado
$3.16M -$26.3K -1,000 -0.8%
LPAM
188
Lodestar Private Asset Management
California
$3.1M +$159K +6,059 +6%
BPA
189
Beacon Pointe Advisors
California
$3.04M -$144K -5,495 -5%
VAS
190
Vestmark Advisory Solutions
Massachusetts
$2.95M -$158K -6,006 -5%
CWM
191
Congress Wealth Management
Massachusetts
$2.92M -$129K -4,898 -4%
JFG
192
JMG Financial Group
Illinois
$2.89M -$216K -8,227 -7%
SFS
193
Summit Financial Strategies
Ohio
$2.88M +$324K +12,310 +13%
MAM
194
McLean Asset Management
Virginia
$2.86M -$322K -12,245 -10%
WTA
195
Washington Trust Advisors
Massachusetts
$2.84M +$2.63K +100 +0.1%
QAM
196
Q3 Asset Management
Michigan
$2.82M +$2.76M +104,880 New
W
197
WealthCollab
Washington
$2.8M +$250K +9,510 +10%
CCFCSB
198
Cape Cod Five Cents Savings Bank
Massachusetts
$2.79M
SOS
199
Silver Oak Securities
Tennessee
$2.78M +$5.42K +206 +0.2%
AIM
200
Advyzon Investment Management
Illinois
$2.72M +$2.12M +80,561 +393%

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.