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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 %
PWP
176
Perfromance Wealth Partners
Illinois
$3.93M -$124K -4,640 -3%
CWM
177
Congress Wealth Management
Massachusetts
$3.84M +$940K +35,220 +32%
FTS
178
Fifth Third Securities
Ohio
$3.82M +$1.44M +53,959 +61%
RWMH
179
Riverpoint Wealth Management Holdings
Illinois
$3.81M +$3.81M +142,664 New
JEST
180
JTC Employer Solutions Trustee
Jersey
$3.79M – – –
ULWM
181
Upper Left Wealth Management
Florida
$3.77M +$1.31K +49 +0%
LWA
182
LifeGoal Wealth Advisors
New York
$3.75M +$3.22M +120,597 +608%
Northwestern Mutual Wealth Management
183
Northwestern Mutual Wealth Management
Wisconsin
$3.66M +$161K +6,020 +5%
Royal Bank of Canada
184
Royal Bank of Canada
Ontario, Canada
$3.63M -$3.22M -120,610 -47%
SI
185
Seeds Investor
New York
$3.46M +$156K +5,852 +5%
HFS
186
Horizon Financial Services
North Carolina
$3.44M -$14K -525 -0.4%
VI
187
VanderPol Investments
Michigan
$3.37M +$2.61M +97,712 +341%
CMBA
188
C.M. Bidwell & Associates
Hawaii
$3.36M -$17.6K -658 -0.5%
MWA
189
Moser Wealth Advisors
Washington
$3.34M +$136K +5,115 +4%
RTL
190
Red Tortoise LLC
Georgia
$3.31M +$14.4K +540 +0.4%
KAS
191
Kestra Advisory Services
Texas
$3.31M +$627K +23,498 +23%
SA
192
Skyline Advisors
Washington
$3.29M +$144K +5,404 +5%
SOS
193
Silver Oak Securities
Tennessee
$3.28M +$512K +19,172 +18%
FIG
194
FSA Investment Group
Florida
$3.23M -$236K -8,827 -7%
AA
195
ALPS Advisors
Colorado
$3.1M -$37.1K -1,390 -1%
LPAM
196
Lodestar Private Asset Management
California
$3.08M +$4.64K +174 +0.2%
DRP
197
Decker Retirement Planning
Utah
$3.07M +$3.04M +114,120 +11,539%
JFG
198
JMG Financial Group
Illinois
$2.98M +$117K +4,391 +4%
AQR Capital Management
199
AQR Capital Management
Connecticut
$2.98M +$947K +35,487 +47%
W
200
WealthCollab
Washington
$2.95M +$166K +6,231 +6%
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