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Schwab US TIPS ETF
SCHP

Overview Fund Activity

651 hedge funds and large institutions have $8.66B invested in Schwab US TIPS ETF in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 272 increasing their positions, 230 reducing their positions, and 58 closing their positions.

Holders
651
Holders Change
–
Holders Change %
0%
% of All Funds
8.74%
Holding in Top 10
62
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.64%
% of All Funds
0.83%
New
70
Increased
272
Reduced
230
Closed
58
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$853M
2
Empower Advisory Group
2
Empower Advisory Group
Colorado
$1.14B
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$38.4M
4
EW
4
Evoke Wealth
California
$180M
5
Morgan Stanley
5
Morgan Stanley
New York
$101M

Top Sellers

1
QCM
1
Quadratic Capital Management
Connecticut
$237M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$364M
3
EPM
3
Elm Partners Management
Pennsylvania
$120M
4
SLI
4
Sumitomo Life Insurance
Japan
$4.75M
5
AHSSHC
5
Adventist Health System Sunbelt Healthcare Corp
Florida
$411K
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
201
Revisor Wealth Management
Ohio
$2.84M +$993K +37,426 +54%
GWM
202
Geneos Wealth Management
Colorado
$2.83M -$3.57M -133,815 -56%
WTA
203
Washington Trust Advisors
Massachusetts
$2.83M +$8.8K +330 +0.3%
AIM
204
Advyzon Investment Management
Illinois
$2.74M +$45.8K +1,715 +2%
KF
205
K2 Financial
California
$2.74M +$229K +8,645 +9%
MAM
206
McLean Asset Management
Virginia
$2.71M -$161K -6,065 -6%
Comerica Bank
207
Comerica Bank
Texas
$2.71M +$240K +8,999 +10%
BWM
208
BCGM Wealth Management
Indiana
$2.67M +$48.6K +1,820 +2%
RF
209
RHS Financial
California
$2.66M +$686K +25,695 +35%
BPA
210
Beacon Pointe Advisors
California
$2.66M -$359K -13,447 -12%
WT
211
Washington Trust
Rhode Island
$2.61M -$35K -1,311 -1%
BWM
212
Brown Wealth Management
Illinois
$2.57M +$2.57M +96,498 New
PFM
213
Phillips Financial Management
Indiana
$2.56M +$126K +4,722 +5%
PWM
214
Perigon Wealth Management
California
$2.55M +$292K +10,952 +13%
EBA
215
Eagle Bay Advisors
New York
$2.48M -$8.43K -316 -0.3%
MWM
216
Maltin Wealth Management
New Jersey
$2.39M +$101K +3,798 +4%
1IA
217
1620 Investment Advisors
Massachusetts
$2.37M +$49.7K +1,864 +2%
AFP
218
Ausdal Financial Partners
Iowa
$2.36M +$17.2K +645 +0.7%
ACM
219
Arcataur Capital Management
Wisconsin
$2.34M -$29.3K -1,100 -1%
National Bank of Canada
220
National Bank of Canada
Quebec, Canada
$2.33M +$27.9K +1,047 +1%
MFG
221
Merit Financial Group
Georgia
$2.32M +$568K +21,277 +32%
WLIM
222
White Lighthouse Investment Management
Massachusetts
$2.26M -$90K -3,374 -4%
ATIA
223
American Trust Investment Advisors
New Hampshire
$2.23M -$3.38M -126,656 -60%
LGWM
224
Litman Gregory Wealth Management
California
$2.21M +$56.6K +2,121 +3%
FFP
225
Freedom Financial Partners
Minnesota
$2.21M +$71.3K +2,672 +3%
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