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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
KAS
201
Kestra Advisory Services
Texas
$2.7M -$1.19M -45,182 -31%
WT
202
Washington Trust
Rhode Island
$2.67M +$42.6K +1,619 +2%
BWM
203
BCGM Wealth Management
Indiana
$2.64M +$97.2K +3,698 +4%
NWM
204
Napa Wealth Management
California
$2.61M +$2.55M +97,105 New
BCP
205
Blackhawk Capital Partners
Wisconsin
$2.61M +$2.55M +96,985 New
SA
206
Sanctuary Advisors
Indiana
$2.56M -$4.97M -189,193 -66%
EBA
207
Eagle Bay Advisors
New York
$2.5M +$391K +14,869 +19%
KF
208
K2 Financial
California
$2.5M -$10.9K -415 -0.4%
Comerica Bank
209
Comerica Bank
Texas
$2.49M -$271K -10,316 -10%
PFM
210
Phillips Financial Management
Indiana
$2.45M +$101K +3,847 +4%
FTS
211
Fifth Third Securities
Ohio
$2.4M -$1.27M -48,223 -35%
ACM
212
Arcataur Capital Management
Wisconsin
$2.38M -$47.5K -1,805 -2%
WLIM
213
White Lighthouse Investment Management
Massachusetts
$2.37M -$93.2K -3,546 -4%
AFP
214
Ausdal Financial Partners
Iowa
$2.36M -$123K -4,679 -5%
1IA
215
1620 Investment Advisors
Massachusetts
$2.34M +$79.5K +3,025 +4%
National Bank of Canada
216
National Bank of Canada
Quebec, Canada
$2.32M +$2.24M +85,261 +9,268%
NA
217
NewEdge Advisors
Louisiana
$2.31M -$239K -9,072 -10%
MWM
218
Maltin Wealth Management
New Jersey
$2.31M +$286K +10,865 +15%
PWM
219
Perigon Wealth Management
California
$2.28M -$151K -5,741 -6%
NRI
220
NFP Retirement Inc
California
$2.26M +$110K +4,182 +5%
IA
221
IFP Advisors
Florida
$2.24M +$128K +4,857 +6%
PWS
222
Physician Wealth Solutions
Nevada
$2.2M -$62.4K -2,372 -3%
LGWM
223
Litman Gregory Wealth Management
California
$2.17M -$534K -20,316 -20%
FFP
224
Freedom Financial Partners
Minnesota
$2.16M +$416K +15,816 +25%
KOC
225
Koss-Olinger Consulting
Florida
$2.13M +$145K +5,511 +7%

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.