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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 %
SFS
201
Summit Financial Strategies
Ohio
$2.93M +$70.9K +2,659 +2%
RWM
202
Revisor Wealth Management
Ohio
$2.84M +$993K +37,426 +54%
GWM
203
Geneos Wealth Management
Colorado
$2.83M -$3.57M -133,815 -56%
WTA
204
Washington Trust Advisors
Massachusetts
$2.83M +$8.8K +330 +0.3%
AIM
205
Advyzon Investment Management
Illinois
$2.74M +$45.8K +1,715 +2%
KF
206
K2 Financial
California
$2.74M +$229K +8,645 +9%
MAM
207
McLean Asset Management
Virginia
$2.71M -$161K -6,065 -6%
Comerica Bank
208
Comerica Bank
Texas
$2.71M +$240K +8,999 +10%
BWM
209
BCGM Wealth Management
Indiana
$2.67M +$48.6K +1,820 +2%
RF
210
RHS Financial
California
$2.66M +$686K +25,695 +35%
BPA
211
Beacon Pointe Advisors
California
$2.66M -$359K -13,447 -12%
WT
212
Washington Trust
Rhode Island
$2.61M -$35K -1,311 -1%
BWM
213
Brown Wealth Management
Illinois
$2.57M +$2.57M +96,498 New
PFM
214
Phillips Financial Management
Indiana
$2.56M +$126K +4,722 +5%
PWM
215
Perigon Wealth Management
California
$2.55M +$292K +10,952 +13%
EBA
216
Eagle Bay Advisors
New York
$2.48M -$8.43K -316 -0.3%
MWM
217
Maltin Wealth Management
New Jersey
$2.39M +$101K +3,798 +4%
1IA
218
1620 Investment Advisors
Massachusetts
$2.37M +$49.7K +1,864 +2%
AFP
219
Ausdal Financial Partners
Iowa
$2.36M +$17.2K +645 +0.7%
ACM
220
Arcataur Capital Management
Wisconsin
$2.34M -$29.3K -1,100 -1%
National Bank of Canada
221
National Bank of Canada
Quebec, Canada
$2.33M +$27.9K +1,047 +1%
MFG
222
Merit Financial Group
Georgia
$2.32M +$568K +21,277 +32%
WLIM
223
White Lighthouse Investment Management
Massachusetts
$2.26M -$90K -3,374 -4%
ATIA
224
American Trust Investment Advisors
New Hampshire
$2.23M -$3.38M -126,656 -60%
LGWM
225
Litman Gregory Wealth Management
California
$2.21M +$56.6K +2,121 +3%
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