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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
Empower Advisory Group
1
Empower Advisory Group
Colorado
$1.09B +$62.3M +2,368,720 +6%
Wealthfront Advisers
2
Wealthfront Advisers
California
$759M +$157M +5,986,682 +27%
JP Morgan Chase
3
JP Morgan Chase
New York
$472M +$427M +16,247,258 +1,241%
MERSOM
4
Municipal Employees' Retirement System of Michigan
Michigan
$441M +$22M +835,548 +5%
QCM
5
Quadratic Capital Management
Connecticut
$380M -$1.57M -59,668 -0.4%
SEI Investments
6
SEI Investments
Pennsylvania
$298M -$3.87M -147,374 -1%
VOYA Investment Management
7
VOYA Investment Management
Georgia
$286M -$8.02M -304,932 -3%
EPM
8
Elm Partners Management
Pennsylvania
$215M +$112M +4,251,187 +113%
LNC
9
Lincoln National Corp
Pennsylvania
$215M -$5.97M -227,145 -3%
JRP
10
Jasper Ridge Partners
California
$210M +$7.61M +289,378 +4%
AllianceBernstein
11
AllianceBernstein
Tennessee
$205M -$888K -33,771 -0.4%
Cerity Partners
12
Cerity Partners
New York
$204M -$10.9M -414,000 -5%
CTC
13
Central Trust Company
Missouri
$164M +$5.61M +213,267 +4%
NL
14
NEPC LLC
Massachusetts
$154M -$50M -1,901,181 -25%
CPO
15
Cerity Partners OCIO
New York
$154M +$18.3M +694,844 +14%
EW
16
Evoke Wealth
California
$149M +$18.3M +697,499 +14%
AA
17
Alesco Advisors
New York
$148M -$1.81M -68,695 -1%
UBS Group
18
UBS Group
Switzerland
$142M +$48.1M +1,831,313 +53%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$127M +$19.8M +753,246 +19%
SFPM
20
Sensible Financial Planning & Management
Massachusetts
$80.8M +$1.83M +69,465 +2%
Morgan Stanley
21
Morgan Stanley
New York
$75.2M -$27.2M -1,035,110 -27%
Ameriprise
22
Ameriprise
Minnesota
$68.1M -$16M -608,481 -19%
State Street
23
State Street
Massachusetts
$67.9M -$204K -7,755 -0.3%
Bank of America
24
Bank of America
North Carolina
$64.2M +$13.9M +529,814 +29%
Goldman Sachs
25
Goldman Sachs
New York
$63.5M -$5.02M -190,964 -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.