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Schwab US TIPS ETF

663 hedge funds and large institutions have $8.7B invested in Schwab US TIPS ETF in 2025 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 277 increasing their positions, 234 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 234

15% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 60

3% more funds holding in top 10

Funds holding in top 10: 6264 (+2)

0% more funds holding

Funds holding: 661663 (+2)

2% less capital invested

Capital invested by funds: $8.84B → $8.7B (-$139M)

3.7% less ownership

Funds ownership: 67.96%64.26% (-3.7%)

Holders
663
Holders Change
+2
Holders Change %
+0.3%
% of All Funds
8.73%
Holding in Top 10
64
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.23%
% of All Funds
0.84%
New
69
Increased
277
Reduced
234
Closed
60
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Empower Advisory Group
1
Empower Advisory Group
Colorado
$1.14B +$53.1M +2,007,959 +5%
Wealthfront Advisers
2
Wealthfront Advisers
California
$853M +$99.2M +3,749,147 +13%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$438M
JP Morgan Chase
4
JP Morgan Chase
New York
$364M -$104M -3,913,683 -22%
SEI Investments
5
SEI Investments
Pennsylvania
$303M +$7.83M +295,901 +3%
VOYA Investment Management
6
VOYA Investment Management
Georgia
$281M -$3.53M -133,266 -1%
QCM
7
Quadratic Capital Management
Connecticut
$237M -$140M -5,278,682 -37%
LNC
8
Lincoln National Corp
Pennsylvania
$219M +$5.49M +207,635 +3%
AllianceBernstein
9
AllianceBernstein
Tennessee
$209M +$5.91M +223,281 +3%
Cerity Partners
10
Cerity Partners
New York
$207M +$4.69M +177,384 +2%
JRP
11
Jasper Ridge Partners
California
$195M -$13.7M -518,323 -7%
EW
12
Evoke Wealth
California
$180M +$31.6M +1,192,993 +21%
CTC
13
Central Trust Company
Missouri
$171M +$8.63M +326,029 +5%
CPO
14
Cerity Partners OCIO
New York
$147M -$5.61M -212,024 -4%
AA
15
Alesco Advisors
New York
$146M -$719K -27,181 -0.5%
UBS Group
16
UBS Group
Switzerland
$140M -$201K -7,584 -0.1%
NL
17
NEPC LLC
Massachusetts
$134M -$19.2M -724,783 -13%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$128M +$1.64M +62,079 +1%
EPM
19
Elm Partners Management
Pennsylvania
$120M -$93.1M -3,517,179 -44%
Morgan Stanley
20
Morgan Stanley
New York
$101M +$26.1M +985,395 +35%
SFPM
21
Sensible Financial Planning & Management
Massachusetts
$80.6M +$450K +17,009 +0.6%
Ameriprise
22
Ameriprise
Minnesota
$70.8M +$3.38M +127,855 +5%
State Street
23
State Street
Massachusetts
$69.4M +$2.02M +76,212 +3%
Bank of America
24
Bank of America
North Carolina
$68.5M +$4.76M +179,983 +8%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$58.3M +$3.12M +117,866 +6%

SCHP Hedge Fund Activity: Q2 2025 in Review

663 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q2 2025, worth a combined $8.7B — down 1.6% from $8.84B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new SCHP positions and 60 closed out — a net gain of 9 holders — while 277 added to existing stakes and 234 trimmed.

The largest buyer was Wealthfront Advisers, adding an estimated $99.2M. The largest seller was Quadratic Capital Management, cutting an estimated $140M.

  • 663 institutional investors held Schwab US TIPS ETF (SCHP) as of Q2 2025, up from 661 in Q1 2025.
  • Funds reported $8.7B of Schwab US TIPS ETF stock for Q2 2025, down 1.6% quarter-over-quarter.
  • 69 funds opened new Schwab US TIPS ETF positions in Q2 2025 and 60 closed out, a net change of +9 holders.
  • The largest Schwab US TIPS ETF buyer in Q2 2025 was Wealthfront Advisers, an estimated $99.2M added.
  • The largest Schwab US TIPS ETF seller in Q2 2025 was Quadratic Capital Management, an estimated $140M sold.

Based on aggregated 13F filings for Q2 2025.