We are live on ! Find out more
SCHP icon

Schwab US TIPS ETF

663 hedge funds and large institutions have $9.92B invested in Schwab US TIPS ETF in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 325 increasing their positions, 188 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 188

29% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 52

14% more capital invested

Capital invested by funds: $8.7B → $9.92B (+$1.22B)

4.62% more ownership

Funds ownership: 64.26%68.88% (+4.6%)

0% more funds holding

Funds holding: 663663 (0)

2% less funds holding in top 10

Funds holding in top 10: 6463 (-1)

Holders
663
Holders Change
Holders Change %
0%
% of All Funds
8.7%
Holding in Top 10
63
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.56%
% of All Funds
0.83%
New
67
Increased
325
Reduced
188
Closed
52
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Empower Advisory Group
1
Empower Advisory Group
Colorado
$1.23B +$78.3M +2,925,887 +7%
Wealthfront Advisers
2
Wealthfront Advisers
California
$962M +$99.5M +3,718,170 +12%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$442M
US Bancorp
4
US Bancorp
Minnesota
$438M +$392M +14,638,820 +900%
JP Morgan Chase
5
JP Morgan Chase
New York
$382M +$14.2M +531,185 +4%
SEI Investments
6
SEI Investments
Pennsylvania
$319M +$12.3M +458,736 +4%
QCM
7
Quadratic Capital Management
Connecticut
$317M +$76.8M +2,870,303 +32%
VOYA Investment Management
8
VOYA Investment Management
Georgia
$271M -$12.7M -475,751 -5%
Cerity Partners
9
Cerity Partners
New York
$225M +$15.7M +587,890 +8%
LNC
10
Lincoln National Corp
Pennsylvania
$224M +$3.06M +114,228 +1%
AllianceBernstein
11
AllianceBernstein
Tennessee
$213M +$2.28M +85,047 +1%
EW
12
Evoke Wealth
California
$209M +$26.8M +999,883 +15%
CTC
13
Central Trust Company
Missouri
$197M +$24.1M +901,499 +14%
JRP
14
Jasper Ridge Partners
California
$192M -$3.98M -148,644 -2%
AA
15
Alesco Advisors
New York
$153M +$5.31M +198,396 +4%
EPM
16
Elm Partners Management
Pennsylvania
$148M +$27.3M +1,019,152 +23%
CPO
17
Cerity Partners OCIO
New York
$148M
UBS Group
18
UBS Group
Switzerland
$144M +$2.02M +75,319 +1%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$131M +$1.93M +72,245 +2%
AHSSHC
20
Adventist Health System Sunbelt Healthcare Corp
Florida
$125M +$123M +4,613,294 +29,955%
NL
21
NEPC LLC
Massachusetts
$124M -$11.2M -419,414 -8%
Envestnet Portfolio Solutions
22
Envestnet Portfolio Solutions
Illinois
$106M +$104M +3,878,917 +9,814%
Morgan Stanley
23
Morgan Stanley
New York
$91.7M -$10.2M -379,572 -10%
SFPM
24
Sensible Financial Planning & Management
Massachusetts
$83.2M +$1.78M +66,563 +2%
Ameriprise
25
Ameriprise
Minnesota
$80.1M +$8.76M +327,249 +12%