Who Owns Schwab U.S. TIPS ETF (SCHP)?Hedge Fund & Institutional Holders

$26.70-0.06 (-0.21%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.3150009147827866e+263T

% of Float Held

—

QoQ Change in Holders

+15 / -3

Price History

$25.69$26.05$26.42$26.79$27.15Sep 24Jun 25Mar 26

SCHP — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Wealthfront Advisers LLCNew Position+34.5M+$914.8M
Cerity Partners LLCNew Position+9.3M+$245.0M
CENTRAL TRUST CoNew Position+7.6M+$202.2M
Elm Partners Management LLCNew Position+7.1M+$187.3M
ALESCO ADVISORS LLCNew Position+6.0M+$157.8M
ENVESTNET ASSET MANAGEMENT INCNew Position+5.0M+$133.0M
Cerity Partners OCIO LLCNew Position+4.4M+$117.3M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+2.6M+$68.2M
Prime Capital Investment Advisors, LLCNew Position+2.1M+$56.7M
LifeGuide Financial Advisors, LLCNew Position+1.8M+$48.7M
Bank of New York Mellon CorpNew Position+1.8M+$46.0M
Arax Advisory PartnersNew Position+1.7M+$45.0M
Russell Investments Group, Ltd.New Position+1.5M+$40.0M
Financial Architects, LLCNew Position+1.4M+$38.0M
Pure Financial Advisors, LLCNew Position+1.4M+$37.6M

SCHP — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
US BANCORP \DE\Decreased-9.9M-$438.2B
JPMORGAN CHASE & CODecreased-12.7M-$382.0B
VOYA INVESTMENT MANAGEMENT LLCDecreased-679K-$270.4B
LINCOLN NATIONAL CORPDecreased-5.1M-$224.2B
Jasper Ridge Partners, L.P.Decreased-1.2M-$192.3B
MERCER GLOBAL ADVISORS INC /ADVDecreased-338K-$59.2B
ASSETMARK, INCDecreased-114K-$55.1B
Full Sail Capital, LLCClosed Position-1.6M-$44.4B
Integrated Wealth Concepts LLCDecreased-148K-$42.8B
Willow Creek Wealth Management Inc.Closed Position-1.5M-$41.7B
Garde Capital, Inc.Closed Position-1.2M-$31.6B
Wealthspire Advisors, LLCDecreased-440K-$24.4B
Fund Evaluation Group, LLCDecreased-27K-$20.9B
Tidal Investments LLCDecreased-138K-$19.1B
Greenline Partners, LLCDecreased-39K-$16.9B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Empower Advisory Group, LLC49,666,971$1.3B3.55%Share
2Wealthfront Advisers LLC34,533,133$914.8M2.04%Share
3Anchor Investment Management, LLC29,688$786.4M0.06%Share
4Municipal Employees' Retirement System of Michigan15,248,383$403.9M4.57%Share
5Mengis Capital Management, Inc.14,700$389.4M0.07%Share
6Quadratic Capital Management LLC14,499,201$384.1M98.19%Share
7SEI INVESTMENTS CO12,308,877$326.0M0.32%Share
8VOYA INVESTMENT MANAGEMENT LLC9,361,963$247.0M0.24%Share
9EVOKE WEALTH, LLC9,032,516$239.0M4.46%Share
10BANK OF AMERICA CORP /DE/9,036,632$239.0M0.02%Share
11ALLIANCEBERNSTEIN L.P.8,561,562$226.0M0.07%Share
12Cerity Partners LLC8,217,549$217.0M0.32%Share
13NEPC LLC7,572,111$200.6M4.27%Share
14CENTRAL TRUST Co7,382,639$195.6M3.83%Share
15Elm Partners Management LLC7,072,390$187.3M8.50%Share
16ALESCO ADVISORS LLC5,956,374$157.8M4.08%Share
17Jasper Ridge Partners, L.P.5,901,490$156.3M3.46%Share
18ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP5,778,695$153.1M4.56%Share
19US BANCORP \DE\5,699,770$151.0M0.18%Share
20UBS Group AG5,428,311$143.8M0.02%Share
21ENVESTNET ASSET MANAGEMENT INC5,026,549$133.0M0.04%Share
22Cerity Partners OCIO LLC4,428,562$117.3M6.49%Share
23MORGAN STANLEY3,596,257$95.0M0.01%Share
24Beacon Pointe Advisors, LLC3,546,615$93.0M0.65%Share
25LINCOLN NATIONAL CORP3,181,767$84.3M2.46%Share
26AMERIPRISE FINANCIAL INC2,809,360$74.0M0.02%Share
27BANK OF AMERICA CORP /DE/2,732,746$72.0M0.01%Share
28STATE STREET CORP2,700,437$71.0M0.00%Share
29WEALTH ENHANCEMENT ADVISORY SERVICES, LLC2,572,462$68.2M0.09%Share
30Lutz Financial Services LLC2,206,735$58.5M3.98%Share
31Prime Capital Investment Advisors, LLC2,141,039$56.7M0.69%Share
32ASSETMARK, INC1,932,003$51.2M0.10%Share
33BANK OF AMERICA CORP /DE/1,950,943$51.0M0.00%Share
34MERCER GLOBAL ADVISORS INC /ADV1,860,710$49.0M0.07%Share
35LifeGuide Financial Advisors, LLC1,837,308$48.7M16.14%Share
36STEPHENS GROUP ASSET MANAGEMENT, LLC1,717,278$45.5M3.04%Share
37Arax Advisory Partners1,722,746$45.0M1.31%Share
38Diversified Enterprises, LLC1,655,942$43.9M2.61%Share
39PRINCIPAL SECURITIES, INC.1,582,458$41.0M0.63%Share
40Creative Planning1,560,141$41.0M0.03%Share
41Russell Investments Group, Ltd.1,528,182$40.0M0.04%Share
42BlueSky Wealth Advisors, LLC1,499,610$39.7M5.24%Share
43Matrix Trust Co1,479,684$39.2M6.47%Share
44Financial Architects, LLC1,434,570$38.0M20.44%Share
45Integrated Wealth Concepts LLC1,441,764$38.0M0.45%Share
46Wealthcare Advisory Partners LLC1,422,321$37.7M0.74%Share
47Pure Financial Advisors, LLC1,420,298$37.6M0.60%Share
48LPL Financial LLC1,422,292$37.0M0.01%Share
49Temasek Holdings (Private) Ltd1,410,000$37.0M0.12%Share
50WELLS FARGO & COMPANY/MN1,369,602$36.0M0.01%Share

SCHP Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025698$10.8B+327
Q3 2025371$6.3T-246
Q2 2025617$7.5T-34
Q1 2025651$8.2T+141
Q4 2024510$482.4T+120
Q3 2024390$3647.6T-10
Q2 2024400$4457.1T+16
Q1 2024384$2970.2T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold SCHP (Schwab U.S. TIPS ETF). The largest holder is Empower Advisory Group, LLC with $1.3B in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own SCHP?

As of Q4 2025, 50 institutional investors report holding SCHP (Schwab U.S. TIPS ETF) in their 13F filings.

Who is the largest institutional holder of SCHP?

The largest institutional holder of SCHP is Empower Advisory Group, LLC with $1.3B in shares.

Is institutional ownership of SCHP increasing or decreasing?

This quarter, 15 institutions opened new positions in SCHP and 3 closed their positions.