Schwab U.S. TIPS

SCHP • ARCA

Schwab U.S. TIPS is an exchange-traded fund on ARCA. As of Q3 2025, 652 institutional investors hold shares in this ETF, with total holdings valued at $9.9B. Empower Advisory Group, LLC is the largest holder with a position valued at $1.2B.

Overview

Overview of institutional ownership in SCHP as of Q3 2025

All Institutions

Institutions: 652
Value Held: $9.9B
Shares Held: 365.8M
Avg Position: $15.1M
Median Position: $1.0M

Hedge Funds

Hedge Funds: 8
Value Held: $18.5M
Shares Held: 685.5K
Avg Position: $2.3M
Median Position: $806.8K

Biggest Investors

Institutions with the largest positions in SCHP as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
Empower Advisory Group, LLC RIA/Wealth	Jonathan David Kreider CEO	$1.2B 3.41% of portfolio	45.6M shares	Q1 2023 Held for 2y 8m	$36.1B
Wealthfront Advisers LLC RIA/Wealth	Andrew Samuel Rachleff CEO	$961.8M 2.26% of portfolio	35.7M shares	Q4 2018 Held for 6y 11m	$42.6B
M Municipal Employees' Retirement System of Michigan Institution	-	$442.0M 5.31% of portfolio	16.4M shares	Q4 2024 Held for 11 months	$8.3B
$US BANCORP \DE\ logo$ US BANCORP \DE\ Institution	Gunjan Kedia CEO	$438.4M 0.52% of portfolio	16.3M shares	Q4 2017 Held for 7y 11m	$84.3B
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$382.0M 0.02% of portfolio	14.2M shares	Q2 2017 Held for 8y 5m	$1.56T
S SEI INVESTMENTS CO Institution	-	$318.7M 0.34% of portfolio	11.8M shares	Q1 2023 Held for 2y 8m	$93.0B
Q Quadratic Capital Management LLC Institution	Nancy Davis Smith CIO	$317.1M 98.14% of portfolio	11.8M shares	Q4 2020 Held for 4y 11m	$323.1M
ING INVESTMENT MANAGEMENT LLC Insurance Manager	Matthew Nmn Toms CEO	$270.6M 0.31% of portfolio	10.0M shares	Q2 2016 Held for 9y 5m	$88.4B
HPM Partners LLC RIA/Wealth	Kurt Patrick Miscinski President	$225.2M 0.37% of portfolio	8.4M shares	Q4 2020 Held for 4y 11m	$61.7B
LINCOLN NATIONAL CORP Institution	Ellen G. Cooper CEO	$224.3M 6.40% of portfolio	8.3M shares	Q4 2021 Held for 3y 11m	$3.5B

Net Capital Flow

Institutional buying and selling activity for SCHP in Q3 2025

Traded: +$1.1B
Buyers: 383
Sellers: 238
Total Bought: +$1.4B
Total Sold: −$241.6M
Avg Position: $14.0M

Biggest Buyers

Institution	Net Bought	Current Position
$US BANCORP \DE\ logo$ US BANCORP \DE\ Institution	+$394.5M +14.6M shares	$438.4M 16.3M shares
A ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP Institution	+$124.3M +4.6M shares	$124.7M 4.6M shares
Envestnet Portfolio Solutions, Inc. Long Only Manager	+$104.5M +3.9M shares	$105.6M 3.9M shares
Wealthfront Advisers LLC RIA/Wealth	+$100.2M +3.7M shares	$961.8M 35.7M shares
Empower Advisory Group, LLC RIA/Wealth	+$78.9M +2.9M shares	$1.2B 45.6M shares
Q Quadratic Capital Management LLC Institution	+$77.4M +2.9M shares	$317.1M 11.8M shares
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	+$50.7M +1.9M shares	$59.3M 2.2M shares
Diversified Enterprises, LLC RIA/Wealth	+$41.5M +1.5M shares	$42.1M 1.6M shares
E Elm Partners Management LLC Institution	+$27.5M +1.0M shares	$148.4M 5.5M shares
E EVOKE WEALTH, LLC RIA/Wealth	+$26.9M +999.9K shares	$208.9M 7.8M shares

Biggest Sellers

Institution	Net Sold	Current Position
SRS Capital Advisors, Inc. RIA/Wealth	−$43.0M −1.6M shares	Sold Off 0 shares
Kingstone Capital Partners Texas, LLC RIA/Wealth	−$28.6M −1.1M shares	Sold Off 0 shares
GOLDMAN SACHS GROUP INC Institution	−$15.3M −566.9K shares	$30.3M 1.1M shares
AlphaStar Capital Management, LLC RIA/Wealth	−$13.3M −498.0K shares	Sold Off 0 shares
ING INVESTMENT MANAGEMENT LLC Insurance Manager	−$12.8M −475.8K shares	$270.6M 10.0M shares
NEPC LLC Fund of Funds	−$11.3M −419.4K shares	$123.8M 4.6M shares
MORGAN STANLEY RIA/Wealth	−$10.2M −379.6K shares	$91.7M 3.4M shares
Navalign, LLC RIA/Wealth	−$9.9M −367.2K shares	$17.5M 647.6K shares
Resonant Capital Advisors, LLC RIA/Wealth	−$9.4M −347.7K shares	$4.1M 150.4K shares
K Korea Investment CORP Institution	−$8.0M −296.5K shares	$8.0M 296.5K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SCHP in Q3 2025

New Positions: 26
New Value: $16.6M
Exited Positions: 53
Exited Value: $105.7M

New Positions

Institution	Position Value
Platt Investment Counsel, LLC RIA/Wealth	$6.7M 248.4K shares
R Rede Wealth, LLC RIA/Wealth	$2.5M 92.7K shares
ABBINGTON INVESTMENT GROUP RIA/Wealth	$1.9M 71.5K shares
Pictet Asset Management Holding SA Long Only Manager	$1.7M 63.9K shares
Brand Asset Management Group, Inc. RIA/Wealth	$710.2K 26.4K shares
Maia Wealth LLC RIA/Wealth	$529.0K 19.7K shares
NATIONS FINANCIAL GROUP INC, /IA/ /ADV RIA/Wealth	$401.6K 14.9K shares
WJ Financial Advisors LLC RIA/Wealth	$339.7K 12.6K shares
Farrell Financial LLC RIA/Wealth	$328.2K 12.2K shares
M MISSION WEALTH MANAGEMENT, LLC Institution	$297.7K 11.0K shares

Exited Positions

Institution	Previous Position
SRS Capital Advisors, Inc. RIA/Wealth	$43.0M 1.6M shares
Kingstone Capital Partners Texas, LLC RIA/Wealth	$28.6M 1.1M shares
AlphaStar Capital Management, LLC RIA/Wealth	$13.3M 498.0K shares
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV RIA/Wealth	$4.2M 156.9K shares
JACOBSON & SCHMITT ADVISORS, LLC RIA/Wealth	$4.0M 149.3K shares
CATALYST PRIVATE WEALTH, LLC RIA/Wealth	$1.9M 72.1K shares
R RFP Financial Group LLC Institution	$1.8M 66.4K shares
Ballast, Inc. RIA/Wealth	$1.0M 38.7K shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$938.1K 35.2K shares
Kure Advisory, LLC RIA/Wealth	$746.6K 27.8K shares

Options Activity

Institutions with the largest Call and Put options positions in SCHP as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with SCHP as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Q Quadratic Capital Management LLC Institution	Nancy Davis Smith CIO	98.14% $317.1M	11.8M shares	Q4 2020 Held for 4y 11m	$323.1M
Financial Architects, LLC RIA/Wealth	David Earl Hultstrom President	20.44% $35.8M	1.3M shares	Q4 2023 Held for 1y 11m	$175.3M
LifeGuide Financial Advisors, LLC RIA/Wealth	David Isaac Lutz Managing Partner	16.67% $44.7M	1.7M shares	Q1 2022 Held for 3y 8m	$268.2M
Sensible Financial Planning & Management, LLC. RIA/Wealth	Jr. Frederick Miller CEO	15.12% $83.2M	3.1M shares	Q3 2014 Held for 11y 2m	$550.7M
G Golden Bell Financial Planning LLC RIA/Wealth	James Barber Twining CEO	8.53% $9.8M	364.0K shares	Q4 2024 Held for 11 months	$115.1M
E Elm Partners Management LLC Institution	-	8.13% $148.4M	5.5M shares	Q1 2022 Held for 3y 8m	$1.8B
E EQ WEALTH ADVISORS, LLC RIA/Wealth	Toby Scott Harris Managing Partner	7.97% $12.1M	449.9K shares	Q4 2024 Held for 11 months	$152.2M
ARGI Investment Services, LLC Fund of Funds	Kevin David Hilden COO	7.56% $148.2M	5.5M shares	Q2 2024 Held for 1y 5m	$2.0B
Z ZynergyRetirementPlanningLLC Institution	-	7.30% $11.6M	429.4K shares	Q2 2024 Held for 1y 5m	$158.6M
V VanderPol Investments L.L.C. RIA/Wealth	Mark Adam Vanderpol President	7.25% $3.6M	134.3K shares	Q4 2024 Held for 11 months	$50.2M

Hedge Fund Spotlight

Discover hedge funds investing in SCHP

Mount Lucas Management LP

Hedge Fund • Global Macro

Portfolio ManagerTimothy John Rudderow

Portfolio Value: $220.9M
Positions: 157
Last Reported: Q3 2025

Sector Allocation

Position in Schwab U.S. TIPS

Market Value: $795.0K
Shares Held: 29.5K
Portfolio Weight: 0.36%
Owned Since: 2023-Q4

Top Holding	Sector	Market Value	Weight
1 Invesco QQQ Trust QQQ	ETF ETF	$28.7M	13.01%
2 AGNC Investment Corp. AGNC	REIT - Mortgage Real Estate	$4.5M	2.03%
3 Annaly Capital Management NLY	REIT - Mortgage Real Estate	$4.4M	1.99%