Schwab U.S. Tips ETFSCHPETF
13F holders, Q1 2025 (March 31)661holders −1
76new positions
67sold out
3famous investors
$26.91avg. 13F price*
At the end of Q1 2025, 661 institutions reported holding Schwab U.S. Tips ETF (SCHP) in their 13F filings, down 1 from Q4 2024. 76 opened new positions and 67 sold out. The largest holders were Empower Advisory Group, LLC ($1.1B), Wealthfront Advisers LLC ($758.9M) and JPMorgan Chase & Co. ($472.1M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Schwab U.S. Tips ETF
- CUSIP
- 808524870
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 76 | $126.4M |
| Exits | 67 | $33.7M |
All 13F filers, Q4 2024 → Q1 2025: 48,065,115 shares bought and 11,653,350 shares sold, net +36,411,765 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 661 holders
| Empower Advisory Group, LLC | 3.57% | Add +6.2% | 40,669,805 | $1.1B |
| Wealthfront Advisers LLC | 2.04% | Add +26.9% | 28,220,930 | $758.9M |
| JPMorgan Chase & Co. | 0.04% | Add +1240.8% | 17,556,656 | $472.1M |
| Municipal Employees' Retirement System of Michigan | 5.58% | Add +5.4% | 16,401,227 | $441.0M |
| Quadratic Capital Management LLC | 97.79% | Reduce -0.4% | 14,175,424 | $379.8M |
| Sei Investments Co. | 0.38% | Reduce -1.3% | 11,069,713 | $297.7M |
| Voya Investment Management LLC | 0.38% | Reduce -2.8% | 10,650,231 | $286.4M |
| Elm Partners Management LLC | 13.86% | Add +113.3% | 8,004,702 | $215.2M |
| Lincoln National Corp. | 6.93% | Reduce -2.8% | 8,000,053 | $215.1M |
| Jasper Ridge Partners, L.P. | 6.75% | Add +3.9% | 7,808,873 | $210.0M |
| Alliancebernstein L.P. | 0.07% | Reduce -0.4% | 7,610,439 | $204.6M |
| Cerity Partners LLC | 0.42% | Reduce -5.2% | 7,590,393 | $204.1M |
| CENTRAL TRUST Co | 4.02% | Add +3.6% | 6,085,455 | $163.6M |
| Nepc LLC | 4.27% | Reduce -24.9% | 5,736,286 | $154.2M |
| Cerity Partners OCIO LLC | 8.69% | Add +13.8% | 5,711,924 | $153.6M |
| Evoke Wealth, LLC | 3.90% | Add +14.3% | 5,558,246 | $149.5M |
| Alesco Advisors, LLC, An ESL Co | 4.64% | Reduce -1.2% | 5,501,679 | $147.9M |
| UBS Group AG | 0.03% | Add +53.3% | 5,268,699 | $141.7M |
| Envestnet Asset Management Inc. | 0.04% | Add +18.9% | 4,739,173 | $127.4M |
| Sensible Financial Planning & Management, LLC. | 16.13% | Add +2.4% | 3,004,986 | $80.8M |
| Morgan Stanley | 0.01% | Reduce -27.0% | 2,797,313 | $75.2M |
| Ameriprise Financial Inc. | 0.02% | Reduce -19.4% | 2,526,251 | $68.1M |
| State Street Corp. | 0.00% | Reduce -0.3% | 2,523,479 | $67.9M |
| Bank of America Corp. | 0.01% | Add +28.5% | 2,386,547 | $64.2M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -7.5% | 2,360,446 | $63.5M |
| Assetmark, Inc. | 0.17% | Add +47.2% | 2,278,210 | $61.3M |
| Prime Capital Investment Advisors, LLC | 0.68% | Add +6.5% | 2,150,883 | $57.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -10.4% | 2,066,410 | $55.6M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +33.8% | 1,965,014 | $52.8M |
| Lutz Financial Services LLC | 4.14% | Add +3.2% | 1,882,325 | $50.6M |
| Stephens Group Asset Management, LLC | 3.82% | Add +3.8% | 1,761,382 | $47.4M |
| Full Sail Capital, LLC | 2.86% | Add +2.2% | 1,643,225 | $44.2M |
| LifeGuide Financial Advisors, LLC | 17.89% | Add +4.0% | 1,630,614 | $43.8M |
| Wells Fargo & Company | 0.01% | Reduce -5.1% | 1,567,645 | $42.2M |
| Arax Advisory Partners | 2.67% | Add +11.3% | 1,547,088 | $41.6M |
| Altfest L J & Co. Inc. | 4.84% | Add +100.8% | 1,433,926 | $38.6M |
| Temasek Holdings (Private) Ltd | 0.15% | No change | 1,410,000 | $37.9M |
| US Bancorp \de | 0.05% | Reduce -4.5% | 1,368,549 | $36.8M |
| BlueSky Wealth Advisors, LLC | 5.56% | Add +0.8% | 1,334,872 | $35.9M |
| LPL Financial LLC | 0.01% | Add +27.4% | 1,318,977 | $35.5M |
| Pure Financial Advisors, LLC | 0.74% | Reduce -3.9% | 1,318,150 | $35.4M |
| Principal Securities, Inc. | 0.79% | Add +0.2% | 1,357,885 | $35.1M |
| Willow Creek Wealth Management Inc. | 3.40% | Add +14.7% | 1,300,202 | $35.0M |
| Kohmann Bosshard Financial Services, LLC | 3.92% | Add +4.5% | 1,235,816 | $33.2M |
| Financial Architects, LLC | 20.79% | Add +0.1% | 1,211,536 | $32.6M |
| Matrix Trust Co | 4.90% | Reduce -6.2% | 1,080,577 | $29.1M |
| Sumitomo Life Insurance Co. | 1.02% | Add +87.7% | 1,064,900 | $28.6M |
| Garde Capital, Inc. | 1.62% | New | 1,052,417 | $28.3M |
| Navalign, LLC | 7.89% | Add +5.7% | 1,028,783 | $27.7M |
| Advisory Alpha, LLC | 0.91% | Add +1.6% | 996,621 | $26.8M |
| Wealthspire Advisors, LLC | 0.15% | Add +92.9% | 945,964 | $25.4M |
| Wealthcare Advisory Partners LLC | 0.67% | Reduce -10.5% | 934,575 | $25.1M |
| Joseph Group Capital Management | 9.45% | Add +1.7% | 919,554 | $24.7M |
| Cetera Investment Advisers | 0.05% | Add +13.8% | 911,597 | $24.5M |
| Korea Investment CORP | 0.06% | Reduce -22.7% | 896,446 | $24.1M |
| Marshall Financial Group Inc. | 7.38% | Add +2.8% | 872,367 | $23.5M |
| Adventist Health System Sunbelt Healthcare Corp. | 0.92% | Reduce -20.7% | 859,595 | $23.1M |
| Foster & Motley Inc. | 1.38% | Add +9.6% | 812,144 | $21.8M |
| Carolina Wealth Advisors, LLC | 11.54% | Add +0.6% | 795,006 | $21.4M |
| Citigroup Inc. | 0.02% | Reduce -6.1% | 789,726 | $21.2M |
| Wooster Corthell Wealth Management, Inc. | 4.32% | Reduce -3.1% | 785,475 | $21.1M |
| Avior Wealth Management, LLC | 0.80% | Add +1.7% | 781,245 | $21.0M |
| HighTower Advisors, LLC | 0.03% | Add +99.2% | 777,552 | $20.9M |
| Modera Wealth Management, LLC | 0.28% | Add +1.0% | 771,923 | $20.8M |
| Raymond James Financial Inc. | 0.01% | Add +3.8% | 764,480 | $20.6M |
| Fund Evaluation Group, LLC | 0.87% | No change | 748,000 | $20.1M |
| Robinswood Financial LLC | 6.82% | Add +2.0% | 686,422 | $18.5M |
| Creative Planning | 0.02% | Reduce -7.4% | 675,267 | $18.2M |
| Greenline Partners, LLC | 2.57% | Reduce -63.9% | 631,789 | $17.8M |
| Tortoise Investment Management, LLC | 1.80% | Add +37.5% | 642,118 | $17.3M |
| Savant Capital, LLC | 0.13% | Reduce -4.9% | 573,540 | $15.4M |
| Asset Management Group, Inc. | 2.84% | Reduce -0.0% | 572,088 | $15.4M |
| Financial Engines Advisors L.L.C. | 0.03% | Reduce -2.6% | 563,762 | $15.2M |
| Sage Financial Group Inc. | 1.21% | Add +9.4% | 558,699 | $15.0M |
| Grove Street Fiduciary, LLC | 7.46% | Add +0.2% | 547,528 | $14.7M |
| Carnegie Investment Counsel | 0.34% | New | 539,820 | $14.5M |
| Tidal Investments LLC | 0.12% | New | 528,983 | $14.2M |
| Altiora Financial Group, LLC | 2.96% | Add +0.0% | 517,455 | $13.9M |
| Proffitt & Goodson Inc. | 2.28% | Add +8.4% | 516,025 | $13.9M |
| FDx Advisors, Inc. | 4.50% | Reduce -12.0% | 514,965 | $13.8M |
| Marotta Asset Management | 2.58% | Reduce -49.2% | 245,167 | $13.1M |
| Peak Financial Management, Inc. | 3.93% | Add +3.4% | 488,206 | $13.1M |
| ALM First Financial Advisors, LLC | 2.92% | Add +6.1% | 475,034 | $12.8M |
| West Family Investments, Inc. | 4.68% | Add +3.8% | 443,227 | $12.4M |
| Resonant Capital Advisors, LLC | 0.85% | Add +9.2% | 454,446 | $12.2M |
| Principal Financial Group Inc. | 0.01% | Reduce -12.2% | 447,993 | $12.0M |
| ZynergyRetirementPlanningLLC | 7.62% | Add +103.2% | 416,115 | $10.7M |
| Allen Capital Group, LLC | 1.22% | Add +2.9% | 395,663 | $10.6M |
| MPS Loria Financial Planners, LLC | 3.11% | Add +142.9% | 389,461 | $10.5M |
| Kestra Private Wealth Services, LLC | 0.17% | Add +1.3% | 377,613 | $10.2M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -22.2% | 385,755 | $10.1M |
| Prairiewood Capital, LLC | 4.00% | Add +4.2% | 365,732 | $9.8M |
| Westover Capital Advisors, LLC | 2.18% | New | 365,695 | $9.8M |
| Frontier Asset Management, LLC | 2.83% | Add +295.6% | 362,455 | $9.7M |
| Eq Wealth Advisors, LLC | 7.54% | Add +15.0% | 351,866 | $9.5M |
| Wealthcare Capital Management LLC | 0.96% | Reduce -2.3% | 351,220 | $9.4M |
| Brightwater Advisory LLC | 7.44% | Add +0.9% | 349,951 | $9.4M |
| Osaic Holdings, Inc. | 0.02% | Add +127.7% | 347,884 | $9.4M |
| Mercer Global Advisors Inc. | 0.02% | Add +1.0% | 340,007 | $9.1M |
| Golden Bell Financial Planning LLC | 8.85% | Add +1.5% | 338,951 | $9.1M |
"% of holder's portfolio" is SCHP's weight in each manager's 13F, not the share of Schwab U.S. Tips ETF the manager owns.