Schwab U.S. Tips ETFSCHPETF

13F holders, Q2 2025 (June 30)
663holders +2
56new positions
60sold out
3famous investors
$26.68avg. 13F price*

At the end of Q2 2025, 663 institutions reported holding Schwab U.S. Tips ETF (SCHP) in their 13F filings, up 2 from Q1 2025. 56 opened new positions and 60 sold out. The largest holders were Empower Advisory Group, LLC ($1.1B), Wealthfront Advisers LLC ($853.0M) and Municipal Employees' Retirement System of Michigan ($437.6M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Schwab U.S. Tips ETF
CUSIP
808524870
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 643Q1 2024Q2 2024: 654Q2 2024Q3 2024: 635Q3 2024Q4 2024: 662Q4 2024Q1 2025: 661Q1 2025Q2 2025: 663Q2 2025Q3 2025: 663Q3 2025Q4 2025: 716Q4 2025Q1 2026: 735Q1 2026Q2 2026: 789Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions56$56.5M
Exits60$33.3M

All 13F filers, Q1 2025 → Q2 2025: 20,110,608 shares bought and 22,778,980 shares sold, net −2,668,372 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 663 holders

Empower Advisory Group, LLC 3.41% Add +4.9% 42,677,764 $1.1B
Wealthfront Advisers LLC 2.20% Add +13.3% 31,970,077 $853.0M
Municipal Employees' Retirement System of Michigan 5.27% No change 16,401,227 $437.6M
JPMorgan Chase & Co. 0.03% Reduce -22.3% 13,642,973 $364.0M
Sei Investments Co. 0.35% Add +2.7% 11,365,614 $303.2M
Voya Investment Management LLC 0.32% Reduce -1.3% 10,516,965 $280.6M
Quadratic Capital Management LLC 96.80% Reduce -37.2% 8,896,742 $237.4M
Lincoln National Corp. 6.64% Add +2.6% 8,207,688 $219.0M
Alliancebernstein L.P. 0.07% Add +2.9% 7,833,720 $209.0M
Cerity Partners LLC 0.37% Add +2.3% 7,767,777 $207.2M
Jasper Ridge Partners, L.P. 4.87% Reduce -6.6% 7,290,550 $194.5M
Evoke Wealth, LLC 4.22% Add +21.5% 6,751,239 $180.1M
CENTRAL TRUST Co 3.95% Add +5.4% 6,411,484 $171.1M
Cerity Partners OCIO LLC 8.14% Reduce -3.7% 5,499,900 $146.7M
Alesco Advisors, LLC, An ESL Co 4.20% Reduce -0.5% 5,474,498 $146.1M
UBS Group AG 0.03% Reduce -0.1% 5,261,115 $140.4M
Nepc LLC 3.38% Reduce -12.6% 5,011,503 $133.7M
Envestnet Asset Management Inc. 0.04% Add +1.3% 4,801,252 $128.1M
Elm Partners Management LLC 6.95% Reduce -43.9% 4,487,523 $119.7M
Morgan Stanley 0.01% Add +35.2% 3,782,708 $100.9M
Sensible Financial Planning & Management, LLC. 15.31% Add +0.6% 3,021,995 $80.6M
Ameriprise Financial Inc. 0.02% Add +5.1% 2,654,106 $70.8M
State Street Corp. 0.00% Add +3.0% 2,599,691 $69.4M
Bank of America Corp. 0.01% Add +7.5% 2,566,530 $68.5M
Bank of New York Mellon Corp 0.01% Add +5.7% 2,184,276 $58.3M
Wealth Enhancement Advisory Services, LLC 0.09% Add +4.0% 2,042,832 $54.2M
Prime Capital Investment Advisors, LLC 0.71% Reduce -6.5% 2,009,989 $53.6M
Assetmark, Inc. 0.12% Reduce -14.1% 1,957,871 $52.2M
Lutz Financial Services LLC 3.83% Reduce -1.7% 1,850,449 $49.4M
Full Sail Capital, LLC 2.67% Add +5.4% 1,732,448 $46.2M
Goldman Sachs Group Inc. 0.01% Reduce -28.4% 1,690,956 $45.1M
LifeGuide Financial Advisors, LLC 16.54% Add +3.0% 1,679,994 $44.8M
US Bancorp \de 0.05% Add +18.9% 1,626,859 $43.4M
Arax Advisory Partners 1.98% Add +4.1% 1,611,154 $43.0M
Matrix Trust Co 6.82% Add +48.6% 1,606,096 $42.9M
Stephens Group Asset Management, LLC 3.01% Reduce -11.1% 1,565,854 $41.8M
Wells Fargo & Company 0.01% Reduce -0.4% 1,562,072 $41.7M
Willow Creek Wealth Management Inc. 3.45% Add +10.7% 1,439,578 $38.4M
Integrated Wealth Concepts LLC 0.38% Add +918.5% 1,437,940 $38.4M
Principal Securities, Inc. 0.71% Add +4.1% 1,413,404 $37.7M
Temasek Holdings (Private) Ltd 0.15% No change 1,410,000 $37.6M
BlueSky Wealth Advisors, LLC 5.22% Add +0.8% 1,346,257 $35.9M
Pure Financial Advisors, LLC 0.62% Add +0.8% 1,328,471 $35.4M
LPL Financial LLC 0.01% Reduce -0.9% 1,306,880 $34.9M
Kohmann Bosshard Financial Services, LLC 3.71% Add +0.8% 1,246,241 $33.2M
Financial Architects, LLC 20.13% Add +2.5% 1,242,196 $33.1M
Wealthcare Advisory Partners LLC 0.70% Add +22.2% 1,141,633 $30.5M
Garde Capital, Inc. 1.49% Reduce -0.7% 1,044,692 $27.9M
Advisory Alpha, LLC 0.86% Add +3.6% 1,033,047 $27.6M
Navalign, LLC 7.47% Reduce -1.4% 1,014,827 $27.1M
Cetera Investment Advisers 0.05% Add +10.6% 1,008,043 $26.9M
Altfest L J & Co. Inc. 3.10% Reduce -31.3% 985,041 $26.3M
Prentice Wealth Management LLC 6.51% Add +179.0% 928,865 $24.8M
Joseph Group Capital Management 8.31% Add +0.9% 927,681 $24.8M
Citigroup Inc. 0.02% Add +15.6% 913,088 $24.4M
Marshall Financial Group Inc. 7.09% Add +1.8% 887,853 $23.7M
Raymond James Financial Inc. 0.01% Add +9.8% 839,335 $22.4M
Foster & Motley Inc. 1.28% Add +2.5% 832,189 $22.2M
HighTower Advisors, LLC 0.03% Add +3.4% 803,740 $21.4M
Avior Wealth Management, LLC 0.74% Add +2.6% 801,630 $21.4M
Fund Evaluation Group, LLC 0.80% Add +3.6% 775,010 $20.7M
Tortoise Investment Management, LLC 1.96% Add +20.2% 771,988 $20.6M
Modera Wealth Management, LLC 0.25% Reduce -0.9% 764,926 $20.4M
Carolina Wealth Advisors, LLC 9.94% Reduce -5.0% 754,878 $20.1M
Greenline Partners, LLC 2.54% Add +11.9% 706,817 $18.9M
Creative Planning 0.02% Reduce -0.9% 668,954 $17.8M
Tidal Investments LLC 0.11% Add +23.9% 655,271 $17.4M
Robinswood Financial LLC 5.98% Reduce -7.7% 633,910 $16.9M
Sage Financial Group Inc. 1.17% Add +6.8% 596,547 $15.9M
Korea Investment CORP 0.04% Reduce -33.9% 593,000 $15.8M
Carnegie Investment Counsel 0.32% Add +9.7% 592,128 $15.8M
Asset Management Group, Inc. 2.67% Add +0.4% 574,501 $15.3M
Financial Engines Advisors L.L.C. 0.03% Add +0.5% 566,403 $15.1M
Principal Financial Group Inc. 0.01% Add +26.3% 565,702 $15.1M
Savant Capital, LLC 0.10% Reduce -4.8% 545,887 $14.6M
Grove Street Fiduciary, LLC 6.95% Reduce -1.3% 540,411 $14.4M
Proffitt & Goodson Inc. 2.12% Add +1.2% 522,362 $13.9M
Allen Capital Group, LLC 1.43% Add +29.7% 512,999 $13.7M
FDx Advisors, Inc. 4.09% Reduce -2.5% 502,158 $13.4M
West Family Investments, Inc. 3.48% Add +8.3% 479,787 $13.4M
Resonant Capital Advisors, LLC 0.85% Add +9.6% 498,091 $13.3M
AlphaStar Capital Management, LLC 0.93% New 498,049 $13.3M
Altiora Financial Group, LLC 2.58% Reduce -4.3% 495,039 $13.2M
ALM First Financial Advisors, LLC 2.74% No change 475,034 $12.7M
Marotta Asset Management 2.48% Add +88.9% 463,154 $12.4M
Wealthspire Advisors, LLC 0.07% Reduce -52.5% 449,628 $12.0M
Eq Wealth Advisors, LLC 7.82% Add +22.3% 430,191 $11.5M
ZynergyRetirementPlanningLLC 7.58% Add +1.8% 423,520 $11.3M
Osaic Holdings, Inc. 0.02% Add +17.0% 407,018 $10.9M
Prairiewood Capital, LLC 3.97% Add +9.7% 401,047 $10.7M
Kestra Private Wealth Services, LLC 0.15% Add +4.9% 396,279 $10.6M
MPS Loria Financial Planners, LLC 3.08% Add +0.7% 392,014 $10.5M
Westover Capital Advisors, LLC 2.08% Add +6.6% 389,974 $10.4M
Roble, Belko & Company, Inc 1.47% Add +8614.9% 377,703 $10.1M
Rock Creek Group LLC 1.16% Add +93.9% 372,410 $9.9M
Silver Coast Investments LLC 3.58% New 369,220 $9.9M
Brightwater Advisory LLC 7.02% Add +4.6% 365,984 $9.8M
Wealthcare Capital Management LLC 1.02% Add +2.7% 360,659 $9.6M
Frontier Asset Management, LLC 2.56% Reduce -2.5% 353,216 $9.4M
Peak Financial Management, Inc. 2.66% Reduce -28.2% 350,676 $9.4M

"% 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.

Show all 663 holders