Schwab U.S. Tips ETFSCHPETF

13F holders, Q4 2025 (December 31)
716holders +53
63new positions
47sold out
2famous investors
$26.50avg. 13F price*

At the end of Q4 2025, 716 institutions reported holding Schwab U.S. Tips ETF (SCHP) in their 13F filings, up 53 from Q3 2025. 63 opened new positions and 47 sold out. The largest holders were Empower Advisory Group, LLC ($1.3B), Wealthfront Advisers LLC ($914.8M) and Municipal Employees' Retirement System of Michigan ($403.9M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions63$137.0M
Exits47$80.3M

All 13F filers, Q3 2025 → Q4 2025: 47,295,201 shares bought and 43,504,691 shares sold, net +3,790,510 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 716 holders

Empower Advisory Group, LLC 3.55% Add +8.9% 49,666,971 $1.3B
Wealthfront Advisers LLC 2.04% Reduce -3.2% 34,533,133 $914.8M
Municipal Employees' Retirement System of Michigan 4.57% Reduce -7.0% 15,248,383 $403.9M
Bank of America Corp. 0.03% Add +452.4% 14,800,218 $392.1M
Quadratic Capital Management LLC 98.19% Add +23.2% 14,499,201 $384.1M
Sei Investments Co. 0.32% Add +4.1% 12,308,877 $326.1M
Voya Investment Management LLC 0.28% Reduce -6.8% 9,361,963 $248.0M
Cerity Partners LLC 0.36% Add +11.2% 9,291,730 $246.1M
Evoke Wealth, LLC 4.60% Add +16.5% 9,032,516 $239.3M
Alliancebernstein L.P. 0.07% Add +8.1% 8,561,562 $226.8M
CENTRAL TRUST Co 3.96% Add +4.4% 7,633,537 $202.2M
Nepc LLC 4.27% Add +64.9% 7,572,111 $200.6M
Elm Partners Management LLC 8.50% Add +28.4% 7,072,390 $187.3M
US Bancorp \de 0.20% Reduce -60.6% 6,404,227 $169.6M
Alesco Advisors, LLC, An ESL Co 4.08% Add +5.0% 5,956,374 $157.8M
Jasper Ridge Partners, L.P. 3.46% Reduce -17.4% 5,901,490 $156.3M
Adventist Health System Sunbelt Healthcare Corp. 4.56% Add +24.9% 5,778,695 $153.1M
UBS Group AG 0.03% Add +2.0% 5,441,011 $144.1M
Envestnet Asset Management Inc. 0.04% Add +3.1% 5,026,549 $133.2M
Cerity Partners OCIO LLC 6.49% Reduce -19.5% 4,428,562 $117.3M
Morgan Stanley 0.01% Add +5.7% 3,596,264 $95.3M
Beacon Pointe Advisors, LLC 0.66% Add +839.0% 3,546,615 $93.9M
Ameriprise Financial Inc. 0.02% Add +7.3% 3,197,413 $84.7M
Lincoln National Corp. 2.46% Reduce -61.8% 3,181,767 $84.3M
State Street Corp. 0.00% Add +2.1% 2,700,437 $71.5M
Wealth Enhancement Advisory Services, LLC 0.09% Add +20.5% 2,572,462 $68.2M
Creative Planning 0.05% Add +285.7% 2,517,061 $66.7M
Lutz Financial Services LLC 3.98% Add +10.9% 2,206,735 $58.5M
Prime Capital Investment Advisors, LLC 0.69% Add +4.1% 2,141,039 $56.7M
Assetmark, Inc. 0.10% Reduce -5.6% 1,932,003 $51.2M
Wells Fargo & Company 0.01% Add +22.3% 1,919,482 $50.8M
Mercer Global Advisors Inc. 0.08% Reduce -15.4% 1,860,710 $49.3M
LifeGuide Financial Advisors, LLC 16.14% Add +9.2% 1,837,308 $48.7M
Bank of New York Mellon Corp 0.01% Reduce -25.0% 1,796,957 $47.6M
Arax Advisory Partners 1.33% New 1,722,746 $45.6M
Stephens Group Asset Management, LLC 3.04% Add +0.7% 1,717,278 $45.5M
Diversified Enterprises, LLC 2.61% Add +6.0% 1,655,942 $43.9M
Principal Securities, Inc. 0.65% Add +5.4% 1,582,458 $41.9M
Russell Investments Group, Ltd. 0.04% New 1,528,182 $40.5M
BlueSky Wealth Advisors, LLC 5.24% Add +8.1% 1,499,610 $39.7M
JPMorgan Chase & Co. 0.00% Reduce -89.4% 1,497,654 $39.7M
Matrix Trust Co 6.47% Reduce -7.0% 1,479,684 $39.2M
Integrated Wealth Concepts LLC 0.45% Reduce -9.3% 1,441,764 $38.2M
Financial Architects, LLC 20.44% Add +7.9% 1,434,570 $38.0M
Wealthcare Advisory Partners LLC 0.74% Add +10.3% 1,422,321 $37.7M
LPL Financial LLC 0.01% Add +8.6% 1,422,292 $37.7M
Pure Financial Advisors, LLC 0.56% Add +4.0% 1,420,298 $37.6M
Temasek Holdings (Private) Ltd 0.12% No change 1,410,000 $37.4M
Kohmann Bosshard Financial Services, LLC 3.29% Add +6.4% 1,362,638 $36.1M
Goldman Sachs Group Inc. 0.00% Add +13.8% 1,278,914 $33.9M
Sumitomo Life Insurance Co. 0.91% Add +44.9% 1,250,000 $33.1M
Cetera Investment Advisers 0.03% Add +2.9% 1,148,207 $30.4M
Prentice Wealth Management LLC 6.75% Add +13.0% 1,115,313 $29.5M
FMR LLC 0.00% Add +439.5% 1,066,501 $28.3M
Advisory Alpha, LLC 0.75% Add +1.9% 1,041,339 $27.6M
Altfest L J & Co. Inc. 3.01% Add +2.8% 1,037,771 $27.5M
Joseph Group Capital Management 6.94% Add +6.5% 997,851 $26.4M
HighTower Advisors, LLC 0.03% Add +20.0% 991,064 $26.3M
Avior Wealth Management, LLC 0.75% Add +8.8% 914,332 $24.2M
Citigroup Inc. 0.02% Add +0.4% 907,498 $24.0M
Foster & Motley Inc. 1.28% Add +6.2% 903,600 $23.9M
Tortoise Investment Management, LLC 2.08% Add +5.4% 895,124 $23.7M
Raymond James Financial Inc. 0.01% Add +4.0% 885,259 $23.5M
Seneca Financial Advisors LLC 6.63% New 822,982 $21.8M
Modera Wealth Management, LLC 0.23% Reduce -1.4% 750,864 $19.9M
Fund Evaluation Group, LLC 0.66% Reduce -3.5% 748,000 $19.8M
Navalign, LLC 4.29% Add +1.9% 660,030 $17.5M
Armstrong Advisory Group, Inc. 1.14% Add +2.7% 637,886 $16.9M
Carnegie Investment Counsel 0.31% Add +2.9% 632,275 $16.6M
Tandemgrowth Financial Advisors LLC 14.31% — 618,967 $16.4M
Sage Financial Group Inc. 1.08% Add +0.2% 618,792 $16.4M
Greenline Partners, LLC 1.78% Reduce -6.3% 587,378 $15.6M
Allen Capital Group, LLC 1.42% Add +4.8% 582,869 $15.4M
Financial Engines Advisors L.L.C. 0.03% Add +1.5% 581,103 $15.4M
Tidal Investments LLC 0.06% Reduce -19.5% 572,360 $15.2M
Asset Management Group, Inc. 2.44% Reduce -1.3% 570,490 $15.1M
West Family Investments, Inc. 3.53% Add +11.3% 540,734 $15.1M
Proffitt & Goodson Inc. 2.06% Add +4.0% 557,485 $14.8M
Grove Street Fiduciary, LLC 5.91% Reduce -0.2% 533,999 $14.1M
FDx Advisors, Inc. 7.02% Add +2.8% 519,684 $13.8M
Altiora Financial Group, LLC 2.32% Add +2.4% 507,169 $13.4M
Marotta Asset Management 2.48% Add +4.9% 506,536 $13.4M
Savant Capital, LLC 0.08% Reduce -4.7% 501,778 $13.3M
Principal Financial Group Inc. 0.01% Add +8.0% 496,317 $13.1M
Prairiewood Capital, LLC 4.07% Add +9.2% 495,047 $13.1M
Robinswood Financial LLC 4.17% Reduce -4.8% 492,559 $13.0M
Carolina Wealth Advisors, LLC 5.67% Reduce -1.3% 479,844 $12.7M
ALM First Financial Advisors, LLC 2.49% No change 475,034 $12.6M
Wealthspire Advisors, LLC 0.10% Reduce -48.5% 466,159 $12.3M
Osaic Holdings, Inc. 0.02% Reduce -15.9% 433,840 $11.5M
Eq Wealth Advisors, LLC 6.65% Reduce -5.5% 425,280 $11.3M
ZynergyRetirementPlanningLLC 6.94% Reduce -1.2% 424,093 $11.2M
MPS Loria Financial Planners, LLC 2.86% Add +4.0% 420,379 $11.1M
Rock Creek Group LLC 1.21% Add +9.3% 406,932 $10.8M
Capital Analysts, LLC 0.30% Add +8.0% 405,814 $10.8M
Kestra Private Wealth Services, LLC 0.13% Add +2.9% 403,937 $10.7M
Silver Coast Investments LLC 3.61% Add +4.7% 395,632 $10.5M
Wealthcare Capital Management LLC 1.04% Add +3.7% 395,603 $10.5M
Roble, Belko & Company, Inc 1.37% Add +2.3% 394,537 $10.5M
Westover Capital Advisors, LLC 1.89% Reduce -1.3% 391,483 $10.4M

"% 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 716 holders