SCHWAB U.S. TIPS ETF (SCHP) Institutional Ownership Changes & 13F Activity

SCHWAB U.S. TIPS ETF (SCHP). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Elm Partners Management Llc, Mercer Global Advisors Inc, Envestnet Asset Management Inc, Integrated Wealth Concepts Llc, and State Street Corp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Sage Financial Group IncBuy+32,719+5.2%656,690$17.40MQ2 2026Oct 27, 2026
Jaffetilchin Investment Partners, LlcSell-191-1.7%10,820$286.73KQ2 2026Oct 20, 2026
Elm Partners Management LlcSell-5,516,338-46.5%6,341,129$168.04MQ2 2026Oct 07, 2026
Envestnet Asset Management IncBuy+300,734+5.0%6,295,573$166.83MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Sell-83-0.3%24,557$650.77KQ2 2026Sep 23, 2026
State Street CorpBuy+99,440+3.5%2,958,188$78.39MQ2 2026Sep 22, 2026
Security National Bank Of So DakBuy+464—464$12.30KQ2 2026Sep 18, 2026
Anchor Investment Management, LlcSell-1,159-4.3%25,929$687.13KQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcBuy+208,846+11.9%1,964,331$52.06MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+142+1.4%10,146$268.88KQ2 2026Sep 04, 2026
Citadel Advisors LlcSell-41,458-50.9%40,003$1.06MQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+5,134+33.7%20,387$540.27KQ2 2026Aug 27, 2026
Mercer Global Advisors IncSell-819,301-52.4%743,051$19.69MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+3,276+4.7%72,790$1.93MQ2 2026Aug 19, 2026
Goodwin Investment AdvisorySell-197-2.3%8,340$221.01KQ2 2026Aug 19, 2026
Archer Investment CorpBuy+4+0.4%975$25.84KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcSell-34,041-0.9%3,653,308$96.81MQ2 2026Aug 18, 2026
49 Wealth Management, LlcBuy+25,677—25,677$680.43KQ2 2026Aug 18, 2026
Rakuten Investment Management, Inc.Buy+3,365+26.9%15,853$421.69KQ2 2026Aug 18, 2026
Tilia Fiduciary Partners, Inc.Sell-763-8.5%8,213$217.65KQ2 2026Aug 18, 2026
Pure Financial Advisors, LlcBuy+70,460+4.6%1,591,154$42.17MQ2 2026Aug 17, 2026
Comprehensive Money Management Services LlcBuy+17,889+24.7%90,456$2.40MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcSell-13,318-4.7%267,114$7.08MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+9,092+22.5%49,549$1.31MQ2 2026Aug 17, 2026
Coastal Bridge Advisors, LlcBuy+6,876+8.2%90,808$2.41MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+3,541+60.3%9,416$250.00KQ2 2026Aug 17, 2026
Hayek Kallen Investment ManagementSell-1,589-5.8%25,671$680.00KQ2 2026Aug 17, 2026
Jacobs Equity LlcSell-755-8.8%7,800$206.70KQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+435+5.3%8,625$228.57KQ2 2026Aug 17, 2026
Asset Allocation Strategies LlcSell-322-1.1%28,878$765.26KQ2 2026Aug 17, 2026
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Frequently asked questions about SCHP activity

  • Which institutional owners are buying SCHP?

    Institutional owners buying SCHP include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SCHP activity?

    "Buy" means an investor increased their reported position in SCHP compared to the prior reporting period. This reflects growing exposure to SCHWAB U.S. TIPS ETF (SCHP) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SCHP increasing?

    Institutional interest in SCHP can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.