Institutional Ownership Schwab Strategic Us Tips ETF (SCHP)
This table provides information about the institutional ownership of Schwab Strategic Us Tips ETF (SCHP). We have compiled data on the 757 institutions that hold shares in the stock, with a total of 386 Million shares, which have been reported (via 13F filing form) to have a value of $10.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commons Capital, LLC
Needham, MA |
Jan 05, 2026 Q4 2025 |
59,210
shares
|
$1.59 Million
1.11% of portfolio
|
Q4 2025
Added 19.83%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
59,099
shares
|
$1.58 Million
0.12% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
58,144
shares
|
$1.56 Million
0.29% of portfolio
|
Q1 2025
Reduced 66.74%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
57,979
shares
|
$1.55 Million
0.14% of portfolio
|
Q3 2025
Reduced 8.93%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
57,880
shares
|
$1.55 Million
0.02% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 12, 2026 Q4 2025 |
57,353
shares
|
$1.54 Million
1.02% of portfolio
|
Q4 2025
Reduced 20.95%
|
|
|
Archvest Wealth Advisors, Inc.
|
Oct 29, 2025 Q3 2025 |
57,261
shares
|
$1.53 Million
1.4% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2025 Q3 2025 |
57,130
shares
|
$1.53 Million
1.0% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
Oct 21, 2025 Q3 2025 |
57,010
shares
|
$1.53 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
56,940
shares
|
$1.53 Million
0.07% of portfolio
|
Q3 2025
Added 30.61%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
56,333
shares
|
$1.51 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.72%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
55,896
shares
|
$1.5 Million
0.05% of portfolio
|
Q3 2025
Reduced 7.53%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
55,414
shares
|
$1.49 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Oct 15, 2025 Q3 2025 |
55,363
shares
|
$1.48 Million
1.17% of portfolio
|
Q3 2025
Added 12.2%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
55,325
shares
|
$1.48 Million
0.16% of portfolio
|
Q4 2025
Added 0.48%
|
|
|
Wbi Investments, Inc.
|
Nov 20, 2025 Q3 2025 |
54,749
shares
|
$1.47 Million
0.41% of portfolio
|
Q3 2025
Reduced 4.49%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
53,118
shares
|
$1.42 Million
0.02% of portfolio
|
Q3 2025
Added 7.07%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Nov 04, 2025 Q3 2025 |
52,793
shares
|
$1.41 Million
0.77% of portfolio
|
Q3 2025
Reduced 8.22%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 14, 2025 Q3 2025 |
51,949
shares
|
$1.39 Million
0.12% of portfolio
|
Q3 2024
Reduced 40.01%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 05, 2026 Q4 2025 |
51,471
shares
|
$1.38 Million
0.92% of portfolio
|
Q4 2025
Added 23.93%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 29, 2025 Q3 2025 |
51,343
shares
|
$1.38 Million
0.24% of portfolio
|
Q3 2025
Reduced 19.62%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
50,221
shares
|
$1.35 Million
0.28% of portfolio
|
Q3 2025
Reduced 8.23%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Nov 05, 2025 Q3 2025 |
49,980
shares
|
$1.34 Million
1.16% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
49,877
shares
|
$1.34 Million
0.06% of portfolio
|
Q3 2025
Added 160.03%
|
|
|
Strategic Financial Planning, Inc.
|
Nov 13, 2025 Q3 2025 |
49,487
shares
|
$1.33 Million
0.8% of portfolio
|
Q3 2025
Reduced 2.76%
|
|