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 712 institutions that hold shares in the stock, with a total of 285 Million shares, which have been reported (via 13F filing form) to have a value of $7.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
7,202
shares
|
$189,484
0.02% of portfolio
|
Q4 2023
Added 65.75%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
7,061
shares
|
$185,774
0.02% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
6,972
shares
|
$183,433
0.31% of portfolio
|
Q4 2022
Added 1.78%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
6,662
shares
|
$175,277
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
6,564
shares
|
$172,698
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
6,524
shares
|
$171,646
0.06% of portfolio
|
Q4 2024
Added 99.33%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
6,254
shares
|
$164,542
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
6,244
shares
|
$164,279
0.01% of portfolio
|
Q4 2024
Reduced 33.67%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
6,230
shares
|
$163,911
0.0% of portfolio
|
Q4 2024
Added 121.71%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
6,196
shares
|
$163,016
0.03% of portfolio
|
Q4 2023
Reduced 5.61%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
5,922
shares
|
$155,807
0.02% of portfolio
|
Q4 2024
Added 101.09%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
5,861
shares
|
$154,202
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
5,860
shares
|
$154,176
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
5,795
shares
|
$152,466
0.01% of portfolio
|
Q4 2023
Reduced 1.83%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
5,773
shares
|
$151,887
0.1% of portfolio
|
Q4 2024
Added 74.67%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
5,719
shares
|
$150,466
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
5,569
shares
|
$146,520
0.04% of portfolio
|
Q4 2024
Added 116.1%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
5,432
shares
|
$142,915
0.09% of portfolio
|
Q1 2024
Reduced 48.95%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
5,240
shares
|
$137,864
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,207
shares
|
$136,996
0.01% of portfolio
|
Q1 2024
Reduced 20.27%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
5,024
shares
|
$132,181
0.29% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
4,804
shares
|
$126,393
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
4,649
shares
|
$122,315
0.01% of portfolio
|
Q4 2024
Added 364.9%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
4,480
shares
|
$117,868
0.03% of portfolio
|
Q2 2023
Reduced 16.26%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
4,468
shares
|
$117,553
0.01% of portfolio
|
Q4 2024
Added 100.0%
|