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 668 institutions that hold shares in the stock, with a total of 174 Million shares, which have been reported (via 13F filing form) to have a value of $4.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Theory Financial LLC
Fort Collins, CO |
Nov 07, 2024 Q3 2024 |
231,031
shares
|
$6.01 Million
4.75% of portfolio
|
Q3 2024
Added 107.55%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jan 13, 2025 Q4 2024 |
211,911
shares
|
$5.51 Million
4.27% of portfolio
|
Q4 2024
Added 107.0%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
211,495
shares
|
$5.5 Million
0.91% of portfolio
|
Q4 2024
Added 44.82%
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
208,560
shares
|
$5.42 Million
1.03% of portfolio
|
Q4 2024
Added 205.82%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
205,998
shares
|
$5.36 Million
0.02% of portfolio
|
Q4 2024
Added 83.31%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
204,741
shares
|
$5.32 Million
7.74% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
200,291
shares
|
$5.21 Million
3.32% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
198,284
shares
|
$5.16 Million
0.45% of portfolio
|
Q4 2024
Added 99.13%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Jan 23, 2025 Q4 2024 |
197,603
shares
|
$5.14 Million
4.66% of portfolio
|
Q4 2024
New holding
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 08, 2024 Q3 2024 |
197,190
shares
|
$5.13 Million
3.68% of portfolio
|
Q2 2024
Added 16.43%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
194,531
shares
|
$5.06 Million
6.58% of portfolio
|
Q2 2023
New holding
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
190,520
shares
|
$4.95 Million
1.06% of portfolio
|
Q4 2024
Added 99.48%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
181,099
shares
|
$4.71 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
175,178
shares
|
$4.55 Million
2.12% of portfolio
|
Q4 2024
Added 92.1%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
173,430
shares
|
$4.51 Million
0.01% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
172,636
shares
|
$4.49 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
171,420
shares
|
$4.46 Million
3.58% of portfolio
|
Q4 2024
Added 159.65%
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
170,299
shares
|
$4.43 Million
0.63% of portfolio
|
Q4 2024
Added 640.98%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Oct 08, 2024 Q3 2024 |
167,503
shares
|
$4.36 Million
6.61% of portfolio
|
Q4 2023
Reduced 35.06%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
167,022
shares
|
$4.34 Million
0.87% of portfolio
|
Q3 2024
Added 4.89%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
165,288
shares
|
$4.3 Million
0.6% of portfolio
|
Q3 2022
Added 87.69%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
163,267
shares
|
$4.24 Million
0.01% of portfolio
|
Q3 2024
Reduced 15.49%
|
|
|
Signet Investment Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
160,950
shares
|
$4.18 Million
4.32% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Mps Loria Financial Planners, LLC
|
Jan 14, 2025 Q4 2024 |
160,336
shares
|
$4.17 Million
1.23% of portfolio
|
Q4 2024
Added 104.42%
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
153,703
shares
|
$4 Million
0.13% of portfolio
|
Q4 2024
Added 83.53%
|