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 761 institutions that hold shares in the stock, with a total of 385 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 |
|---|---|---|---|---|---|
|
Sensible Financial Planning & Management, Llc.
|
Nov 05, 2025 Q3 2025 |
3,088,558
shares
|
$82.8 Million
15.12% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
2,981,355
shares
|
$79.9 Million
0.02% of portfolio
|
Q3 2025
Added 12.33%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
2,679,487
shares
|
$71.8 Million
0.01% of portfolio
|
Q3 2025
Added 4.4%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
2,644,737
shares
|
$70.9 Million
0.0% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
2,198,822
shares
|
$58.9 Million
0.1% of portfolio
|
Q3 2025
Added 591.24%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
2,134,703
shares
|
$57.2 Million
0.09% of portfolio
|
Q3 2025
Added 4.5%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
2,056,282
shares
|
$55.1 Million
0.72% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
2,045,996
shares
|
$54.8 Million
0.12% of portfolio
|
Q3 2025
Added 4.5%
|
|
|
Lutz Financial Services LLC
|
Nov 10, 2025 Q3 2025 |
1,990,216
shares
|
$53.3 Million
3.89% of portfolio
|
Q3 2025
Added 7.55%
|
|
|
Perella Weinberg Partners Capital Management LP
|
May 13, 2024 Q1 2024 |
1,948,275
shares
|
$52.2 Million
10.87% of portfolio
|
Q1 2024
Reduced 1.31%
|
|
|
Stephens Group Asset Management, LLC
|
Oct 07, 2025 Q3 2025 |
1,705,045
shares
|
$45.7 Million
3.11% of portfolio
|
Q3 2025
Added 8.89%
|
|
|
Life Guide Financial Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
1,682,351
shares
|
$45.1 Million
21.22% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
1,646,759
shares
|
$44.1 Million
2.48% of portfolio
|
Q3 2025
Reduced 4.95%
|
|
|
Matrix Trust CO
|
Oct 14, 2025 Q3 2025 |
1,591,801
shares
|
$42.7 Million
6.72% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
1,589,879
shares
|
$42.6 Million
0.42% of portfolio
|
Q3 2025
Added 10.57%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,569,361
shares
|
$42.1 Million
0.01% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
1,561,546
shares
|
$41.8 Million
2.83% of portfolio
|
Q3 2025
Added 7001.49%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
1,548,759
shares
|
$41.5 Million
3.63% of portfolio
|
Q3 2025
Added 7.58%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,501,036
shares
|
$40.2 Million
0.67% of portfolio
|
Q3 2025
Added 6.2%
|
|
|
Temasek Holdings (Private) LTD
Singapore, U0 |
Nov 14, 2025 Q3 2025 |
1,410,000
shares
|
$37.8 Million
0.17% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
1,387,002
shares
|
$37.2 Million
5.05% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
1,366,373
shares
|
$36.6 Million
0.61% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Financial Architects, LLC
Woodstock, GA |
Oct 20, 2025 Q3 2025 |
1,329,221
shares
|
$35.6 Million
20.36% of portfolio
|
Q3 2025
Added 7.01%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,309,813
shares
|
$35.1 Million
0.01% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
1,289,930
shares
|
$34.6 Million
0.76% of portfolio
|
Q3 2025
Added 12.99%
|
|