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 |
|---|---|---|---|---|---|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
1,280,996
shares
|
$34.3 Million
3.71% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
1,138,852
shares
|
$30.5 Million
23.61% of portfolio
|
Q4 2023
Reduced 34.04%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
1,124,106
shares
|
$30.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 33.52%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
1,115,448
shares
|
$29.9 Million
0.04% of portfolio
|
Q3 2025
Added 10.65%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
1,044,692
shares
|
$28 Million
1.49% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
1,022,291
shares
|
$27.4 Million
0.78% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
1,009,579
shares
|
$27.1 Million
3.7% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Prentice Wealth Management LLC
|
Oct 09, 2025 Q3 2025 |
986,929
shares
|
$26.4 Million
6.77% of portfolio
|
Q3 2025
Added 6.25%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Oct 23, 2025 Q3 2025 |
937,092
shares
|
$25.1 Million
7.67% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2025 Q3 2025 |
923,169
shares
|
$24.7 Million
6.85% of portfolio
|
Q3 2025
Added 3.98%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
905,792
shares
|
$24.3 Million
0.13% of portfolio
|
Q3 2025
Added 101.45%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
904,211
shares
|
$24.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Sumitomo Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
862,700
shares
|
$23.1 Million
0.76% of portfolio
|
Q3 2025
Added 384.39%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
851,112
shares
|
$22.8 Million
0.01% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
850,568
shares
|
$22.8 Million
1.24% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
849,076
shares
|
$22.8 Million
2.2% of portfolio
|
Q3 2025
Added 9.99%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
840,640
shares
|
$22.5 Million
0.77% of portfolio
|
Q3 2025
Added 4.87%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
825,704
shares
|
$22.1 Million
0.03% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
775,010
shares
|
$20.8 Million
0.76% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
761,411
shares
|
$20.4 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Oikos Holdings LLC
|
Jul 31, 2024 Q2 2024 |
734,367
shares
|
$19.7 Million
9.05% of portfolio
|
Q2 2024
New holding
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
710,730
shares
|
$19 Million
0.04% of portfolio
|
Q3 2025
Added 8.46%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
652,624
shares
|
$17.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Navalign, LLC
|
Nov 12, 2025 Q3 2025 |
647,624
shares
|
$17.4 Million
4.67% of portfolio
|
Q3 2025
Reduced 36.18%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 17, 2025 Q3 2025 |
626,761
shares
|
$16.8 Million
2.11% of portfolio
|
Q3 2025
Reduced 11.33%
|
|