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 $7.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
982,557
shares
|
$25.9 Million
0.05% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
980,880
shares
|
$25.9 Million
0.91% of portfolio
|
Q4 2024
Added 91.45%
|
|
|
Navalign, LLC
|
Feb 18, 2025 Q4 2024 |
973,401
shares
|
$25.7 Million
7.49% of portfolio
|
Q4 2024
Added 109.07%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Feb 12, 2025 Q4 2024 |
904,277
shares
|
$23.9 Million
10.38% of portfolio
|
Q4 2024
Added 79.72%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Jan 24, 2025 Q4 2024 |
848,851
shares
|
$22.4 Million
6.7% of portfolio
|
Q4 2024
Added 98.43%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
840,778
shares
|
$22.2 Million
0.01% of portfolio
|
Q4 2024
Added 133.98%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
810,251
shares
|
$21.4 Million
4.56% of portfolio
|
Q4 2024
Added 112.01%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
801,275
shares
|
$21.1 Million
0.05% of portfolio
|
Q4 2024
Added 100.61%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
790,572
shares
|
$20.9 Million
11.42% of portfolio
|
Q4 2024
Added 99.38%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
768,173
shares
|
$20.3 Million
0.75% of portfolio
|
Q4 2024
Added 109.68%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
764,539
shares
|
$20.2 Million
0.24% of portfolio
|
Q4 2024
Added 322.17%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
748,000
shares
|
$19.7 Million
0.9% of portfolio
|
Q4 2024
Added 8.92%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
740,908
shares
|
$19.6 Million
1.24% of portfolio
|
Q4 2024
Added 100.78%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
736,563
shares
|
$19.4 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Oikos Holdings LLC
|
Jul 31, 2024 Q2 2024 |
734,367
shares
|
$19.4 Million
9.05% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
728,978
shares
|
$19.2 Million
0.02% of portfolio
|
Q4 2024
Added 87.67%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
714,017
shares
|
$18.8 Million
2.67% of portfolio
|
Q4 2024
Added 101.77%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Feb 11, 2025 Q4 2024 |
684,842
shares
|
$18.1 Million
0.74% of portfolio
|
Q4 2024
Added 80.72%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
603,311
shares
|
$15.9 Million
0.13% of portfolio
|
Q4 2024
Added 89.55%
|
|
|
F Dx Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
585,304
shares
|
$15.4 Million
4.42% of portfolio
|
Q4 2024
Added 100.54%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
579,115
shares
|
$15.3 Million
0.03% of portfolio
|
Q4 2024
Added 88.86%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
572,142
shares
|
$15.1 Million
2.13% of portfolio
|
Q4 2024
Added 95.86%
|
|
|
Sumitomo Life Insurance CO
|
Jan 23, 2025 Q4 2024 |
567,500
shares
|
$15 Million
0.28% of portfolio
|
Q4 2024
Added 658.69%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Feb 03, 2025 Q4 2024 |
546,468
shares
|
$14.4 Million
7.41% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
518,606
shares
|
$13.7 Million
1.18% of portfolio
|
Q4 2024
Added 105.67%
|