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 |
|---|---|---|---|---|---|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
621,258
shares
|
$16.6 Million
1.28% of portfolio
|
Q3 2025
Added 6626.48%
|
|
|
Sage Financial Group Inc
|
Nov 13, 2025 Q3 2025 |
617,450
shares
|
$16.5 Million
1.13% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
614,469
shares
|
$16.5 Million
0.33% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
577,874
shares
|
$15.5 Million
2.58% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
572,760
shares
|
$15.3 Million
0.03% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
556,276
shares
|
$14.9 Million
1.47% of portfolio
|
Q3 2025
Added 40.59%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
535,914
shares
|
$14.4 Million
2.08% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Oct 31, 2025 Q3 2025 |
534,900
shares
|
$14.3 Million
6.82% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
529,524
shares
|
$14.2 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.64%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
518,606
shares
|
$13.9 Million
1.18% of portfolio
|
Q4 2024
Added 105.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
515,698
shares
|
$13.8 Million
0.02% of portfolio
|
Q3 2025
Added 26.7%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
505,408
shares
|
$13.5 Million
4.08% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 05, 2025 Q3 2025 |
495,074
shares
|
$13.3 Million
2.44% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
486,139
shares
|
$13 Million
5.94% of portfolio
|
Q3 2025
Reduced 35.6%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 10, 2025 Q3 2025 |
486,068
shares
|
$13 Million
3.01% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Marotta Asset Management
|
Oct 16, 2025 Q3 2025 |
482,937
shares
|
$12.9 Million
2.47% of portfolio
|
Q3 2025
Added 4.27%
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
475,034
shares
|
$12.7 Million
2.58% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
459,609
shares
|
$12.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 18.75%
|
|
|
Prairiewood Capital, LLC
|
Oct 14, 2025 Q3 2025 |
453,373
shares
|
$12.2 Million
4.06% of portfolio
|
Q3 2025
Added 13.05%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Oct 27, 2025 Q3 2025 |
449,925
shares
|
$12.1 Million
7.97% of portfolio
|
Q3 2025
Added 4.59%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
439,541
shares
|
$11.8 Million
0.42% of portfolio
|
Q3 2025
Added 12.07%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Oct 08, 2025 Q3 2025 |
429,411
shares
|
$11.5 Million
7.3% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Mps Loria Financial Planners, LLC
|
Oct 17, 2025 Q3 2025 |
404,126
shares
|
$10.8 Million
2.97% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
396,523
shares
|
$10.6 Million
2.05% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
394,763
shares
|
$10.6 Million
2.4% of portfolio
|
Q3 2025
New holding
|
|