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 |
|---|---|---|---|---|---|
|
Altiora Financial Group, LLC
Lebanon, OH |
Feb 07, 2025 Q4 2024 |
517,443
shares
|
$13.7 Million
2.91% of portfolio
|
Q4 2024
Added 102.89%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
510,612
shares
|
$13.5 Million
1.06% of portfolio
|
Q4 2024
Added 94.76%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
509,968
shares
|
$13.5 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
495,691
shares
|
$13.1 Million
0.03% of portfolio
|
Q4 2024
Added 109.24%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
490,414
shares
|
$12.9 Million
0.13% of portfolio
|
Q4 2024
Added 99.26%
|
|
|
Marotta Asset Management
|
Jan 10, 2025 Q4 2024 |
482,507
shares
|
$12.7 Million
2.61% of portfolio
|
Q4 2024
Added 96.81%
|
|
|
Proffitt & Goodson Inc
|
Feb 05, 2025 Q4 2024 |
476,091
shares
|
$12.6 Million
2.05% of portfolio
|
Q4 2024
Added 105.39%
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
472,233
shares
|
$12.5 Million
3.69% of portfolio
|
Q4 2024
Added 103.09%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
466,982
shares
|
$12.3 Million
1.35% of portfolio
|
Q4 2024
Added 397.66%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
452,595
shares
|
$11.9 Million
0.08% of portfolio
|
Q4 2024
Reduced 96.11%
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Jan 15, 2025 Q4 2024 |
447,872
shares
|
$11.8 Million
2.66% of portfolio
|
Q4 2024
Added 138.39%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Feb 06, 2025 Q4 2024 |
426,922
shares
|
$11.3 Million
3.9% of portfolio
|
Q4 2024
Added 116.5%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
416,091
shares
|
$11 Million
0.8% of portfolio
|
Q4 2024
Added 125.94%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
390,413
shares
|
$10.3 Million
0.01% of portfolio
|
Q4 2024
Added 126.15%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
384,628
shares
|
$10.2 Million
1.2% of portfolio
|
Q4 2024
Added 117.14%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
372,617
shares
|
$9.83 Million
0.17% of portfolio
|
Q4 2024
Added 158.8%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
359,385
shares
|
$9.48 Million
0.95% of portfolio
|
Q4 2024
Added 108.45%
|
|
|
Prairiewood Capital, LLC
|
Jan 16, 2025 Q4 2024 |
350,847
shares
|
$9.26 Million
3.89% of portfolio
|
Q4 2024
Added 131.08%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Feb 04, 2025 Q4 2024 |
346,790
shares
|
$9.15 Million
7.02% of portfolio
|
Q4 2024
Added 107.04%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
336,713
shares
|
$8.89 Million
0.02% of portfolio
|
Q4 2024
Added 22.49%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
334,020
shares
|
$8.81 Million
8.67% of portfolio
|
Q4 2024
New holding
|
|
|
Signet Investment Advisory Group, Inc.
|
Jan 29, 2025 Q4 2024 |
321,275
shares
|
$8.48 Million
4.24% of portfolio
|
Q4 2024
Added 99.61%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
320,312
shares
|
$8.45 Million
0.72% of portfolio
|
Q1 2023
Reduced 2.16%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
317,499
shares
|
$8.38 Million
0.98% of portfolio
|
Q4 2024
Added 108.44%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
316,547
shares
|
$8.35 Million
0.81% of portfolio
|
Q4 2024
Added 89.52%
|