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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
238,432
shares
|
$6.29 Million
0.19% of portfolio
|
Q4 2024
Added 89.83%
|
|
|
Fi3 Financial Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
233,975
shares
|
$6.17 Million
2.27% of portfolio
|
Q4 2024
Added 85.36%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
233,859
shares
|
$6.17 Million
0.12% of portfolio
|
Q4 2024
Added 106.65%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
230,269
shares
|
$6.08 Million
0.09% of portfolio
|
Q4 2024
Added 92.92%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
221,720
shares
|
$5.85 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Trust Investment Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
214,976
shares
|
$5.67 Million
2.47% of portfolio
|
Q4 2024
Added 99.46%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
214,353
shares
|
$5.66 Million
0.05% of portfolio
|
Q4 2024
Added 87.0%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jan 13, 2025 Q4 2024 |
211,911
shares
|
$5.59 Million
4.27% of portfolio
|
Q4 2024
Added 107.0%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
211,670
shares
|
$5.59 Million
0.04% of portfolio
|
Q4 2024
Added 60.51%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
211,495
shares
|
$5.58 Million
0.91% of portfolio
|
Q4 2024
Added 44.82%
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
208,560
shares
|
$5.5 Million
1.03% of portfolio
|
Q4 2024
Added 205.82%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
205,998
shares
|
$5.44 Million
0.02% of portfolio
|
Q4 2024
Added 83.31%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
204,741
shares
|
$5.4 Million
7.74% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
203,884
shares
|
$5.38 Million
0.0% of portfolio
|
Q4 2024
Added 87.24%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
200,291
shares
|
$5.29 Million
3.32% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
198,579
shares
|
$5.24 Million
0.02% of portfolio
|
Q4 2024
Added 94.8%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
198,284
shares
|
$5.23 Million
0.45% of portfolio
|
Q4 2024
Added 99.13%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Jan 23, 2025 Q4 2024 |
197,603
shares
|
$5.21 Million
4.66% of portfolio
|
Q4 2024
New holding
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
194,531
shares
|
$5.13 Million
6.58% of portfolio
|
Q2 2023
New holding
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
190,520
shares
|
$5.03 Million
1.06% of portfolio
|
Q4 2024
Added 99.48%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
188,472
shares
|
$4.97 Million
0.81% of portfolio
|
Q4 2024
Reduced 33.2%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
188,031
shares
|
$4.96 Million
0.73% of portfolio
|
Q4 2024
Added 1780.12%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
187,946
shares
|
$4.96 Million
0.18% of portfolio
|
Q4 2024
Added 72.21%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Feb 07, 2025 Q4 2024 |
182,447
shares
|
$4.81 Million
0.35% of portfolio
|
Q4 2024
Added 87.13%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Feb 11, 2025 Q4 2024 |
180,932
shares
|
$4.77 Million
0.75% of portfolio
|
Q4 2024
Added 97.7%
|