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 746 institutions that hold shares in the stock, with a total of 347 Million shares, which have been reported (via 13F filing form) to have a value of $9.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rhs Financial, LLC
|
Jul 25, 2025 Q2 2025 |
99,653
shares
|
$2.7 Million
1.58% of portfolio
|
Q2 2025
Added 34.74%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
99,590
shares
|
$2.69 Million
0.03% of portfolio
|
Q2 2025
Reduced 11.9%
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
97,854
shares
|
$2.65 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Aug 11, 2025 Q2 2025 |
96,498
shares
|
$2.61 Million
0.8% of portfolio
|
Q2 2025
New holding
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
95,899
shares
|
$2.59 Million
0.19% of portfolio
|
Q2 2025
Added 5.18%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
95,717
shares
|
$2.59 Million
0.06% of portfolio
|
Q2 2025
Added 12.92%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
92,791
shares
|
$2.51 Million
2.05% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
91,565
shares
|
$2.48 Million
4.16% of portfolio
|
Q2 2022
New holding
|
|
|
Maltin Wealth Management, Inc.
|
Aug 06, 2025 Q2 2025 |
89,523
shares
|
$2.42 Million
1.33% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
88,972
shares
|
$2.41 Million
1.78% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
88,327
shares
|
$2.39 Million
0.17% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jul 23, 2025 Q2 2025 |
87,555
shares
|
$2.37 Million
0.73% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
87,228
shares
|
$2.36 Million
0.0% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
87,066
shares
|
$2.36 Million
0.03% of portfolio
|
Q2 2025
Added 32.34%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
85,997
shares
|
$2.33 Million
2.84% of portfolio
|
Q4 2023
Reduced 32.82%
|
|
|
White Lighthouse Investment Management Inc.
|
Jul 30, 2025 Q2 2025 |
84,829
shares
|
$2.29 Million
0.37% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
83,913
shares
|
$2.27 Million
0.18% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
American Trust Investment Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
83,690
shares
|
$2.26 Million
1.26% of portfolio
|
Q2 2025
Reduced 60.21%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
83,000
shares
|
$2.25 Million
0.18% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Aug 14, 2025 Q2 2025 |
82,823
shares
|
$2.24 Million
0.93% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
81,624
shares
|
$2.21 Million
0.11% of portfolio
|
Q2 2025
Added 12.12%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
79,080
shares
|
$2.14 Million
1.14% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
78,822
shares
|
$2.13 Million
0.3% of portfolio
|
Q4 2024
Added 96.72%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
78,778
shares
|
$2.13 Million
0.05% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
78,473
shares
|
$2.12 Million
1.08% of portfolio
|
Q2 2025
Added 11.82%
|