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 360 Million shares, which have been reported (via 13F filing form) to have a value of $9.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
109,797
shares
|
$2.95 Million
0.27% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
109,638
shares
|
$2.95 Million
1.63% of portfolio
|
Q3 2025
Reduced 4.75%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
109,433
shares
|
$2.94 Million
0.2% of portfolio
|
Q3 2025
Added 14.11%
|
|
|
K2 Financial Inc.
Glendora, CA |
Oct 16, 2025 Q3 2025 |
109,200
shares
|
$2.94 Million
2.38% of portfolio
|
Q3 2025
Added 5.42%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 04, 2025 Q3 2025 |
109,094
shares
|
$2.93 Million
0.83% of portfolio
|
Q3 2025
Added 13.05%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
106,544
shares
|
$2.87 Million
0.83% of portfolio
|
Q3 2025
Added 6.35%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
106,370
shares
|
$2.86 Million
0.06% of portfolio
|
Q3 2025
Added 11.13%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
103,807
shares
|
$2.79 Million
0.23% of portfolio
|
Q3 2025
Reduced 15.49%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
103,539
shares
|
$2.79 Million
1.37% of portfolio
|
Q4 2024
Added 214.12%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
Nov 04, 2025 Q3 2025 |
102,656
shares
|
$2.76 Million
2.53% of portfolio
|
Q3 2025
Added 991.85%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
101,946
shares
|
$2.74 Million
0.22% of portfolio
|
Q3 2025
Reduced 3.82%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
101,419
shares
|
$2.73 Million
0.01% of portfolio
|
Q2 2025
Added 9.74%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
101,308
shares
|
$2.73 Million
0.04% of portfolio
|
Q3 2025
Added 34125.68%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
99,590
shares
|
$2.68 Million
0.03% of portfolio
|
Q2 2025
Reduced 11.9%
|
|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
96,314
shares
|
$2.59 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 17, 2025 Q3 2025 |
92,749
shares
|
$2.49 Million
2.03% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Rede Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
92,749
shares
|
$2.49 Million
2.03% of portfolio
|
Q3 2025
New holding
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
91,565
shares
|
$2.46 Million
4.16% of portfolio
|
Q2 2022
New holding
|
|
|
Maltin Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
90,693
shares
|
$2.44 Million
1.26% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2025 Q3 2025 |
89,406
shares
|
$2.41 Million
0.49% of portfolio
|
Q3 2025
Reduced 12.46%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
88,327
shares
|
$2.38 Million
0.17% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Oct 20, 2025 Q3 2025 |
88,136
shares
|
$2.37 Million
0.91% of portfolio
|
Q3 2025
Added 6.41%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
88,047
shares
|
$2.37 Million
0.02% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
87,964
shares
|
$2.37 Million
1.67% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
87,648
shares
|
$2.36 Million
0.12% of portfolio
|
Q3 2025
Added 7.38%
|