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 759 institutions that hold shares in the stock, with a total of 376 Million shares, which have been reported (via 13F filing form) to have a value of $10.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
87,228
shares
|
$2.35 Million
0.0% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
86,387
shares
|
$2.32 Million
0.47% of portfolio
|
Q3 2025
Added 14.53%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
85,997
shares
|
$2.31 Million
2.84% of portfolio
|
Q4 2023
Reduced 32.82%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2025 Q3 2025 |
85,810
shares
|
$2.31 Million
0.68% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
White Lighthouse Investment Management Inc.
|
Jul 30, 2025 Q2 2025 |
84,829
shares
|
$2.28 Million
0.37% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2025 Q3 2025 |
84,791
shares
|
$2.28 Million
0.53% of portfolio
|
Q3 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
84,533
shares
|
$2.27 Million
0.05% of portfolio
|
Q3 2025
Added 7.31%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
83,964
shares
|
$2.26 Million
0.2% of portfolio
|
Q3 2025
Added 7.98%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
83,913
shares
|
$2.26 Million
0.18% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
American Trust Investment Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
83,690
shares
|
$2.25 Million
1.26% of portfolio
|
Q2 2025
Reduced 60.21%
|
|
|
Aletheian Wealth Advisors LLC
|
Nov 12, 2025 Q3 2025 |
83,397
shares
|
$2.24 Million
1.09% of portfolio
|
Q3 2025
Added 6.27%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Nov 12, 2025 Q3 2025 |
83,313
shares
|
$2.24 Million
0.77% of portfolio
|
Q3 2025
New holding
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
81,761
shares
|
$2.2 Million
0.18% of portfolio
|
Q3 2025
Added 6.01%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
79,080
shares
|
$2.13 Million
1.14% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
78,822
shares
|
$2.12 Million
0.3% of portfolio
|
Q4 2024
Added 96.72%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 14, 2025 Q3 2025 |
78,041
shares
|
$2.1 Million
0.92% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
77,590
shares
|
$2.09 Million
0.16% of portfolio
|
Q3 2025
Reduced 6.52%
|
|
|
Fiducient Advisors LLC
|
Oct 30, 2025 Q3 2025 |
76,767
shares
|
$2.07 Million
0.25% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
76,222
shares
|
$2.05 Million
0.4% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
75,680
shares
|
$2.04 Million
0.05% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
73,490
shares
|
$1.98 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.35%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
73,156
shares
|
$1.97 Million
0.73% of portfolio
|
Q3 2025
Reduced 4.71%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 14, 2025 Q3 2025 |
72,557
shares
|
$1.95 Million
1.33% of portfolio
|
Q3 2025
Added 6.38%
|
|
|
Abbington Investment Group
Westport, CT |
Oct 23, 2025 Q3 2025 |
71,513
shares
|
$1.92 Million
1.65% of portfolio
|
Q3 2025
New holding
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
71,296
shares
|
$1.92 Million
0.24% of portfolio
|
Q3 2025
Added 9.21%
|