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 694 institutions that hold shares in the stock, with a total of 172 Million shares, which have been reported (via 13F filing form) to have a value of $4.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Archvest Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
26,326
shares
|
$693,953
0.85% of portfolio
|
Q3 2024
Added 9.93%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
26,241
shares
|
$691,712
0.02% of portfolio
|
Q3 2024
Added 91.05%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Sep 20, 2024 Q2 2024 |
26,028
shares
|
$686,098
0.14% of portfolio
|
Q2 2024
Reduced 12.35%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
25,850
shares
|
$681,406
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Oct 15, 2024 Q3 2024 |
25,846
shares
|
$681,300
0.49% of portfolio
|
Q3 2024
Reduced 9.99%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
25,270
shares
|
$666,117
0.0% of portfolio
|
Q2 2024
Added 17.6%
|
|
|
Mengis Capital Management, Inc.
|
Nov 05, 2024 Q3 2024 |
24,866
shares
|
$655,467
0.27% of portfolio
|
Q3 2024
Reduced 10.3%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Aug 07, 2024 Q2 2024 |
24,856
shares
|
$655,204
0.29% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Strategic Financial Planning, Inc.
|
Oct 25, 2024 Q3 2024 |
24,036
shares
|
$633,588
0.85% of portfolio
|
Q3 2024
Added 7.66%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
23,917
shares
|
$630,452
0.06% of portfolio
|
Q2 2024
Reduced 57.02%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 13, 2024 Q2 2024 |
23,220
shares
|
$612,079
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Friedenthal Financial
|
Oct 17, 2024 Q3 2024 |
23,043
shares
|
$607,413
0.81% of portfolio
|
Q3 2024
Reduced 15.63%
|
|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
22,983
shares
|
$605,831
0.45% of portfolio
|
Q3 2024
Added 27.7%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
22,772
shares
|
$600,269
0.44% of portfolio
|
Q1 2024
Reduced 27.42%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Aug 09, 2024 Q2 2024 |
22,765
shares
|
$600,085
0.04% of portfolio
|
Q2 2024
Added 6.55%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
22,263
shares
|
$586,852
0.04% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
22,184
shares
|
$584,770
0.11% of portfolio
|
Q3 2024
Reduced 30.01%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Jul 23, 2024 Q2 2024 |
21,960
shares
|
$578,865
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
21,829
shares
|
$575,412
0.99% of portfolio
|
Q2 2022
Reduced 17.73%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
21,704
shares
|
$572,117
0.09% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Aug 09, 2024 Q2 2024 |
21,665
shares
|
$571,089
0.78% of portfolio
|
Q2 2024
Reduced 38.99%
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
21,592
shares
|
$569,165
0.95% of portfolio
|
Q3 2024
Reduced 9.35%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
21,228
shares
|
$559,570
0.07% of portfolio
|
Q3 2024
Reduced 33.34%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
21,195
shares
|
$558,700
0.09% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Jul 31, 2024 Q2 2024 |
21,010
shares
|
$553,823
0.05% of portfolio
|
Q2 2024
Added 23.91%
|