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 698 institutions that hold shares in the stock, with a total of 171 Million shares, which have been reported (via 13F filing form) to have a value of $9.16 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wealth Management Resources, Inc.
|
Jul 17, 2024 Q2 2024 |
22,277
shares
|
$1.19 Million
0.5% of portfolio
|
Q2 2024
Reduced 90.17%
|
|
Wiley Bros. Aintree Capital, LLC
|
Jul 23, 2024 Q2 2024 |
21,960
shares
|
$1.18 Million
0.05% of portfolio
|
Q2 2024
New holding
|
|
Websterrogers Financial Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
21,947
shares
|
$1.18 Million
0.42% of portfolio
|
Q2 2024
Reduced 1.14%
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
21,829
shares
|
$1.17 Million
0.99% of portfolio
|
Q2 2022
Reduced 17.73%
|
|
Patriot Investment Management Inc.
|
Jul 15, 2024 Q2 2024 |
21,680
shares
|
$1.16 Million
0.09% of portfolio
|
Q2 2024
Added 1.35%
|
|
Revisor Wealth Management LLC
Akron, OH |
Aug 09, 2024 Q2 2024 |
21,665
shares
|
$1.16 Million
0.78% of portfolio
|
Q2 2024
Reduced 38.99%
|
|
Advisor Net Financial, Inc
|
Jul 16, 2024 Q2 2024 |
21,372
shares
|
$1.15 Million
0.11% of portfolio
|
Q2 2024
Reduced 10.9%
|
|
Bigelow Investment Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
21,073
shares
|
$1.13 Million
0.52% of portfolio
|
Q2 2024
Reduced 5.16%
|
|
Summit Financial, LLC
Parsippany, NJ |
Jul 31, 2024 Q2 2024 |
21,010
shares
|
$1.13 Million
0.05% of portfolio
|
Q2 2024
Added 23.91%
|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 13, 2024 Q2 2024 |
20,744
shares
|
$1.11 Million
0.02% of portfolio
|
Q4 2023
Reduced 42.52%
|
|
Leeward Financial Partners, LLC
|
Jul 30, 2024 Q2 2024 |
20,690
shares
|
$1.11 Million
0.44% of portfolio
|
Q2 2024
Reduced 3.0%
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jul 12, 2024 Q2 2024 |
20,674
shares
|
$1.11 Million
0.93% of portfolio
|
Q2 2024
Added 0.07%
|
|
Security Financial Services, Inc.
|
Jul 23, 2024 Q2 2024 |
19,955
shares
|
$1.07 Million
0.23% of portfolio
|
Q2 2024
Reduced 4.53%
|
|
Claro Advisors LLC
Boston, MA |
Jul 31, 2024 Q2 2024 |
19,760
shares
|
$1.06 Million
0.17% of portfolio
|
Q2 2024
Added 75.63%
|
|
Lcnb Corp
Lebanon, OH |
Aug 14, 2024 Q2 2024 |
19,681
shares
|
$1.06 Million
0.38% of portfolio
|
Q4 2023
Reduced 8.74%
|
|
Bennicas & Associates, Inc.
|
Feb 28, 2023 Q4 2022 |
19,427
shares
|
$1.04 Million
0.64% of portfolio
|
Q4 2022
Reduced 28.22%
|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
19,201
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2024
Added 0.83%
|
|
Clear Investment Research, LLC
|
Aug 08, 2024 Q2 2024 |
19,086
shares
|
$1.02 Million
1.3% of portfolio
|
Q2 2024
Added 42.74%
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2024 Q2 2024 |
18,915
shares
|
$1.01 Million
0.06% of portfolio
|
Q2 2024
Added 8.52%
|
|
Commerce Bank
Kansas City, MO |
Aug 12, 2024 Q2 2024 |
18,893
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2024
Added 47.14%
|
|
Veracity Capital LLC
|
Jul 22, 2024 Q2 2024 |
18,696
shares
|
$1 Million
0.41% of portfolio
|
Q2 2024
Added 3.79%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
18,666
shares
|
$1 Million
0.06% of portfolio
|
Q2 2024
New holding
|
|
First Merchants Corp
|
Jul 25, 2024 Q2 2024 |
18,516
shares
|
$992,642
0.07% of portfolio
|
Q1 2024
Reduced 0.34%
|
|
Benchmark Wealth Management, LLC
|
Jul 08, 2024 Q2 2024 |
18,183
shares
|
$974,790
0.5% of portfolio
|
Q2 2024
Reduced 0.09%
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 09, 2024 Q2 2024 |
18,140
shares
|
$972,485
0.0% of portfolio
|
Q2 2024
New holding
|