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 737 institutions that hold shares in the stock, with a total of 339 Million shares, which have been reported (via 13F filing form) to have a value of $8.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
48,920
shares
|
$1.3 Million
0.28% of portfolio
|
Q1 2025
Reduced 4.34%
|
|
|
Strategic Financial Planning, Inc.
|
May 14, 2025 Q1 2025 |
48,411
shares
|
$1.28 Million
0.9% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Commons Capital, LLC
Needham, MA |
May 12, 2025 Q1 2025 |
48,259
shares
|
$1.28 Million
1.2% of portfolio
|
Q1 2025
New holding
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
45,465
shares
|
$1.21 Million
0.07% of portfolio
|
Q1 2025
Added 4.78%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
45,178
shares
|
$1.2 Million
0.03% of portfolio
|
Q1 2025
Added 42.87%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
44,954
shares
|
$1.19 Million
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
44,851
shares
|
$1.19 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
44,833
shares
|
$1.19 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 20, 2025 Q1 2025 |
44,833
shares
|
$1.19 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Apr 24, 2025 Q1 2025 |
44,199
shares
|
$1.17 Million
0.82% of portfolio
|
Q1 2025
Reduced 15.93%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
41,444
shares
|
$1.1 Million
0.26% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Leeward Financial Partners, LLC
|
May 09, 2025 Q1 2025 |
41,380
shares
|
$1.1 Million
0.42% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
41,360
shares
|
$1.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 70.28%
|
|
|
Private Client Services, LLC
Louisville, KY |
Apr 08, 2025 Q1 2025 |
41,133
shares
|
$1.09 Million
0.55% of portfolio
|
Q1 2025
Added 185.41%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
40,854
shares
|
$1.08 Million
1.47% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Websterrogers Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
40,774
shares
|
$1.08 Million
0.38% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
May 15, 2025 Q1 2025 |
40,550
shares
|
$1.07 Million
0.4% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
40,405
shares
|
$1.07 Million
0.59% of portfolio
|
Q1 2025
Reduced 9.1%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
40,205
shares
|
$1.07 Million
0.33% of portfolio
|
Q1 2025
Added 5.34%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Apr 11, 2025 Q1 2025 |
40,059
shares
|
$1.06 Million
0.91% of portfolio
|
Q1 2025
Reduced 6.77%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
39,730
shares
|
$1.05 Million
0.1% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
39,541
shares
|
$1.05 Million
0.79% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Lcnb Corp
Lebanon, OH |
May 12, 2025 Q1 2025 |
39,362
shares
|
$1.04 Million
0.39% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
39,117
shares
|
$1.04 Million
0.3% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
38,415
shares
|
$1.02 Million
0.07% of portfolio
|
Q2 2023
New holding
|