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 742 institutions that hold shares in the stock, with a total of 336 Million shares, which have been reported (via 13F filing form) to have a value of $8.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
50,901
shares
|
$1.36 Million
0.49% of portfolio
|
Q2 2025
Reduced 14.65%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
50,071
shares
|
$1.34 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
50,014
shares
|
$1.33 Million
1.28% of portfolio
|
Q1 2025
Added 9.53%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
49,391
shares
|
$1.32 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
49,063
shares
|
$1.31 Million
0.4% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
48,970
shares
|
$1.31 Million
0.01% of portfolio
|
Q1 2025
Added 92.17%
|
|
|
Strategic Financial Planning, Inc.
|
May 14, 2025 Q1 2025 |
48,411
shares
|
$1.29 Million
0.9% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Commons Capital, LLC
Needham, MA |
May 12, 2025 Q1 2025 |
48,259
shares
|
$1.29 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
|
$1.21 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
|
$1.2 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
|
$1.2 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
43,594
shares
|
$1.16 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
43,594
shares
|
$1.16 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
42,765
shares
|
$1.14 Million
0.23% of portfolio
|
Q2 2025
Reduced 12.58%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
42,643
shares
|
$1.14 Million
0.04% of portfolio
|
Q2 2025
Added 158.49%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
42,283
shares
|
$1.13 Million
0.37% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Sws Partners
|
Jul 17, 2025 Q2 2025 |
41,589
shares
|
$1.11 Million
0.32% of portfolio
|
Q2 2025
Added 16.43%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
41,444
shares
|
$1.11 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%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
41,104
shares
|
$1.1 Million
0.29% of portfolio
|
Q2 2025
Added 16.52%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
40,854
shares
|
$1.09 Million
1.47% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jul 15, 2025 Q2 2025 |
40,749
shares
|
$1.09 Million
0.87% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
May 15, 2025 Q1 2025 |
40,550
shares
|
$1.08 Million
0.4% of portfolio
|
Q1 2025
Reduced 6.24%
|