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 721 institutions that hold shares in the stock, with a total of 308 Million shares, which have been reported (via 13F filing form) to have a value of $8.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
35,295
shares
|
$945,200
0.08% of portfolio
|
Q2 2020
Reduced 10.2%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
35,175
shares
|
$941,986
0.3% of portfolio
|
Q4 2024
Added 127.05%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
34,729
shares
|
$930,042
0.02% of portfolio
|
Q4 2024
Added 139.15%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
33,682
shares
|
$902,003
0.03% of portfolio
|
Q4 2024
Added 87.85%
|
|
|
Atlas Financial Advisors, Inc.
|
Apr 16, 2025 Q4 2024 |
33,598
shares
|
$899,754
1.5% of portfolio
|
Q4 2024
New holding
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Feb 19, 2025 Q4 2024 |
33,117
shares
|
$886,873
0.79% of portfolio
|
Q4 2024
Added 67.83%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
31,715
shares
|
$849,327
0.06% of portfolio
|
Q1 2025
Reduced 7.58%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
31,622
shares
|
$846,837
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Apr 15, 2025 Q1 2025 |
31,492
shares
|
$843,355
0.64% of portfolio
|
Q4 2024
Reduced 63.54%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
31,261
shares
|
$837,169
0.01% of portfolio
|
Q1 2025
Added 33.79%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
30,561
shares
|
$818,423
0.21% of portfolio
|
Q2 2024
Reduced 5.71%
|
|
|
Bakala Capital Management LLC
Greenville, SC |
Feb 14, 2025 Q4 2024 |
30,235
shares
|
$809,693
4.7% of portfolio
|
Q4 2024
Added 101.66%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
Apr 11, 2025 Q4 2024 |
30,080
shares
|
$805,542
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
30,000
shares
|
$803,400
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Benchmark Wealth Management, LLC
|
Apr 07, 2025 Q1 2025 |
29,851
shares
|
$799,409
0.39% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Feb 14, 2025 Q4 2024 |
29,811
shares
|
$798,338
0.48% of portfolio
|
Q4 2024
Added 99.82%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Feb 07, 2025 Q4 2024 |
29,226
shares
|
$782,672
0.27% of portfolio
|
Q4 2024
Added 108.5%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Feb 14, 2025 Q4 2024 |
29,154
shares
|
$780,744
0.11% of portfolio
|
Q4 2024
Added 122.77%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
28,818
shares
|
$771,746
0.03% of portfolio
|
Q4 2024
Added 46.49%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
28,276
shares
|
$757,231
0.4% of portfolio
|
Q3 2022
Added 1.25%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
28,229
shares
|
$755,972
0.66% of portfolio
|
Q4 2024
Added 99.09%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Apr 09, 2025 Q1 2025 |
27,764
shares
|
$743,519
0.56% of portfolio
|
Q1 2025
Reduced 67.28%
|
|
|
Walter & Keenan Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
27,649
shares
|
$740,440
0.22% of portfolio
|
Q4 2024
Added 140.49%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
27,155
shares
|
$727,210
0.0% of portfolio
|
Q4 2024
Reduced 84.34%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
27,141
shares
|
$726,835
0.0% of portfolio
|
Q4 2024
New holding
|