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 709 institutions that hold shares in the stock, with a total of 277 Million shares, which have been reported (via 13F filing form) to have a value of $7.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blue Fin Capital, Inc.
|
Nov 05, 2024 Q3 2024 |
32,554
shares
|
$856,170
0.34% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
31,622
shares
|
$831,658
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
31,492
shares
|
$828,239
0.61% of portfolio
|
Q4 2024
Reduced 63.54%
|
|
|
Benchmark Wealth Management, LLC
|
Jan 07, 2025 Q4 2024 |
31,120
shares
|
$818,456
0.4% of portfolio
|
Q4 2024
Added 97.94%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
30,561
shares
|
$803,754
0.21% of portfolio
|
Q2 2024
Reduced 5.71%
|
|
|
Bakala Capital Management LLC
Greenville, SC |
Feb 14, 2025 Q4 2024 |
30,235
shares
|
$795,180
4.7% of portfolio
|
Q4 2024
Added 101.66%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
30,000
shares
|
$789,000
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Feb 14, 2025 Q4 2024 |
29,811
shares
|
$784,029
0.48% of portfolio
|
Q4 2024
Added 99.82%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Feb 07, 2025 Q4 2024 |
29,226
shares
|
$768,643
0.27% of portfolio
|
Q4 2024
Added 108.5%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
28,818
shares
|
$757,913
0.03% of portfolio
|
Q4 2024
Added 46.49%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
28,276
shares
|
$743,658
0.4% of portfolio
|
Q3 2022
Added 1.25%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
28,229
shares
|
$742,422
0.66% of portfolio
|
Q4 2024
Added 99.09%
|
|
|
Walter & Keenan Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
27,649
shares
|
$727,168
0.22% of portfolio
|
Q4 2024
Added 140.49%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
27,460
shares
|
$722,198
0.06% of portfolio
|
Q4 2024
Added 29.56%
|
|
|
Ahl Investment Management, Inc.
|
Jan 16, 2025 Q4 2024 |
27,456
shares
|
$722,092
0.5% of portfolio
|
Q4 2024
Added 86.5%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
27,155
shares
|
$714,176
0.0% of portfolio
|
Q4 2024
Reduced 84.34%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
27,141
shares
|
$713,808
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
27,120
shares
|
$713,256
0.09% of portfolio
|
Q4 2024
Added 181.94%
|
|
|
Jackson Creek Investment Advisors LLC
|
Feb 06, 2025 Q4 2024 |
26,386
shares
|
$693,951
0.21% of portfolio
|
Q4 2024
Added 105.16%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
26,245
shares
|
$690,243
0.02% of portfolio
|
Q4 2024
Added 81.48%
|
|
|
Sws Partners
|
Feb 06, 2025 Q4 2024 |
26,237
shares
|
$690,033
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jan 23, 2025 Q4 2024 |
25,860
shares
|
$680,118
0.56% of portfolio
|
Q4 2024
Added 78.04%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
25,850
shares
|
$679,855
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
25,680
shares
|
$675,384
0.03% of portfolio
|
Q4 2024
Added 353.55%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
25,482
shares
|
$670,176
0.0% of portfolio
|
Q4 2024
Added 31.05%
|