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 694 institutions that hold shares in the stock, with a total of 172 Million shares, which have been reported (via 13F filing form) to have a value of $4.54 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Benchmark Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
15,722
shares
|
$414,431
0.42% of portfolio
|
Q3 2024
Reduced 13.53%
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
15,664
shares
|
$412,903
0.55% of portfolio
|
Q3 2023
Reduced 5.06%
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
15,492
shares
|
$408,369
0.22% of portfolio
|
Q3 2024
Added 2.41%
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
15,480
shares
|
$408,052
0.08% of portfolio
|
Q4 2022
Reduced 33.28%
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
15,350
shares
|
$404,626
0.0% of portfolio
|
Q2 2024
Reduced 8.64%
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
15,221
shares
|
$401,225
0.63% of portfolio
|
Q3 2024
Added 0.71%
|
|
Wt Wealth Management
|
Oct 21, 2024 Q3 2024 |
15,009
shares
|
$395,637
0.21% of portfolio
|
Q3 2024
Reduced 33.99%
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
14,920
shares
|
$393,291
0.09% of portfolio
|
Q3 2024
Added 11.29%
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
14,919
shares
|
$393,264
0.52% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
Ahl Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
14,722
shares
|
$388,071
0.54% of portfolio
|
Q3 2024
Reduced 8.11%
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
14,717
shares
|
$387,940
0.04% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
14,695
shares
|
$387,360
0.0% of portfolio
|
Q2 2024
Added 27.43%
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
14,675
shares
|
$386,833
0.01% of portfolio
|
Q2 2024
New holding
|
|
Bakala Capital Management LLC
Greenville, SC |
Aug 14, 2024 Q2 2024 |
14,563
shares
|
$383,880
5.46% of portfolio
|
Q2 2024
Added 21.84%
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
14,558
shares
|
$383,748
0.0% of portfolio
|
Q1 2024
Added 51.2%
|
|
Dmg Group, LLC
Birmingham, AL |
Oct 18, 2024 Q3 2024 |
14,525
shares
|
$382,879
0.64% of portfolio
|
Q3 2024
Reduced 44.82%
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
14,522
shares
|
$382,799
0.02% of portfolio
|
Q2 2024
Added 13.21%
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
14,462
shares
|
$381,218
0.02% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
Journey Advisory Group, LLC
|
Aug 02, 2024 Q2 2024 |
14,195
shares
|
$374,180
0.09% of portfolio
|
Q4 2023
Added 3.24%
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
14,145
shares
|
$372,862
0.39% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
14,083
shares
|
$371,227
0.02% of portfolio
|
Q3 2024
Reduced 11.42%
|
|
Mount Lucas Management LP
Newtown, PA |
Nov 06, 2024 Q3 2024 |
14,017
shares
|
$369,488
0.26% of portfolio
|
Q3 2024
Added 4.33%
|
|
Center For Asset Management LLC
|
Oct 25, 2024 Q3 2024 |
14,014
shares
|
$369,409
0.45% of portfolio
|
Q3 2024
Added 144.49%
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
13,844
shares
|
$364,927
0.02% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
13,695
shares
|
$361,000
0.15% of portfolio
|
Q3 2024
Reduced 10.99%
|