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 684 institutions that hold shares in the stock, with a total of 155 Million shares, which have been reported (via 13F filing form) to have a value of $4.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
12,993
shares
|
$340,026
0.56% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
12,893
shares
|
$337,409
0.18% of portfolio
|
Q3 2024
Reduced 13.2%
|
|
|
Jackson Creek Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
12,861
shares
|
$336,572
0.2% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 31, 2024 Q3 2024 |
12,517
shares
|
$327,569
0.46% of portfolio
|
Q3 2024
Reduced 6.13%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
12,487
shares
|
$326,784
0.0% of portfolio
|
Q3 2024
Reduced 15.03%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
12,412
shares
|
$324,822
0.51% of portfolio
|
Q3 2024
Added 16.25%
|
|
|
Cambridge Advisors Inc.
|
Oct 23, 2024 Q3 2024 |
12,402
shares
|
$324,560
0.15% of portfolio
|
Q2 2024
Reduced 5.0%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
12,325
shares
|
$322,545
0.05% of portfolio
|
Q3 2021
Added 36.94%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
12,216
shares
|
$319,692
0.15% of portfolio
|
Q1 2023
New holding
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 12, 2024 Q3 2024 |
11,698
shares
|
$306,136
0.55% of portfolio
|
Q3 2024
Added 7.74%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
11,586
shares
|
$303,205
0.0% of portfolio
|
Q3 2024
Reduced 37.93%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Oct 29, 2024 Q3 2024 |
11,500
shares
|
$300,955
0.45% of portfolio
|
Q2 2024
New holding
|
|
|
Walter & Keenan Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
11,497
shares
|
$300,876
0.19% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
11,375
shares
|
$297,683
0.03% of portfolio
|
Q3 2024
Added 10.3%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
11,222
shares
|
$293,679
0.2% of portfolio
|
Q2 2024
Added 0.13%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
11,127
shares
|
$291,193
0.04% of portfolio
|
Q3 2024
Added 132.34%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
10,900
shares
|
$285,253
0.05% of portfolio
|
Q3 2024
Reduced 8.69%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
10,884
shares
|
$284,834
0.08% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Fruth Investment Management
|
Oct 11, 2024 Q3 2024 |
10,850
shares
|
$283,944
0.15% of portfolio
|
Q4 2023
Reduced 9.58%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
10,725
shares
|
$280,673
0.01% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Shearwater Capital LLC
|
Oct 08, 2024 Q3 2024 |
10,647
shares
|
$278,631
0.4% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
10,636
shares
|
$278,344
0.04% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Wealth Management Resources, Inc.
|
Oct 31, 2024 Q3 2024 |
10,550
shares
|
$276,093
0.23% of portfolio
|
Q3 2024
Reduced 52.64%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 13, 2024 Q3 2024 |
10,521
shares
|
$275,334
0.18% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
10,471
shares
|
$274,026
0.0% of portfolio
|
Q3 2024
Reduced 11.63%
|