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 $4.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
8,586
shares
|
$224,781
0.15% of portfolio
|
Q3 2024
Reduced 97.94%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 03, 2024 Q3 2024 |
8,483
shares
|
$222,084
0.24% of portfolio
|
Q3 2024
Added 46.18%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Oct 08, 2024 Q3 2024 |
8,394
shares
|
$219,754
0.32% of portfolio
|
Q3 2024
Reduced 19.5%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
8,355
shares
|
$218,733
0.03% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
8,268
shares
|
$216,456
0.03% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
8,233
shares
|
$215,539
0.18% of portfolio
|
Q1 2024
Added 102.98%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
8,207
shares
|
$214,859
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Destiny Wealth Partners, LLC
|
Oct 15, 2024 Q3 2024 |
8,095
shares
|
$211,927
0.08% of portfolio
|
Q4 2023
Reduced 16.49%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
8,026
shares
|
$210,120
0.05% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
8,000
shares
|
$209,440
0.07% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
7,902
shares
|
$206,874
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
7,891
shares
|
$206,586
0.0% of portfolio
|
Q3 2024
Reduced 53.52%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
7,671
shares
|
$200,826
0.02% of portfolio
|
Q2 2024
Added 59.75%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
7,660
shares
|
$200,538
0.02% of portfolio
|
Q3 2024
Added 18.28%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
7,629
shares
|
$199,727
0.35% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2024 Q3 2024 |
7,579
shares
|
$198,418
0.02% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
7,523
shares
|
$196,952
0.0% of portfolio
|
Q3 2024
Added 127.49%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
7,351
shares
|
$192,449
0.17% of portfolio
|
Q4 2023
Reduced 2.91%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
7,296
shares
|
$191,009
0.01% of portfolio
|
Q3 2024
Reduced 66.78%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
7,202
shares
|
$188,548
0.02% of portfolio
|
Q4 2023
Added 65.75%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 09, 2024 Q3 2024 |
7,118
shares
|
$186,349
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
7,090
shares
|
$185,616
0.0% of portfolio
|
Q3 2024
Reduced 44.07%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
7,061
shares
|
$184,856
0.02% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
6,972
shares
|
$182,526
0.31% of portfolio
|
Q4 2022
Added 1.78%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
6,928
shares
|
$181,375
0.02% of portfolio
|
Q3 2024
Reduced 29.35%
|