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 |
|---|---|---|---|---|---|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
6,735
shares
|
$176,254
0.02% of portfolio
|
Q3 2024
Reduced 8.95%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
6,724
shares
|
$175,967
0.01% of portfolio
|
Q3 2024
Reduced 24.91%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
6,707
shares
|
$175,522
0.01% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2024 Q3 2024 |
6,706
shares
|
$175,496
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
6,609
shares
|
$172,957
0.01% of portfolio
|
Q3 2024
Added 40.23%
|
|
|
Hardy Reed LLC
|
Nov 13, 2024 Q3 2024 |
6,603
shares
|
$172,800
0.03% of portfolio
|
Q2 2024
Reduced 29.42%
|
|
|
Duff & Phelps Investment Management CO
Chicago, IL |
Nov 15, 2024 Q3 2024 |
6,600
shares
|
$172,722
0.0% of portfolio
|
Q3 2023
Reduced 35.29%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
6,584
shares
|
$172,303
0.01% of portfolio
|
Q3 2024
Reduced 44.4%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
6,505
shares
|
$170,235
0.02% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 04, 2024 Q3 2024 |
6,408
shares
|
$167,697
0.25% of portfolio
|
Q3 2024
Added 13.9%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
6,196
shares
|
$162,149
0.03% of portfolio
|
Q4 2023
Reduced 5.61%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
6,192
shares
|
$162,044
0.13% of portfolio
|
Q3 2024
Added 27.75%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Oct 18, 2024 Q3 2024 |
6,157
shares
|
$161,128
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
6,057
shares
|
$158,511
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
6,037
shares
|
$157,988
0.27% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
6,022
shares
|
$157,595
0.0% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 24, 2024 Q3 2024 |
6,017
shares
|
$157,464
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
5,976
shares
|
$156,391
0.03% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
5,861
shares
|
$153,382
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
5,795
shares
|
$151,655
0.01% of portfolio
|
Q4 2023
Reduced 1.83%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
5,787
shares
|
$151,445
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
5,719
shares
|
$149,666
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
5,662
shares
|
$148,174
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
5,630
shares
|
$147,337
0.2% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
5,625
shares
|
$147,206
0.19% of portfolio
|
Q3 2024
Added 7.41%
|