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 746 institutions that hold shares in the stock, with a total of 347 Million shares, which have been reported (via 13F filing form) to have a value of $9.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
2,566,530
shares
|
$69.4 Million
0.01% of portfolio
|
Q2 2025
Added 7.54%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
2,042,832
shares
|
$55.3 Million
0.1% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
2,009,989
shares
|
$54.4 Million
0.73% of portfolio
|
Q2 2025
Reduced 6.55%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,957,871
shares
|
$53 Million
0.13% of portfolio
|
Q2 2025
Reduced 14.06%
|
|
|
Perella Weinberg Partners Capital Management LP
|
May 13, 2024 Q1 2024 |
1,948,275
shares
|
$52.7 Million
10.87% of portfolio
|
Q1 2024
Reduced 1.31%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
1,850,449
shares
|
$50.1 Million
3.84% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
1,732,448
shares
|
$46.9 Million
2.7% of portfolio
|
Q2 2025
Added 5.43%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
1,690,956
shares
|
$45.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 28.36%
|
|
|
Life Guide Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,679,994
shares
|
$45.4 Million
21.9% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,626,859
shares
|
$44 Million
0.06% of portfolio
|
Q2 2025
Added 18.87%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
1,611,154
shares
|
$43.6 Million
2.2% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
1,606,096
shares
|
$43.4 Million
6.82% of portfolio
|
Q2 2025
Added 48.63%
|
|
|
Stephens Group Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,565,854
shares
|
$42.4 Million
3.01% of portfolio
|
Q2 2025
Reduced 11.1%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,562,072
shares
|
$42.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
1,439,578
shares
|
$38.9 Million
3.63% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
1,437,940
shares
|
$38.9 Million
0.42% of portfolio
|
Q2 2025
Added 918.5%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,413,404
shares
|
$38.2 Million
0.71% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Temasek Holdings (Private) LTD
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
1,410,000
shares
|
$38.1 Million
0.19% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jul 14, 2025 Q2 2025 |
1,346,257
shares
|
$36.4 Million
5.23% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
1,328,471
shares
|
$35.9 Million
0.65% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,306,880
shares
|
$35.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
1,246,241
shares
|
$33.7 Million
3.74% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Financial Architects, LLC
Woodstock, GA |
Jul 21, 2025 Q2 2025 |
1,242,196
shares
|
$33.6 Million
20.13% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
1,141,633
shares
|
$30.9 Million
0.73% of portfolio
|
Q2 2025
Added 22.16%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
1,138,852
shares
|
$30.8 Million
23.61% of portfolio
|
Q4 2023
Reduced 34.04%
|