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 |
|---|---|---|---|---|---|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,204,412
shares
|
$31.5 Million
0.0% of portfolio
|
Q3 2024
Added 68.45%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
1,138,852
shares
|
$29.8 Million
23.61% of portfolio
|
Q4 2023
Reduced 34.04%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
982,471
shares
|
$25.7 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
976,331
shares
|
$25.6 Million
0.76% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
940,101
shares
|
$24.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
895,267
shares
|
$23.4 Million
6.91% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
886,979
shares
|
$23.2 Million
3.86% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
855,942
shares
|
$22.4 Million
0.06% of portfolio
|
Q3 2024
Reduced 43.41%
|
|
|
Stephens Group Asset Management, LLC
|
Oct 09, 2024 Q3 2024 |
824,248
shares
|
$21.6 Million
3.7% of portfolio
|
Q3 2024
Added 10.14%
|
|
|
Life Guide Financial Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
744,292
shares
|
$19.5 Million
17.12% of portfolio
|
Q3 2024
Added 8.53%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 22, 2024 Q3 2024 |
737,879
shares
|
$19.3 Million
3.32% of portfolio
|
Q3 2024
Reduced 14.03%
|
|
|
Oikos Holdings LLC
|
Jul 31, 2024 Q2 2024 |
734,367
shares
|
$19.2 Million
9.05% of portfolio
|
Q2 2024
New holding
|
|
|
Simplify Asset Management Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
710,451
shares
|
$18.6 Million
2.03% of portfolio
|
Q3 2024
Added 17.3%
|
|
|
Temasek Holdings (Private) LTD
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
705,000
shares
|
$18.4 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
702,216
shares
|
$18.4 Million
2.43% of portfolio
|
Q3 2024
Added 6.28%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
700,465
shares
|
$18.3 Million
3.52% of portfolio
|
Q3 2024
Added 16.77%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
686,735
shares
|
$18 Million
2.04% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
683,906
shares
|
$17.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
670,507
shares
|
$17.5 Million
0.89% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
661,278
shares
|
$17.3 Million
5.52% of portfolio
|
Q3 2024
Added 7.92%
|
|
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
Nov 14, 2024 Q3 2024 |
599,394
shares
|
$15.7 Million
1.34% of portfolio
|
Q3 2024
Added 179.05%
|
|
|
Korea Investment Corp
Seoul, M5 |
Nov 13, 2024 Q3 2024 |
580,000
shares
|
$15.2 Million
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Architects, LLC
Woodstock, GA |
Oct 23, 2024 Q3 2024 |
579,153
shares
|
$15.2 Million
20.02% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Matrix Trust CO
|
Oct 08, 2024 Q3 2024 |
553,490
shares
|
$14.5 Million
5.55% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
551,434
shares
|
$14.4 Million
3.69% of portfolio
|
Q3 2024
Added 3.58%
|