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 |
|---|---|---|---|---|---|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
4,083
shares
|
$106,892
0.04% of portfolio
|
Q3 2024
Reduced 69.88%
|
|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
4,080
shares
|
$106,814
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 15, 2024 Q3 2024 |
4,057
shares
|
$106,212
0.05% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
4,046
shares
|
$105,924
0.01% of portfolio
|
Q2 2024
Reduced 93.24%
|
|
|
Jmac Enterprises LLC
|
Oct 31, 2024 Q3 2024 |
4,045
shares
|
$105,898
0.04% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
4,027
shares
|
$105,426
0.02% of portfolio
|
Q2 2024
Reduced 49.05%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
4,002
shares
|
$104,772
0.0% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
4,000
shares
|
$104,720
0.05% of portfolio
|
Q3 2023
Added 300.0%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,956
shares
|
$103,568
0.35% of portfolio
|
Q3 2022
Reduced 10.62%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
3,899
shares
|
$102,075
0.01% of portfolio
|
Q3 2024
Reduced 31.46%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
3,891
shares
|
$101,866
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
3,862
shares
|
$101,107
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
Oct 22, 2024 Q3 2024 |
3,817
shares
|
$99,929
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
3,817
shares
|
$99,929
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
3,794
shares
|
$99,326
0.0% of portfolio
|
Q4 2023
Added 1.34%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
3,790
shares
|
$99,222
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
3,782
shares
|
$99,012
0.0% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
3,758
shares
|
$98,384
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
3,752
shares
|
$98,227
0.01% of portfolio
|
Q3 2024
Reduced 98.64%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
3,656
shares
|
$95,714
0.0% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
3,305
shares
|
$86,524
0.11% of portfolio
|
Q2 2024
Reduced 3.31%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
3,273
shares
|
$85,687
0.06% of portfolio
|
Q3 2024
Reduced 23.46%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
3,127
shares
|
$81,864
0.0% of portfolio
|
Q2 2024
Reduced 11.09%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
3,101
shares
|
$81,184
0.03% of portfolio
|
Q3 2024
Reduced 20.67%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
2,945
shares
|
$77,100
0.03% of portfolio
|
Q3 2024
Reduced 1.9%
|