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 737 institutions that hold shares in the stock, with a total of 339 Million shares, which have been reported (via 13F filing form) to have a value of $8.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
7,516
shares
|
$199,249
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
May 05, 2025 Q1 2025 |
7,508
shares
|
$199,037
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Ivc Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
7,443
shares
|
$197,313
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
7,358
shares
|
$195,060
0.0% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
7,202
shares
|
$190,925
0.02% of portfolio
|
Q4 2023
Added 65.75%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
6,972
shares
|
$184,827
0.31% of portfolio
|
Q4 2022
Added 1.78%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
6,901
shares
|
$182,945
0.14% of portfolio
|
Q1 2025
Added 19.54%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
6,748
shares
|
$178,889
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
6,567
shares
|
$174,091
0.12% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
6,254
shares
|
$165,793
0.0% of portfolio
|
Q1 2025
Reduced 6.12%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
6,196
shares
|
$164,255
0.03% of portfolio
|
Q4 2023
Reduced 5.61%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
6,189
shares
|
$164,070
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
6,103
shares
|
$161,790
0.15% of portfolio
|
Q1 2025
Reduced 21.94%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
5,812
shares
|
$154,076
0.09% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
5,795
shares
|
$153,625
0.01% of portfolio
|
Q4 2023
Reduced 1.83%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
5,719
shares
|
$151,610
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
5,532
shares
|
$146,653
0.05% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
5,240
shares
|
$138,912
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,207
shares
|
$138,037
0.01% of portfolio
|
Q1 2024
Reduced 20.27%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
5,203
shares
|
$137,931
0.01% of portfolio
|
Q1 2025
Added 91.78%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
5,000
shares
|
$132,550
0.05% of portfolio
|
Q1 2025
Reduced 23.36%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
4,480
shares
|
$118,764
0.03% of portfolio
|
Q2 2023
Reduced 16.26%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
4,468
shares
|
$118,446
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
4,463
shares
|
$118,314
0.04% of portfolio
|
Q1 2023
Added 6.74%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
4,456
shares
|
$118,128
0.0% of portfolio
|
Q1 2025
Added 0.59%
|