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 690 institutions that hold shares in the stock, with a total of 171 Million shares, which have been reported (via 13F filing form) to have a value of $4.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
500
shares
|
$13,115
0.03% of portfolio
|
Q2 2022
Reduced 69.72%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
494
shares
|
$12,957
0.01% of portfolio
|
Q3 2024
Reduced 52.13%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
489
shares
|
$12,826
0.0% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
National Bank Of Canada
|
Aug 02, 2024 Q2 2024 |
460
shares
|
$12,065
0.0% of portfolio
|
Q2 2024
Reduced 64.15%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
428
shares
|
$11,226
0.02% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
425
shares
|
$11,147
0.0% of portfolio
|
Q2 2024
Added 62.84%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
421
shares
|
$11,042
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
408
shares
|
$10,701
0.0% of portfolio
|
Q2 2024
Added 7.37%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
407
shares
|
$10,675
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
407
shares
|
$10,675
0.0% of portfolio
|
Q3 2024
Added 384.52%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
392
shares
|
$10,282
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
391
shares
|
$10,255
0.01% of portfolio
|
Q3 2024
Reduced 30.18%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
382
shares
|
$10,019
0.0% of portfolio
|
Q2 2024
Reduced 22.98%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
381
shares
|
$9,993
0.0% of portfolio
|
Q3 2024
Added 144.23%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
377
shares
|
$9,888
0.0% of portfolio
|
Q2 2024
Reduced 9.38%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
373
shares
|
$9,783
0.0% of portfolio
|
Q2 2024
Reduced 43.99%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
366
shares
|
$9,600
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
360
shares
|
$9,442
0.0% of portfolio
|
Q3 2024
Added 757.14%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
341
shares
|
$8,944
0.01% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
319
shares
|
$8,367
0.0% of portfolio
|
Q2 2023
Reduced 43.44%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
310
shares
|
$8,131
0.01% of portfolio
|
Q3 2024
Added 16.54%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
303
shares
|
$7,947
0.0% of portfolio
|
Q2 2023
Reduced 13.43%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Aug 01, 2024 Q2 2024 |
287
shares
|
$7,528
0.0% of portfolio
|
Q2 2024
Added 1.06%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
287
shares
|
$7,528
0.01% of portfolio
|
Q1 2024
Added 5.9%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
275
shares
|
$7,213
0.01% of portfolio
|
Q4 2023
New holding
|