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 761 institutions that hold shares in the stock, with a total of 360 Million shares, which have been reported (via 13F filing form) to have a value of $9.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
1,246,241
shares
|
$33.4 Million
3.74% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
1,138,852
shares
|
$30.5 Million
23.61% of portfolio
|
Q4 2023
Reduced 34.04%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
1,044,692
shares
|
$28 Million
1.49% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
1,033,047
shares
|
$27.7 Million
0.87% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Navalign, LLC
|
Aug 04, 2025 Q2 2025 |
1,014,827
shares
|
$27.2 Million
7.57% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
1,009,579
shares
|
$27.1 Million
3.7% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
1,008,043
shares
|
$27 Million
0.05% of portfolio
|
Q2 2025
Added 10.58%
|
|
|
Prentice Wealth Management LLC
|
Oct 09, 2025 Q3 2025 |
986,929
shares
|
$26.5 Million
6.77% of portfolio
|
Q3 2025
Added 6.25%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Oct 23, 2025 Q3 2025 |
937,092
shares
|
$25.1 Million
7.67% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2025 Q3 2025 |
923,169
shares
|
$24.8 Million
6.85% of portfolio
|
Q3 2025
Added 3.98%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
904,211
shares
|
$24.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
850,568
shares
|
$22.8 Million
1.24% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
839,335
shares
|
$22.5 Million
0.01% of portfolio
|
Q2 2025
Added 9.79%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
825,704
shares
|
$22.1 Million
0.03% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
801,630
shares
|
$21.5 Million
0.78% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Aug 07, 2025 Q2 2025 |
775,010
shares
|
$20.8 Million
0.8% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
771,988
shares
|
$20.7 Million
2.1% of portfolio
|
Q2 2025
Added 20.23%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
761,411
shares
|
$20.4 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Oikos Holdings LLC
|
Jul 31, 2024 Q2 2024 |
734,367
shares
|
$19.7 Million
9.05% of portfolio
|
Q2 2024
New holding
|
|
|
Greenline Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
706,817
shares
|
$19 Million
2.57% of portfolio
|
Q2 2025
Added 11.88%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
668,954
shares
|
$17.9 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
655,271
shares
|
$17.6 Million
0.13% of portfolio
|
Q2 2025
Added 23.87%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
621,258
shares
|
$16.7 Million
1.28% of portfolio
|
Q3 2025
Added 6626.48%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
614,469
shares
|
$16.5 Million
0.33% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
596,547
shares
|
$16 Million
1.18% of portfolio
|
Q2 2025
Added 6.77%
|