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 698 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 $9.16 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Matrix Trust CO
|
Jul 10, 2024 Q2 2024 |
552,036
shares
|
$29.6 Million
6.48% of portfolio
|
Q2 2024
Added 1.64%
|
|
Kohmann Bosshard Financial Services, LLC
|
Jul 10, 2024 Q2 2024 |
532,387
shares
|
$28.5 Million
3.73% of portfolio
|
Q2 2024
Added 53.75%
|
|
Joseph Group Capital Management
Columbus, OH |
Aug 12, 2024 Q2 2024 |
497,684
shares
|
$26.7 Million
15.54% of portfolio
|
Q2 2024
Added 3.09%
|
|
Advisory Alpha, LLC
|
Aug 21, 2024 Q2 2024 |
483,222
shares
|
$25.9 Million
1.0% of portfolio
|
Q2 2024
Added 0.02%
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
460,821
shares
|
$24.7 Million
0.24% of portfolio
|
Q2 2024
Reduced 3.51%
|
|
Navalign, LLC
|
Jul 30, 2024 Q2 2024 |
452,865
shares
|
$24.3 Million
7.46% of portfolio
|
Q2 2024
Added 5.36%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
450,241
shares
|
$24.1 Million
0.01% of portfolio
|
Q2 2024
Reduced 5.31%
|
|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
419,697
shares
|
$22.5 Million
0.02% of portfolio
|
Q2 2024
Reduced 5.97%
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
417,250
shares
|
$22.4 Million
0.0% of portfolio
|
Q2 2024
Added 5365.68%
|
|
Marshall Financial Group Inc
Doylestown, PA |
Aug 09, 2024 Q2 2024 |
399,730
shares
|
$21.4 Million
6.75% of portfolio
|
Q2 2024
Added 0.71%
|
|
Carolina Wealth Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
395,605
shares
|
$21.2 Million
10.45% of portfolio
|
Q2 2024
Added 5.21%
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 25, 2024 Q2 2024 |
383,989
shares
|
$20.6 Million
4.52% of portfolio
|
Q2 2024
Added 1.6%
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Aug 13, 2024 Q2 2024 |
373,023
shares
|
$20 Million
0.84% of portfolio
|
Q2 2024
Added 227.51%
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
356,517
shares
|
$19.1 Million
0.01% of portfolio
|
Q2 2024
Reduced 32.12%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
356,016
shares
|
$19.1 Million
0.04% of portfolio
|
Q2 2024
Added 11.89%
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
354,441
shares
|
$19 Million
2.37% of portfolio
|
Q4 2023
Added 14.46%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
353,800
shares
|
$19 Million
0.82% of portfolio
|
Q2 2024
Added 5.71%
|
|
Foster & Motley Inc
Cincinnati, OH |
Aug 02, 2024 Q2 2024 |
351,010
shares
|
$18.8 Million
1.25% of portfolio
|
Q2 2024
Added 4.71%
|
|
Altfest L J & CO Inc
|
Aug 07, 2024 Q2 2024 |
348,788
shares
|
$18.7 Million
2.48% of portfolio
|
Q2 2024
Added 2.24%
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Aug 15, 2024 Q2 2024 |
343,806
shares
|
$18.4 Million
1.76% of portfolio
|
Q2 2024
Reduced 74.81%
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 14, 2024 Q2 2024 |
321,839
shares
|
$17.3 Million
0.04% of portfolio
|
Q2 2024
Added 0.5%
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
320,312
shares
|
$17.2 Million
0.72% of portfolio
|
Q1 2023
Reduced 2.16%
|
|
F Dx Advisors, Inc.
|
Aug 02, 2024 Q2 2024 |
312,762
shares
|
$16.8 Million
4.5% of portfolio
|
Q2 2024
Added 241.27%
|
|
Asset Management Group, Inc.
Stamford, CT |
Aug 13, 2024 Q2 2024 |
289,528
shares
|
$15.5 Million
2.3% of portfolio
|
Q2 2024
Added 0.8%
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Aug 09, 2024 Q2 2024 |
280,293
shares
|
$15 Million
1.43% of portfolio
|
Q2 2024
Reduced 6.98%
|