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 746 institutions that hold shares in the stock, with a total of 347 Million shares, which have been reported (via 13F filing form) to have a value of $9.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
1,072,176
shares
|
$29 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
1,044,692
shares
|
$28.3 Million
1.49% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
1,033,047
shares
|
$27.9 Million
0.87% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Navalign, LLC
|
Aug 04, 2025 Q2 2025 |
1,014,827
shares
|
$27.5 Million
7.57% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
1,008,043
shares
|
$27.3 Million
0.05% of portfolio
|
Q2 2025
Added 10.58%
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
985,041
shares
|
$26.6 Million
3.69% of portfolio
|
Q2 2025
Reduced 31.3%
|
|
|
Prentice Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
928,865
shares
|
$25.1 Million
6.68% of portfolio
|
Q2 2025
Added 179.0%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Aug 07, 2025 Q2 2025 |
927,681
shares
|
$25.1 Million
9.0% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
913,088
shares
|
$24.7 Million
0.01% of portfolio
|
Q2 2025
Added 15.62%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Aug 04, 2025 Q2 2025 |
887,853
shares
|
$24 Million
7.1% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
839,335
shares
|
$22.7 Million
0.01% of portfolio
|
Q2 2025
Added 9.79%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
832,189
shares
|
$22.5 Million
1.28% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
803,740
shares
|
$21.7 Million
0.03% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
801,630
shares
|
$21.7 Million
0.78% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Aug 07, 2025 Q2 2025 |
775,010
shares
|
$21 Million
0.8% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
771,988
shares
|
$20.9 Million
2.1% of portfolio
|
Q2 2025
Added 20.23%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
764,926
shares
|
$20.7 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
754,878
shares
|
$20.4 Million
10.3% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
|
Oikos Holdings LLC
|
Jul 31, 2024 Q2 2024 |
734,367
shares
|
$19.9 Million
9.05% of portfolio
|
Q2 2024
New holding
|
|
|
Greenline Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
706,817
shares
|
$19.1 Million
2.57% of portfolio
|
Q2 2025
Added 11.88%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
668,954
shares
|
$18.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
655,271
shares
|
$17.7 Million
0.13% of portfolio
|
Q2 2025
Added 23.87%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
596,547
shares
|
$16.1 Million
1.18% of portfolio
|
Q2 2025
Added 6.77%
|
|
|
Korea Investment Corp
Seoul, M5 |
Aug 13, 2025 Q2 2025 |
593,000
shares
|
$16 Million
0.04% of portfolio
|
Q2 2025
Reduced 33.85%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
592,128
shares
|
$16 Million
0.33% of portfolio
|
Q2 2025
Added 9.69%
|