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 684 institutions that hold shares in the stock, with a total of 155 Million shares, which have been reported (via 13F filing form) to have a value of $4.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
512,486
shares
|
$13.4 Million
0.8% of portfolio
|
Q3 2024
Reduced 20.63%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
512,337
shares
|
$13.4 Million
0.99% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Nov 07, 2024 Q3 2024 |
503,163
shares
|
$13.2 Million
11.61% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
486,555
shares
|
$12.7 Million
0.27% of portfolio
|
Q3 2024
Added 87.75%
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
465,579
shares
|
$12.2 Million
7.41% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
458,331
shares
|
$12 Million
0.01% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2024 Q3 2024 |
427,779
shares
|
$11.2 Million
6.93% of portfolio
|
Q3 2024
Added 7.02%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
423,981
shares
|
$11.1 Million
0.07% of portfolio
|
Q3 2024
Reduced 43.35%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
399,421
shares
|
$10.5 Million
0.05% of portfolio
|
Q3 2024
Added 12.19%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
396,510
shares
|
$10.4 Million
11.22% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
388,446
shares
|
$10.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.45%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
382,181
shares
|
$10 Million
4.37% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
378,961
shares
|
$9.92 Million
0.82% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
369,019
shares
|
$9.66 Million
1.26% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
366,348
shares
|
$9.59 Million
0.81% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
359,330
shares
|
$9.41 Million
0.01% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
354,441
shares
|
$9.28 Million
2.37% of portfolio
|
Q4 2023
Added 14.46%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
353,875
shares
|
$9.26 Million
2.53% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
320,312
shares
|
$8.39 Million
0.72% of portfolio
|
Q1 2023
Reduced 2.16%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
318,284
shares
|
$8.33 Million
0.15% of portfolio
|
Q3 2024
Reduced 30.93%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
306,631
shares
|
$8.03 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
292,123
shares
|
$7.65 Million
2.23% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
291,865
shares
|
$7.64 Million
4.27% of portfolio
|
Q3 2024
Reduced 6.68%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
285,049
shares
|
$7.46 Million
0.02% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
282,134
shares
|
$7.39 Million
2.47% of portfolio
|
Q3 2024
Added 0.66%
|