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 |
|---|---|---|---|---|---|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
572,088
shares
|
$15.5 Million
2.87% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
566,403
shares
|
$15.3 Million
0.03% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
565,702
shares
|
$15.3 Million
0.01% of portfolio
|
Q2 2025
Added 26.27%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
549,524
shares
|
$14.9 Million
0.1% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Aug 13, 2025 Q2 2025 |
540,411
shares
|
$14.6 Million
6.95% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
522,362
shares
|
$14.1 Million
2.13% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
518,606
shares
|
$14 Million
1.18% of portfolio
|
Q4 2024
Added 105.67%
|
|
|
F Dx Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
502,158
shares
|
$13.6 Million
4.09% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
498,091
shares
|
$13.5 Million
0.86% of portfolio
|
Q2 2025
Added 9.6%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
498,049
shares
|
$13.5 Million
0.92% of portfolio
|
Q2 2025
New holding
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Aug 08, 2025 Q2 2025 |
495,039
shares
|
$13.4 Million
2.58% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Aug 13, 2025 Q2 2025 |
479,787
shares
|
$13 Million
3.26% of portfolio
|
Q2 2025
Added 8.25%
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
475,034
shares
|
$12.8 Million
2.73% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
463,154
shares
|
$12.5 Million
2.49% of portfolio
|
Q2 2025
Added 88.91%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
449,628
shares
|
$12.2 Million
0.07% of portfolio
|
Q2 2025
Reduced 52.47%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
430,191
shares
|
$11.6 Million
7.82% of portfolio
|
Q2 2025
Added 22.26%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Sep 04, 2025 Q2 2025 |
423,520
shares
|
$11.5 Million
7.58% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
407,018
shares
|
$11 Million
0.02% of portfolio
|
Q2 2025
Added 72.28%
|
|
|
Prairiewood Capital, LLC
|
Jul 16, 2025 Q2 2025 |
401,047
shares
|
$10.8 Million
3.99% of portfolio
|
Q2 2025
Added 9.66%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
396,279
shares
|
$10.7 Million
0.16% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
395,663
shares
|
$10.7 Million
1.23% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
392,215
shares
|
$10.6 Million
0.4% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
Mps Loria Financial Planners, LLC
|
Jul 29, 2025 Q2 2025 |
392,014
shares
|
$10.6 Million
3.13% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
389,974
shares
|
$10.5 Million
2.15% of portfolio
|
Q2 2025
Added 6.64%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
377,703
shares
|
$10.2 Million
1.47% of portfolio
|
Q2 2025
Added 8614.88%
|