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 |
---|---|---|---|---|---|
Kestra Investment Management, LLC
Austin, TX |
Aug 28, 2024 Q2 2024 |
276,554
shares
|
$14.8 Million
0.98% of portfolio
|
Q2 2024
New holding
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
273,780
shares
|
$14.7 Million
0.02% of portfolio
|
Q2 2024
Added 4.64%
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
263,026
shares
|
$14.1 Million
1.72% of portfolio
|
Q3 2022
Added 54.78%
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Aug 12, 2024 Q2 2024 |
259,749
shares
|
$13.9 Million
3.24% of portfolio
|
Q2 2024
Added 55.48%
|
|
Morningstar Investment Services LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
259,144
shares
|
$13.9 Million
0.15% of portfolio
|
Q2 2024
Reduced 4.05%
|
|
Sage Financial Group Inc
|
Aug 02, 2024 Q2 2024 |
255,609
shares
|
$13.7 Million
1.15% of portfolio
|
Q2 2024
Added 2.55%
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 08, 2024 Q2 2024 |
252,683
shares
|
$13.5 Million
0.17% of portfolio
|
Q2 2024
Added 38.87%
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jul 15, 2024 Q2 2024 |
242,499
shares
|
$13 Million
9.86% of portfolio
|
Q2 2024
Added 5.59%
|
|
Eagle Ridge Investment Management
|
Jul 24, 2024 Q2 2024 |
237,000
shares
|
$12.7 Million
1.14% of portfolio
|
Q2 2024
Added 4.21%
|
|
Pacific Capital Wealth Advisors, Inc
|
Aug 06, 2024 Q2 2024 |
234,929
shares
|
$12.6 Million
2.24% of portfolio
|
Q2 2024
Added 6.56%
|
|
Marotta Asset Management
|
Jul 17, 2024 Q2 2024 |
231,849
shares
|
$12.4 Million
2.49% of portfolio
|
Q2 2024
Reduced 1.24%
|
|
Peak Financial Management, Inc.
|
Jul 22, 2024 Q2 2024 |
226,992
shares
|
$12.2 Million
3.83% of portfolio
|
Q2 2024
Reduced 3.36%
|
|
Proffitt & Goodson Inc
|
Jul 23, 2024 Q2 2024 |
226,345
shares
|
$12.1 Million
2.09% of portfolio
|
Q2 2024
Reduced 1.04%
|
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
Aug 14, 2024 Q2 2024 |
214,800
shares
|
$11.5 Million
0.58% of portfolio
|
Q2 2024
Reduced 64.06%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
214,308
shares
|
$11.5 Million
0.04% of portfolio
|
Q2 2024
Added 461.0%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
212,048
shares
|
$11.4 Million
0.02% of portfolio
|
Q2 2024
Added 5.71%
|
|
West Family Investments, Inc.
Carlsbad, CA |
Aug 05, 2024 Q2 2024 |
197,190
shares
|
$10.6 Million
3.19% of portfolio
|
Q2 2024
Added 16.43%
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jul 25, 2024 Q2 2024 |
196,032
shares
|
$10.5 Million
7.81% of portfolio
|
Q2 2024
New holding
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
194,531
shares
|
$10.4 Million
6.58% of portfolio
|
Q2 2023
New holding
|
|
Mc Adam, LLC
|
Jul 24, 2024 Q2 2024 |
193,973
shares
|
$10.4 Million
0.61% of portfolio
|
Q2 2024
Added 5.04%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
193,201
shares
|
$10.4 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.77%
|
|
Annapolis Financial Services, LLC
|
Jul 17, 2024 Q2 2024 |
189,203
shares
|
$10.1 Million
3.32% of portfolio
|
Q2 2024
Added 6.95%
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
187,314
shares
|
$10 Million
0.02% of portfolio
|
Q2 2024
Reduced 8.68%
|
|
Modera Wealth Management, LLC
|
Jul 29, 2024 Q2 2024 |
182,648
shares
|
$9.79 Million
0.14% of portfolio
|
Q2 2024
Reduced 1.03%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
177,243
shares
|
$9.5 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.23%
|