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 |
|---|---|---|---|---|---|
|
Rock Creek Group, LP
|
Aug 12, 2025 Q2 2025 |
372,410
shares
|
$10.1 Million
1.17% of portfolio
|
Q2 2025
Added 93.87%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Aug 04, 2025 Q2 2025 |
369,220
shares
|
$9.99 Million
3.58% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jul 22, 2025 Q2 2025 |
360,659
shares
|
$9.76 Million
1.04% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Aug 12, 2025 Q2 2025 |
353,216
shares
|
$9.55 Million
3.55% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Peak Financial Management, Inc.
|
Jul 23, 2025 Q2 2025 |
350,676
shares
|
$9.49 Million
2.77% of portfolio
|
Q2 2025
Reduced 28.17%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
349,951
shares
|
$9.47 Million
7.44% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
339,148
shares
|
$9.17 Million
1.68% of portfolio
|
Q2 2025
Reduced 56.82%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
Aug 05, 2025 Q2 2025 |
335,477
shares
|
$9.07 Million
8.43% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Fi3 Financial Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
333,971
shares
|
$9.03 Million
3.24% of portfolio
|
Q2 2025
Added 11.28%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
329,841
shares
|
$8.92 Million
1.01% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jul 29, 2025 Q2 2025 |
329,385
shares
|
$8.91 Million
5.75% of portfolio
|
Q2 2025
Added 23.38%
|
|
|
Signet Investment Advisory Group, Inc.
|
Aug 01, 2025 Q2 2025 |
328,155
shares
|
$8.88 Million
4.5% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
320,312
shares
|
$8.66 Million
0.72% of portfolio
|
Q1 2023
Reduced 2.16%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
319,315
shares
|
$8.64 Million
0.98% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
318,096
shares
|
$8.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.44%
|
|
|
Fc Advisory LLC
|
Aug 14, 2025 Q2 2025 |
309,565
shares
|
$8.37 Million
2.62% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jul 30, 2025 Q2 2025 |
304,479
shares
|
$8.24 Million
2.84% of portfolio
|
Q2 2025
Added 12.75%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
304,037
shares
|
$8.22 Million
0.45% of portfolio
|
Q2 2025
Added 23.66%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
301,111
shares
|
$8.15 Million
0.32% of portfolio
|
Q2 2025
Added 4.56%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
300,283
shares
|
$8.12 Million
0.18% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
293,745
shares
|
$7.95 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
293,201
shares
|
$7.93 Million
0.26% of portfolio
|
Q2 2025
Added 58.54%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Aug 11, 2025 Q2 2025 |
291,024
shares
|
$7.87 Million
3.2% of portfolio
|
Q2 2025
Added 17.58%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
290,133
shares
|
$7.85 Million
3.7% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
285,049
shares
|
$7.71 Million
0.02% of portfolio
|
Q3 2024
Added 4.12%
|