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 |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
284,558
shares
|
$7.7 Million
0.05% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
283,610
shares
|
$7.67 Million
0.12% of portfolio
|
Q2 2025
Added 158.69%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
283,368
shares
|
$7.67 Million
0.12% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
282,838
shares
|
$7.65 Million
0.02% of portfolio
|
Q2 2025
Added 4.97%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
279,456
shares
|
$7.56 Million
0.01% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
278,334
shares
|
$7.53 Million
0.36% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
270,766
shares
|
$7.32 Million
3.4% of portfolio
|
Q4 2024
Added 107.04%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
263,026
shares
|
$7.11 Million
1.72% of portfolio
|
Q3 2022
Added 54.78%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
251,326
shares
|
$6.8 Million
0.19% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
250,436
shares
|
$6.77 Million
2.78% of portfolio
|
Q2 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
249,662
shares
|
$6.75 Million
0.2% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Cambridge Capital Management, LLC
O'fallon, IL |
Jul 30, 2025 Q2 2025 |
241,025
shares
|
$6.52 Million
3.45% of portfolio
|
Q1 2025
Reduced 7.71%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
232,503
shares
|
$6.29 Million
3.12% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
229,188
shares
|
$6.2 Million
0.47% of portfolio
|
Q2 2025
Added 20.77%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
225,788
shares
|
$6.11 Million
0.1% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
Iron Financial, LLC
|
Jul 24, 2025 Q2 2025 |
223,509
shares
|
$6.05 Million
3.17% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
222,649
shares
|
$6.02 Million
0.05% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
218,669
shares
|
$5.91 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
218,580
shares
|
$5.91 Million
4.35% of portfolio
|
Q2 2025
Added 12.81%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
210,443
shares
|
$5.69 Million
0.05% of portfolio
|
Q2 2025
Added 1995.63%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
205,400
shares
|
$5.56 Million
1.03% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
201,240
shares
|
$5.44 Million
0.02% of portfolio
|
Q2 2025
Added 7.44%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
200,291
shares
|
$5.42 Million
3.32% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
199,703
shares
|
$5.4 Million
0.36% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
196,868
shares
|
$5.33 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.04%
|