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 |
---|---|---|---|---|---|
Valmark Advisers, Inc.
|
Jul 31, 2024 Q2 2024 |
120,500
shares
|
$6.46 Million
0.11% of portfolio
|
Q2 2024
Reduced 1.06%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
120,381
shares
|
$6.45 Million
0.0% of portfolio
|
Q2 2024
Reduced 13.56%
|
|
Fi3 Financial Advisors, LLC
|
Aug 14, 2024 Q2 2024 |
120,359
shares
|
$6.45 Million
2.76% of portfolio
|
Q2 2024
Added 2.36%
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Jul 31, 2024 Q2 2024 |
119,751
shares
|
$6.42 Million
1.87% of portfolio
|
Q2 2024
New holding
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Aug 06, 2024 Q2 2024 |
118,640
shares
|
$6.36 Million
0.88% of portfolio
|
Q2 2024
Added 1.88%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
118,053
shares
|
$6.33 Million
0.02% of portfolio
|
Q2 2024
Reduced 3.48%
|
|
Austin Private Wealth, LLC
|
Jul 16, 2024 Q2 2024 |
117,824
shares
|
$6.32 Million
0.65% of portfolio
|
Q2 2024
Reduced 0.71%
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
115,895
shares
|
$6.21 Million
0.88% of portfolio
|
Q2 2024
Added 1.18%
|
|
Vci Wealth Management LLC
St Louis, MO |
Jul 30, 2024 Q2 2024 |
114,566
shares
|
$6.14 Million
2.95% of portfolio
|
Q2 2024
Added 43.39%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
114,035
shares
|
$6.11 Million
0.06% of portfolio
|
Q2 2024
Reduced 58.31%
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 11, 2024 Q2 2024 |
112,463
shares
|
$6.03 Million
0.13% of portfolio
|
Q2 2024
Added 0.41%
|
|
Goodwin Investment Advisory
Woodstock, GA |
Aug 01, 2024 Q2 2024 |
111,946
shares
|
$6 Million
1.6% of portfolio
|
Q2 2024
Added 9.29%
|
|
Theory Financial LLC
Fort Collins, CO |
Jul 23, 2024 Q2 2024 |
111,313
shares
|
$5.97 Million
2.75% of portfolio
|
Q2 2024
Reduced 6.13%
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
111,222
shares
|
$5.96 Million
0.22% of portfolio
|
Q2 2024
Reduced 15.0%
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
110,222
shares
|
$5.91 Million
0.29% of portfolio
|
Q2 2024
Reduced 7.74%
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Jul 26, 2024 Q2 2024 |
103,977
shares
|
$5.57 Million
0.35% of portfolio
|
Q2 2024
Added 18.05%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
103,085
shares
|
$5.53 Million
0.01% of portfolio
|
Q2 2024
Reduced 35.79%
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 09, 2024 Q2 2024 |
102,959
shares
|
$5.52 Million
0.07% of portfolio
|
Q2 2024
Reduced 14.06%
|
|
Mbe Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
101,586
shares
|
$5.45 Million
3.31% of portfolio
|
Q2 2024
Added 3.11%
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 12, 2024 Q2 2024 |
97,397
shares
|
$5.22 Million
0.41% of portfolio
|
Q2 2024
Reduced 25.09%
|
|
Curbstone Financial Management Corp
|
Jul 03, 2024 Q2 2024 |
95,910
shares
|
$5.14 Million
1.11% of portfolio
|
Q2 2024
Reduced 1.17%
|
|
Tortoise Investment Management, LLC
|
Aug 01, 2024 Q2 2024 |
95,539
shares
|
$5.12 Million
0.59% of portfolio
|
Q2 2024
Reduced 2.67%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
94,255
shares
|
$5.05 Million
0.07% of portfolio
|
Q2 2024
Added 84.83%
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Aug 08, 2024 Q2 2024 |
92,351
shares
|
$4.95 Million
2.37% of portfolio
|
Q2 2024
Reduced 0.68%
|
|
Arvest Investments, Inc.
Rogers, AR |
Aug 08, 2024 Q2 2024 |
91,939
shares
|
$4.93 Million
0.77% of portfolio
|
Q2 2024
Added 54.07%
|