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 671 institutions that hold shares in the stock, with a total of 216 Million shares, which have been reported (via 13F filing form) to have a value of $5.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
198,284
shares
|
$5.23 Million
0.45% of portfolio
|
Q4 2024
Added 99.13%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Jan 23, 2025 Q4 2024 |
197,603
shares
|
$5.21 Million
4.66% of portfolio
|
Q4 2024
New holding
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 08, 2024 Q3 2024 |
197,190
shares
|
$5.2 Million
3.68% of portfolio
|
Q2 2024
Added 16.43%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
194,531
shares
|
$5.13 Million
6.58% of portfolio
|
Q2 2023
New holding
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
190,520
shares
|
$5.02 Million
1.06% of portfolio
|
Q4 2024
Added 99.48%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
188,472
shares
|
$4.97 Million
0.81% of portfolio
|
Q4 2024
Reduced 33.2%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
188,031
shares
|
$4.96 Million
0.73% of portfolio
|
Q4 2024
Added 1780.12%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
187,946
shares
|
$4.95 Million
0.18% of portfolio
|
Q4 2024
Added 72.21%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
175,178
shares
|
$4.62 Million
2.12% of portfolio
|
Q4 2024
Added 92.1%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
173,430
shares
|
$4.57 Million
0.01% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
172,636
shares
|
$4.55 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
171,420
shares
|
$4.52 Million
3.58% of portfolio
|
Q4 2024
Added 159.65%
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
170,299
shares
|
$4.49 Million
0.63% of portfolio
|
Q4 2024
Added 640.98%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
167,022
shares
|
$4.4 Million
0.87% of portfolio
|
Q3 2024
Added 4.89%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
165,288
shares
|
$4.36 Million
0.6% of portfolio
|
Q3 2022
Added 87.69%
|
|
|
Mps Loria Financial Planners, LLC
|
Jan 14, 2025 Q4 2024 |
160,336
shares
|
$4.23 Million
1.23% of portfolio
|
Q4 2024
Added 104.42%
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
153,703
shares
|
$4.05 Million
0.13% of portfolio
|
Q4 2024
Added 83.53%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
149,648
shares
|
$3.94 Million
0.19% of portfolio
|
Q4 2024
Added 90.77%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
148,211
shares
|
$3.91 Million
0.06% of portfolio
|
Q4 2024
Added 205.84%
|
|
|
Verde Capital Management
|
Jan 17, 2025 Q4 2024 |
147,008
shares
|
$3.88 Million
1.12% of portfolio
|
Q4 2024
Added 106.28%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
141,964
shares
|
$3.74 Million
0.27% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
140,751
shares
|
$3.71 Million
1.52% of portfolio
|
Q3 2024
Added 12.01%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
137,303
shares
|
$3.62 Million
0.31% of portfolio
|
Q4 2024
Added 518.93%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
136,799
shares
|
$3.61 Million
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
135,911
shares
|
$3.58 Million
0.04% of portfolio
|
Q3 2024
Reduced 17.52%
|