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 721 institutions that hold shares in the stock, with a total of 308 Million shares, which have been reported (via 13F filing form) to have a value of $8.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Theory Financial LLC
Fort Collins, CO |
Feb 03, 2025 Q4 2024 |
242,218
shares
|
$6.49 Million
2.69% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
238,432
shares
|
$6.39 Million
0.19% of portfolio
|
Q4 2024
Added 89.83%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
235,664
shares
|
$6.31 Million
0.12% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
235,407
shares
|
$6.3 Million
3.25% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Fi3 Financial Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
233,975
shares
|
$6.27 Million
2.27% of portfolio
|
Q4 2024
Added 85.36%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
230,269
shares
|
$6.17 Million
0.09% of portfolio
|
Q4 2024
Added 92.92%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
221,720
shares
|
$5.94 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Trust Investment Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
214,976
shares
|
$5.76 Million
2.47% of portfolio
|
Q4 2024
Added 99.46%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
214,353
shares
|
$5.74 Million
0.05% of portfolio
|
Q4 2024
Added 87.0%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
211,670
shares
|
$5.67 Million
0.04% of portfolio
|
Q4 2024
Added 60.51%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
211,495
shares
|
$5.66 Million
0.91% of portfolio
|
Q4 2024
Added 44.82%
|
|
|
Alpha Omega Wealth Management LLC
|
Apr 15, 2025 Q1 2025 |
204,895
shares
|
$5.49 Million
1.07% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
204,741
shares
|
$5.48 Million
7.74% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
203,884
shares
|
$5.46 Million
0.0% of portfolio
|
Q4 2024
Added 87.24%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
200,291
shares
|
$5.36 Million
3.32% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
199,520
shares
|
$5.34 Million
1.14% of portfolio
|
Q1 2025
Added 4.72%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
198,579
shares
|
$5.32 Million
0.02% of portfolio
|
Q4 2024
Added 94.8%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Jan 23, 2025 Q4 2024 |
197,603
shares
|
$5.29 Million
4.66% of portfolio
|
Q4 2024
New holding
|
|
|
Rebalance, LLC
Palo Alto, CA |
Apr 17, 2025 Q1 2025 |
196,204
shares
|
$5.25 Million
0.39% of portfolio
|
Q1 2025
Added 7.54%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Feb 26, 2025 Q4 2024 |
194,863
shares
|
$5.22 Million
1.07% of portfolio
|
Q4 2024
Added 105.49%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
194,531
shares
|
$5.21 Million
6.58% of portfolio
|
Q2 2023
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
189,826
shares
|
$5.08 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.85%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
189,766
shares
|
$5.08 Million
0.43% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Apr 17, 2025 Q1 2025 |
189,418
shares
|
$5.07 Million
3.92% of portfolio
|
Q1 2025
Reduced 10.61%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
188,472
shares
|
$5.05 Million
0.81% of portfolio
|
Q4 2024
Reduced 33.2%
|