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 |
|---|---|---|---|---|---|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
194,531
shares
|
$5.26 Million
6.58% of portfolio
|
Q2 2023
New holding
|
|
|
M Wealth Management, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
192,811
shares
|
$5.22 Million
4.74% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
192,084
shares
|
$5.2 Million
4.32% of portfolio
|
Q2 2025
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
189,835
shares
|
$5.14 Million
0.02% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Curbstone Financial Management Corp
|
Jul 29, 2025 Q2 2025 |
189,670
shares
|
$5.13 Million
1.05% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jul 23, 2025 Q2 2025 |
188,489
shares
|
$5.1 Million
3.85% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
186,247
shares
|
$5.04 Million
1.76% of portfolio
|
Q4 2024
Reduced 6.55%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
183,574
shares
|
$4.97 Million
2.43% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
183,500
shares
|
$4.96 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Aug 06, 2025 Q2 2025 |
179,195
shares
|
$4.85 Million
1.14% of portfolio
|
Q2 2025
Added 7.7%
|
|
|
Sumitomo Life Insurance CO
|
Aug 05, 2025 Q2 2025 |
178,100
shares
|
$4.82 Million
0.36% of portfolio
|
Q2 2025
Reduced 83.28%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
178,027
shares
|
$4.82 Million
1.91% of portfolio
|
Q2 2025
Added 38.21%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
175,333
shares
|
$4.74 Million
0.01% of portfolio
|
Q2 2025
Reduced 54.55%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
175,149
shares
|
$4.74 Million
0.03% of portfolio
|
Q2 2025
Added 9.61%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
175,049
shares
|
$4.74 Million
0.2% of portfolio
|
Q2 2025
Added 11.38%
|
|
|
Cambria Investment Management, L.P.
|
Aug 13, 2025 Q2 2025 |
172,080
shares
|
$4.65 Million
0.33% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
171,860
shares
|
$4.65 Million
0.17% of portfolio
|
Q2 2025
Reduced 6.59%
|
|
|
Gen Trust, LLC
|
Jul 30, 2025 Q2 2025 |
171,480
shares
|
$4.64 Million
0.22% of portfolio
|
Q2 2025
Reduced 24.11%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
166,976
shares
|
$4.52 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
166,796
shares
|
$4.51 Million
0.13% of portfolio
|
Q2 2025
Added 308781.47%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
166,424
shares
|
$4.5 Million
2.03% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
166,068
shares
|
$4.49 Million
0.43% of portfolio
|
Q2 2025
Added 12.88%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
165,662
shares
|
$4.48 Million
2.9% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
165,288
shares
|
$4.47 Million
0.6% of portfolio
|
Q3 2022
Added 87.69%
|
|
|
Verde Capital Management
|
Jul 07, 2025 Q2 2025 |
163,330
shares
|
$4.42 Million
1.14% of portfolio
|
Q2 2025
Added 7.96%
|