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 761 institutions that hold shares in the stock, with a total of 360 Million shares, which have been reported (via 13F filing form) to have a value of $9.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iron Financial, LLC
|
Oct 24, 2025 Q3 2025 |
213,324
shares
|
$5.72 Million
2.8% of portfolio
|
Q3 2025
Reduced 4.56%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
210,443
shares
|
$5.64 Million
0.05% of portfolio
|
Q2 2025
Added 1995.63%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Oct 14, 2025 Q3 2025 |
206,352
shares
|
$5.53 Million
4.33% of portfolio
|
Q3 2025
Added 7.43%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
203,309
shares
|
$5.45 Million
0.94% of portfolio
|
Q3 2025
Added 83.1%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
203,103
shares
|
$5.45 Million
1.83% of portfolio
|
Q3 2025
Added 9.05%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Nov 04, 2025 Q3 2025 |
202,842
shares
|
$5.44 Million
1.2% of portfolio
|
Q3 2025
Added 42.18%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
201,240
shares
|
$5.4 Million
0.02% of portfolio
|
Q2 2025
Added 7.44%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 16, 2025 Q3 2025 |
201,215
shares
|
$5.4 Million
0.33% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
200,291
shares
|
$5.37 Million
3.32% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Columbus Macro, LLC
|
Oct 16, 2025 Q3 2025 |
200,086
shares
|
$5.37 Million
0.65% of portfolio
|
Q3 2025
Added 29.51%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
196,868
shares
|
$5.28 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
194,531
shares
|
$5.22 Million
6.58% of portfolio
|
Q2 2023
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
192,071
shares
|
$5.15 Million
0.02% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
191,606
shares
|
$5.14 Million
4.54% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
191,140
shares
|
$5.13 Million
1.05% of portfolio
|
Q3 2025
Added 6.67%
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
189,670
shares
|
$5.09 Million
1.0% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
183,574
shares
|
$4.92 Million
2.43% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Oct 15, 2025 Q3 2025 |
180,391
shares
|
$4.84 Million
3.3% of portfolio
|
Q3 2025
Added 483.39%
|
|
|
Sumitomo Life Insurance CO
|
Aug 05, 2025 Q2 2025 |
178,100
shares
|
$4.78 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
|
$4.77 Million
1.91% of portfolio
|
Q2 2025
Added 38.21%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
175,149
shares
|
$4.7 Million
0.03% of portfolio
|
Q2 2025
Added 9.61%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
175,049
shares
|
$4.69 Million
0.2% of portfolio
|
Q2 2025
Added 11.38%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
172,607
shares
|
$4.63 Million
0.16% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Cambria Investment Management, L.P.
|
Aug 13, 2025 Q2 2025 |
172,080
shares
|
$4.62 Million
0.33% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
170,685
shares
|
$4.58 Million
0.06% of portfolio
|
Q3 2025
Added 13.16%
|