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 |
---|---|---|---|---|---|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2024 Q2 2024 |
91,761
shares
|
$4.92 Million
0.85% of portfolio
|
Q2 2024
Added 0.83%
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
91,565
shares
|
$4.91 Million
4.16% of portfolio
|
Q2 2022
New holding
|
|
High Note Wealth, LLC
Deephaven, MN |
Aug 02, 2024 Q2 2024 |
87,713
shares
|
$4.7 Million
1.39% of portfolio
|
Q2 2024
Reduced 0.86%
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
85,997
shares
|
$4.61 Million
2.84% of portfolio
|
Q4 2023
Reduced 32.82%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
85,281
shares
|
$4.57 Million
0.03% of portfolio
|
Q2 2024
Added 0.24%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
85,162
shares
|
$4.56 Million
0.0% of portfolio
|
Q2 2024
Added 31.02%
|
|
Perfromance Wealth Partners, LLC
|
Jul 19, 2024 Q2 2024 |
84,714
shares
|
$4.54 Million
0.16% of portfolio
|
Q2 2024
Reduced 3.35%
|
|
Stratos Wealth Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
84,385
shares
|
$4.52 Million
0.22% of portfolio
|
Q2 2024
Added 3.28%
|
|
Cambria Investment Management, L.P.
|
Aug 14, 2024 Q2 2024 |
84,383
shares
|
$4.52 Million
0.28% of portfolio
|
Q2 2024
Added 1.13%
|
|
Alpha Star Capital Management, LLC
|
Jul 26, 2024 Q2 2024 |
83,526
shares
|
$4.48 Million
0.42% of portfolio
|
Q2 2024
Added 8.94%
|
|
Kure Advisory, LLC
Plymouth, MN |
Jul 16, 2024 Q2 2024 |
83,025
shares
|
$4.45 Million
3.54% of portfolio
|
Q2 2024
Added 3.65%
|
|
Vise Technologies, Inc.
New York, NY |
Aug 01, 2024 Q2 2024 |
82,349
shares
|
$4.41 Million
0.76% of portfolio
|
Q2 2024
Added 23.83%
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Jul 18, 2024 Q2 2024 |
82,325
shares
|
$4.41 Million
2.01% of portfolio
|
Q2 2024
Added 3.37%
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 14, 2024 Q2 2024 |
80,000
shares
|
$4.29 Million
0.33% of portfolio
|
Q2 2024
Added 26.98%
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Aug 09, 2024 Q2 2024 |
79,135
shares
|
$4.24 Million
2.57% of portfolio
|
Q2 2024
Reduced 2.86%
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 09, 2024 Q2 2024 |
76,680
shares
|
$4.11 Million
0.59% of portfolio
|
Q2 2024
Reduced 4.41%
|
|
Mps Loria Financial Planners, LLC
|
Jul 10, 2024 Q2 2024 |
76,547
shares
|
$4.1 Million
1.29% of portfolio
|
Q2 2024
Added 6.73%
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
75,771
shares
|
$4.06 Million
0.1% of portfolio
|
Q2 2024
Reduced 52.86%
|
|
Bcgm Wealth Management, LLC
|
Jul 30, 2024 Q2 2024 |
75,040
shares
|
$4.02 Million
1.44% of portfolio
|
Q2 2024
Added 6.34%
|
|
Avantax Planning Partners, Inc.
|
Aug 09, 2024 Q2 2024 |
74,507
shares
|
$3.99 Million
0.12% of portfolio
|
Q2 2024
Added 1.29%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
72,816
shares
|
$3.9 Million
0.05% of portfolio
|
Q2 2024
Reduced 4.35%
|
|
Jtc Employer Solutions Trustee LTD
|
Jul 16, 2024 Q2 2024 |
70,982
shares
|
$3.8 Million
0.24% of portfolio
|
Q4 2023
Added 3.07%
|
|
Alpha Omega Wealth Management LLC
|
Jul 25, 2024 Q2 2024 |
70,718
shares
|
$3.79 Million
0.71% of portfolio
|
Q2 2024
Added 6.89%
|
|
Eagle Bay Advisors LLC
New York, NY |
Jul 26, 2024 Q2 2024 |
70,274
shares
|
$3.77 Million
2.24% of portfolio
|
Q2 2024
Added 93.45%
|
|
Olio Financial Planning
|
Jul 12, 2024 Q2 2024 |
69,705
shares
|
$3.74 Million
1.45% of portfolio
|
Q4 2023
Reduced 12.92%
|