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 686 institutions that hold shares in the stock, with a total of 156 Million shares, which have been reported (via 13F filing form) to have a value of $4.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2024 Q3 2024 |
91,191
shares
|
$2.41 Million
2.3% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 15, 2024 Q3 2024 |
86,603
shares
|
$2.29 Million
0.43% of portfolio
|
Q3 2024
Reduced 74.81%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
86,380
shares
|
$2.28 Million
1.77% of portfolio
|
Q3 2024
Added 116.26%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
85,997
shares
|
$2.27 Million
2.84% of portfolio
|
Q4 2023
Reduced 32.82%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
84,848
shares
|
$2.24 Million
1.78% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Oct 07, 2024 Q3 2024 |
84,842
shares
|
$2.24 Million
4.07% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Cambria Investment Management, L.P.
|
Nov 14, 2024 Q3 2024 |
84,663
shares
|
$2.24 Million
0.29% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 31, 2024 Q3 2024 |
83,929
shares
|
$2.22 Million
1.1% of portfolio
|
Q3 2024
Added 108.77%
|
|
|
Perfromance Wealth Partners, LLC
|
Oct 10, 2024 Q3 2024 |
83,749
shares
|
$2.21 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
83,669
shares
|
$2.21 Million
0.58% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
82,009
shares
|
$2.17 Million
1.26% of portfolio
|
Q3 2024
Reduced 6.5%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
80,000
shares
|
$2.11 Million
0.32% of portfolio
|
Q2 2024
Added 26.98%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
78,953
shares
|
$2.09 Million
2.46% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
78,444
shares
|
$2.07 Million
0.2% of portfolio
|
Q3 2024
Reduced 7.04%
|
|
|
Mps Loria Financial Planners, LLC
|
Oct 21, 2024 Q3 2024 |
78,433
shares
|
$2.07 Million
1.27% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
77,431
shares
|
$2.04 Million
0.1% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
75,223
shares
|
$1.99 Million
0.03% of portfolio
|
Q3 2024
Reduced 11.79%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
74,961
shares
|
$1.98 Million
0.14% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Sumitomo Life Insurance CO
|
Oct 16, 2024 Q3 2024 |
74,800
shares
|
$1.98 Million
0.08% of portfolio
|
Q3 2024
Reduced 89.31%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
74,419
shares
|
$1.97 Million
0.01% of portfolio
|
Q3 2024
Reduced 27.81%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 22, 2024 Q3 2024 |
74,270
shares
|
$1.96 Million
1.11% of portfolio
|
Q3 2024
Added 33.03%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
72,698
shares
|
$1.92 Million
0.0% of portfolio
|
Q3 2024
Reduced 53.32%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
71,935
shares
|
$1.9 Million
0.53% of portfolio
|
Q3 2024
Reduced 6.19%
|
|
|
Verde Capital Management
|
Oct 18, 2024 Q3 2024 |
71,266
shares
|
$1.88 Million
1.19% of portfolio
|
Q3 2024
Added 4.85%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 18, 2024 Q3 2024 |
70,982
shares
|
$1.87 Million
0.24% of portfolio
|
Q4 2023
Added 3.07%
|