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 |
|---|---|---|---|---|---|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
55,708
shares
|
$1.47 Million
0.26% of portfolio
|
Q3 2024
Reduced 6.26%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
54,673
shares
|
$1.44 Million
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
53,792
shares
|
$1.42 Million
0.1% of portfolio
|
Q3 2024
Reduced 15.19%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
52,595
shares
|
$1.39 Million
1.16% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
52,047
shares
|
$1.37 Million
0.34% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
51,299
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2024
Reduced 76.06%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
51,064
shares
|
$1.35 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.08%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Nov 01, 2024 Q3 2024 |
50,069
shares
|
$1.32 Million
0.25% of portfolio
|
Q3 2024
Reduced 5.16%
|
|
|
Upper Left Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
48,826
shares
|
$1.29 Million
2.27% of portfolio
|
Q3 2024
Reduced 26.56%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
48,461
shares
|
$1.28 Million
0.04% of portfolio
|
Q3 2024
Reduced 14.49%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
47,748
shares
|
$1.26 Million
0.01% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
47,442
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.96%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
47,206
shares
|
$1.25 Million
0.07% of portfolio
|
Q3 2024
Reduced 29.01%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
46,865
shares
|
$1.24 Million
0.28% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2024 Q3 2024 |
45,873
shares
|
$1.21 Million
0.83% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
45,804
shares
|
$1.21 Million
0.86% of portfolio
|
Q3 2024
Reduced 38.96%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Nov 12, 2024 Q3 2024 |
45,388
shares
|
$1.2 Million
0.88% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Moody National Bank Trust Division
|
Oct 03, 2024 Q3 2024 |
45,191
shares
|
$1.19 Million
0.26% of portfolio
|
Q1 2024
Reduced 51.61%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
44,954
shares
|
$1.19 Million
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Summit Financial Strategies, Inc.
|
Oct 16, 2024 Q3 2024 |
43,231
shares
|
$1.14 Million
0.28% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
42,655
shares
|
$1.13 Million
0.04% of portfolio
|
Q3 2024
Reduced 26.68%
|
|
|
White Lighthouse Investment Management Inc.
|
Oct 30, 2024 Q3 2024 |
42,225
shares
|
$1.12 Million
0.41% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
40,069
shares
|
$1.06 Million
0.32% of portfolio
|
Q3 2024
Reduced 7.18%
|
|
|
Rock Creek Group, LP
|
Nov 12, 2024 Q3 2024 |
40,025
shares
|
$1.06 Million
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
39,741
shares
|
$1.05 Million
0.05% of portfolio
|
Q3 2024
Added 16.94%
|