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 718 institutions that hold shares in the stock, with a total of 286 Million shares, which have been reported (via 13F filing form) to have a value of $7.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
105,566
shares
|
$2.81 Million
0.24% of portfolio
|
Q4 2024
Added 89.5%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
103,539
shares
|
$2.76 Million
1.37% of portfolio
|
Q4 2024
Added 214.12%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
103,461
shares
|
$2.76 Million
0.27% of portfolio
|
Q4 2024
Added 78.29%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
102,736
shares
|
$2.74 Million
0.01% of portfolio
|
Q4 2024
Added 115.16%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
102,031
shares
|
$2.72 Million
0.01% of portfolio
|
Q4 2024
Added 98.89%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
101,686
shares
|
$2.71 Million
0.25% of portfolio
|
Q4 2024
Added 103.09%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
101,195
shares
|
$2.69 Million
0.23% of portfolio
|
Q4 2024
Reduced 86.29%
|
|
|
Upper Left Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
100,442
shares
|
$2.67 Million
2.32% of portfolio
|
Q4 2024
Added 105.71%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
99,052
shares
|
$2.64 Million
0.03% of portfolio
|
Q4 2024
Added 93.98%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
97,741
shares
|
$2.6 Million
0.03% of portfolio
|
Q4 2024
Added 1239.65%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
97,546
shares
|
$2.6 Million
0.09% of portfolio
|
Q4 2024
Added 81.34%
|
|
|
K2 Financial Inc.
Glendora, CA |
Feb 06, 2025 Q4 2024 |
95,351
shares
|
$2.54 Million
2.44% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
94,876
shares
|
$2.53 Million
0.02% of portfolio
|
Q4 2024
Added 58.38%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
94,683
shares
|
$2.52 Million
0.29% of portfolio
|
Q4 2024
Added 119.02%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
94,664
shares
|
$2.52 Million
0.85% of portfolio
|
Q4 2024
Added 106.67%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
94,646
shares
|
$2.52 Million
1.56% of portfolio
|
Q4 2024
Added 147.59%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
92,361
shares
|
$2.46 Million
0.22% of portfolio
|
Q4 2024
Added 97.08%
|
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
91,749
shares
|
$2.44 Million
0.42% of portfolio
|
Q4 2024
Added 117.29%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Feb 07, 2025 Q4 2024 |
91,624
shares
|
$2.44 Million
1.06% of portfolio
|
Q4 2024
Added 101.87%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
91,565
shares
|
$2.44 Million
4.16% of portfolio
|
Q2 2022
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
90,506
shares
|
$2.41 Million
0.06% of portfolio
|
Q4 2024
Added 91.73%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jan 28, 2025 Q4 2024 |
90,460
shares
|
$2.41 Million
0.79% of portfolio
|
Q4 2024
Added 97.2%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
88,511
shares
|
$2.36 Million
0.0% of portfolio
|
Q4 2024
Added 86.57%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
87,330
shares
|
$2.33 Million
0.18% of portfolio
|
Q4 2024
Added 181.59%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
85,997
shares
|
$2.29 Million
2.84% of portfolio
|
Q4 2023
Reduced 32.82%
|