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 669 institutions that hold shares in the stock, with a total of 206 Million shares, which have been reported (via 13F filing form) to have a value of $5.4 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
38,301,085
shares
|
$1.01 Billion
3.35% of portfolio
|
Q4 2024
Added 115.95%
|
|
Quadratic Capital Management LLC
|
Jan 13, 2025 Q4 2024 |
14,235,092
shares
|
$375 Million
97.45% of portfolio
|
Q4 2024
Added 24.53%
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
9,972,150
shares
|
$263 Million
0.04% of portfolio
|
Q3 2024
Added 17.14%
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
8,421,623
shares
|
$222 Million
2.12% of portfolio
|
Q4 2022
Added 8.14%
|
|
Lincoln National Corp
|
Feb 06, 2025 Q4 2024 |
8,227,198
shares
|
$217 Million
6.83% of portfolio
|
Q4 2024
Added 100.24%
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
5,872,188
shares
|
$155 Million
3.8% of portfolio
|
Q4 2024
Added 92.24%
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
5,570,374
shares
|
$147 Million
4.52% of portfolio
|
Q4 2024
Added 105.95%
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
5,376,126
shares
|
$142 Million
0.39% of portfolio
|
Q3 2024
Added 0.55%
|
|
Voya Investment Management LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
5,375,827
shares
|
$142 Million
0.36% of portfolio
|
Q1 2024
Reduced 6.42%
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
3,922,743
shares
|
$103 Million
0.47% of portfolio
|
Q3 2024
Added 19.8%
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
3,800,720
shares
|
$100 Million
5.82% of portfolio
|
Q3 2024
Added 2.38%
|
|
Next Capital Advisers, Inc.
|
Jul 08, 2022 Q2 2022 |
3,698,454
shares
|
$97.5 Million
4.0% of portfolio
|
Q2 2022
Added 2.33%
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,647,651
shares
|
$96.2 Million
0.07% of portfolio
|
Q3 2024
Added 1.15%
|
|
Nepc LLC
Boston, MA |
Nov 18, 2024 Q3 2024 |
2,971,211
shares
|
$78.3 Million
4.8% of portfolio
|
Q2 2024
Added 15.07%
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
2,529,193
shares
|
$66.7 Million
3.68% of portfolio
|
Q3 2024
Added 31526.77%
|
|
Argi Investment Services, LLC
|
Nov 12, 2024 Q3 2024 |
2,508,540
shares
|
$66.1 Million
11.36% of portfolio
|
Q2 2024
New holding
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
2,337,050
shares
|
$61.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.19%
|
|
Perella Weinberg Partners Capital Management LP
|
May 13, 2024 Q1 2024 |
1,948,275
shares
|
$51.4 Million
10.87% of portfolio
|
Q1 2024
Reduced 1.31%
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
1,824,302
shares
|
$48.1 Million
3.81% of portfolio
|
Q4 2024
Added 105.68%
|
|
Stephens Group Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,696,759
shares
|
$44.7 Million
3.65% of portfolio
|
Q4 2024
Added 105.86%
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,689,604
shares
|
$44.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
Elm Partners Management LLC
|
Nov 07, 2024 Q3 2024 |
1,668,266
shares
|
$44 Million
6.22% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,635,526
shares
|
$43.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.69%
|
|
Life Guide Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,567,621
shares
|
$41.3 Million
17.44% of portfolio
|
Q4 2024
Added 110.62%
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
1,548,166
shares
|
$40.8 Million
0.11% of portfolio
|
Q4 2024
Added 265.15%
|