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 744 institutions that hold shares in the stock, with a total of 335 Million shares, which have been reported (via 13F filing form) to have a value of $8.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
White Lighthouse Investment Management Inc.
|
May 12, 2025 Q1 2025 |
88,203
shares
|
$2.34 Million
0.42% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
87,682
shares
|
$2.33 Million
0.19% of portfolio
|
Q1 2025
Reduced 5.07%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
87,108
shares
|
$2.31 Million
1.87% of portfolio
|
Q1 2025
Added 3.6%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
86,181
shares
|
$2.29 Million
0.0% of portfolio
|
Q1 2025
Added 9267.5%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
85,997
shares
|
$2.28 Million
2.84% of portfolio
|
Q4 2023
Reduced 32.82%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
85,804
shares
|
$2.28 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.56%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
85,725
shares
|
$2.27 Million
1.24% of portfolio
|
Q1 2025
Added 14.51%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
84,765
shares
|
$2.25 Million
0.06% of portfolio
|
Q1 2025
Reduced 6.34%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
83,913
shares
|
$2.23 Million
0.18% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
83,400
shares
|
$2.21 Million
0.07% of portfolio
|
Q1 2025
Added 6.18%
|
|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
80,879
shares
|
$2.14 Million
0.19% of portfolio
|
Q1 2025
Reduced 20.08%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Apr 10, 2025 Q1 2025 |
80,151
shares
|
$2.13 Million
1.0% of portfolio
|
Q1 2025
Added 24.58%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
79,396
shares
|
$2.11 Million
0.18% of portfolio
|
Q1 2025
Added 7.46%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
78,822
shares
|
$2.09 Million
0.3% of portfolio
|
Q4 2024
Added 96.72%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
78,675
shares
|
$2.09 Million
1.21% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
78,473
shares
|
$2.08 Million
1.08% of portfolio
|
Q2 2025
Added 11.82%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Jul 11, 2025 Q2 2025 |
78,041
shares
|
$2.07 Million
0.97% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
77,842
shares
|
$2.06 Million
0.07% of portfolio
|
Q1 2025
Added 7.75%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
76,773
shares
|
$2.04 Million
0.79% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
76,197
shares
|
$2.02 Million
0.0% of portfolio
|
Q1 2025
Added 180.74%
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
75,299
shares
|
$2 Million
0.19% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
75,045
shares
|
$1.99 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
74,812
shares
|
$1.98 Million
0.41% of portfolio
|
Q2 2025
Added 8.65%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
74,053
shares
|
$1.96 Million
0.05% of portfolio
|
Q1 2025
Added 77.08%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
73,958
shares
|
$1.96 Million
1.15% of portfolio
|
Q1 2025
Reduced 1.5%
|