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 $4.06 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Oct 15, 2024 Q3 2024 |
33,711
shares
|
$880,531
1.29% of portfolio
|
Q3 2024
Added 8.95%
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2024 Q3 2024 |
33,600
shares
|
$877,632
0.13% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
Aletheian Wealth Advisors LLC
|
Oct 25, 2024 Q3 2024 |
33,173
shares
|
$866,478
1.09% of portfolio
|
Q3 2024
Added 4.26%
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Oct 02, 2024 Q3 2024 |
32,962
shares
|
$860,967
1.01% of portfolio
|
Q3 2024
Reduced 10.91%
|
|
Blue Fin Capital, Inc.
|
Nov 05, 2024 Q3 2024 |
32,554
shares
|
$850,310
0.34% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
32,408
shares
|
$846,496
0.25% of portfolio
|
Q3 2024
Added 0.83%
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
31,013
shares
|
$810,059
0.13% of portfolio
|
Q3 2024
Added 76.69%
|
|
Wbi Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
30,696
shares
|
$801,779
0.41% of portfolio
|
Q3 2024
Added 5.83%
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
30,611
shares
|
$799,559
0.02% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
30,561
shares
|
$798,253
0.21% of portfolio
|
Q2 2024
Reduced 5.71%
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
30,124
shares
|
$786,838
0.56% of portfolio
|
Q3 2024
Added 10.25%
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2024 Q3 2024 |
29,943
shares
|
$782,111
1.13% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
29,933
shares
|
$781,849
0.15% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
29,510
shares
|
$770,801
0.18% of portfolio
|
Q3 2024
Added 0.46%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
29,313
shares
|
$765,655
0.06% of portfolio
|
Q2 2024
Added 1.03%
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 05, 2024 Q3 2024 |
29,282
shares
|
$764,845
1.16% of portfolio
|
Q2 2024
Added 5.01%
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 23, 2024 Q3 2024 |
29,071
shares
|
$759,334
0.84% of portfolio
|
Q3 2024
Reduced 26.15%
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 11, 2024 Q3 2024 |
29,025
shares
|
$758,133
1.52% of portfolio
|
Q3 2024
New holding
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
28,276
shares
|
$738,569
0.4% of portfolio
|
Q3 2022
Added 1.25%
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
28,229
shares
|
$737,341
0.66% of portfolio
|
Q2 2024
Reduced 2.27%
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 31, 2024 Q3 2024 |
27,707
shares
|
$723,706
0.98% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
27,406
shares
|
$715,844
0.47% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
27,089
shares
|
$707,564
0.13% of portfolio
|
Q3 2024
Reduced 18.57%
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
26,827
shares
|
$700,721
0.3% of portfolio
|
Q3 2024
Reduced 7.83%
|
|
Meritage Portfolio Management
|
Nov 04, 2024 Q3 2024 |
26,762
shares
|
$699,023
0.09% of portfolio
|
Q3 2024
Reduced 13.28%
|