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 |
|---|---|---|---|---|---|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
49,391
shares
|
$1.31 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
May 01, 2025 Q1 2025 |
49,265
shares
|
$1.31 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
49,063
shares
|
$1.3 Million
0.4% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
48,970
shares
|
$1.3 Million
0.01% of portfolio
|
Q1 2025
Added 92.17%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
48,920
shares
|
$1.3 Million
0.28% of portfolio
|
Q1 2025
Reduced 4.34%
|
|
|
Strategic Financial Planning, Inc.
|
May 14, 2025 Q1 2025 |
48,411
shares
|
$1.28 Million
0.9% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Commons Capital, LLC
Needham, MA |
May 12, 2025 Q1 2025 |
48,259
shares
|
$1.28 Million
1.2% of portfolio
|
Q1 2025
New holding
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
45,465
shares
|
$1.21 Million
0.07% of portfolio
|
Q1 2025
Added 4.78%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
45,178
shares
|
$1.2 Million
0.03% of portfolio
|
Q1 2025
Added 42.87%
|
|
|
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
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
44,851
shares
|
$1.19 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
44,833
shares
|
$1.19 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 20, 2025 Q1 2025 |
44,833
shares
|
$1.19 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Apr 24, 2025 Q1 2025 |
44,199
shares
|
$1.17 Million
0.82% of portfolio
|
Q1 2025
Reduced 15.93%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
42,283
shares
|
$1.12 Million
0.37% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
41,444
shares
|
$1.1 Million
0.26% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Leeward Financial Partners, LLC
|
May 09, 2025 Q1 2025 |
41,380
shares
|
$1.1 Million
0.42% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
41,360
shares
|
$1.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 70.28%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
40,854
shares
|
$1.08 Million
1.47% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
May 15, 2025 Q1 2025 |
40,550
shares
|
$1.08 Million
0.4% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
40,405
shares
|
$1.07 Million
0.59% of portfolio
|
Q1 2025
Reduced 9.1%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
40,205
shares
|
$1.07 Million
0.33% of portfolio
|
Q1 2025
Added 5.34%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Apr 11, 2025 Q1 2025 |
40,059
shares
|
$1.06 Million
0.91% of portfolio
|
Q1 2025
Reduced 6.77%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
39,884
shares
|
$1.06 Million
0.76% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
39,861
shares
|
$1.06 Million
0.47% of portfolio
|
Q2 2025
Added 7.11%
|