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 |
|---|---|---|---|---|---|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
31,715
shares
|
$841,081
0.06% of portfolio
|
Q1 2025
Reduced 7.58%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Apr 15, 2025 Q1 2025 |
31,492
shares
|
$835,167
0.64% of portfolio
|
Q4 2024
Reduced 63.54%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
31,261
shares
|
$829,041
0.01% of portfolio
|
Q1 2025
Added 33.79%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
May 02, 2025 Q1 2025 |
31,150
shares
|
$826,098
0.11% of portfolio
|
Q1 2025
Added 6.85%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
30,738
shares
|
$815,171
0.08% of portfolio
|
Q1 2025
Added 125.1%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
30,561
shares
|
$810,477
0.21% of portfolio
|
Q2 2024
Reduced 5.71%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
30,054
shares
|
$797,032
0.22% of portfolio
|
Q1 2025
Added 53.78%
|
|
|
Benchmark Wealth Management, LLC
|
Apr 07, 2025 Q1 2025 |
29,851
shares
|
$791,648
0.39% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
29,788
shares
|
$789,977
0.39% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
29,738
shares
|
$788,651
0.01% of portfolio
|
Q1 2025
Added 28.26%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
29,361
shares
|
$778,653
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
29,311
shares
|
$777,327
0.0% of portfolio
|
Q1 2025
Added 54.53%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
May 14, 2025 Q1 2025 |
28,654
shares
|
$759,904
1.63% of portfolio
|
Q1 2025
Added 97.85%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
28,597
shares
|
$758,392
0.24% of portfolio
|
Q2 2025
Reduced 18.53%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
28,390
shares
|
$752,902
0.06% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Mount Lucas Management LP
Newtown, PA |
May 06, 2025 Q1 2025 |
28,379
shares
|
$752,611
0.25% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
28,349
shares
|
$751,815
0.01% of portfolio
|
Q1 2025
Reduced 66.45%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
28,276
shares
|
$749,879
0.4% of portfolio
|
Q3 2022
Added 1.25%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Jul 11, 2025 Q2 2025 |
27,764
shares
|
$736,301
0.56% of portfolio
|
Q1 2025
Reduced 67.28%
|
|
|
Walter & Keenan Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
27,650
shares
|
$733,278
0.23% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
27,249
shares
|
$722,643
0.03% of portfolio
|
Q1 2025
Reduced 39.94%
|
|
|
Jackson Creek Investment Advisors LLC
|
May 05, 2025 Q1 2025 |
26,862
shares
|
$712,380
0.23% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
25,850
shares
|
$685,542
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Dmg Group, LLC
Birmingham, AL |
Apr 30, 2025 Q1 2025 |
25,678
shares
|
$680,980
0.57% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Apr 11, 2025 Q1 2025 |
25,505
shares
|
$676,392
0.68% of portfolio
|
Q1 2025
Added 0.72%
|