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 737 institutions that hold shares in the stock, with a total of 344 Million shares, which have been reported (via 13F filing form) to have a value of $9.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
May 09, 2025 Q1 2025 |
16,558
shares
|
$444,251
0.23% of portfolio
|
Q1 2025
Added 24.85%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
16,502
shares
|
$442,748
0.13% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
16,497
shares
|
$442,614
0.01% of portfolio
|
Q1 2025
Reduced 15.51%
|
|
|
Topel & Distasi Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
16,466
shares
|
$441,782
0.21% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
16,290
shares
|
$437,060
0.03% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
16,264
shares
|
$436,363
0.01% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
16,250
shares
|
$435,987
0.0% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Destiny Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
16,190
shares
|
$434,377
0.07% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Viawealth, LLC
Overland Park, KS |
May 07, 2025 Q1 2025 |
15,927
shares
|
$427,321
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
May 12, 2025 Q1 2025 |
15,718
shares
|
$421,713
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
15,664
shares
|
$420,265
0.55% of portfolio
|
Q3 2023
Reduced 5.06%
|
|
|
Mengis Capital Management, Inc.
|
May 08, 2025 Q1 2025 |
15,568
shares
|
$417,689
0.09% of portfolio
|
Q1 2025
Reduced 11.38%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
15,561
shares
|
$417,501
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
15,480
shares
|
$415,328
0.08% of portfolio
|
Q4 2022
Reduced 33.28%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
15,435
shares
|
$414,121
0.02% of portfolio
|
Q1 2025
Added 5.45%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
14,953
shares
|
$401,188
0.1% of portfolio
|
Q1 2025
Added 594.84%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
14,702
shares
|
$394,454
0.17% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
14,558
shares
|
$390,591
0.0% of portfolio
|
Q1 2024
Added 51.2%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
14,368
shares
|
$385,493
0.02% of portfolio
|
Q1 2025
Reduced 5.98%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
13,908
shares
|
$373,151
0.25% of portfolio
|
Q4 2024
Added 117.04%
|
|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
13,859
shares
|
$371,836
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
13,847
shares
|
$371,515
0.04% of portfolio
|
Q1 2025
Added 285.39%
|
|
|
Prudent Man Advisors, LLC
|
May 01, 2025 Q1 2025 |
13,841
shares
|
$371,354
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Trust Point Inc.
La Crosse, WI |
Apr 17, 2025 Q1 2025 |
13,554
shares
|
$363,653
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Guardian Financial Partners, LLC
|
Apr 22, 2025 Q1 2025 |
13,533
shares
|
$363,090
0.23% of portfolio
|
Q1 2025
Reduced 4.39%
|