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 |
---|---|---|---|---|---|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
17,082
shares
|
$453,014
0.32% of portfolio
|
Q1 2025
Reduced 12.93%
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
17,069
shares
|
$452,669
0.15% of portfolio
|
Q1 2025
Added 11.03%
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
16,592
shares
|
$440,019
0.38% of portfolio
|
Q1 2025
Reduced 21.78%
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
May 09, 2025 Q1 2025 |
16,558
shares
|
$439,118
0.23% of portfolio
|
Q1 2025
Added 24.85%
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
16,511
shares
|
$437,871
0.04% of portfolio
|
Q2 2025
Added 21.82%
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
16,502
shares
|
$437,633
0.13% of portfolio
|
Q1 2025
Added 1.06%
|
|
Topel & Distasi Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
16,466
shares
|
$436,678
0.21% of portfolio
|
Q4 2024
Added 100.0%
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
16,290
shares
|
$432,010
0.03% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
16,264
shares
|
$431,321
0.01% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
16,250
shares
|
$430,950
0.0% of portfolio
|
Q1 2025
Added 3.05%
|
|
Destiny Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
16,190
shares
|
$429,358
0.07% of portfolio
|
Q4 2024
Added 100.0%
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jun 11, 2025 Q1 2025 |
16,132
shares
|
$427,820
0.21% of portfolio
|
Q1 2025
Reduced 19.38%
|
|
Viawealth, LLC
Overland Park, KS |
May 07, 2025 Q1 2025 |
15,927
shares
|
$422,384
0.26% of portfolio
|
Q1 2025
New holding
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
May 12, 2025 Q1 2025 |
15,718
shares
|
$416,841
0.08% of portfolio
|
Q1 2025
New holding
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
15,664
shares
|
$415,409
0.55% of portfolio
|
Q3 2023
Reduced 5.06%
|
|
Mengis Capital Management, Inc.
|
May 08, 2025 Q1 2025 |
15,568
shares
|
$412,863
0.09% of portfolio
|
Q1 2025
Reduced 11.38%
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
15,561
shares
|
$412,677
0.02% of portfolio
|
Q1 2025
New holding
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
15,480
shares
|
$410,529
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
|
$409,336
0.02% of portfolio
|
Q1 2025
Added 5.45%
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
14,953
shares
|
$396,553
0.1% of portfolio
|
Q1 2025
Added 594.84%
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
14,810
shares
|
$392,761
0.32% of portfolio
|
Q2 2025
Added 17.42%
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
14,702
shares
|
$389,897
0.17% of portfolio
|
Q4 2024
Added 100.0%
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
14,558
shares
|
$386,078
0.0% of portfolio
|
Q1 2024
Added 51.2%
|
|
Fruth Investment Management
|
Jul 11, 2025 Q2 2025 |
14,500
shares
|
$384,540
0.1% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
14,368
shares
|
$381,039
0.02% of portfolio
|
Q1 2025
Reduced 5.98%
|