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 |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
2,386,547
shares
|
$64 Million
0.01% of portfolio
|
Q1 2025
Added 28.53%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
2,360,446
shares
|
$63.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.48%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
2,278,210
shares
|
$61.1 Million
0.17% of portfolio
|
Q1 2025
Added 47.16%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
2,150,883
shares
|
$57.7 Million
0.7% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
1,965,014
shares
|
$52.7 Million
0.11% of portfolio
|
Q1 2025
Added 33.77%
|
|
|
Perella Weinberg Partners Capital Management LP
|
May 13, 2024 Q1 2024 |
1,948,275
shares
|
$52.3 Million
10.87% of portfolio
|
Q1 2024
Reduced 1.31%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
1,882,325
shares
|
$50.5 Million
4.15% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Stephens Group Asset Management, LLC
|
Apr 15, 2025 Q1 2025 |
1,761,382
shares
|
$47.3 Million
3.82% of portfolio
|
Q1 2025
Added 3.81%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2025 Q1 2025 |
1,643,225
shares
|
$44.1 Million
2.87% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Life Guide Financial Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
1,630,614
shares
|
$43.7 Million
23.14% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,567,645
shares
|
$42.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,547,088
shares
|
$41.5 Million
2.81% of portfolio
|
Q1 2025
Added 11.29%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
1,433,926
shares
|
$38.5 Million
5.94% of portfolio
|
Q1 2025
Added 100.83%
|
|
|
Temasek Holdings (Private) LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
1,410,000
shares
|
$37.8 Million
0.19% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,368,549
shares
|
$36.7 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,357,885
shares
|
$36.4 Million
0.78% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
1,334,872
shares
|
$35.8 Million
5.57% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,318,977
shares
|
$35.4 Million
0.01% of portfolio
|
Q1 2025
Added 27.45%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
1,318,150
shares
|
$35.4 Million
0.77% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
1,235,816
shares
|
$33.2 Million
4.02% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Financial Architects, LLC
Woodstock, GA |
Apr 29, 2025 Q1 2025 |
1,211,536
shares
|
$32.5 Million
20.79% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
1,138,852
shares
|
$30.6 Million
23.61% of portfolio
|
Q4 2023
Reduced 34.04%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
1,133,189
shares
|
$30.4 Million
3.1% of portfolio
|
Q4 2024
Added 219.71%
|
|
|
Matrix Trust CO
|
Apr 10, 2025 Q1 2025 |
1,080,577
shares
|
$29 Million
4.9% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Sumitomo Life Insurance CO
|
May 02, 2025 Q1 2025 |
1,064,900
shares
|
$28.6 Million
1.03% of portfolio
|
Q1 2025
Added 87.65%
|