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 666 institutions that hold shares in the stock, with a total of 200 Million shares, which have been reported (via 13F filing form) to have a value of $5.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,372,202
shares
|
$35.9 Million
0.83% of portfolio
|
Q4 2024
Added 104.65%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,355,447
shares
|
$35.4 Million
0.79% of portfolio
|
Q4 2024
Added 3310.7%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,324,272
shares
|
$34.6 Million
5.35% of portfolio
|
Q4 2024
Added 100.26%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,297,919
shares
|
$33.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 11.55%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
1,221,051
shares
|
$31.9 Million
0.2% of portfolio
|
Q3 2024
Added 6.46%
|
|
|
Financial Architects, LLC
Woodstock, GA |
Jan 27, 2025 Q4 2024 |
1,209,926
shares
|
$31.6 Million
20.02% of portfolio
|
Q4 2024
Added 108.91%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,204,412
shares
|
$31.5 Million
0.0% of portfolio
|
Q3 2024
Added 68.45%
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
1,151,851
shares
|
$30.1 Million
5.17% of portfolio
|
Q4 2024
Added 108.11%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
1,138,852
shares
|
$29.8 Million
23.61% of portfolio
|
Q4 2023
Reduced 34.04%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
1,044,697
shares
|
$27.3 Million
0.77% of portfolio
|
Q4 2024
Added 103.85%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
982,557
shares
|
$25.7 Million
0.05% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
980,880
shares
|
$25.7 Million
0.91% of portfolio
|
Q4 2024
Added 91.45%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
976,331
shares
|
$25.5 Million
0.76% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
940,101
shares
|
$24.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
895,267
shares
|
$23.4 Million
6.91% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
886,979
shares
|
$23.2 Million
3.86% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
855,942
shares
|
$22.4 Million
0.06% of portfolio
|
Q3 2024
Reduced 43.41%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Jan 24, 2025 Q4 2024 |
848,851
shares
|
$22.2 Million
6.7% of portfolio
|
Q4 2024
Added 98.43%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
810,251
shares
|
$21.2 Million
4.56% of portfolio
|
Q4 2024
Added 112.01%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
790,572
shares
|
$20.7 Million
11.42% of portfolio
|
Q4 2024
Added 99.38%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
768,173
shares
|
$20.1 Million
0.75% of portfolio
|
Q4 2024
Added 109.68%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
740,908
shares
|
$19.4 Million
1.24% of portfolio
|
Q4 2024
Added 100.78%
|
|
|
Oikos Holdings LLC
|
Jul 31, 2024 Q2 2024 |
734,367
shares
|
$19.2 Million
9.05% of portfolio
|
Q2 2024
New holding
|
|
|
Simplify Asset Management Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
710,451
shares
|
$18.6 Million
2.03% of portfolio
|
Q3 2024
Added 17.3%
|
|
|
Temasek Holdings (Private) LTD
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
705,000
shares
|
$18.4 Million
0.15% of portfolio
|
Q3 2024
New holding
|