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 |
|---|---|---|---|---|---|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
885
shares
|
$23,744
0.01% of portfolio
|
Q1 2025
Reduced 89.96%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
860
shares
|
$23,073
0.0% of portfolio
|
Q4 2024
Added 75.87%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
845
shares
|
$22,671
0.0% of portfolio
|
Q1 2025
Added 2123.68%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
784
shares
|
$21,034
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
732
shares
|
$19,639
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
690
shares
|
$18,512
0.0% of portfolio
|
Q1 2025
Added 22.99%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
689
shares
|
$18,485
0.0% of portfolio
|
Q1 2025
Added 68800.0%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
687
shares
|
$18,432
0.0% of portfolio
|
Q1 2025
Added 252.31%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
686
shares
|
$18,405
0.0% of portfolio
|
Q4 2024
Added 90.56%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
593
shares
|
$15,910
0.01% of portfolio
|
Q4 2024
Added 106.62%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
550
shares
|
$14,756
0.0% of portfolio
|
Q1 2025
Reduced 76.11%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
550
shares
|
$14,756
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
514
shares
|
$13,790
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
500
shares
|
$13,415
0.03% of portfolio
|
Q2 2022
Reduced 69.72%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
495
shares
|
$13,280
0.01% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
470
shares
|
$12,610
0.0% of portfolio
|
Q4 2024
Added 120.66%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
437
shares
|
$11,724
0.0% of portfolio
|
Q4 2024
Added 90.0%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
424
shares
|
$11,375
0.0% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
421
shares
|
$11,295
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
407
shares
|
$10,919
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
391
shares
|
$10,490
0.01% of portfolio
|
Q3 2024
Reduced 30.18%
|
|
|
Townsend Asset Management Corp
|
Apr 21, 2025 Q1 2025 |
390
shares
|
$10,463
0.0% of portfolio
|
Q1 2025
Reduced 4.88%
|
|
|
Gsb Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
387
shares
|
$10,383
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
370
shares
|
$9,927
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
368
shares
|
$9,873
0.0% of portfolio
|
Q1 2025
New holding
|