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 |
|---|---|---|---|---|---|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
47
shares
|
$1,261
0.56% of portfolio
|
Q1 2025
Reduced 99.88%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
41
shares
|
$1,100
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
40
shares
|
$1,073
0.0% of portfolio
|
Q2 2020
Reduced 27.27%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
40
shares
|
$1,073
0.0% of portfolio
|
Q4 2022
Reduced 97.83%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
May 12, 2025 Q1 2025 |
37
shares
|
$992
0.0% of portfolio
|
Q4 2024
Added 94.74%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
36
shares
|
$965
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
32
shares
|
$858
0.0% of portfolio
|
Q4 2024
Reduced 94.31%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
31
shares
|
$831
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
30
shares
|
$804
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
28
shares
|
$751
0.0% of portfolio
|
Q1 2025
Reduced 92.96%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
26
shares
|
$697
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
26
shares
|
$697
0.0% of portfolio
|
Q4 2024
Reduced 94.82%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
24
shares
|
$643
0.0% of portfolio
|
Q1 2025
Reduced 75.26%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
24
shares
|
$643
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
22
shares
|
$590
0.0% of portfolio
|
Q1 2025
Reduced 62.07%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
19
shares
|
$509
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
18
shares
|
$482
0.0% of portfolio
|
Q1 2025
Reduced 99.02%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
16
shares
|
$429
0.0% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
16
shares
|
$429
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
16
shares
|
$429
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
14
shares
|
$375
0.03% of portfolio
|
Q1 2025
Reduced 99.23%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
12
shares
|
$321
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
12
shares
|
$321
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
12
shares
|
$321
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
9
shares
|
$241
0.0% of portfolio
|
Q1 2025
New holding
|