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 |
|---|---|---|---|---|---|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
1,052,417
shares
|
$28.2 Million
1.61% of portfolio
|
Q1 2025
New holding
|
|
|
Navalign, LLC
|
Apr 29, 2025 Q1 2025 |
1,028,783
shares
|
$27.6 Million
7.98% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
945,964
shares
|
$25.4 Million
0.15% of portfolio
|
Q1 2025
Added 92.89%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
934,575
shares
|
$25.1 Million
0.71% of portfolio
|
Q1 2025
Reduced 10.54%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Apr 30, 2025 Q1 2025 |
919,554
shares
|
$24.7 Million
9.82% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
911,597
shares
|
$24.5 Million
0.05% of portfolio
|
Q1 2025
Added 13.77%
|
|
|
Korea Investment Corp
Seoul, M5 |
May 14, 2025 Q1 2025 |
896,446
shares
|
$24.1 Million
0.06% of portfolio
|
Q1 2025
Reduced 22.72%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Apr 30, 2025 Q1 2025 |
872,367
shares
|
$23.4 Million
7.38% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
May 14, 2025 Q1 2025 |
859,595
shares
|
$23.1 Million
0.93% of portfolio
|
Q1 2025
Reduced 20.68%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
812,144
shares
|
$21.8 Million
1.38% of portfolio
|
Q1 2025
Added 9.61%
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
795,006
shares
|
$21.3 Million
11.98% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
789,726
shares
|
$21.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.07%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
785,475
shares
|
$21.1 Million
4.32% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
781,245
shares
|
$21 Million
0.83% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
777,552
shares
|
$20.9 Million
0.03% of portfolio
|
Q1 2025
Added 99.16%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
771,923
shares
|
$20.7 Million
0.29% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
764,480
shares
|
$20.5 Million
0.01% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
748,000
shares
|
$20.1 Million
0.87% of portfolio
|
Q4 2024
Added 8.92%
|
|
|
Oikos Holdings LLC
|
Jul 31, 2024 Q2 2024 |
734,367
shares
|
$19.7 Million
9.05% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
675,267
shares
|
$18.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.37%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
642,118
shares
|
$17.2 Million
1.92% of portfolio
|
Q1 2025
Added 37.5%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
631,789
shares
|
$17 Million
2.52% of portfolio
|
Q1 2025
Reduced 63.88%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
582,775
shares
|
$15.6 Million
0.12% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
572,088
shares
|
$15.3 Million
2.87% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
563,762
shares
|
$15.1 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.65%
|