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 |
|---|---|---|---|---|---|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
558,699
shares
|
$15 Million
1.21% of portfolio
|
Q1 2025
Added 9.42%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
May 06, 2025 Q1 2025 |
547,528
shares
|
$14.7 Million
7.46% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
539,820
shares
|
$14.5 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
528,983
shares
|
$14.2 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
518,606
shares
|
$13.9 Million
1.18% of portfolio
|
Q4 2024
Added 105.67%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
517,455
shares
|
$13.9 Million
2.96% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
516,025
shares
|
$13.8 Million
2.29% of portfolio
|
Q1 2025
Added 8.39%
|
|
|
F Dx Advisors, Inc.
|
May 01, 2025 Q1 2025 |
514,965
shares
|
$13.8 Million
4.5% of portfolio
|
Q1 2025
Reduced 12.02%
|
|
|
Peak Financial Management, Inc.
|
May 12, 2025 Q1 2025 |
488,206
shares
|
$13.1 Million
3.97% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
475,034
shares
|
$12.7 Million
2.91% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
Advisory Alpha, LLC
|
Apr 08, 2025 Q1 2025 |
473,251
shares
|
$12.7 Million
0.79% of portfolio
|
Q1 2025
Reduced 51.75%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
454,446
shares
|
$12.2 Million
0.87% of portfolio
|
Q1 2025
Added 9.22%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
447,993
shares
|
$12 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.15%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
443,227
shares
|
$11.9 Million
4.63% of portfolio
|
Q1 2025
Added 3.82%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
416,115
shares
|
$11.2 Million
7.62% of portfolio
|
Q1 2025
Added 103.24%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
May 12, 2025 Q1 2025 |
412,901
shares
|
$11.1 Million
0.43% of portfolio
|
Q1 2025
Reduced 39.71%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
395,663
shares
|
$10.6 Million
1.23% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Mps Loria Financial Planners, LLC
|
Apr 22, 2025 Q1 2025 |
389,461
shares
|
$10.4 Million
3.12% of portfolio
|
Q1 2025
Added 142.9%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
385,755
shares
|
$10.3 Million
0.04% of portfolio
|
Q1 2025
Reduced 22.18%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
377,613
shares
|
$10.1 Million
0.18% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Prairiewood Capital, LLC
|
Apr 25, 2025 Q1 2025 |
365,732
shares
|
$9.81 Million
4.02% of portfolio
|
Q1 2025
Added 4.24%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
365,695
shares
|
$9.81 Million
2.23% of portfolio
|
Q1 2025
New holding
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
May 07, 2025 Q1 2025 |
362,455
shares
|
$9.72 Million
3.68% of portfolio
|
Q1 2025
Added 295.59%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
351,866
shares
|
$9.44 Million
7.54% of portfolio
|
Q1 2025
Added 15.02%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
351,220
shares
|
$9.42 Million
0.98% of portfolio
|
Q1 2025
Reduced 2.27%
|