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 684 institutions that hold shares in the stock, with a total of 155 Million shares, which have been reported (via 13F filing form) to have a value of $4.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
274,882
shares
|
$7.2 Million
0.03% of portfolio
|
Q3 2024
Added 46.75%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
263,026
shares
|
$6.89 Million
1.72% of portfolio
|
Q3 2022
Added 54.78%
|
|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
262,171
shares
|
$6.86 Million
1.15% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
255,041
shares
|
$6.68 Million
3.02% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Eagle Ridge Investment Management
|
Oct 23, 2024 Q3 2024 |
252,149
shares
|
$6.6 Million
1.19% of portfolio
|
Q3 2024
Added 6.39%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
246,119
shares
|
$6.44 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Marotta Asset Management
|
Oct 03, 2024 Q3 2024 |
245,167
shares
|
$6.42 Million
2.59% of portfolio
|
Q3 2024
Added 5.74%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
236,898
shares
|
$6.2 Million
0.02% of portfolio
|
Q3 2024
Added 11.72%
|
|
|
Peak Financial Management, Inc.
|
Oct 15, 2024 Q3 2024 |
232,519
shares
|
$6.09 Million
3.71% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
231,804
shares
|
$6.07 Million
2.05% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Nov 07, 2024 Q3 2024 |
231,031
shares
|
$6.05 Million
4.75% of portfolio
|
Q3 2024
Added 107.55%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
204,741
shares
|
$5.36 Million
7.74% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
200,291
shares
|
$5.24 Million
3.32% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 08, 2024 Q3 2024 |
197,190
shares
|
$5.16 Million
3.68% of portfolio
|
Q2 2024
Added 16.43%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
194,531
shares
|
$5.09 Million
6.58% of portfolio
|
Q2 2023
New holding
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Oct 07, 2024 Q3 2024 |
187,871
shares
|
$4.92 Million
2.45% of portfolio
|
Q3 2024
Added 10.51%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
184,159
shares
|
$4.82 Million
0.74% of portfolio
|
Q3 2024
Added 10.93%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
181,099
shares
|
$4.74 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
177,131
shares
|
$4.64 Million
1.11% of portfolio
|
Q3 2024
Added 8.91%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Oct 31, 2024 Q3 2024 |
173,650
shares
|
$4.55 Million
0.01% of portfolio
|
Q3 2024
Added 6.32%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
173,430
shares
|
$4.54 Million
0.01% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
172,636
shares
|
$4.52 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 04, 2024 Q3 2024 |
172,409
shares
|
$4.51 Million
0.95% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Oct 08, 2024 Q3 2024 |
167,503
shares
|
$4.39 Million
6.61% of portfolio
|
Q3 2024
Added 9.03%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
167,022
shares
|
$4.37 Million
0.87% of portfolio
|
Q3 2024
Added 4.89%
|