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 |
|---|---|---|---|---|---|
|
Brightwater Advisory LLC
Tampa, FL |
May 12, 2025 Q1 2025 |
349,951
shares
|
$9.39 Million
7.44% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
347,884
shares
|
$9.33 Million
0.02% of portfolio
|
Q1 2025
Added 187.18%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
340,007
shares
|
$9.12 Million
0.02% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
May 06, 2025 Q1 2025 |
338,951
shares
|
$9.09 Million
8.85% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
335,471
shares
|
$9 Million
0.92% of portfolio
|
Q1 2025
Added 5.98%
|
|
|
Prentice Wealth Management LLC
|
Apr 16, 2025 Q1 2025 |
332,922
shares
|
$8.93 Million
2.63% of portfolio
|
Q1 2025
New holding
|
|
|
Signet Investment Advisory Group, Inc.
|
May 05, 2025 Q1 2025 |
327,163
shares
|
$8.78 Million
4.43% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
323,121
shares
|
$8.67 Million
1.07% of portfolio
|
Q1 2025
Added 65.82%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
320,312
shares
|
$8.59 Million
0.72% of portfolio
|
Q1 2023
Reduced 2.16%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
315,267
shares
|
$8.46 Million
1.05% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
308,675
shares
|
$8.28 Million
2.83% of portfolio
|
Q1 2025
Added 4.1%
|
|
|
Fi3 Financial Advisors, LLC
|
May 09, 2025 Q1 2025 |
300,117
shares
|
$8.05 Million
3.3% of portfolio
|
Q1 2025
Added 28.27%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
299,125
shares
|
$8.03 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
297,180
shares
|
$7.97 Million
0.52% of portfolio
|
Q1 2025
Added 105.21%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
294,631
shares
|
$7.9 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
287,992
shares
|
$7.73 Million
0.32% of portfolio
|
Q1 2025
Added 9.37%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
285,049
shares
|
$7.65 Million
0.02% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
284,558
shares
|
$7.63 Million
0.05% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
284,532
shares
|
$7.63 Million
0.41% of portfolio
|
Q4 2024
Added 102.5%
|
|
|
Mbe Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
283,440
shares
|
$7.6 Million
4.02% of portfolio
|
Q1 2025
Added 15.74%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
279,580
shares
|
$7.5 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
270,766
shares
|
$7.26 Million
3.4% of portfolio
|
Q4 2024
Added 107.04%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
270,702
shares
|
$7.26 Million
0.01% of portfolio
|
Q1 2025
Added 5.07%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
270,037
shares
|
$7.25 Million
3.05% of portfolio
|
Q1 2025
Added 7.16%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
269,458
shares
|
$7.23 Million
0.02% of portfolio
|
Q1 2025
Added 0.91%
|