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 |
|---|---|---|---|---|---|
|
Two West Capital Advisors LLC
Overland Park, KS |
Apr 15, 2025 Q1 2025 |
266,971
shares
|
$7.16 Million
5.84% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
265,934
shares
|
$7.14 Million
0.39% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
263,026
shares
|
$7.06 Million
1.72% of portfolio
|
Q3 2022
Added 54.78%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
256,556
shares
|
$6.88 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.13%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
255,059
shares
|
$6.84 Million
2.01% of portfolio
|
Q1 2025
Reduced 7.3%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
252,415
shares
|
$6.77 Million
0.23% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
247,507
shares
|
$6.64 Million
2.93% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
247,080
shares
|
$6.63 Million
0.21% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Marotta Asset Management
|
Apr 02, 2025 Q1 2025 |
245,167
shares
|
$6.58 Million
1.4% of portfolio
|
Q1 2025
Reduced 49.19%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
242,203
shares
|
$6.5 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
235,664
shares
|
$6.32 Million
0.12% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
235,407
shares
|
$6.32 Million
3.25% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Iron Financial, LLC
|
Apr 25, 2025 Q1 2025 |
229,667
shares
|
$6.16 Million
3.52% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
225,950
shares
|
$6.06 Million
0.3% of portfolio
|
Q1 2025
Reduced 16.85%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
222,716
shares
|
$5.98 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
219,568
shares
|
$5.89 Million
1.18% of portfolio
|
Q1 2025
Reduced 17.39%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
215,594
shares
|
$5.78 Million
0.05% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
American Trust Investment Advisors, LLC
|
May 15, 2025 Q1 2025 |
210,346
shares
|
$5.64 Million
2.59% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Alpha Omega Wealth Management LLC
|
Apr 15, 2025 Q1 2025 |
204,895
shares
|
$5.5 Million
1.07% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
200,976
shares
|
$5.39 Million
0.07% of portfolio
|
Q1 2025
Added 284.3%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
200,291
shares
|
$5.37 Million
3.32% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
199,520
shares
|
$5.35 Million
1.14% of portfolio
|
Q1 2025
Added 4.72%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Apr 17, 2025 Q1 2025 |
196,204
shares
|
$5.26 Million
0.39% of portfolio
|
Q1 2025
Added 7.54%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
194,531
shares
|
$5.22 Million
6.58% of portfolio
|
Q2 2023
New holding
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
193,927
shares
|
$5.2 Million
2.02% of portfolio
|
Q1 2025
Added 128.56%
|