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 686 institutions that hold shares in the stock, with a total of 156 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 |
|---|---|---|---|---|---|
|
Vci Wealth Management LLC
St Louis, MO |
Oct 31, 2024 Q3 2024 |
125,962
shares
|
$3.29 Million
3.01% of portfolio
|
Q3 2024
Added 9.95%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
125,605
shares
|
$3.28 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
119,359
shares
|
$3.12 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Nov 12, 2024 Q3 2024 |
119,092
shares
|
$3.11 Million
2.76% of portfolio
|
Q3 2024
Added 6.38%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
115,895
shares
|
$3.03 Million
0.88% of portfolio
|
Q2 2024
Added 1.18%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
114,625
shares
|
$2.99 Million
0.06% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
113,169
shares
|
$2.96 Million
0.14% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
112,379
shares
|
$2.94 Million
0.02% of portfolio
|
Q3 2024
Reduced 22.91%
|
|
|
Cambridge Associates LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
109,252
shares
|
$2.85 Million
0.22% of portfolio
|
Q3 2024
Added 141.76%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
109,136
shares
|
$2.85 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
108,888
shares
|
$2.84 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.55%
|
|
|
American Trust Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
107,779
shares
|
$2.82 Million
2.53% of portfolio
|
Q3 2024
Added 87.87%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
104,177
shares
|
$2.72 Million
0.22% of portfolio
|
Q3 2024
Added 395.84%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
102,373
shares
|
$2.67 Million
4.22% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
101,939
shares
|
$2.66 Million
0.02% of portfolio
|
Q3 2024
Reduced 27.45%
|
|
|
Mbe Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
101,478
shares
|
$2.65 Million
3.11% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
99,577
shares
|
$2.6 Million
0.47% of portfolio
|
Q3 2024
Added 109.39%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
97,500
shares
|
$2.55 Million
0.38% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Curbstone Financial Management Corp
|
Oct 03, 2024 Q3 2024 |
95,510
shares
|
$2.49 Million
1.12% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
94,827
shares
|
$2.48 Million
1.07% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
93,836
shares
|
$2.45 Million
0.56% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
92,656
shares
|
$2.42 Million
0.4% of portfolio
|
Q3 2024
Added 10.93%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
92,394
shares
|
$2.41 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
91,565
shares
|
$2.39 Million
4.16% of portfolio
|
Q2 2022
New holding
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
91,518
shares
|
$2.39 Million
0.74% of portfolio
|
Q3 2024
Reduced 0.46%
|