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 744 institutions that hold shares in the stock, with a total of 335 Million shares, which have been reported (via 13F filing form) to have a value of $8.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
115,208
shares
|
$3.06 Million
0.39% of portfolio
|
Q1 2025
Added 5.55%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
113,037
shares
|
$3 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
109,632
shares
|
$2.91 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
108,586
shares
|
$2.88 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
107,448
shares
|
$2.85 Million
0.1% of portfolio
|
Q1 2025
Reduced 18.87%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
107,432
shares
|
$2.85 Million
0.1% of portfolio
|
Q1 2025
Reduced 7.11%
|
|
|
Summit Financial Strategies, Inc.
|
May 12, 2025 Q1 2025 |
106,993
shares
|
$2.84 Million
0.31% of portfolio
|
Q1 2025
Added 13.0%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
105,666
shares
|
$2.8 Million
0.26% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Q3 Asset Management
|
May 01, 2025 Q1 2025 |
104,880
shares
|
$2.78 Million
1.93% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
104,156
shares
|
$2.76 Million
1.73% of portfolio
|
Q1 2025
Added 10.05%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
103,539
shares
|
$2.75 Million
1.37% of portfolio
|
Q4 2024
Added 214.12%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
102,137
shares
|
$2.71 Million
0.71% of portfolio
|
Q2 2025
Reduced 5.61%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
101,048
shares
|
$2.68 Million
0.96% of portfolio
|
Q1 2025
Added 393.23%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
100,475
shares
|
$2.66 Million
0.01% of portfolio
|
Q1 2025
Reduced 31.02%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
99,165
shares
|
$2.63 Million
0.1% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
98,362
shares
|
$2.61 Million
0.89% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
97,105
shares
|
$2.58 Million
1.47% of portfolio
|
Q1 2025
New holding
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Apr 30, 2025 Q1 2025 |
96,985
shares
|
$2.57 Million
1.38% of portfolio
|
Q1 2025
New holding
|
|
|
K2 Financial Inc.
Glendora, CA |
Apr 25, 2025 Q1 2025 |
94,936
shares
|
$2.52 Million
2.45% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
92,791
shares
|
$2.46 Million
2.05% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
92,420
shares
|
$2.45 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.04%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
91,565
shares
|
$2.43 Million
4.16% of portfolio
|
Q2 2022
New holding
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
91,177
shares
|
$2.42 Million
0.2% of portfolio
|
Q1 2025
Added 4.41%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
89,080
shares
|
$2.36 Million
0.21% of portfolio
|
Q1 2025
Reduced 35.12%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
88,655
shares
|
$2.35 Million
0.81% of portfolio
|
Q1 2025
Reduced 2.0%
|