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Schwab U.S. TIPS ETF (SCHP) Institutional Ownership

Schwab U.S. TIPS ETF logo
$26.16 -0.03 (-0.11%)
(As of 11/21/2024 ET)

Institutional Ownership Changes (13F Filings) for Schwab U.S. TIPS ETF (NYSEARCA:SCHP)

Number of
Institutional Buyers
(last 12 months)
339
Total
Institutional Inflows
(last 12 months)
$1.09B
Number of
Institutional Sellers
(last 12 months)
293
Total
Institutional Outflows
(last 12 months)
$549.97M
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SCHP Institutional Buying and Selling by Quarter

Schwab U.S. TIPS ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/21/2024Anchor Investment Management LLC24,161$1.30M0.1%-7.2%0.011%
11/18/2024 Soltis Investment Advisors LLC35,426$1.90M0.2%-14.6%0.017%
11/18/2024 Virtue Capital Management LLC94,827$5.09M1.0%+3.3%0.045%
11/18/2024 Asset Allocation Strategies LLC14,286$766K0.2%+68.2%0.007%
11/15/2024 Continuum Advisory LLC16,415$880K0.1%+121.9%0.008%
11/15/2024 SGL Investment Advisors Inc.13,214$709K0.4%N/A0.006%
11/15/2024 Cape Cod Five Cents Savings Bank86,603$4.50M0.4%-74.8%0.041%
11/15/2024 MML Investors Services LLC127,263$6.83M0.0%+7.8%0.060%
11/15/2024 Laraway Financial Advisors Inc12,993$697K0.6%-3.7%0.006%
11/15/2024 Passive Capital Management LLC.38,687$2.08M0.7%+1.3%0.018%
11/15/2024 Orion Portfolio Solutions LLC18,605$998K0.0%+26.8%0.009%
11/15/2024 Glen Eagle Advisors LLC3,101$166K0.0%-20.7%0.001%
11/15/2024 State Street Corp1,204,412$64.59M0.0%+68.5%0.570%
11/15/2024 Stifel Financial Corp67,271$3.61M0.0%+35.8%0.032%
11/15/2024 SageView Advisory Group LLC11,375$610K0.0%+10.3%0.005%
11/15/2024 IHT Wealth Management LLC66,481$3.57M0.1%+86.0%0.031%
11/15/2024 Integrated Wealth Concepts LLC51,064$2.74M0.0%-8.1%0.024%
11/15/2024 HighTower Advisors LLC172,636$9.25M0.0%-2.6%0.082%
11/15/2024 Coastwise Capital Group LLC6,037$324K0.3%+7.2%0.003%
11/15/2024 Community Bank N.A.526$28K0.0%-83.1%0.000%
11/15/2024 Benjamin Edwards Inc.7,902$424K0.0%N/A0.004%
11/15/2024 Kestra Investment Management LLC3,752$201K0.0%-98.6%0.002%
11/14/2024 Flow Traders U.S. LLC129,477$6.94M0.4%+315.4%0.061%
11/14/2024 Captrust Financial Advisors12,487$670K0.0%-15.0%0.006%
11/14/2024 CWS Financial Advisors LLC5,280$283K0.1%-17.4%0.003%
11/14/2024 CreativeOne Wealth LLC126,767$6.80M0.2%+15.0%0.060%
11/13/2024 Bakala Capital LLC14,993$804K5.4%+3.0%0.007%
11/13/2024 Transamerica Financial Advisors Inc.167,022$8.96M0.9%+4.9%0.079%
11/13/2024 FMR LLC81,159$4.35M0.0%-5.9%0.038%
11/13/2024 Elios Financial Group Inc.5,787$310K0.1%N/A0.003%
11/13/2024 Associated Banc Corp9,483$509K0.0%-16.8%0.004%
11/12/2024 Summit Trail Advisors LLC77,431$4.15M0.1%+2.2%0.037%
11/12/2024Larson Financial Group LLC3,899$209K0.0%-31.5%0.002%
11/12/2024 Advisory Services & Investments LLC12,412$666K0.5%+16.2%0.006%
11/12/2024 Alesco Advisors LLC2,704,771$145.06M4.5%+1.8%1.281%
11/12/2024 Cerity Partners LLC3,922,743$210.38M0.5%+19.8%1.857%
11/12/2024 Nwam LLC13,432$720K0.0%N/A0.006%
11/12/2024 Allen Capital Group LLC177,131$9.50M1.2%+8.9%0.084%
11/12/2024 Asset Management Group Inc.292,123$15.67M2.7%+0.9%0.138%
11/12/2024 Citigroup Inc.359,330$19.27M0.0%+0.8%0.170%
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11/12/2024 Altiora Financial Group LLC255,041$13.68M3.0%-1.8%0.121%
11/8/2024 Advisors Asset Management Inc.2,046$110K0.0%-47.7%0.001%
11/8/2024 Commerce Bank19,445$1.04M0.0%+2.9%0.009%
11/8/2024 Avior Wealth Management LLC366,348$19.65M0.8%+3.5%0.173%
11/8/2024 PNC Financial Services Group Inc.108,888$5.84M0.0%-9.5%0.052%
11/8/2024 Summit Wealth Group LLC131,471$7.05M2.0%+9.8%0.062%
11/7/2024 Fortis Advisors LLC102,373$5.49M3.6%N/A0.048%
11/7/2024 Aviance Capital Partners LLC71,935$3.86M0.5%-6.2%0.034%
11/7/2024 Joseph Group Capital Management503,163$26.99M10.3%+1.1%0.238%
11/7/2024 Elm Partners Management LLC1,668,266$89.47M6.2%-5.0%0.790%
11/7/2024 Theory Financial LLC231,031$12.39M4.7%+107.6%0.109%
11/7/2024 Phillips Financial Management LLC31,013$1.66M0.1%+76.7%0.015%
11/7/2024 TrinityPoint Wealth LLC40,069$2.15M0.3%-7.2%0.019%
11/7/2024 Thrivent Financial for Lutherans236,898$12.71M0.0%+11.7%0.112%
11/6/2024 BCGM Wealth Management LLC45,804$2.46M0.8%-39.0%0.022%
11/6/2024 Mount Lucas Management LP14,017$752K0.3%+4.3%0.007%
11/6/2024 SRS Capital Advisors Inc.700,465$37.57M3.4%+16.8%0.332%
11/6/2024 Simplify Asset Management Inc.710,451$38.10M1.8%+17.3%0.336%
11/6/2024 Empowered Funds LLC136,827$7.32M0.1%+343.5%0.065%
11/6/2024 CIBC Asset Management Inc10,250$550K0.0%N/A0.005%
11/6/2024 OneDigital Investment Advisors LLC26,241$1.41M0.0%+91.1%0.012%
11/6/2024 Huntington National Bank8,974$481K0.0%-24.0%0.004%
11/6/2024 Fortis Capital Management LLC140,751$7.55M1.5%+12.0%0.067%
11/6/2024 Main Street Financial Solutions LLC4,754$255K0.0%-38.7%0.002%
11/6/2024 Mengis Capital Management Inc.24,866$1.33M0.3%-10.3%0.012%
11/5/2024 Empower Advisory Group LLC17,735,859$951.17M3.2%+5.1%8.398%
11/5/2024 Moser Wealth Advisors LLC58,076$3.12M1.6%-0.7%0.027%
11/5/2024 Aptus Capital Advisors LLC4,782$256K0.0%+8.9%0.002%
11/5/2024 First Heartland Consultants Inc.14,920$800K0.1%+11.3%0.007%
11/5/2024 Prime Capital Investment Advisors LLC976,331$52.36M0.7%+3.4%0.462%
11/5/2024 Savvy Advisors Inc.9,619$516K0.1%-64.9%0.005%
11/5/2024 Harbour Investments Inc.125,605$6.74M0.2%-3.5%0.059%
11/5/2024 Apollon Wealth Management LLC14,083$755K0.0%-11.4%0.007%
11/5/2024 FDx Advisors Inc.291,865$15.65M4.3%-6.7%0.138%
11/5/2024 Lynx Investment Advisory6,408$344K0.2%+13.9%0.003%
11/4/2024 Marshall Financial Group Inc. ADV427,779$22.94M6.9%+7.0%0.203%
11/4/2024 Proffitt & Goodson Inc.231,804$12.43M2.0%+2.4%0.110%
11/4/2024 Arvest Investments Inc.91,518$4.91M0.7%-0.5%0.043%
11/4/2024 Meritage Portfolio Management26,762$1.44M0.1%-13.3%0.013%
11/4/2024 Axxcess Wealth Management LLC4,973$267K0.0%-37.1%0.002%
11/2/2024 Rocky Mountain Advisers LLC21,592$1.16M0.4%-9.3%0.010%
11/2/2024 Transcendent Capital Group LLC494$26K0.0%-52.1%0.000%
11/2/2024 Covestor Ltd5,625$302K0.2%+7.4%0.003%
11/1/2024 Atria Investments Inc92,394$4.96M0.1%-2.0%0.044%
11/1/2024 Assetmark Inc.423,981$22.74M0.1%-43.3%0.201%
11/1/2024 Corrado Advisors LLC35,385$1.90M1.2%-1.3%0.017%
11/1/2024 Washington Trust Advisors Inc.55,708$2.99M0.3%-6.3%0.026%
11/1/2024 Galvin Gaustad & Stein LLC50,069$2.69M0.2%-5.2%0.024%
11/1/2024 Physician Wealth Solutions Inc.83,929$4.50M2.2%+108.8%0.040%
11/1/2024 Capital Performance Advisors LLP1,182$63K0.0%N/A0.001%
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11/1/2024 Vista Capital Partners Inc.4,141$222K0.0%-13.0%0.002%
10/31/2024 Principal Financial Group Inc.173,650$9.31M0.0%+6.3%0.082%
10/31/2024 Walkner Condon Financial Advisors LLC13,695$734K0.1%-11.0%0.006%
10/30/2024 White Lighthouse Investment Management Inc.42,225$2.27M0.4%+4.7%0.020%
10/30/2024 Foster & Motley Inc.369,019$19.79M1.3%+5.1%0.175%
10/30/2024 AHL Investment Management Inc.14,722$790K0.5%-8.1%0.007%
10/30/2024 Avidian Wealth Enterprises LLC6,735$361K0.0%-8.9%0.003%
10/30/2024 Catalyst Private Wealth LLC37,777$2.03M1.0%+13.2%0.018%
10/30/2024 Madden Advisory Services Inc.3,891$209K0.1%N/A0.002%
10/30/2024 Lutz Financial Services LLC886,979$47.57M3.9%+3.9%0.420%
(Data available from 1/1/2016 forward)

SCHP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCHP shares?

During the previous two years, 753 institutional investors and hedge funds held shares of Schwab U.S. TIPS ETF. The most heavily invested institutionals were Empower Advisory Group LLC ($951.17M), Charles Schwab Investment Advisory Inc. ($934.68M), Quadratic Capital Management LLC ($613.07M), Personal Capital Advisors Corp ($436.16M), JPMorgan Chase & Co. ($368.89M), Sei Investments Co. ($278.08M), and Franklin Resources Inc. ($225.34M).Learn more on SCHP's institutional investors.

Which institutional investors have been buying Schwab U.S. TIPS ETF stock?

Of the 590 institutional investors that purchased Schwab U.S. TIPS ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cerity Partners LLC ($13.84M), Empower Advisory Group LLC ($12.89M), JPMorgan Chase & Co. ($8.37M), Summit Wealth Group LLC ($5.46M), Sei Investments Co. ($5.34M), Lincoln National Corp ($4.08M), and Quadratic Capital Management LLC ($4.00M).

How much institutional buying is happening at Schwab U.S. TIPS ETF?

Institutional investors have bought a total of 106,376,505 shares in the last 24 months. This purchase volume represents approximately $2.79B in transactions.

Which Schwab U.S. TIPS ETF major shareholders have been selling company stock?

Of the 480 institutional investors that sold Schwab U.S. TIPS ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Charles Schwab Investment Advisory Inc. ($28.17M), JPMorgan Chase & Co. ($13.39M), Quadratic Capital Management LLC ($11.06M), Evoke Wealth LLC ($4.95M), US Bancorp DE ($1.95M), 1832 Asset Management L.P. ($1.30M), and Franklin Resources Inc. ($962.72K).

How much institutional selling is happening at Schwab U.S. TIPS ETF?

Institutional investors have sold a total of 87,957,478 shares in the last 24 months. This volume of shares sold represents approximately $2.32B in transactions.



This page (NYSEARCA:SCHP) was last updated on 11/21/2024 by MarketBeat.com Staff
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