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Get Institutions for : 
Schwab U.S. Tips Etf (SCHP)  
$51.73 0.19 (0.37%) as of 4:30 Thu 5/23


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 618    8
Total shares held : 
 159,280,155  
% of shares held : 
 53.11%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -113  
Amount of shares held : 
 7,644,018  
% of shares held change : 
   2.55%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $50.06  
Last Quarter's Ending Price : 
 $52.20  
Last Quarter's Average Price : 
 $50.87  
Change from last quarter's     
avg. price to the last closing  : 
0.86 (1.69%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
52
 6,160,248
 3.87%
 
Increased Positions :
181
 16,808,205
 10.55%
 
Unchanged Positions :
99
 3,576,727
 2.25%
 
Decreased Positions :
286
-14,340,366
-9%
 
Closed Positions :
60
-984,069
-0.62%
 
Guru Positions :
1
3,896
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   CHARLES SCHWAB INVESTMENT ADVISORY, INC. 17 - 2024-03-31 17,919,530 $934,683,000 393,715
   Empower Advisory Group LLC 7 - 2024-03-31 15,928,758 $830,844,000 3,650,966
   Quadratic Capital Management LLC 1 - 2024-03-31 12,277,579 $640,399,000 -2,155,174
   Personal Capital Advisors Corp 10 - 2022-12-31 8,421,623 $436,156,000 633,618
   SEI INVESTMENTS CO 45 - 2024-03-31 5,321,158 $277,552,000 76,063
   ING INVESTMENT MANAGEMENT LLC 79 - 2024-03-31 5,030,882 $262,411,000 -238,665
   J P MORGAN CHASE & CO 550 - 2024-03-31 4,744,178 $247,456,000 -276,004
   GOLDMAN SACHS GROUP INC/ 405 - 2024-03-31 4,131,218 $215,484,000 -1,696,189
   ALLIANCEBERNSTEIN L.P. 241 - 2024-03-31 3,349,021 $174,685,000 -86,518
   OAK HILL INVESTMENT MANAGEMENT, L.P. 4 - 2024-03-31 3,330,923 $173,741,000 797,252
   HPM Partners LLC 46 - 2024-03-31 3,155,896 $164,591,000 -10,230,077
   EVOKE WEALTH LLC 5 - 2024-03-31 2,653,557 $138,410,000 -542,215
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 471 - 2024-03-31 2,651,889 $138,323,000 97,069
   ALESCO ADVISORS LLC 5 - 2024-03-31 2,593,284 $135,266,000 52,638
   GUARANTY TRUST CO OF MISSOURI /MO/ 3 - 2024-03-31 2,580,233 $134,585,000 268,632
   PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP 3 - 2024-03-31 1,948,275 $101,622,000 -25,919
   UBS Group AG 515 - 2024-03-31 1,744,116 $90,973,000 738
   AMERIPRISE FINANCIAL INC 574 - 2024-03-31 1,703,984 $88,738,000 -174,044
   NEPC LLC 10 - 2023-12-31 1,501,900 $78,399,000 73,712
   Sensible Financial Planning & Management LLC. 1 - 2024-03-31 1,449,463 $75,604,000 67,407
   MORGAN STANLEY 1411 - 2024-03-31 1,409,894 $73,540,000 -122,540
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 123 - 2024-03-31 1,300,448 $67,831,000 -37,121
   Wealthfront Advisers LLC 40 - 2024-03-31 1,232,178 $64,270,000 -18,405
   ENVESTNET ASSET MANAGEMENT INC 589 - 2024-03-31 1,177,254 $61,406,000 -23,610
   Elm Partners Management LLC 8 - 2024-03-31 1,142,511 $59,593,000 -28,457
   NinePointTwo Capital 1 - 2023-12-31 1,138,852 $59,448,000 -587,749
   US BANCORP 182 - 2024-03-31 1,028,325 $53,637,000 -179,931
   Prime Capital Investment Advisors LLC 32 - 2024-03-31 952,786 $49,697,000 171,470
   LITMAN GREGORY ASSET MANAGEMENT LLC 7 - 2024-03-31 940,968 $49,081,000 -27,526
   BANK OF AMERICA CORP /DE/ 1313 - 2024-03-31 903,893 $47,147,000 -26
   BANK OF NEW YORK MELLON CORP 1087 - 2024-03-31 876,555 $45,721,000 -127,659
   Lutz Financial Services LLC 8 - 2024-03-31 828,563 $43,218,000 3,540
   FUND EVALUATION GROUP LLC 8 - 2024-03-31 783,165 $40,850,000 11,000
   STEPHENS GROUP ASSET MANAGEMENT LLC 12 - 2024-03-31 747,068 $38,967,000 8,039
   WELLS FARGO & CO/MN 809 - 2024-03-31 742,130 $38,710,000 -21,936
   TEMASEK HOLDINGS (PRIVATE) LTD 48 - 2024-03-31 705,000 $36,773,000 0
   STATE STREET CORP 1892 - 2024-03-31 680,172 $35,478,000 -441,800
   Wealthcare Advisory Partners LLC 19 - 2024-03-31 665,628 $34,719,000 3,720
   LifeGuide Financial Advisors LLC 2 - 2024-03-31 641,282 $33,449,000 38,128
   PURE FINANCIAL ADVISORS, INC. 22 - 2024-03-31 633,330 $33,035,000 40,543
   Full Sail Capital LLC 12 - 2024-03-31 621,769 $32,431,000 62,706
   ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 7 - 2024-03-31 597,701 $31,176,000 415,101
   KOREA INVESTMENT CORP 266 - 2024-03-31 580,000 $30,253,000 0
   SRS Capital Advisors Inc. 5 - 2024-03-31 578,691 $30,185,000 26,076
   Financial Architects LLC 1 - 2024-03-31 554,133 $28,904,000 71,925
   Matrix Trust Co 5 - 2024-03-31 543,135 $28,330,000 1,260
   CITIGROUP INC 529 - 2024-03-31 525,180 $27,393,000 63,416
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 190 - 2024-03-31 488,530 $25,482,000 37,593
   Advisory Alpha LLC 26 - 2024-03-31 483,126 $25,204,000 40,616
   Joseph Group Capital Management 1 - 2024-03-31 482,782 $25,182,000 53,287
   SAVANT CAPITAL MANAGEMENT INC 62 - 2024-03-31 477,591 $24,911,000 -23,618
   LPL FINANCIAL CORP 850 - 2024-03-31 475,497 $24,802,000 -60,401
   SUMITOMO LIFE INSURANCE CO 17 - 2024-03-31 457,800 $23,739,000 142,000
   CREATIVE PLANNING 232 - 2024-03-31 446,360 $23,282,000 -41,001
   Navalign LLC 2 - 2024-03-31 429,825 $22,420,000 61,075
   MARSHALL FINANCIAL GROUP INC /ADV 4 - 2024-03-31 396,921 $20,703,000 23,055
   APEX INVESTMENT SERVICES, INC. 7 - 2024-03-31 377,939 $19,713,000 10,116
   Carolina Wealth Advisors LLC 2 - 2024-03-31 376,032 $19,614,000 24,239
   Willow Creek Wealth Management Inc. 11 - 2023-12-31 354,441 $18,502,000 44,766
   Kohmann Bosshard Financial Services LLC 10 - 2024-03-31 346,259 $18,061,000 124,831
   CAPE COD FIVE CENTS SAVINGS BANK 12 - 2024-03-31 343,806 $17,933,000 17,322
   ALTFEST L J & CO INC 10 - 2024-03-31 341,151 $17,794,000 103,136
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 274 - 2024-03-31 339,044 $17,685,000 0
   FOSTER & MOTLEY INC 14 - 2024-03-31 335,228 $17,486,000 38,728
   Nelson Van Denburg & Campbell Wealth Management Gr 29 - 2024-03-31 334,688 $17,457,000 22,310
   PARSEC FINANCIAL MANAGEMENT, INC. 37 - 2023-03-31 320,312 $17,172,000 -7,067
   FINANCIAL ENGINES ADVISORS L.L.C. 65 - 2024-03-31 320,241 $16,704,000 -7,408
   PRINCIPAL FINANCIAL GROUP INC 1066 - 2024-03-31 306,215 $15,972,000 29,750
   Almanack Investment Partners LLC. 7 - 2024-03-31 301,336 $15,718,000 243,040
   ASSET MANAGEMENT GROUP, INC. 10 - 2024-03-31 287,220 $14,981,000 -2,050
   Steward Partners Investment Advisory LLC 132 - 2024-03-31 273,548 $14,268,000 42,357
   MORNINGSTAR INVESTMENT SERVICES, INC. 112 - 2024-03-31 270,074 $14,087,000 -272,656
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 662 - 2024-03-31 261,644 $13,647,000 15,648
   SAGE FINANCIAL GROUP INC 15 - 2024-03-31 249,256 $13,001,000 701
   FIFTH THIRD BANCORP 223 - 2024-03-31 239,525 $12,494,000 -27,834
   Peak Financial Management Inc. 5 - 2024-03-31 234,881 $12,251,000 3,871
   Marotta Asset Management 12 - 2024-03-31 234,770 $12,246,000 9,337
   Walker Financial Services Inc. 4 - 2024-03-31 229,660 $11,979,000 18,539
   PROFFITT & GOODSON INC 12 - 2024-03-31 228,719 $11,930,000 1,326
   EAGLE RIDGE INVESTMENT MANAGEMENT 39 - 2024-03-31 227,428 $11,863,000 5,144
   WEALTH MANAGEMENT RESOURCES INC. 10 - 2024-03-31 226,548 $11,817,000 4,450
   PACIFIC CAPITAL WEALTH ADVISORS INC 9 - 2024-03-31 220,476 $11,500,000 -8,270
   FRANKLIN RESOURCES INC 987 - 2024-03-31 210,627 $10,986,000 -4,106,255
   MERCER GLOBAL ADVISORS INC /ADV 304 - 2024-03-31 205,108 $10,698,000 4,294
   THRIVENT FINANCIAL FOR LUTHERANS 600 - 2024-03-31 200,596 $10,463,000 -4,927
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 445 - 2024-03-31 200,552 $10,461,000 -27,354
   BB&T CORP 616 - 2024-03-31 196,691 $10,259,000 12,743
   Carlsbad Wealth Advisory Group Inc. 5 - 2023-06-30 194,531 $10,199,000 0
   McAdam LLC 26 - 2024-03-31 184,672 $9,632,000 8,905
   MODERA WEALTH MANAGEMENT, LLC 116 - 2024-03-31 184,553 $9,626,000 9,768
   Sontag Advisory LLC 79 - 2024-03-31 181,954 $9,491,000 -19,668
   HIGHTOWER ADVISORS, LLC 714 - 2024-03-31 179,459 $9,359,000 -56,658
   Annapolis Financial Services LLC 9 - 2024-03-31 176,910 $9,228,000 -28,846
   WEST FAMILY INVESTMENTS, INC. 3 - 2024-03-31 169,365 $9,188,000 0
   FINANCEWARE, INC. 10 - 2024-03-31 173,333 $9,041,000 3,482
   ALM First Financial Advisors LLC 8 - 2024-03-31 170,000 $8,867,000 0
   Altiora Financial Group LLC 10 - 2024-03-31 167,065 $8,714,000 -85
   Signet Investment Advisory Group Inc. 4 - 2024-03-31 166,628 $8,691,000 1,515
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 448 - 2024-03-31 163,436 $8,525,000 6,998
   Summit Trail Advisors LLC 46 - 2024-03-31 160,720 $8,383,000 -13,178
  100 Records found
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