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Get Institutions for : 
Schwab U.S. Tips Etf (SCHP)  
$51.96 0.14 (0.27%) as of 4:30 Tue 5/21


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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  : 
1.09 (2.14%)  




 
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
   MADISON ASSET MANAGEMENT LLC 154 *New 2024-03-31 119,809 $6,249,000 119,809
   WARREN AVERETT ASSET MANAGEMENT, LLC 132 *New 2024-03-31 106,107 $5,535,000 106,107
   MPS Loria Financial Planners LLC 6 *New 2024-03-31 71,721 $3,741,000 71,721
   Empowered Funds LLC 573 *New 2024-03-31 42,799 $2,227,000 42,799
   1620 INVESTMENT ADVISORS INC. 10 *New 2024-03-31 35,825 $1,869,000 35,825
   CARY STREET PARTNERS ASSET MANAGEMENT LLC 128 *New 2024-03-31 11,816 $616,000 11,816
   Claro Advisors LLC 209 *New 2024-03-31 11,251 $587,000 11,251
   Aspen Grove Capital LLC 89 *New 2024-03-31 10,001 $522,000 10,001
   Portfolio Strategies Inc. 68 *New 2024-03-31 9,356 $488,000 9,356
   Petix & Botte Co 97 *New 2024-03-31 8,362 $436,000 8,362
   Zhang Financial LLC 202 *New 2024-03-31 7,950 $415,000 7,950
   TOWNSQUARE CAPITAL LLC 911 *New 2024-03-31 7,580 $395,000 7,580
   Merit Financial Group LLC 651 *New 2024-03-31 6,871 $354,000 6,871
   PFG Investments LLC 690 *New 2024-03-31 6,490 $339,000 6,490
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 140 *New 2024-03-31 5,825 $304,000 5,825
   Econ Financial Services Corp 80 *New 2024-03-31 5,393 $281,000 5,393
   Traveka Wealth LLC 90 *New 2024-03-31 5,118 $267,000 5,118
   MB Generational Wealth LLC 52 *New 2024-03-31 11,429 $183,000 11,429
   Empirical Asset Management LLC 260 *New 2024-03-31 64,690 $176,000 64,690
   TRUST CO OF VERMONT 457 *New 2024-03-31 1,211 $63,000 1,211
   Financial Synergies Wealth Advisors Inc. 117 *New 2024-03-31 1,152 $60,000 1,152
   Atlantic Trust Group LLC 1635 *New 2024-03-31 1,071 $55,000 1,071
   Versant Capital Management Inc 272 *New 2024-03-31 1,008 $53,000 1,008
   MATHER GROUP, INC. 996 *New 2024-03-31 515 $27,000 515
   MILESTONE GROUP INC 325 *New 2024-03-31 392 $20,000 392
   Laffer Tengler Investments 228 *New 2024-03-31 375 $20,000 375
   Aspire Private Capital LLC 332 *New 2024-03-31 373 $19,000 373
   Balentine LLC 550 *New 2024-03-31 340 $18,000 340
   PINNACLE HOLDINGS LLC 189 *New 2024-03-31 202 $11,000 202
   LifeSteps Financial Inc. 302 *New 2024-03-31 172 $9,000 172
   YHB INVESTMENT ADVISORS, INC. 709 *New 2024-03-31 180 $9,000 180
   FSA Wealth Management LLC 365 *New 2024-03-31 146 $8,000 146
   Bare Financial Services Inc 98 *New 2024-03-31 133 $7,000 133
   Pineridge Advisors LLC 345 *New 2024-03-31 98 $5,000 98
   Anfield Capital Management LLC 218 *New 2024-03-31 79 $4,000 79
   Sargent Bickham Lagudis LLC 851 *New 2022-12-31 56 $3,000 56
   Western Pacific Wealth Management LP 231 *New 2024-03-31 51 $3,000 51
   Missouri Trust & Investment Co 357 *New 2024-03-31 58 $3,000 58
   Rice Partnership LLC 152 *New 2024-03-31 29 $2,000 29
   Global Wealth Strategies & Associates 321 *New 2024-03-31 17 $1,000 17
   PALISADE ASSET MANAGEMENT, LLC 404 *New 2024-03-31 4 $0 4
   ST GERMAIN D J CO INC 786 *New 2024-03-31 1 $0 1

  42 Records found
  1    
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