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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
   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
   OAK HILL INVESTMENT MANAGEMENT, L.P. 4 - 2024-03-31 3,330,923 $173,741,000 797,252
   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
   UBS Group AG 515 - 2024-03-31 1,744,116 $90,973,000 738
   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
   Prime Capital Investment Advisors LLC 32 - 2024-03-31 952,786 $49,697,000 171,470
   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
   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
   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
   SUMITOMO LIFE INSURANCE CO 17 - 2024-03-31 457,800 $23,739,000 142,000
   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
   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
   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
   Steward Partners Investment Advisory LLC 132 - 2024-03-31 273,548 $14,268,000 42,357
   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
   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
   MERCER GLOBAL ADVISORS INC /ADV 304 - 2024-03-31 205,108 $10,698,000 4,294
   BB&T CORP 616 - 2024-03-31 196,691 $10,259,000 12,743
   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
   FINANCEWARE, INC. 10 - 2024-03-31 173,333 $9,041,000 3,482
   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
   TRANSAMERICA FINANCIAL ADVISORS, INC. 20 - 2024-03-31 159,234 $8,306,000 159,218
   Allen Capital Group LLC 19 - 2024-03-31 157,962 $8,239,000 13,629
   Resonant Capital Advisors LLC 35 - 2024-03-31 155,134 $8,092,000 9,508
   Prairiewood Capital LLC 8 - 2024-03-31 133,027 $6,939,000 11,554
   MULTIFINANCIAL SECURITIES CORP 352 - 2024-03-31 132,390 $6,905,000 54,772
   HART & PATTERSON FINANCIAL GROUP LLC 11 - 2024-03-31 130,713 $6,818,000 2,111
   FC Advisory LLC 13 - 2024-03-31 130,681 $6,816,000 5,351
   REBALANCE LLC 22 - 2024-03-31 130,021 $6,782,000 3,324
   MML INVESTORS SERVICES LLC 543 - 2024-03-31 122,304 $6,379,000 3,456
   H D Vest Advisory Services 252 - 2024-03-31 122,129 $6,370,000 42,822
   Kestra Advisory Services LLC 447 - 2024-03-31 120,774 $6,300,000 77,142
   Change Path LLC 81 - 2024-03-31 119,475 $6,232,000 1,735
   KESTRA PRIVATE WEALTH SERVICES LLC 169 - 2024-03-31 118,275 $6,169,000 23,353
   Fi3 FINANCIAL ADVISORS LLC 9 - 2024-03-31 117,579 $6,057,000 13,235
   Fortis Capital Management LLC 11 - 2024-03-31 114,851 $5,991,000 6,748
   Arden Trust Co 32 - 2024-03-31 114,546 $5,975,000 3,091
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 59 - 2024-03-31 112,009 $5,842,000 1,329
   Goodwin Investment Advisory 7 - 2024-03-31 102,426 $5,343,000 2,600
   Atomi Financial Group Inc. 37 - 2024-03-31 101,724 $5,306,000 92,878
   MBE Wealth Management LLC 6 - 2024-03-31 98,523 $5,139,000 89,720
   Tortoise Investment Management LLC 45 - 2024-03-31 98,164 $5,120,000 4,844
   Virtue Capital Management LLC 27 - 2024-03-31 91,003 $4,692,000 91,003
   COMERICA BANK 772 - 2024-03-31 86,283 $4,501,000 1,251
   Stratos Wealth Advisors LLC 95 - 2024-03-31 81,709 $4,262,000 8,014
   AVIANCE CAPITAL PARTNERS, LLC 41 - 2024-03-31 80,218 $4,184,000 311
   Kure Advisory LLC 13 - 2024-03-31 80,099 $4,178,000 3,198
   Hoxton Planning & Management LLC 10 - 2024-03-31 79,642 $4,154,000 4,699
   Beacon Pointe Advisors LLC 349 - 2024-03-31 76,127 $3,971,000 36,184
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 102 - 2024-03-31 73,556 $3,837,000 34,819
   BCGM Wealth Management LLC 18 - 2024-03-31 70,569 $3,681,000 28,889
   OneAscent Financial Services LLC 44 - 2024-03-31 70,423 $3,673,000 10,238
   FINANCIAL NETWORK 750 - 2024-03-31 70,211 $3,662,000 7,468
   Cerro Pacific Wealth Advisors LLC 13 - 2023-03-31 65,680 $3,521,000 13,648
   Stratos Wealth Partners LTD. 302 - 2024-03-31 67,286 $3,510,000 13,384
   Vise Technologies Inc. 38 - 2024-03-31 66,501 $3,469,000 616
   Ellenbecker Investment Group 17 - 2024-03-31 66,240 $3,455,000 5,126
   Alpha Omega Wealth Management LLC 53 - 2024-03-31 66,162 $3,451,000 1,263
   McLean Asset Management Corp 19 - 2024-03-31 64,997 $3,369,000 9,616
   Ellevest Inc. 42 - 2024-03-31 60,117 $3,136,000 6,760
   Strategic Blueprint LLC 104 - 2024-03-31 59,840 $3,121,000 24,791
   J.W. COLE ADVISORS INC. 144 - 2024-03-31 59,212 $3,080,000 668
   Perigon Wealth Management LLC 196 - 2024-03-31 58,661 $3,060,000 5,990
   NATIONAL ASSET MANAGEMENT, INC. 240 - 2024-03-31 59,845 $3,022,000 51,435
   AMERICAN TRUST CO 32 - 2024-03-31 56,895 $2,968,000 235
  100 Records found
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