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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
   Quadratic Capital Management LLC 1 - 2024-03-31 12,277,579 $640,399,000 -2,155,174
   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
   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
   PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP 3 - 2024-03-31 1,948,275 $101,622,000 -25,919
   AMERIPRISE FINANCIAL INC 574 - 2024-03-31 1,703,984 $88,738,000 -174,044
   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
   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
   WELLS FARGO & CO/MN 809 - 2024-03-31 742,130 $38,710,000 -21,936
   STATE STREET CORP 1892 - 2024-03-31 680,172 $35,478,000 -441,800
   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
   CREATIVE PLANNING 232 - 2024-03-31 446,360 $23,282,000 -41,001
   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
   ASSET MANAGEMENT GROUP, INC. 10 - 2024-03-31 287,220 $14,981,000 -2,050
   MORNINGSTAR INVESTMENT SERVICES, INC. 112 - 2024-03-31 270,074 $14,087,000 -272,656
   FIFTH THIRD BANCORP 223 - 2024-03-31 239,525 $12,494,000 -27,834
   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
   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
   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
   Altiora Financial Group LLC 10 - 2024-03-31 167,065 $8,714,000 -85
   Summit Trail Advisors LLC 46 - 2024-03-31 160,720 $8,383,000 -13,178
   Advisor Group Holdings Inc. 768 - 2024-03-31 160,550 $8,376,000 -167,849
   HARBOUR INVESTMENTS INC. 52 - 2023-12-31 152,574 $7,964,000 -3,260
   BFSG LLC 22 - 2024-03-31 147,229 $7,679,000 -90
   Iron Financial LLC 7 - 2024-03-31 142,065 $7,410,000 -821
   PNC FINANCIAL SERVICES GROUP INC 564 - 2024-03-31 139,273 $7,264,000 -212,947
   BURNS WEALTH MANAGEMENT, INC. 112 - 2024-03-31 130,843 $6,825,000 -24,475
   VALMARK ADVISERS INC 79 - 2024-03-31 121,797 $6,353,000 -12
   THEORY FINANCIAL LLC 4 - 2024-03-31 118,586 $6,185,000 -5,000
   Austin Private Wealth LLC 28 - 2024-03-31 118,669 $6,141,000 -8,432
   HCR Wealth Advisors 15 - 2024-03-31 116,453 $6,074,000 -1,602
   Cetera Investment Advisers 270 - 2024-03-31 115,589 $6,029,000 -46,303
   MERRIMAN WEALTH MANAGEMENT, LLC 45 - 2024-03-31 112,338 $5,860,000 -127
   FAGAN ASSOCIATES INC. 29 - 2024-03-31 99,518 $5,191,000 -5,450
   BP WEALTH MANAGEMENT LLC 164 - 2024-03-31 97,247 $5,072,000 -18,947
   Curbstone Financial Management Corp 23 - 2024-03-31 97,050 $5,062,000 -2,100
   FDX ADVISORS, INC. - 2024-03-31 91,646 $4,780,000 -5,963
   FMR LLC 1962 - 2024-03-31 91,071 $4,750,000 -5,223
   High Note Wealth LLC 21 - 2024-03-31 88,478 $4,615,000 -1,871
   Perfromance Wealth Partners LLC 35 - 2024-03-31 87,654 $4,572,000 -18,186
   Resource Planning Group 11 - 2023-12-31 85,997 $4,489,000 -42,016
   Private Advisor Group LLC 493 - 2024-03-31 85,078 $4,438,000 -10,883
   Cambria Investment Management L.P. 119 - 2024-03-31 83,437 $4,343,000 -3,141
   RE Dickinson Investment Advisors LLC 12 - 2024-03-31 81,468 $4,249,000 -104,633
   VCI Wealth Management LLC 7 - 2024-03-31 79,898 $4,167,000 -10,169
   AlphaStar Capital Management LLC 34 - 2024-03-31 76,669 $3,999,000 -23,557
   WASHINGTON TRUST CO 108 - 2024-03-31 75,878 $3,958,000 -18,586
   COMMONWEALTH EQUITY SERVICES LLC. 1366 - 2024-03-31 70,075 $3,655,000 -16,299
   Verde Capital Management 13 - 2024-03-31 68,840 $3,591,000 -2,932
   Upper Left Wealth Management LLC 15 - 2024-03-31 66,397 $3,463,000 -2,504
   Passive Capital Management LLC. 15 - 2023-03-31 64,371 $3,451,000 -10,149
   RAYMOND JAMES & ASSOCIATES 1821 - 2024-03-31 64,999 $3,390,000 -235,027
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 82 - 2024-03-31 63,000 $3,286,000 -159
   Moser Wealth Advisors LLC 13 - 2024-03-31 62,658 $3,268,000 -3,760
   Washington Trust Advisors Inc. 60 - 2024-03-31 61,678 $3,217,000 -2,450
   HORIZON FINANCIAL SERVICES LLC 16 - 2024-03-31 60,430 $3,152,000 -1,838
   ARVEST INVESTMENTS INC. 41 - 2024-03-31 59,673 $3,113,000 -26,825
   STIFEL FINANCIAL CORP 1446 - 2024-03-31 57,497 $2,999,000 -13,704
   ALPS ADVISERS INC 298 - 2024-03-31 56,285 $2,936,000 -265
   GeoWealth Management LLC 133 - 2024-03-31 55,641 $2,902,000 -134,614
   ROYAL BANK OF CANADA 2272 - 2024-03-31 54,888 $2,864,000 -17,525
   ATRIA INVESTMENTS LLC 468 - 2023-12-31 54,664 $2,853,000 -10,913
   MARINER WEALTH ADVISORS, LLC 946 - 2024-03-31 53,720 $2,802,000 -2,037
   Galvin Gaustad & Stein LLC 61 - 2024-03-31 53,099 $2,770,000 -324
   BIDWELL C M & ASSOCIATES LTD/ 15 - 2024-03-31 51,904 $2,707,000 -13,436
   Ausdal Financial Partners Inc. 81 - 2024-03-31 51,063 $2,663,000 -2,573
   AE Wealth Management LLC 427 - 2024-03-31 50,345 $2,626,000 -199,951
   Joseph P. Lucia & Associates LLC 24 - 2024-03-31 46,402 $2,420,000 -5,144
   Congress Wealth Management LLC / DE / 293 - 2024-03-31 46,219 $2,411,000 -552
   TrinityPoint Wealth LLC 67 - 2024-03-31 45,874 $2,393,000 -315
   Arcataur Capital Management LLC 20 - 2024-03-31 45,423 $2,369,000 -70
   MOODY NATIONAL BANK TRUST DIVISION 71 - 2024-03-31 45,191 $2,357,000 -48,198
   CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 42 - 2024-03-31 45,191 $2,357,000 -48,198
   ARKANSAS FINANCIAL GROUP INC. 35 - 2024-03-31 44,222 $2,307,000 -26
   Seed Wealth Management Inc. 10 - 2024-03-31 44,545 $2,305,000 -1,020
   CATALYST PRIVATE WEALTH LLC 19 - 2024-03-31 44,105 $2,301,000 -5,975
   American Financial Advisors LLC 39 - 2024-03-31 43,871 $2,288,000 -6,379
   Financial Freedom LLC 21 - 2024-03-31 39,711 $2,071,000 -241
   BBK Capital Partners LLC 59 - 2024-03-31 39,571 $2,064,000 -3,209
   TrueWealth Advisors LLC 29 - 2024-03-31 39,069 $2,038,000 -1,934
   Visionary Wealth Advisors 167 - 2024-03-31 37,971 $1,981,000 -19,597
   FULTON BREAKEFIELD BROENNIMAN LLC 68 - 2024-03-31 37,820 $1,973,000 -4,567
   U.S. Capital Wealth Advisors LLC 241 - 2024-03-31 37,199 $1,940,000 -72
  100 Records found
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