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Get Institutions for : 
Schwab U.S. Tips Etf (SCHP)  
$51.33 0.12 (0.23%) as of 4:30 Fri 4/26


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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  : 
0.46 (0.9%)  




 
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
4,382
 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. 18 - 2023-12-31 17,525,815 $914,848,000 248,019
   Empower Advisory Group LLC 7 - 2023-12-31 12,277,792 $640,901,000 -246,991
   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
   GOLDMAN SACHS GROUP INC/ 305 - 2023-12-31 5,827,407 $304,191,000 397,302
   ING INVESTMENT MANAGEMENT LLC 69 - 2023-12-31 5,269,547 $275,070,000 -6,263
   SEI INVESTMENTS CO 40 - 2023-12-31 5,245,095 $273,797,000 22,669
   J P MORGAN CHASE & CO 499 - 2023-12-31 5,020,182 $262,053,000 -2,285,931
   FRANKLIN RESOURCES INC 211 - 2023-12-31 4,316,882 $225,341,000 -962,718
   ALLIANCEBERNSTEIN L.P. 220 - 2023-12-31 3,435,539 $179,335,000 19,500
   EVOKE WEALTH LLC 5 - 2023-12-31 3,195,772 $166,819,000 -931,776
   HPM Partners LLC - 2023-12-31 13,385,973 $164,428,000 10,251,581
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 448 - 2023-12-31 2,554,820 $133,362,000 101,072
   ALESCO ADVISORS LLC 5 - 2023-12-31 2,540,646 $132,622,000 109,195
   OAK HILL INVESTMENT MANAGEMENT, L.P. 4 *New 2023-12-31 2,533,671 $132,258,000 2,533,671
   GUARANTY TRUST CO OF MISSOURI /MO/ - 2023-12-31 2,311,601 $120,666,000 147,680
   PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP 6 *New 2023-12-31 1,974,194 $103,053,000 1,974,194
   AMERIPRISE FINANCIAL INC 525 - 2023-12-31 1,878,028 $97,678,000 -480,789
   UBS Group AG 446 - 2023-12-31 1,743,378 $91,004,000 838,923
   MORGAN STANLEY 1321 - 2023-12-31 1,532,434 $79,993,000 -154,553
   NEPC LLC 10 - 2023-12-31 1,501,900 $78,399,000 73,712
   Sensible Financial Planning & Management LLC. 1 - 2023-12-31 1,382,056 $72,143,000 -59,826
   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
   US BANCORP 164 - 2023-12-31 1,208,256 $63,071,000 -292,831
   ENVESTNET ASSET MANAGEMENT INC 529 - 2023-12-31 1,200,864 $62,685,000 45,899
   Elm Partners Management LLC 7 - 2023-12-31 1,170,968 $61,125,000 254,037
   NinePointTwo Capital 1 - 2023-12-31 1,138,852 $59,448,000 -587,749
   STATE STREET CORP 1619 - 2023-12-31 1,121,972 $58,567,000 271,721
   BANK OF NEW YORK MELLON CORP 1012 - 2023-12-31 1,004,214 $52,420,000 3,881
   LITMAN GREGORY ASSET MANAGEMENT LLC 8 - 2023-12-31 968,494 $50,555,000 -42,978
   BANK OF AMERICA CORP /DE/ 1179 - 2023-12-31 903,919 $47,185,000 -273,891
   Lutz Financial Services LLC 8 - 2023-12-31 825,023 $43,066,000 65,480
   Prime Capital Investment Advisors LLC - 2023-12-31 781,316 $40,785,000 130,700
   FUND EVALUATION GROUP LLC 7 - 2023-12-31 772,165 $40,307,000 0
   WELLS FARGO & CO/MN 782 - 2023-12-31 764,066 $39,884,000 -20,874
   STEPHENS GROUP ASSET MANAGEMENT LLC 12 - 2024-03-31 747,068 $38,967,000 8,039
   TEMASEK HOLDINGS (PRIVATE) LTD 44 - 2023-12-31 705,000 $36,801,000 0
   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
   KOREA INVESTMENT CORP 244 - 2023-12-31 580,000 $30,276,000 0
   Full Sail Capital LLC 12 - 2023-12-31 559,063 $29,183,000 547,880
   SRS Capital Advisors Inc. 5 - 2023-12-31 552,615 $28,847,000 -257
   MORNINGSTAR INVESTMENT SERVICES, INC. 107 - 2023-12-31 542,730 $28,352,000 248,909
   Matrix Trust Co 5 - 2023-12-31 541,875 $28,286,000 -34,972
   LPL FINANCIAL CORP 732 - 2023-12-31 535,898 $27,974,000 4,441
   SAVANT CAPITAL MANAGEMENT INC 56 - 2023-12-31 501,209 $26,163,000 -41,632
   CREATIVE PLANNING 208 - 2023-12-31 487,361 $25,440,000 -58,496
   Financial Architects LLC 1 - 2023-12-31 482,208 $25,171,000 0
   CITIGROUP INC 515 - 2023-12-31 461,764 $24,104,000 -39,406
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 187 - 2023-12-31 450,937 $23,539,000 -353,589
   Advisory Alpha LLC - 2023-12-31 442,510 $23,104,000 7,707
   Navalign LLC 2 - 2024-03-31 429,825 $22,420,000 61,075
   Joseph Group Capital Management 1 - 2023-12-31 429,495 $22,420,000 7,943
   Carolina Wealth Advisors LLC 2 - 2024-03-31 376,032 $19,614,000 24,239
   MARSHALL FINANCIAL GROUP INC /ADV 4 - 2023-12-31 373,866 $19,516,000 -3,456
   APEX INVESTMENT SERVICES, INC. 7 - 2023-12-31 367,823 $19,200,000 -39,261
   Willow Creek Wealth Management Inc. 11 - 2023-12-31 354,441 $18,502,000 44,766
   PNC FINANCIAL SERVICES GROUP INC 392 - 2023-12-31 352,220 $18,386,000 -7,521
   Kohmann Bosshard Financial Services LLC 10 - 2024-03-31 346,259 $18,061,000 124,831
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 265 - 2023-12-31 339,044 $17,698,000 -1,300,707
   FOSTER & MOTLEY INC 14 - 2024-03-31 335,228 $17,486,000 38,728
   PARSEC FINANCIAL MANAGEMENT, INC. 37 - 2023-03-31 320,312 $17,172,000 -7,067
   Advisor Group Holdings Inc. 531 - 2023-12-31 328,399 $17,151,000 -56,518
   FINANCIAL ENGINES ADVISORS L.L.C. 64 - 2023-12-31 327,649 $17,103,000 5,242
   CAPE COD FIVE CENTS SAVINGS BANK 12 - 2023-12-31 326,484 $17,042,000 -314,118
   SUMITOMO LIFE INSURANCE CO 17 - 2023-12-31 315,800 $16,485,000 -313,100
   Nelson Van Denburg & Campbell Wealth Management Gr 24 - 2023-12-31 312,378 $16,306,000 25,664
   RAYMOND JAMES & ASSOCIATES 846 - 2023-12-31 300,026 $15,661,000 -60,010
   ASSET MANAGEMENT GROUP, INC. 7 - 2023-12-31 289,270 $15,100,000 -3,365
   PRINCIPAL FINANCIAL GROUP INC 1098 - 2023-12-31 276,465 $14,432,000 -214,824
   FIFTH THIRD BANCORP 206 - 2023-12-31 267,359 $13,956,000 -5,296
   ADVANCED RESEARCH INVESTMENT SOLUTIONS LLC 3 - 2023-12-31 262,657 $13,711,000 16,520
   AE Wealth Management LLC 334 - 2023-12-31 250,296 $12,975,000 -3,582
   SAGE FINANCIAL GROUP INC 15 - 2023-12-31 248,555 $12,975,000 -15,219
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 644 - 2023-12-31 245,996 $12,841,000 49,458
   ALTFEST L J & CO INC 15 - 2023-12-31 238,015 $12,424,000 -94,422
   HIGHTOWER ADVISORS, LLC 615 - 2023-12-31 236,117 $12,322,000 -72,079
   Marotta Asset Management 12 - 2024-03-31 234,770 $12,246,000 9,337
   NOTTINGHAM ADVISORS INC 17 *New 2023-12-31 301,125 $12,183,000 301,125
   Steward Partners Investment Advisory LLC 138 - 2023-12-31 231,191 $12,068,000 -25,898
   Peak Financial Management Inc. 5 - 2023-12-31 231,010 $12,059,000 -14,312
   Walker Financial Services Inc. 4 - 2024-03-31 229,660 $11,979,000 18,539
   PACIFIC CAPITAL WEALTH ADVISORS INC 8 - 2023-12-31 228,746 $11,941,000 -19,945
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 342 - 2023-12-31 227,906 $11,897,000 -65,023
   PROFFITT & GOODSON INC *New 2023-12-31 227,393 $11,870,000 227,393
   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
   Streettalk Advisors LLC 31 - 2023-12-31 212,158 $11,075,000 12,206
   THRIVENT FINANCIAL FOR LUTHERANS 588 - 2023-12-31 205,523 $10,729,000 24,571
   Sontag Advisory LLC 68 - 2023-12-31 201,622 $10,525,000 -56,890
   MERCER GLOBAL ADVISORS INC /ADV 301 - 2023-12-31 200,814 $10,482,000 -54,751
   Carlsbad Wealth Advisory Group Inc. 5 - 2023-06-30 194,531 $10,199,000 0
   GeoWealth Management LLC 31 - 2023-12-31 190,255 $9,931,000 141,156
   RE Dickinson Investment Advisors LLC 5 - 2023-12-31 186,101 $9,714,000 1,377
   BB&T CORP 625 - 2023-12-31 183,948 $9,602,000 68,059
   ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 8 - 2023-12-31 182,600 $9,532,000 -4,900
   Annapolis Financial Services LLC 9 - 2024-03-31 176,910 $9,228,000 -28,846
   WEST FAMILY INVESTMENTS, INC. 4 - 2023-12-31 169,365 $9,195,000 0
  100 Records found
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