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Get Institutions for : 
Schwab U.S. Tips Etf (SCHP)  
$51.58 0.08 (0.15%) as of 4:30 Fri 5/10


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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  : 
0.71 (1.4%)  




 
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 - 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
   GOLDMAN SACHS GROUP INC/ 305 - 2023-12-31 5,827,407 $304,191,000 397,302
   SEI INVESTMENTS CO 40 - 2023-12-31 5,245,095 $273,797,000 22,669
   ALLIANCEBERNSTEIN L.P. 220 - 2023-12-31 3,435,539 $179,335,000 19,500
   HPM Partners LLC - 2023-12-31 13,385,973 $164,428,000 10,251,581
   GUARANTY TRUST CO OF MISSOURI /MO/ 3 - 2024-03-31 2,580,233 $134,585,000 268,632
   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
   UBS Group AG 446 - 2023-12-31 1,743,378 $91,004,000 838,923
   NEPC LLC 10 - 2023-12-31 1,501,900 $78,399,000 73,712
   ENVESTNET ASSET MANAGEMENT INC 529 - 2023-12-31 1,200,864 $62,685,000 45,899
   STATE STREET CORP 1619 - 2023-12-31 1,121,972 $58,567,000 271,721
   Lutz Financial Services LLC - 2024-03-31 828,563 $43,218,000 3,540
   Prime Capital Investment Advisors LLC - 2023-12-31 781,316 $40,785,000 130,700
   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 - 2023-12-31 559,063 $29,183,000 547,880
   Financial Architects LLC 1 - 2024-03-31 554,133 $28,904,000 71,925
   MORNINGSTAR INVESTMENT SERVICES, INC. 107 - 2023-12-31 542,730 $28,352,000 248,909
   LPL FINANCIAL CORP 732 - 2023-12-31 535,898 $27,974,000 4,441
   SUMITOMO LIFE INSURANCE CO 17 - 2024-03-31 457,800 $23,739,000 142,000
   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
   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
   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 - 2024-03-31 334,688 $17,457,000 22,310
   FINANCIAL ENGINES ADVISORS L.L.C. 64 - 2023-12-31 327,649 $17,103,000 5,242
   PRINCIPAL FINANCIAL GROUP INC - 2024-03-31 306,215 $15,972,000 29,750
   Almanack Investment Partners LLC. - 2024-03-31 301,336 $15,718,000 243,040
   ADVANCED RESEARCH INVESTMENT SOLUTIONS LLC 3 - 2023-12-31 262,657 $13,711,000 16,520
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 662 - 2024-03-31 261,644 $13,647,000 15,648
   SAGE FINANCIAL GROUP INC - 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
   THRIVENT FINANCIAL FOR LUTHERANS 588 - 2023-12-31 205,523 $10,729,000 24,571
   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
   McAdam LLC 26 - 2024-03-31 184,672 $9,632,000 8,905
   BB&T CORP 625 - 2023-12-31 183,948 $9,602,000 68,059
   FINANCEWARE, INC. 10 - 2024-03-31 173,333 $9,041,000 3,482
   Signet Investment Advisory Group Inc. - 2024-03-31 166,628 $8,691,000 1,515
   Allen Capital Group LLC 19 - 2024-03-31 157,962 $8,239,000 13,629
   BURNS WEALTH MANAGEMENT, INC. 92 - 2023-12-31 155,318 $8,108,000 5,413
   Resonant Capital Advisors LLC - 2024-03-31 155,134 $8,092,000 9,508
   FLOW TRADERS U.S. LLC 55 - 2023-12-31 147,571 $7,703,000 147,571
   Venture Visionary Partners LLC 65 - 2023-12-31 145,596 $7,600,000 7,177
   CITIZENS FINANCIAL GROUP INC/RI 81 - 2023-12-31 144,883 $7,563,000 144,883
   Prairiewood Capital LLC 8 - 2024-03-31 133,027 $6,939,000 11,554
   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
   KESTRA PRIVATE WEALTH SERVICES LLC - 2024-03-31 118,275 $6,169,000 23,353
   HCR Wealth Advisors 16 - 2023-12-31 118,055 $6,162,000 34,689
   BP WEALTH MANAGEMENT LLC 148 - 2023-12-31 116,194 $6,065,000 15,706
   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 - 2024-03-31 112,009 $5,842,000 1,329
   AlphaStar Capital Management LLC 30 - 2023-12-31 100,226 $5,232,000 14,270
   MBE Wealth Management LLC 6 - 2024-03-31 98,523 $5,139,000 89,720
   FMR LLC 1943 - 2023-12-31 96,294 $5,027,000 47,847
   COMERICA BANK 749 - 2023-12-31 85,032 $4,439,000 18,172
   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
   Hoxton Planning & Management LLC 10 - 2024-03-31 79,642 $4,154,000 4,699
   H D Vest Advisory Services 313 - 2023-12-31 79,307 $4,140,000 18,908
   MULTIFINANCIAL SECURITIES CORP 329 - 2023-12-31 77,618 $4,052,000 16,433
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV - 2024-03-31 73,556 $3,837,000 34,819
   OneAscent Financial Services LLC 44 - 2024-03-31 70,423 $3,673,000 10,238
   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
   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
   BIDWELL C M & ASSOCIATES LTD/ 12 - 2023-12-31 65,340 $3,411,000 4,643
   McLean Asset Management Corp 19 - 2024-03-31 64,997 $3,369,000 9,616
   Strategic Blueprint LLC 104 - 2024-03-31 59,840 $3,121,000 24,791
   J.W. COLE ADVISORS INC. - 2024-03-31 59,212 $3,080,000 668
   Perigon Wealth Management LLC - 2024-03-31 58,661 $3,060,000 5,990
   McNaughton Wealth Management LLC 20 - 2024-03-31 54,327 $2,834,000 2,990
   Skyline Advisors Inc. 15 - 2024-03-31 53,241 $2,777,000 1,362
   JMG FINANCIAL GROUP, LTD. - 2024-03-31 51,529 $2,688,000 3,135
   Grey Fox Wealth Advisors LLC 18 - 2024-03-31 50,576 $2,638,000 694
   Kovitz Investment Group Partners LLC 223 - 2023-12-31 43,791 $2,286,000 3,845
   Kestra Advisory Services LLC 735 - 2023-12-31 43,632 $2,278,000 6,472
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 65 - 2024-03-31 43,547 $2,271,000 444
   BBK Capital Partners LLC 36 - 2023-12-31 42,780 $2,233,000 6,381
   ONE Advisory Partners LLC 21 - 2024-03-31 42,736 $2,229,000 2,164
   Goss Wealth Management LLC 619 - 2023-12-31 42,119 $2,188,000 20,272
  100 Records found
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