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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   FUND EVALUATION GROUP LLC 7 - 2023-12-31 772,165 $40,307,000 0
   TEMASEK HOLDINGS (PRIVATE) LTD 44 - 2023-12-31 705,000 $36,801,000 0
   KOREA INVESTMENT CORP 244 - 2023-12-31 580,000 $30,276,000 0
   WEST FAMILY INVESTMENTS, INC. 4 - 2023-12-31 169,365 $9,195,000 0
   ALM First Financial Advisors LLC 8 - 2023-12-31 170,000 $8,874,000 0
   GenTrust LLC 33 - 2024-03-31 154,250 $8,046,000 0
   JTC Employer Solutions Trusteee Ltd 35 - 2024-03-31 70,982 $3,676,000 0
   OLIO Financial Planning 14 - 2024-03-31 69,705 $3,641,000 0
   Allspring Global Investments Holdings LLC 1042 - 2024-03-31 67,486 $3,520,000 0
   Red Tortoise LLC 15 - 2024-03-31 59,681 $3,113,000 0
   MACQUARIE GROUP LTD 1199 - 2023-12-31 35,863 $1,872,000 0
   Beaumont Capital Management LLC 30 - 2023-12-31 28,101 $1,467,000 0
   Leeward Financial Partners LLC 51 - 2024-03-31 21,330 $1,113,000 0
   Horizons Wealth Management 30 - 2024-03-31 15,003 $783,000 0
   Cambridge Advisors Inc. 92 - 2024-03-31 13,055 $681,000 0
   Archvest Wealth Advisors Inc. - 2024-03-31 13,075 $677,000 0
   Walker Asset Management LLC 41 - 2024-03-31 12,462 $650,000 0
   Intercontinental Wealth Advisors LLC 155 - 2023-06-30 12,216 $640,000 0
   GAMBLE JONES MORPHY & BENT 137 - 2022-12-31 12,325 $638,000 0
   FRUTH INVESTMENT MANAGEMENT 137 - 2024-03-31 10,850 $565,000 0
   Shearwater Capital LLC 24 - 2024-03-31 10,648 $555,000 0
   CREDIT SUISSE/ 2626 - 2023-12-31 9,628 $503,000 0
   FIRST HAWAIIAN BANK 578 - 2024-03-31 9,340 $487,000 0
   Yoder Wealth Management Inc. 55 - 2024-03-31 9,200 $480,000 0
   RWM Asset Management LLC 107 - 2024-03-31 8,095 $422,000 0
   KMG FIDUCIARY PARTNERS LLC 188 - 2024-03-31 7,535 $393,000 0
   BARRETT & COMPANY INC. 88 - 2024-03-31 7,351 $383,000 0
   DUFF & PHELPS INVESTMENT MANAGEMENT CO 243 - 2023-12-31 6,600 $345,000 0
   OLD NATIONAL BANCORP /IN/ 445 - 2024-03-31 6,596 $344,000 0
   FLAGSHIP HARBOR ADVISORS LLC 489 - 2024-03-31 6,442 $336,000 0
   Pinnacle Wealth Management Group Inc. 78 - 2024-03-31 6,000 $313,000 0
   PETRA FINANCIAL ADVISORS INC 102 - 2024-03-31 5,530 $289,000 0
   Jackson Hole Capital Partners LLC 174 - 2023-12-31 5,091 $266,000 0
   PARKSIDE FINANCIAL BANK & TRUST - 2024-03-31 5,000 $261,000 0
   VPR Management LLC 46 - 2023-12-31 5,000 $261,000 0
   LIBERTY CAPITAL MANAGEMENT INC 134 - 2024-03-31 4,992 $260,000 0
   HEAD & ASSOCIATES LLC 200 - 2023-12-31 4,640 $242,000 0
   Blume Capital Management Inc. - 2024-03-31 4,000 $209,000 0
   Williams Jones Wealth Management LLC. 473 - 2023-12-31 3,978 $208,000 0
   WHITTIER TRUST CO - 2024-03-31 3,517 $183,000 0
   Roble Belko & Company Inc 129 - 2024-03-31 2,167 $113,000 0
   Front Row Advisors LLC 157 - 2023-12-31 1,530 $80,000 0
   PRIVATE TRUST CO NA 951 - 2024-03-31 1,517 $79,000 0
   CONTRAVISORY RESEARCH & MANAGEMENT CORP. 226 - 2024-03-31 1,386 $72,000 0
   NATIONAL BANK OF CANADA /FI/ 1511 - 2023-12-31 1,283 $66,000 0
   FIRST COMMUNITY TRUST NA 143 - 2024-03-31 1,050 $55,000 0
   Atlantic Trust LLC 236 - 2023-12-31 1,000 $52,000 0
   VIGILANT CAPITAL MANAGEMENT LLC 264 - 2023-06-30 986 $52,000 0
   Team Financial Group LLC 65 - 2023-12-31 1,000 $52,000 0
   Pflug Koory LLC 232 - 2024-03-31 927 $48,000 0
   Glass Jacobson Investment Advisors llc 366 - 2024-03-31 846 $44,000 0
   Colonial Trust Co / SC 530 - 2023-12-31 800 $42,000 0
   NBC SECURITIES INC. 1262 - 2024-03-31 650 $33,000 0
   Independence Bank of Kentucky 364 - 2024-03-31 600 $31,000 0
   BANGOR SAVINGS BANK 328 - 2024-03-31 598 $31,000 0
   HARBOR INVESTMENT ADVISORY LLC 677 - 2024-03-31 562 $29,000 0
   Transcendent Capital Group LLC 194 - 2024-03-31 494 $26,000 0
   Northwest Capital Management Inc 288 - 2024-03-31 502 $26,000 0
   Bogart Wealth LLC 470 - 2024-03-31 488 $25,000 0
   Aptus Capital Advisors LLC 721 - 2023-12-31 485 $25,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 445 - 2024-03-31 452 $24,000 0
   Richardson Capital Management LLC 96 - 2024-03-31 419 $22,000 0
   CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC 170 - 2022-12-31 407 $21,000 0
   DELTA ASSET MANAGEMENT LLC/TN 378 - 2023-12-31 366 $19,000 0
   Lowe fs LLC 175 - 2024-03-31 352 $18,000 0
   SJS Investment Consulting Inc. 295 - 2024-03-31 319 $17,000 0
   Hexagon Capital Partners LLC 769 - 2024-03-31 261 $14,000 0
   Game Plan Financial Advisors LLC 174 - 2024-03-31 275 $14,000 0
   Keener Financial Planning LLC 144 - 2024-03-31 242 $13,000 0
   Key Financial Inc 706 - 2024-03-31 213 $11,000 0
   EMFO LLC 226 - 2024-03-31 214 $11,000 0
   Founders Capital Management 283 - 2024-03-31 193 $10,000 0
   Richard W. Paul & Associates LLC - 2023-12-31 169 $9,000 0
   PIERSHALE FINANCIAL GROUP, INC. 121 - 2023-06-30 164 $9,000 0
   BAYSTATE WEALTH MANAGEMENT LLC 750 - 2023-12-31 181 $9,000 0
   Archer Investment Corp 664 - 2023-12-31 146 $8,000 0
   AlphaCore Capital LLC 335 - 2023-12-31 89 $5,000 0
   FTB Advisors Inc. 1818 - 2024-03-31 87 $5,000 0
   Founders Financial Alliance LLC 467 - 2023-12-31 69 $4,000 0
   CULLEN FROST BANKERS INC 894 - 2023-12-31 78 $4,000 0
   HORRELL CAPITAL MANAGEMENT INC 195 - 2024-03-31 82 $4,000 0
   Cassady Schiller Wealth Management LLC 376 - 2023-12-31 53 $3,000 0
   BLACKROCK INC. 4884 - 2023-12-31 52 $3,000 0
   TUCKER ASSET MANAGEMENT LLC 700 - 2023-12-31 66 $3,000 0
   BNP PARIBAS ARBITRAGE SA - 2024-03-31 66 $3,000 0
   SOA Wealth Advisors LLC. 674 - 2024-03-31 57 $3,000 0
   TOWER RESEARCH CAPITAL LLC 5263 - 2023-12-31 31 $2,000 0
   WHITTIER TRUST CO OF NEVADA INC - 2024-03-31 39 $2,000 0
   ANTONETTI CAPITAL MANAGEMENT LLC 276 - 2023-09-30 40 $2,000 0
   Sutton Wealth Advisors Inc. 740 - 2023-09-30 40 $2,000 0
   DHJJ Financial Advisors Ltd. 558 - 2024-03-31 31 $2,000 0
   CALDWELL SUTTER CAPITAL INC. 827 - 2024-03-31 27 $1,000 0
   Centerpoint Advisors LLC 411 - 2024-03-31 10 $1,000 0
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 817 - 2024-03-31 12 $1,000 0
   NWK Group Inc. 61 - 2023-12-31 18 $1,000 0
   Element Wealth LLC 248 - 2023-12-31 25 $1,000 0
   TRANSAMERICA FINANCIAL ADVISORS, INC. 544 - 2023-12-31 16 $1,000 0
   NBT BANK N A /NY 571 - 2024-03-31 2 $0 0
   Moisand Fitzgerald Tamayo LLC 542 - 2024-03-31 8 $0 0
   TRUSTCORE FINANCIAL SERVICES LLC 1052 - 2022-12-31 2 $0 0
  100 Records found
  1    
  Page 1 of 1
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