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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 :
2
8,278
 0.01%
 
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
   HRT FINANCIAL LLC 1999 *Closed 2023-12-31 0 $0 -10,897
   SageView Advisory Group LLC 595 *Closed 2023-12-31 0 $0 -12,569
   Virtue Capital Management LLC 364 *Closed 2023-12-31 0 $0 -98,453
   Heron Bay Capital Management 98 *Closed 2023-12-31 0 $0 -5,456
   Imprint Wealth LLC 156 *Closed 2023-12-31 0 $0 -5,453
   McGlone Suttner Wealth Management Inc. 249 *Closed 2024-03-31 0 $0 -212
   BKM Wealth Management LLC 243 *Closed 2024-03-31 0 $0 -200
   BlueSky Wealth Advisors LLC 46 *Closed 2024-03-31 0 $0 -601,327
   SYM FINANCIAL CORPORATION 177 *Closed 2023-12-31 0 $0 -110
   OLD MISSION CAPITAL LLC 904 *Closed 2023-12-31 0 $0 -13,208
   NORTHERN TRUST CORP 4467 *Closed 2023-12-31 0 $0 -10,565
   WEIK INVESTMENT SERVICES INC 93 *Closed 2023-12-31 0 $0 -8,211
   CoreFirst Bank & Trust 375 *Closed 2023-12-31 0 $0 -1,234
   Fortitude Family Office LLC 952 *Closed 2024-03-31 0 $0 -251
   JONES FINANCIAL COMPANIES LLLP 1007 *Closed 2023-12-31 0 $0 -125
   CIC Wealth LLC 163 *Closed 2024-03-31 0 $0 -5,058
   V Wealth ManagementLLC 178 *Closed 2023-09-30 0 $0 -3,846
   Western Wealth Management LLC 673 *Closed 2024-03-31 0 $0 -32,337
   ROUNDVIEW CAPITAL LLC 303 *Closed 2023-12-31 0 $0 -7,831
   Lindbrook Capital LLC 2593 *Closed 2024-03-31 0 $0 -10
   Souders Financial Advisors *Closed 2023-12-31 0 $0 -136,623
   SIMPLEX TRADING LLC 2605 *Closed 2024-03-31 0 $0 -3,664
   Belmont Capital LLC 166 *Closed 2023-12-31 0 $0 -86
   Lido Advisors LLC 1182 *Closed 2023-12-31 0 $0 -10,256
   Rockefeller Capital Management L.P. 1562 *Closed 2023-12-31 0 $0 -18,809
   KAVAR CAPITAL PARTNERS GROUP LLC 161 *Closed 2023-12-31 0 $0 -9,006
   THOMPSON SIEGEL & WALMSLEY LLC 538 *Closed 2023-12-31 0 $0 -7,000
   FINANCIAL COUNSELORS INC 587 *Closed 2024-03-31 0 $0 -17,338
   Beacon Bridge Wealth Partners LLC 96 *Closed 2024-03-31 0 $0 -4,133
   HC Advisors LLC *Closed 2023-12-31 0 $0 -222,602
   Planned Solutions Inc. 404 *Closed 2024-03-31 0 $0 -15
   Newbridge Financial Services Group Inc. 1269 *Closed 2024-03-31 0 $0 -157
   PATHSTONE FAMILY OFFICE, LLC 1665 *Closed 2023-09-30 0 $0 -6,250
   Laidlaw Wealth Management LLC 257 *Closed 2023-12-31 0 $0 -6,674
   BROWN BROTHERS HARRIMAN & CO 1228 *Closed 2023-12-31 0 $0 -10
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6441 *Closed 2023-12-31 0 $0 -29,792
   Ten Capital Wealth Advisors LLC 362 *Closed 2023-06-30 0 $0 -84
   Koss-Olinger Consulting LLC 234 *Closed 2024-03-31 0 $0 -37,374
   Great Diamond Partners LLC 234 *Closed 2023-12-31 0 $0 -9,741
   Bradley & Co. Private Wealth Management LLC 184 *Closed 2024-03-31 0 $0 -82
   Kingdom Financial Group LLC. 82 *Closed 2023-12-31 0 $0 -6,637
   Advisor Resource Council 330 *Closed 2024-03-31 0 $0 -44,320
   ALBION FINANCIAL GROUP /UT 508 *Closed 2024-03-31 0 $0 -1,901
   Tradition Wealth Management LLC 1320 *Closed 2023-12-31 0 $0 -526
   Authentikos Wealth Advisory LLC 574 *Closed 2023-12-31 0 $0 -98
   Stonebridge Capital Advisors LLC 892 *Closed 2023-12-31 0 $0 -33
   FRG Family Wealth Advisors LLC 146 *Closed 2023-12-31 0 $0 -6,375
   Sage Mountain Advisors LLC 426 *Closed 2024-03-31 0 $0 -9
   Asset Allocation Strategies LLC 69 *Closed 2023-12-31 0 $0 -11,487
   PFG Advisors 633 *Closed 2023-12-31 0 $0 -11,154
   First Command Advisory Services Inc. 608 *Closed 2024-03-31 0 $0 -12
   PBMares Wealth Management LLC 183 *Closed 2024-03-31 0 $0 -3,837
   Financial Connections Group Inc. *Closed 2024-03-31 0 $0 -3,825
   Life Planning Partners Inc 182 *Closed 2024-03-31 0 $0 -35
   PARK AVENUE SECURITIES LLC 1382 *Closed 2024-03-31 0 $0 -4,947
   ABLE Financial Group LLC *Closed 2023-12-31 0 $0 -5,808
   ROCK POINT ADVISORS LLC 104 *Closed 2023-12-31 0 $0 -5,091
   VESTOR CAPITAL CORP 262 *Closed 2023-12-31 0 $0 -1,227
   Aspire Wealth Management Corp 191 *Closed 2024-03-31 0 $0 -90
   Olistico Wealth LLC 104 *Closed 2024-03-31 0 $0 -4,150
   Foster Victor Wealth Advisors LLC 181 *Closed 2024-03-31 0 $0 -4,129
   FinTrust Capital Advisors LLC 1265 *Closed 2024-03-31 0 $0 -474
   Savior LLC 64 *Closed 2023-12-31 0 $0 -129
   IEQ CAPITAL LLC 1010 *Closed 2023-12-31 0 $0 -9,212
   Merk Investments LLC 15 *Closed 2023-12-31 0 $0 -14,941
   WealthCare Investment Partners LLC 136 *Closed 2024-03-31 0 $0 -3,864
   Raleigh Capital Management Inc. 1076 *Closed 2023-12-31 0 $0 -1
   Gateway Wealth Partners LLC 289 *Closed 2023-12-31 0 $0 -52,584
   PROVISE MANAGEMENT GROUP LLC 348 *Closed 2023-12-31 0 $0 -5,387
   Consolidated Portfolio Review Corp 310 *Closed 2024-03-31 0 $0 -3,969
  70 Records found
  1    
  Page 1 of 1
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