Schwab U.S. Tips ETFSCHPETF
13F holders, Q1 2024 (March 31)643holders
2famous investors
$52.13avg. 13F price*
At the end of Q1 2024, 643 institutions reported holding Schwab U.S. Tips ETF (SCHP) in their 13F filings. The largest holders were Charles Schwab Investment Advisory, Inc. ($934.7M), Empower Advisory Group, LLC ($830.8M) and Quadratic Capital Management LLC ($640.4M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Schwab U.S. Tips ETF
- CUSIP
- 808524870
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $32.8M |
| Exits | 67 | $81.2M |
Ownership 643 holders
| Charles Schwab Investment Advisory, Inc. | 1.28% | Add +2.3% | 17,919,530 | $934.7M |
| Empower Advisory Group, LLC | 3.11% | Add +29.7% | 15,928,758 | $830.8M |
| Quadratic Capital Management LLC | 96.57% | Reduce -14.9% | 12,277,579 | $640.4M |
| Sei Investments Co. | 0.41% | Add +1.4% | 5,321,158 | $277.6M |
| Voya Investment Management LLC | 0.30% | Reduce -4.5% | 5,030,882 | $262.4M |
| JPMorgan Chase & Co. | 0.02% | Reduce -5.5% | 4,744,178 | $247.5M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -29.1% | 4,131,218 | $215.5M |
| Alliancebernstein L.P. | 0.06% | Reduce -2.5% | 3,349,021 | $174.7M |
| Jasper Ridge Partners, L.P. | 5.46% | Add +31.5% | 3,330,923 | $173.7M |
| Cerity Partners LLC | 0.43% | Reduce -76.4% | 3,155,896 | $164.6M |
| Evoke Wealth, LLC | 4.12% | Add +28938.7% | 2,653,557 | $138.4M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +3.8% | 2,651,889 | $138.3M |
| Alesco Advisors, LLC, An ESL Co | 4.45% | Add +2.1% | 2,593,284 | $135.3M |
| Nepc LLC | 4.64% | Add +71.9% | 2,582,031 | $134.7M |
| CENTRAL TRUST Co | 3.35% | Add +11.6% | 2,580,233 | $134.6M |
| Perella Weinberg Partners Capital Management LP | 10.24% | Reduce -1.3% | 1,948,275 | $101.6M |
| UBS Group AG | 0.03% | Add +0.0% | 1,744,116 | $91.0M |
| Ameriprise Financial Inc. | 0.02% | Reduce -9.3% | 1,703,984 | $88.7M |
| Sensible Financial Planning & Management, LLC. | 16.72% | Add +4.9% | 1,449,463 | $75.6M |
| Morgan Stanley | 0.01% | Reduce -8.0% | 1,409,894 | $73.5M |
| Wealth Enhancement Advisory Services, LLC | 0.18% | Reduce -2.8% | 1,300,448 | $67.8M |
| Wealthfront Advisers LLC | 0.22% | Reduce -1.5% | 1,232,178 | $64.3M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -2.0% | 1,177,254 | $61.4M |
| Elm Partners Management LLC | 4.72% | Reduce -2.4% | 1,142,511 | $59.6M |
| US Bancorp \de | 0.07% | Reduce -14.9% | 1,028,325 | $53.6M |
| Prime Capital Investment Advisors, LLC | 0.69% | Add +21.9% | 952,786 | $49.7M |
| Litman Gregory Wealth Management LLC | 4.45% | Reduce -2.8% | 940,968 | $49.1M |
| Bank of America Corp. | 0.00% | Reduce 0.0% | 903,893 | $47.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -12.7% | 876,555 | $45.7M |
| Lutz Financial Services LLC | 3.77% | Add +0.4% | 828,563 | $43.2M |
| Fund Evaluation Group, LLC | 2.56% | Add +1.4% | 783,165 | $40.9M |
| Stephens Group Asset Management, LLC | 3.56% | Add +1.1% | 747,068 | $39.0M |
| Wells Fargo & Company | 0.01% | Reduce -2.9% | 742,130 | $38.7M |
| Temasek Holdings (Private) Ltd | 0.20% | No change | 705,000 | $36.8M |
| State Street Corp. | 0.00% | Reduce -39.4% | 680,172 | $35.5M |
| Wealthcare Advisory Partners LLC | 1.14% | Add +0.6% | 665,628 | $34.7M |
| LifeGuide Financial Advisors, LLC | 16.85% | Add +6.3% | 641,282 | $33.4M |
| Pure Financial Advisors, LLC | 1.03% | Add +6.8% | 633,330 | $33.0M |
| Full Sail Capital, LLC | 2.26% | Add +11.2% | 621,769 | $32.4M |
| Adventist Health System Sunbelt Healthcare Corp. | 1.82% | Add +227.3% | 597,701 | $31.2M |
| Korea Investment CORP | 0.08% | No change | 580,000 | $30.3M |
| Arax Advisory Partners | 3.18% | Add +4.7% | 578,691 | $30.2M |
| Financial Architects, LLC | 20.01% | Add +14.9% | 554,133 | $28.9M |
| Matrix Trust Co | 6.41% | Add +0.2% | 543,135 | $28.3M |
| Citigroup Inc. | 0.03% | Add +13.7% | 525,180 | $27.4M |
| Assetmark, Inc. | 0.08% | Add +8.3% | 488,530 | $25.5M |
| Advisory Alpha, LLC | 1.03% | Add +9.2% | 483,126 | $25.2M |
| Joseph Group Capital Management | 12.62% | Add +12.4% | 482,782 | $25.2M |
| Savant Capital, LLC | 0.29% | Reduce -4.7% | 477,591 | $24.9M |
| LPL Financial LLC | 0.01% | Reduce -11.3% | 475,497 | $24.8M |
| Sumitomo Life Insurance Co. | 0.62% | Add +45.0% | 457,800 | $23.7M |
| Creative Planning | 0.03% | Reduce -8.4% | 446,360 | $23.3M |
| Navalign, LLC | 7.43% | Add +16.6% | 429,825 | $22.4M |
| Willow Creek Wealth Management Inc. | 2.46% | Add +13.9% | 403,566 | $21.1M |
| Marshall Financial Group Inc. | 6.83% | Add +6.2% | 396,921 | $20.7M |
| Wooster Corthell Wealth Management, Inc. | 4.51% | Add +2.8% | 377,939 | $19.7M |
| Carolina Wealth Advisors, LLC | 10.64% | Add +6.9% | 376,032 | $19.6M |
| Kohmann Bosshard Financial Services, LLC | 2.51% | Add +56.4% | 346,259 | $18.1M |
| Cape Cod Five Cents Savings Bank | 1.73% | Add +5.3% | 343,806 | $17.9M |
| Altfest L J & Co. Inc. | 2.52% | Add +43.3% | 341,151 | $17.8M |
| 1832 Asset Management L.P. | 0.03% | No change | 339,044 | $17.7M |
| Foster & Motley Inc. | 1.20% | Add +13.1% | 335,228 | $17.5M |
| Avior Wealth Management, LLC | 0.81% | Add +7.1% | 334,688 | $17.5M |
| Financial Engines Advisors L.L.C. | 0.04% | Reduce -2.3% | 320,241 | $16.7M |
| Cetera Investment Advisers | 0.04% | Add +96.5% | 318,190 | $16.6M |
| Robinswood Financial LLC | 7.03% | Reduce -0.5% | 317,798 | $16.4M |
| Principal Financial Group Inc. | 0.01% | Add +10.8% | 306,215 | $16.0M |
| Almanack Investment Partners, LLC. | 2.68% | Add +416.9% | 301,336 | $15.7M |
| Asset Management Group, Inc. | 2.28% | Reduce -0.7% | 287,220 | $15.0M |
| Steward Partners Investment Advisory, LLC | 0.16% | Add +18.3% | 273,548 | $14.3M |
| Morningstar Investment Services LLC | 0.15% | Reduce -50.2% | 270,074 | $14.1M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +6.4% | 261,644 | $13.6M |
| Sage Financial Group Inc. | 1.17% | Add +0.3% | 249,256 | $13.0M |
| Fifth Third Bancorp | 0.05% | Reduce -10.4% | 239,525 | $12.5M |
| Peak Financial Management, Inc. | 3.88% | Add +1.7% | 234,881 | $12.3M |
| Marotta Asset Management | 2.53% | Add +4.1% | 234,770 | $12.2M |
| Walker Financial Services, Inc. | 9.84% | Add +8.8% | 229,660 | $12.0M |
| Proffitt & Goodson Inc. | 2.12% | Add +0.6% | 228,719 | $11.9M |
| Eagle Ridge Investment Management | 1.09% | Add +2.3% | 227,428 | $11.9M |
| Wealth Management Resources, Inc. | 3.31% | Add +2.0% | 226,548 | $11.8M |
| Pacific Capital Wealth Advisors, Inc. | 2.71% | Reduce -3.6% | 220,476 | $11.5M |
| Franklin Resources Inc. | 0.00% | Reduce -95.1% | 210,627 | $11.0M |
| Mercer Global Advisors Inc. | 0.03% | Add +2.1% | 205,108 | $10.7M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -2.4% | 200,596 | $10.5M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -12.0% | 200,552 | $10.5M |
| Truist Financial Corp. | 0.02% | Add +6.9% | 196,691 | $10.3M |
| McAdam, LLC | 0.62% | Add +5.1% | 184,672 | $9.6M |
| Modera Wealth Management, LLC | 0.15% | Add +5.6% | 184,553 | $9.6M |
| Wealthspire Advisors, LLC | 0.13% | Reduce -9.8% | 181,954 | $9.5M |
| HighTower Advisors, LLC | 0.02% | Reduce -24.0% | 179,459 | $9.4M |
| Annapolis Financial Services, LLC | 3.04% | Reduce -14.0% | 176,910 | $9.2M |
| West Family Investments, Inc. | 2.85% | No change | 169,365 | $9.2M |
| Wealthcare Capital Management LLC | 1.00% | Add +2.0% | 173,333 | $9.0M |
| ALM First Financial Advisors, LLC | 2.46% | No change | 170,000 | $8.9M |
| Altiora Financial Group, LLC | 2.37% | Reduce -0.1% | 167,065 | $8.7M |
| Signet Investment Advisory Group, Inc. | 4.75% | Add +0.9% | 166,628 | $8.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +4.5% | 163,436 | $8.5M |
| Summit Trail Advisors, LLC | 0.22% | Reduce -7.6% | 160,720 | $8.4M |
| Osaic Holdings, Inc. | 0.02% | Reduce -51.1% | 160,550 | $8.4M |
| Transamerica Financial Advisors, LLC | 0.85% | Add +995112.5% | 159,234 | $8.3M |
"% of holder's portfolio" is SCHP's weight in each manager's 13F, not the share of Schwab U.S. Tips ETF the manager owns.