Schwab U.S. Tips ETFSCHPETF
13F holders, Q2 2024 (June 30)654holders +11
66new positions
62sold out
1famous investor
$51.85avg. 13F price*
At the end of Q2 2024, 654 institutions reported holding Schwab U.S. Tips ETF (SCHP) in their 13F filings, up 11 from Q1 2024. 66 opened new positions and 62 sold out. The largest holders were Charles Schwab Investment Management Inc. ($1.1B), Empower Advisory Group, LLC ($877.8M) and Quadratic Capital Management LLC ($526.8M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $174.8M |
| Exits | 62 | $52.7M |
All 13F filers, Q1 2024 → Q2 2024: 37,003,975 shares bought and 10,807,099 shares sold, net +26,196,876 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 654 holders
| Charles Schwab Investment Management Inc. | 0.21% | Add +691.4% | 20,986,803 | $1.1B |
| Empower Advisory Group, LLC | 3.26% | Add +6.0% | 16,878,442 | $877.8M |
| Quadratic Capital Management LLC | 96.40% | Reduce -17.5% | 10,128,996 | $526.8M |
| JPMorgan Chase & Co. | 0.04% | Add +79.5% | 8,513,264 | $442.8M |
| Sei Investments Co. | 0.39% | Add +0.5% | 5,346,672 | $278.1M |
| Voya Investment Management LLC | 0.30% | Add +2.3% | 5,146,091 | $267.6M |
| Lincoln National Corp. | 7.19% | Add +18532.4% | 4,087,949 | $212.6M |
| Jasper Ridge Partners, L.P. | 6.25% | Add +11.5% | 3,712,494 | $193.1M |
| Alliancebernstein L.P. | 0.07% | Add +7.7% | 3,606,102 | $187.6M |
| Cerity Partners LLC | 0.46% | Add +3.8% | 3,274,410 | $170.3M |
| Nepc LLC | 5.10% | Add +15.1% | 2,971,211 | $154.5M |
| CENTRAL TRUST Co | 3.61% | Add +10.0% | 2,837,161 | $147.6M |
| Alesco Advisors, LLC, An ESL Co | 4.53% | Add +2.5% | 2,657,675 | $138.2M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -37.0% | 2,602,253 | $135.3M |
| Cerity Partners OCIO LLC | 9.99% | — | 2,508,540 | $130.5M |
| Elm Partners Management LLC | 7.02% | Add +53.8% | 1,756,878 | $91.4M |
| UBS Group AG | 0.03% | Add +0.1% | 1,746,050 | $90.8M |
| Ameriprise Financial Inc. | 0.02% | Add +1.8% | 1,734,138 | $90.3M |
| US Bancorp \de | 0.11% | Add +47.1% | 1,512,414 | $78.7M |
| Sensible Financial Planning & Management, LLC. | 16.52% | Add +1.4% | 1,470,342 | $76.5M |
| Envestnet Asset Management Inc. | 0.03% | Add +24.6% | 1,467,323 | $76.3M |
| Morgan Stanley | 0.01% | Add +0.9% | 1,422,054 | $74.0M |
| Wealthfront Advisers LLC | 0.20% | Reduce -6.9% | 1,146,923 | $59.7M |
| Bank of New York Mellon Corp | 0.01% | Add +26.8% | 1,111,810 | $57.8M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Reduce -21.4% | 1,021,520 | $53.1M |
| Bank of America Corp. | 0.00% | Add +5.1% | 950,395 | $49.4M |
| Prime Capital Investment Advisors, LLC | 0.73% | Reduce -0.9% | 944,418 | $49.1M |
| Greenline Partners, LLC | 6.89% | New | 878,313 | $45.3M |
| Litman Gregory Wealth Management LLC | 3.96% | Reduce -8.8% | 858,298 | $44.6M |
| Lutz Financial Services LLC | 3.87% | Add +3.0% | 853,726 | $44.4M |
| Assetmark, Inc. | 0.12% | Add +53.2% | 748,369 | $38.9M |
| Stephens Group Asset Management, LLC | 3.55% | Add +0.2% | 748,352 | $38.9M |
| Oikos Holdings LLC | 9.05% | New | 734,367 | $38.2M |
| Fund Evaluation Group, LLC | 2.31% | Reduce -7.5% | 724,000 | $37.7M |
| State Street Corp. | 0.00% | Add +5.1% | 714,976 | $37.2M |
| Wells Fargo & Company | 0.01% | Reduce -4.3% | 710,013 | $36.9M |
| Temasek Holdings (Private) Ltd | 0.17% | No change | 705,000 | $36.7M |
| Sumitomo Life Insurance Co. | 0.84% | Add +52.8% | 699,400 | $36.2M |
| LifeGuide Financial Advisors, LLC | 17.33% | Add +6.9% | 685,788 | $35.7M |
| Pure Financial Advisors, LLC | 0.96% | Add +5.0% | 664,680 | $34.6M |
| Full Sail Capital, LLC | 2.31% | Add +6.3% | 660,753 | $34.4M |
| Wealthcare Advisory Partners LLC | 1.05% | Reduce -3.0% | 645,666 | $33.6M |
| BlueSky Wealth Advisors, LLC | 5.36% | New | 612,747 | $31.9M |
| Simplify Asset Management Inc. | 2.77% | New | 605,686 | $31.5M |
| Arax Advisory Partners | 3.04% | Add +3.7% | 599,877 | $31.2M |
| Korea Investment CORP | 0.08% | No change | 580,000 | $30.2M |
| Financial Architects, LLC | 20.24% | Add +3.3% | 572,338 | $29.8M |
| Matrix Trust Co | 6.48% | Add +1.6% | 552,036 | $28.7M |
| Kohmann Bosshard Financial Services, LLC | 3.73% | Add +53.8% | 532,387 | $27.7M |
| Joseph Group Capital Management | 13.44% | Add +3.1% | 497,684 | $25.9M |
| Advisory Alpha, LLC | 0.99% | Add +0.0% | 483,222 | $25.1M |
| Willow Creek Wealth Management Inc. | 2.75% | Add +15.1% | 464,540 | $24.2M |
| Savant Capital, LLC | 0.24% | Reduce -3.5% | 460,821 | $24.0M |
| Navalign, LLC | 7.43% | Add +5.4% | 452,865 | $23.6M |
| LPL Financial LLC | 0.01% | Reduce -5.3% | 450,241 | $23.4M |
| Creative Planning | 0.02% | Reduce -6.0% | 419,697 | $21.8M |
| Marshall Financial Group Inc. | 6.75% | Add +0.7% | 399,730 | $20.8M |
| Carolina Wealth Advisors, LLC | 10.10% | Add +5.2% | 395,605 | $20.6M |
| Wooster Corthell Wealth Management, Inc. | 4.52% | Add +1.6% | 383,989 | $20.0M |
| Citigroup Inc. | 0.02% | Reduce -32.1% | 356,517 | $18.5M |
| Cetera Investment Advisers | 0.04% | Add +11.9% | 356,016 | $18.5M |
| Avior Wealth Management, LLC | 0.79% | Add +5.7% | 353,800 | $18.4M |
| Foster & Motley Inc. | 1.25% | Add +4.7% | 351,010 | $18.3M |
| Altfest L J & Co. Inc. | 2.48% | Add +2.2% | 348,788 | $18.1M |
| Financial Engines Advisors L.L.C. | 0.04% | Add +0.5% | 321,839 | $16.7M |
| Robinswood Financial LLC | 6.76% | Add +1.1% | 321,339 | $16.7M |
| FDx Advisors, Inc. | 4.50% | Add +241.3% | 312,762 | $16.3M |
| Asset Management Group, Inc. | 2.29% | Add +0.8% | 289,528 | $15.1M |
| Almanack Investment Partners, LLC. | 2.46% | Reduce -7.0% | 280,293 | $14.6M |
| Kestra Investment Management, LLC | 0.98% | — | 276,554 | $14.4M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +4.6% | 273,780 | $14.2M |
| Morningstar Investment Services LLC | 0.15% | Reduce -4.0% | 259,144 | $13.5M |
| Altiora Financial Group, LLC | 3.24% | Add +55.5% | 259,749 | $13.5M |
| Sage Financial Group Inc. | 1.15% | Add +2.5% | 255,609 | $13.3M |
| Wealthspire Advisors, LLC | 0.17% | Add +38.9% | 252,683 | $13.1M |
| Walker Financial Services, Inc. | 9.86% | Add +5.6% | 242,499 | $12.6M |
| Eagle Ridge Investment Management | 1.14% | Add +4.2% | 237,000 | $12.3M |
| Pacific Capital Wealth Advisors, Inc. | 2.23% | Add +6.6% | 234,929 | $12.2M |
| Marotta Asset Management | 2.47% | Reduce -1.2% | 231,849 | $12.0M |
| Peak Financial Management, Inc. | 3.70% | Reduce -3.4% | 226,992 | $11.8M |
| Proffitt & Goodson Inc. | 2.08% | Reduce -1.0% | 226,345 | $11.8M |
| Adventist Health System Sunbelt Healthcare Corp. | 0.56% | Reduce -64.1% | 214,800 | $11.2M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +461.0% | 214,308 | $11.1M |
| Thrivent Financial for Lutherans | 0.02% | Add +5.7% | 212,048 | $11.0M |
| West Family Investments, Inc. | 3.24% | Add +16.4% | 197,190 | $10.8M |
| ZynergyRetirementPlanningLLC | 7.81% | — | 196,032 | $10.2M |
| McAdam, LLC | 0.61% | Add +5.0% | 193,973 | $10.1M |
| Truist Financial Corp. | 0.02% | Reduce -1.8% | 193,201 | $10.0M |
| Annapolis Financial Services, LLC | 3.19% | Add +7.0% | 189,203 | $9.8M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -8.7% | 187,314 | $9.7M |
| Modera Wealth Management, LLC | 0.14% | Reduce -1.0% | 182,648 | $9.5M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.2% | 177,243 | $9.2M |
| Wealthcare Capital Management LLC | 0.98% | Add +2.0% | 176,728 | $9.2M |
| ALM First Financial Advisors, LLC | 2.54% | No change | 170,000 | $8.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +2.4% | 167,301 | $8.7M |
| Resonant Capital Advisors, LLC | 0.70% | Add +7.0% | 166,008 | $8.6M |
| Principal Financial Group Inc. | 0.01% | Reduce -46.7% | 163,323 | $8.5M |
| Allen Capital Group, LLC | 1.19% | Add +3.0% | 162,639 | $8.5M |
| Transamerica Financial Advisors, LLC | 0.88% | No change | 159,234 | $8.3M |
| Signet Investment Advisory Group, Inc. | 4.43% | Reduce -4.8% | 158,703 | $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.