Schwab U.S. Tips ETFSCHPETF
13F holders, Q4 2024 (December 31)662holders +27
54new positions
70sold out
2famous investors
$25.84avg. 13F price*
At the end of Q4 2024, 662 institutions reported holding Schwab U.S. Tips ETF (SCHP) in their 13F filings, up 27 from Q3 2024. 54 opened new positions and 70 sold out. The largest holders were Empower Advisory Group, LLC ($989.3M), Wealthfront Advisers LLC ($574.3M) and Municipal Employees' Retirement System of Michigan ($402.1M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $433.8M |
| Exits | 70 | $69.6M |
All 13F filers, Q3 2024 → Q4 2024: 52,724,902 shares bought and 40,800,777 shares sold, net +11,924,125 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 662 holders
| Empower Advisory Group, LLC | 3.33% | Add +8.0% | 38,301,085 | $989.3M |
| Wealthfront Advisers LLC | 1.68% | Add +810.5% | 22,234,248 | $574.3M |
| Municipal Employees' Retirement System of Michigan | 5.54% | New | 15,565,679 | $402.1M |
| Quadratic Capital Management LLC | 97.45% | Reduce -37.7% | 14,235,092 | $367.7M |
| Sei Investments Co. | 0.37% | Add +4.3% | 11,217,087 | $289.7M |
| Voya Investment Management LLC | 0.34% | Add +1.9% | 10,955,163 | $283.0M |
| Lincoln National Corp. | 6.84% | Add +0.1% | 8,227,198 | $212.5M |
| Cerity Partners LLC | 0.45% | Add +2.0% | 8,004,393 | $206.8M |
| Alliancebernstein L.P. | 0.07% | Add +4.8% | 7,644,210 | $197.4M |
| Nepc LLC | 5.29% | Add +28.5% | 7,637,467 | $197.3M |
| Jasper Ridge Partners, L.P. | 6.15% | Reduce -1.1% | 7,519,495 | $194.2M |
| CENTRAL TRUST Co | 3.72% | Reduce -3.9% | 5,872,188 | $151.7M |
| Alesco Advisors, LLC, An ESL Co | 4.52% | Add +3.0% | 5,570,374 | $143.9M |
| Cerity Partners OCIO LLC | 8.59% | No change | 5,017,080 | $129.6M |
| Evoke Wealth, LLC | 3.49% | Reduce -3.9% | 4,860,747 | $125.6M |
| Envestnet Asset Management Inc. | 0.03% | Add +53.5% | 3,985,927 | $103.0M |
| Morgan Stanley | 0.01% | Add +32.9% | 3,832,423 | $99.0M |
| Elm Partners Management LLC | 6.62% | Add +12.5% | 3,753,515 | $97.0M |
| UBS Group AG | 0.02% | Add +1.7% | 3,437,386 | $88.8M |
| Ameriprise Financial Inc. | 0.02% | Reduce -4.2% | 3,134,732 | $81.8M |
| Sensible Financial Planning & Management, LLC. | 15.72% | Reduce -1.9% | 2,935,521 | $75.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -45.4% | 2,551,410 | $65.9M |
| State Street Corp. | 0.00% | Add +5.1% | 2,531,234 | $65.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.5% | 2,305,109 | $59.5M |
| Prime Capital Investment Advisors, LLC | 0.76% | Add +3.5% | 2,020,567 | $52.2M |
| Bank of America Corp. | 0.00% | Reduce -1.3% | 1,856,733 | $48.0M |
| Lutz Financial Services LLC | 3.81% | Add +2.8% | 1,824,302 | $47.1M |
| Greenline Partners, LLC | 6.32% | Reduce -2.3% | 1,749,252 | $45.2M |
| Stephens Group Asset Management, LLC | 3.65% | Add +2.9% | 1,696,759 | $43.8M |
| Wells Fargo & Company | 0.01% | Add +20.7% | 1,651,197 | $42.7M |
| Full Sail Capital, LLC | 2.65% | Add +14.5% | 1,608,468 | $41.5M |
| LifeGuide Financial Advisors, LLC | 17.37% | Add +5.3% | 1,567,621 | $40.5M |
| Assetmark, Inc. | 0.11% | Add +82.6% | 1,548,166 | $40.0M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -25.2% | 1,468,944 | $37.9M |
| US Bancorp \de | 0.05% | Reduce -16.3% | 1,433,415 | $37.0M |
| Temasek Holdings (Private) Ltd | 0.14% | No change | 1,410,000 | $36.4M |
| Arax Advisory Partners | 2.26% | Reduce -0.8% | 1,390,147 | $35.9M |
| Pure Financial Advisors, LLC | 0.81% | Add +2.3% | 1,372,202 | $35.4M |
| Principal Securities, Inc. | 0.79% | Add +1605.3% | 1,355,447 | $35.0M |
| BlueSky Wealth Advisors, LLC | 5.35% | Add +0.1% | 1,324,272 | $34.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -93.4% | 1,309,398 | $33.8M |
| Financial Architects, LLC | 20.02% | Add +4.5% | 1,209,926 | $31.3M |
| Kohmann Bosshard Financial Services, LLC | 3.67% | Add +7.3% | 1,182,843 | $30.6M |
| Korea Investment CORP | 0.07% | No change | 1,160,000 | $30.0M |
| Matrix Trust Co | 5.17% | Add +4.0% | 1,151,851 | $29.8M |
| Willow Creek Wealth Management Inc. | 2.98% | Add +11.8% | 1,133,189 | $29.3M |
| Adventist Health System Sunbelt Healthcare Corp. | 0.90% | Reduce -9.6% | 1,083,695 | $28.0M |
| Wealthcare Advisory Partners LLC | 0.75% | Add +1.9% | 1,044,697 | $27.0M |
| LPL Financial LLC | 0.01% | Add +12.9% | 1,034,911 | $26.7M |
| Advisory Alpha, LLC | 0.90% | Reduce -4.3% | 980,880 | $25.3M |
| Navalign, LLC | 7.39% | Add +4.5% | 973,401 | $25.1M |
| Joseph Group Capital Management | 9.20% | Reduce -10.1% | 904,277 | $23.4M |
| Marshall Financial Group Inc. | 6.70% | Reduce -0.8% | 848,851 | $21.9M |
| Citigroup Inc. | 0.02% | Add +17.0% | 840,778 | $21.7M |
| Wooster Corthell Wealth Management, Inc. | 4.56% | Add +6.0% | 810,251 | $20.9M |
| Cetera Investment Advisers | 0.04% | Add +0.3% | 801,275 | $20.7M |
| Carolina Wealth Advisors, LLC | 10.99% | Reduce -0.3% | 790,572 | $20.4M |
| Avior Wealth Management, LLC | 0.73% | Add +4.8% | 768,173 | $19.8M |
| Modera Wealth Management, LLC | 0.24% | Add +111.1% | 764,539 | $19.7M |
| Fund Evaluation Group, LLC | 0.90% | Reduce -45.5% | 748,000 | $19.3M |
| Foster & Motley Inc. | 1.24% | Add +0.4% | 740,908 | $19.1M |
| Raymond James Financial Inc. | 0.01% | — | 736,563 | $19.0M |
| Creative Planning | 0.02% | Reduce -6.2% | 728,978 | $18.8M |
| Altfest L J & Co. Inc. | 2.35% | Add +0.9% | 714,017 | $18.4M |
| Robinswood Financial LLC | 6.57% | Add +1.3% | 673,071 | $17.4M |
| Savant Capital, LLC | 0.12% | Reduce -5.2% | 603,311 | $15.6M |
| FDx Advisors, Inc. | 4.42% | Add +0.3% | 585,304 | $15.1M |
| Financial Engines Advisors L.L.C. | 0.03% | Reduce -5.6% | 579,115 | $15.0M |
| Asset Management Group, Inc. | 2.63% | Reduce -2.1% | 572,142 | $14.8M |
| Sumitomo Life Insurance Co. | 0.28% | Add +279.3% | 567,500 | $14.7M |
| Grove Street Fiduciary, LLC | 7.41% | — | 546,468 | $14.1M |
| Eagle Ridge Investment Management | 1.17% | Add +2.8% | 518,606 | $13.4M |
| Altiora Financial Group, LLC | 2.91% | Add +1.4% | 517,443 | $13.4M |
| Sage Financial Group Inc. | 1.06% | Reduce -2.6% | 510,612 | $13.2M |
| Principal Financial Group Inc. | 0.01% | Add +46.8% | 509,968 | $13.2M |
| Thrivent Financial for Lutherans | 0.03% | Add +4.6% | 495,691 | $13.0M |
| Wealthspire Advisors, LLC | 0.13% | Reduce -0.4% | 490,414 | $12.7M |
| Marotta Asset Management | 2.61% | Reduce -1.6% | 482,507 | $12.5M |
| Proffitt & Goodson Inc. | 2.04% | Add +2.7% | 476,091 | $12.3M |
| Peak Financial Management, Inc. | 3.65% | Add +1.6% | 472,233 | $12.2M |
| Tortoise Investment Management, LLC | 1.27% | Add +148.8% | 466,982 | $12.1M |
| ALM First Financial Advisors, LLC | 2.73% | Add +19.2% | 447,872 | $11.6M |
| West Family Investments, Inc. | 3.84% | Add +8.3% | 426,922 | $11.0M |
| ZynergyRetirementPlanningLLC | 7.74% | Reduce -50.0% | 204,741 | $11.0M |
| Resonant Capital Advisors, LLC | 0.78% | Add +13.0% | 416,091 | $10.7M |
| HighTower Advisors, LLC | 0.01% | Add +13.1% | 390,413 | $10.1M |
| Allen Capital Group, LLC | 1.22% | Add +8.6% | 384,628 | $9.9M |
| Kestra Private Wealth Services, LLC | 0.16% | Add +29.4% | 372,617 | $9.6M |
| Wealthcare Capital Management LLC | 0.94% | Add +4.2% | 359,385 | $9.3M |
| Prairiewood Capital, LLC | 3.87% | Add +15.5% | 350,847 | $9.1M |
| Brightwater Advisory LLC | 7.02% | Add +3.5% | 346,790 | $9.0M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -38.8% | 336,713 | $8.7M |
| Golden Bell Financial Planning LLC | 8.67% | — | 334,020 | $8.6M |
| Signet Investment Advisory Group, Inc. | 4.23% | Reduce -0.2% | 321,275 | $8.3M |
| Bfsg, LLC | 0.96% | Add +4.2% | 317,499 | $8.2M |
| Transamerica Financial Advisors, LLC | 0.81% | Reduce -5.2% | 316,547 | $8.2M |
| Truist Financial Corp. | 0.01% | Reduce -3.2% | 316,175 | $8.2M |
| Eq Wealth Advisors, LLC | 7.60% | — | 305,919 | $7.9M |
| Royal Bank of Canada | 0.00% | Add +105.5% | 298,784 | $7.7M |
| Summit Financial, LLC | 0.27% | Add +42.6% | 297,062 | $7.7M |
"% 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.