Schwab U.S. Tips ETFSCHPETF

13F holders, Q3 2025 (September 30)
663holders
58new positions
51sold out
3famous investors
$26.95avg. 13F price*

At the end of Q3 2025, 663 institutions reported holding Schwab U.S. Tips ETF (SCHP) in their 13F filings, unchanged from Q2 2025. 58 opened new positions and 51 sold out. The largest holders were Empower Advisory Group, LLC ($1.2B), Wealthfront Advisers LLC ($961.8M) and Municipal Employees' Retirement System of Michigan ($442.0M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Schwab U.S. Tips ETF
CUSIP
808524870
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 643Q1 2024Q2 2024: 654Q2 2024Q3 2024: 635Q3 2024Q4 2024: 662Q4 2024Q1 2025: 661Q1 2025Q2 2025: 663Q2 2025Q3 2025: 663Q3 2025Q4 2025: 716Q4 2025Q1 2026: 735Q1 2026Q2 2026: 789Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions58$43.8M
Exits51$75.4M

All 13F filers, Q2 2025 → Q3 2025: 50,753,947 shares bought and 8,141,423 shares sold, net +42,612,524 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 663 holders

Empower Advisory Group, LLC 3.41% Add +6.9% 45,603,651 $1.2B
Wealthfront Advisers LLC 2.26% Add +11.6% 35,688,247 $961.8M
Municipal Employees' Retirement System of Michigan 5.12% No change 16,401,227 $442.0M
US Bancorp \de 0.52% Add +899.8% 16,265,679 $438.4M
JPMorgan Chase & Co. 0.02% Add +3.9% 14,174,158 $382.0M
Sei Investments Co. 0.34% Add +4.0% 11,824,350 $318.7M
Quadratic Capital Management LLC 98.14% Add +32.3% 11,767,045 $317.1M
Voya Investment Management LLC 0.31% Reduce -4.5% 10,041,214 $270.6M
Cerity Partners LLC 0.37% Add +7.6% 8,355,667 $225.2M
Lincoln National Corp. 6.40% Add +1.4% 8,321,916 $224.3M
Alliancebernstein L.P. 0.07% Add +1.1% 7,918,767 $213.4M
Evoke Wealth, LLC 4.36% Add +14.8% 7,751,122 $208.9M
CENTRAL TRUST Co 4.12% Add +14.1% 7,312,983 $197.1M
Jasper Ridge Partners, L.P. 4.33% Reduce -2.0% 7,141,906 $192.5M
Alesco Advisors, LLC, An ESL Co 4.14% Add +3.6% 5,672,894 $152.9M
Elm Partners Management LLC 7.45% Add +22.7% 5,506,675 $148.4M
Cerity Partners OCIO LLC 7.56% No change 5,499,900 $148.2M
UBS Group AG 0.03% Add +1.4% 5,336,434 $143.8M
Envestnet Asset Management Inc. 0.04% Add +1.5% 4,873,497 $131.3M
Adventist Health System Sunbelt Healthcare Corp. 5.43% Add +29954.5% 4,628,695 $124.7M
Nepc LLC 3.26% Reduce -8.4% 4,592,089 $123.8M
Envestnet Portfolio Solutions, Inc. 0.39% Add +9813.6% 3,918,443 $105.6M
Morgan Stanley 0.01% Reduce -10.0% 3,403,136 $91.7M
Sensible Financial Planning & Management, LLC. 15.12% Add +2.2% 3,088,558 $83.2M
Ameriprise Financial Inc. 0.02% Add +12.3% 2,981,355 $80.1M
Bank of America Corp. 0.01% Add +4.4% 2,679,487 $72.2M
State Street Corp. 0.00% Add +1.7% 2,644,737 $71.3M
Bank of New York Mellon Corp 0.01% Add +9.7% 2,396,663 $64.6M
Mercer Global Advisors Inc. 0.10% Add +591.2% 2,198,822 $59.3M
Wealth Enhancement Advisory Services, LLC 0.09% Add +4.5% 2,134,703 $57.4M
Prime Capital Investment Advisors, LLC 0.70% Add +2.3% 2,056,282 $55.4M
Assetmark, Inc. 0.12% Add +4.5% 2,045,996 $55.1M
Lutz Financial Services LLC 3.88% Add +7.5% 1,990,216 $53.6M
Stephens Group Asset Management, LLC 3.10% Add +8.9% 1,705,045 $46.0M
LifeGuide Financial Advisors, LLC 16.46% Add +0.1% 1,682,351 $44.7M
Full Sail Capital, LLC 2.45% Reduce -5.0% 1,646,759 $44.4M
Matrix Trust Co 6.72% Reduce -0.9% 1,591,801 $42.9M
Integrated Wealth Concepts LLC 0.38% Add +10.6% 1,589,879 $42.8M
Wells Fargo & Company 0.01% Add +0.5% 1,569,361 $42.3M
Diversified Enterprises, LLC 2.83% Add +7001.5% 1,561,546 $42.1M
Willow Creek Wealth Management Inc. 3.44% Add +7.6% 1,548,759 $41.7M
Principal Securities, Inc. 0.67% Add +6.2% 1,501,036 $40.5M
Temasek Holdings (Private) Ltd 0.13% No change 1,410,000 $38.0M
BlueSky Wealth Advisors, LLC 5.04% Add +3.0% 1,387,002 $37.4M
Pure Financial Advisors, LLC 0.59% Add +2.9% 1,366,373 $36.8M
Financial Architects, LLC 20.36% Add +7.0% 1,329,221 $35.8M
LPL Financial LLC 0.01% Add +0.2% 1,309,813 $35.3M
Wealthcare Advisory Partners LLC 0.72% Add +13.0% 1,289,930 $34.8M
Kohmann Bosshard Financial Services, LLC 3.55% Add +2.8% 1,280,996 $34.6M
Garde Capital, Inc. 1.59% Add +12.3% 1,173,047 $31.6M
Goldman Sachs Group Inc. 0.00% Reduce -33.5% 1,124,106 $30.3M
Cetera Investment Advisers 0.03% Add +10.7% 1,115,448 $30.1M
Advisory Alpha, LLC 0.77% Reduce -1.0% 1,022,291 $27.5M
Altfest L J & Co. Inc. 3.04% Add +2.5% 1,009,579 $27.2M
Prentice Wealth Management LLC 6.56% Add +6.3% 986,929 $26.6M
Joseph Group Capital Management 7.12% Add +1.0% 937,092 $25.3M
Marshall Financial Group Inc. 6.84% Add +4.0% 923,169 $24.9M
Wealthspire Advisors, LLC 0.13% Add +101.5% 905,792 $24.4M
Citigroup Inc. 0.02% Reduce -1.0% 904,211 $24.4M
Sumitomo Life Insurance Co. 0.72% Add +384.4% 862,700 $23.2M
Raymond James Financial Inc. 0.01% Add +1.4% 851,112 $22.9M
Foster & Motley Inc. 1.24% Add +2.2% 850,568 $22.9M
Tortoise Investment Management, LLC 2.04% Add +10.0% 849,076 $22.9M
Avior Wealth Management, LLC 0.73% Add +4.9% 840,640 $22.7M
HighTower Advisors, LLC 0.03% Add +2.7% 825,704 $22.3M
Fund Evaluation Group, LLC 0.76% No change 775,010 $20.9M
Modera Wealth Management, LLC 0.24% Reduce -0.5% 761,411 $20.5M
Tidal Investments LLC 0.08% Add +8.5% 710,730 $19.1M
Creative Planning 0.01% Reduce -2.4% 652,624 $17.6M
Navalign, LLC 4.60% Reduce -36.2% 647,624 $17.5M
Greenline Partners, LLC 2.05% Reduce -11.3% 626,761 $16.9M
Armstrong Advisory Group, Inc. 1.18% Add +6626.5% 621,258 $16.7M
Sage Financial Group Inc. 1.13% Add +3.5% 617,450 $16.6M
Carnegie Investment Counsel 0.31% Add +3.8% 614,469 $16.6M
Asset Management Group, Inc. 2.55% Add +0.6% 577,874 $15.6M
Financial Engines Advisors L.L.C. 0.03% Add +1.1% 572,760 $15.4M
Allen Capital Group, LLC 1.43% Add +8.4% 556,276 $15.0M
Proffitt & Goodson Inc. 2.07% Add +2.6% 535,914 $14.4M
Grove Street Fiduciary, LLC 6.82% Reduce -1.0% 534,900 $14.4M
Savant Capital, LLC 0.09% Reduce -3.5% 526,637 $14.2M
Robinswood Financial LLC 4.65% Reduce -18.3% 517,685 $14.0M
Osaic Holdings, Inc. 0.02% Add +26.7% 515,698 $13.9M
West Family Investments, Inc. 3.06% Add +1.3% 486,068 $13.7M
FDx Advisors, Inc. 4.08% Add +0.7% 505,408 $13.6M
Altiora Financial Group, LLC 2.44% Add +0.0% 495,074 $13.3M
Carolina Wealth Advisors, LLC 5.66% Reduce -35.6% 486,139 $13.1M
Marotta Asset Management 2.45% Add +4.3% 482,937 $13.0M
ALM First Financial Advisors, LLC 2.58% No change 475,034 $12.8M
Principal Financial Group Inc. 0.01% Reduce -18.8% 459,609 $12.4M
Prairiewood Capital, LLC 4.05% Add +13.1% 453,373 $12.2M
Eq Wealth Advisors, LLC 7.97% Add +4.6% 449,925 $12.1M
ZynergyRetirementPlanningLLC 7.30% Add +1.4% 429,411 $11.6M
MPS Loria Financial Planners, LLC 2.89% Add +3.1% 404,126 $10.9M
Westover Capital Advisors, LLC 1.98% Add +1.7% 396,523 $10.7M
Tradewinds Capital Management, LLC 2.39% New 394,763 $10.6M
Kestra Private Wealth Services, LLC 0.14% Reduce -0.9% 392,736 $10.6M
Renaissance Technologies 0.01% Add +581.2% 391,000 $10.5M
Roble, Belko & Company, Inc 1.41% Add +2.1% 385,595 $10.4M
Wealthcare Capital Management LLC 1.04% Add +5.8% 381,408 $10.3M
Silver Coast Investments LLC 3.50% Add +2.4% 378,010 $10.2M

"% 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.

Show all 663 holders