Schwab U.S. Tips ETFSCHPETF

13F holders, Q1 2026 (March 31)
735holders +19
79new positions
49sold out
3famous investors
$26.61avg. 13F price*

At the end of Q1 2026, 735 institutions reported holding Schwab U.S. Tips ETF (SCHP) in their 13F filings, up 19 from Q4 2025. 79 opened new positions and 49 sold out. The largest holders were Empower Advisory Group, LLC ($1.4B), Wealthfront Advisers LLC ($911.3M) and Municipal Employees' Retirement System of Michigan ($430.8M). 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions79$58.7M
Exits49$76.9M

All 13F filers, Q4 2025 → Q1 2026: 49,238,159 shares bought and 16,719,444 shares sold, net +32,518,715 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 735 holders

Empower Advisory Group, LLC 3.67% Add +7.0% 53,127,493 $1.4B
Wealthfront Advisers LLC 2.00% Reduce -0.8% 34,244,939 $911.3M
Municipal Employees' Retirement System of Michigan 4.89% Add +6.2% 16,188,586 $430.8M
Quadratic Capital Management LLC 98.47% Reduce -2.2% 14,182,470 $377.4M
Sei Investments Co. 0.32% Add +5.3% 12,955,292 $344.7M
JPMorgan Chase & Co. 0.02% Add +760.3% 12,884,098 $342.5M
Bank of America Corp. 0.02% Reduce -23.4% 11,331,818 $301.5M
Evoke Wealth, LLC 5.10% Add +15.1% 10,392,695 $276.5M
Cerity Partners LLC 0.37% Add +5.4% 9,796,222 $260.7M
Alliancebernstein L.P. 0.08% Add +10.1% 9,424,927 $249.7M
Lincoln National Corp. 6.86% Add +180.0% 8,907,849 $237.0M
Voya Investment Management LLC 0.27% Reduce -8.3% 8,586,682 $228.5M
Elm Partners Management LLC 9.29% Add +14.1% 8,065,801 $214.4M
CENTRAL TRUST Co 4.22% Add +5.5% 8,055,215 $214.3M
Nepc LLC 4.21% Add +5.0% 7,947,486 $211.5M
Jasper Ridge Partners, L.P. 3.82% Add +9.2% 6,442,984 $171.4M
Alesco Advisors, LLC, An ESL Co 4.16% Add +2.8% 6,121,252 $162.9M
Envestnet Asset Management Inc. 0.04% Add +19.3% 5,994,839 $159.5M
UBS Group AG 0.03% Add +9.5% 5,960,319 $158.6M
Adventist Health System Sunbelt Healthcare Corp. 5.37% Reduce -0.1% 5,770,300 $153.5M
Cerity Partners OCIO LLC 9.02% Add +27.6% 5,648,682 $150.3M
Morgan Stanley 0.01% Add +19.8% 4,307,790 $114.6M
US Bancorp \de 0.13% Reduce -38.0% 3,971,942 $105.7M
Beacon Pointe Advisors, LLC 0.52% Add +4.0% 3,687,349 $98.1M
Armstrong Advisory Group, Inc. 6.08% Add +434.3% 3,408,054 $90.7M
Ameriprise Financial Inc. 0.02% Add +1.1% 3,231,274 $86.0M
State Street Corp. 0.00% Add +5.9% 2,858,748 $76.1M
Assetmark, Inc. 0.15% Add +39.1% 2,687,120 $71.5M
Bank of New York Mellon Corp 0.01% Add +34.7% 2,420,974 $64.4M
Lutz Financial Services LLC 4.19% Add +6.1% 2,341,905 $62.3M
Prime Capital Investment Advisors, LLC 0.70% Add +5.8% 2,265,508 $60.3M
Principal Securities, Inc. 0.76% Add +23.2% 1,949,070 $51.9M
LifeGuide Financial Advisors, LLC 16.52% Add +5.7% 1,941,538 $51.7M
Wells Fargo & Company 0.01% Reduce -5.9% 1,806,680 $48.1M
Integrated Wealth Concepts LLC 0.37% Add +21.8% 1,755,485 $46.7M
Diversified Enterprises, LLC 2.51% Add +4.1% 1,723,223 $45.9M
Wealth Enhancement Advisory Services, LLC 0.10% Reduce -33.7% 1,706,509 $45.2M
Advisory Alpha, LLC 1.15% Add +51.7% 1,579,745 $42.0M
Mercer Global Advisors Inc. 0.06% Reduce -16.0% 1,562,352 $41.6M
Russell Investments Group, Ltd. 0.04% No change 1,528,182 $40.7M
Financial Architects, LLC 21.36% Add +6.1% 1,521,680 $40.5M
Creative Planning 0.03% Reduce -39.5% 1,521,679 $40.5M
LPL Financial LLC 0.01% Add +7.0% 1,521,078 $40.5M
Pure Financial Advisors, LLC 0.59% Add +7.1% 1,520,694 $40.5M
BlueSky Wealth Advisors, LLC 5.20% Add +1.2% 1,517,207 $40.4M
FMR LLC 0.00% Add +39.7% 1,489,544 $39.6M
Kohmann Bosshard Financial Services, LLC 3.85% Add +9.1% 1,485,989 $39.5M
Stephens Group Asset Management, LLC 2.42% Reduce -16.8% 1,428,789 $38.0M
Wealthcare Advisory Partners LLC 0.73% Reduce -0.6% 1,414,020 $37.6M
Matrix Trust Co 6.06% Reduce -7.4% 1,370,025 $36.5M
Pictet Asset Management Holding SA 0.04% Add +1764.9% 1,267,000 $33.7M
Raymond James Financial Inc. 0.01% Add +30.0% 1,150,693 $30.6M
HighTower Advisors, LLC 0.03% Add +8.1% 1,070,864 $28.5M
Altfest L J & Co. Inc. 3.05% Add +3.1% 1,070,411 $28.5M
Joseph Group Capital Management 6.91% Add +4.1% 1,039,010 $27.6M
Prentice Wealth Management LLC 6.18% Reduce -7.8% 1,028,393 $27.4M
Cetera Investment Advisers 0.03% Reduce -12.8% 1,001,032 $26.6M
Avior Wealth Management, LLC 0.74% Add +7.5% 982,911 $26.2M
Foster & Motley Inc. 1.35% Add +8.7% 982,470 $26.1M
Goldman Sachs Group Inc. 0.00% Reduce -25.3% 954,955 $25.4M
Sumitomo Life Insurance Co. 0.58% Reduce -25.2% 934,900 $24.9M
Tortoise Investment Management, LLC 2.04% Add +3.9% 929,663 $24.7M
Seneca Financial Advisors LLC 7.22% Add +12.5% 925,889 $24.6M
Citigroup Inc. 0.01% Reduce -3.3% 877,190 $23.3M
Tidal Investments LLC 0.07% Add +39.8% 800,295 $21.2M
Arax Advisory Partners 0.59% Reduce -54.3% 787,295 $20.9M
Fund Evaluation Group, LLC 0.61% No change 748,000 $19.9M
Modera Wealth Management, LLC 0.22% Reduce -6.6% 701,267 $18.7M
Navalign, LLC 4.65% Add +5.0% 692,714 $18.4M
Tandemgrowth Financial Advisors LLC 17.01% Add +9.6% 678,604 $18.1M
West Family Investments, Inc. 5.96% Add +12.7% 609,276 $17.0M
Carnegie Investment Counsel 0.33% Add +0.6% 636,178 $16.9M
Allen Capital Group, LLC 1.52% Add +8.7% 633,703 $16.9M
Sage Financial Group Inc. 1.08% Add +0.8% 623,971 $16.6M
Asset Management Group, Inc. 2.66% Add +8.4% 618,527 $16.5M
Financial Engines Advisors L.L.C. 0.03% Add +0.4% 583,344 $15.5M
Greenline Partners, LLC 1.66% Reduce -1.2% 580,584 $15.4M
ALM First Financial Advisors, LLC 2.72% Add +19.9% 569,652 $15.2M
FDx Advisors, Inc. 4.61% Add +4.3% 542,117 $14.4M
Prairiewood Capital, LLC 4.13% Add +8.5% 537,336 $14.3M
Roble, Belko & Company, Inc 1.80% Add +35.0% 532,751 $14.2M
Grove Street Fiduciary, LLC 6.21% Reduce -0.8% 529,909 $14.1M
Altiora Financial Group, LLC 2.22% Reduce -0.0% 506,969 $13.5M
Marotta Asset Management 2.48% Add +0.2% 507,609 $13.5M
Fi3 FINANCIAL ADVISORS, LLC 3.69% Add +28.6% 480,724 $12.8M
Wealthspire Advisors, LLC 0.10% Add +2.8% 479,071 $12.7M
Renaissance Technologies 0.02% New 474,900 $12.6M
Savant Capital, LLC 0.06% Reduce -6.3% 469,982 $12.5M
Carolina Wealth Advisors, LLC 5.17% Reduce -2.8% 466,341 $12.4M
Robinswood Financial LLC 3.89% Reduce -5.7% 464,464 $12.4M
Fortis Advisors, LLC 6.19% Add +116.2% 464,199 $12.4M
Private Advisor Group, LLC 0.06% Add +109.0% 452,436 $12.0M
ZynergyRetirementPlanningLLC 7.27% Add +6.5% 451,841 $12.0M
Choreo, LLC 0.14% Add +672.0% 437,230 $11.6M
Capital Analysts, LLC 0.31% Add +7.6% 436,792 $11.6M
Wealthcare Capital Management LLC 1.14% Add +8.7% 430,154 $11.4M
Kestra Private Wealth Services, LLC 0.14% Add +6.1% 428,723 $11.4M
Osaic Holdings, Inc. 0.02% Reduce -1.8% 425,955 $11.3M
Fifth Third Bancorp 0.02% Add +112.7% 422,223 $11.2M
Vestmark Advisory Solutions, Inc. 0.12% Add +310.4% 414,871 $11.0M

"% 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 735 holders