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Schwab U.S. TIPS ETF (SCHP) Institutional Ownership

Schwab U.S. TIPS ETF logo
$25.94 -0.02 (-0.08%)
As of 08/14/2026 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Schwab U.S. TIPS ETF (NYSEARCA:SCHP)

Number of
Institutional Buyers
(last 12 months)
481
Total
Institutional Inflows
(last 12 months)
$2.43B
Number of
Institutional Sellers
(last 12 months)
238
Total
Institutional Outflows
(last 12 months)
$1.26B
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SCHP Institutional Buying and Selling by Quarter

Schwab U.S. TIPS ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/12/2026 Compass Financial Management LLC22,966$609K0.1%N/A0.004%
8/12/2026 C M Bidwell & Associates Ltd.147,238$3.90M1.6%N/A0.023%
7/10/2026 City Holding Co.4,600$122K0.0%N/A0.001%
7/10/2026 ALM First Financial Advisors LLC487,500$12.92M2.1%-14.4%0.078%
7/10/2026 Carolina Wealth Advisors LLC472,871$12.53M4.9%+1.4%0.075%
7/10/2026 FC Advisory LLC339,902$9.01M2.4%+2.7%0.054%
7/10/2026 Wealthcare Advisory Partners LLC2,090,010$55.39M1.1%+47.8%0.334%
7/9/2026 Matrix Trust Co1,303,643$34.55M5.0%-4.8%0.208%
7/9/2026 Wealthcare Capital Partners LLC256,955$6.81M2.8%+2.8%0.041%
7/9/2026 Focus Financial Network Inc.368,427$9.76M0.3%+9.6%0.059%
7/9/2026 Wealthcare Capital Management LLC432,020$11.45M1.1%+0.4%0.069%
7/9/2026 Kastel Capital Advisors LLC289,935$7.72M4.6%+4.9%0.046%
7/9/2026 IFC & Insurance Marketing Inc.84,565$2.24M2.0%+6.7%0.013%
7/9/2026 Birchbrook Inc.3,632$96K0.0%-14.0%0.001%
7/9/2026 Aletheian Wealth Advisors LLC90,263$2.39M1.0%+1.1%0.014%
7/9/2026 Pine Haven Investment Counsel Inc47,757$1.27M0.9%+3.9%0.008%
7/9/2026 Affinity Capital Advisors LLC15,345$404K0.0%N/A0.002%
7/8/2026 First Heartland Consultants Inc.178,440$4.73M0.3%+536.6%0.028%
7/8/2026 Kwmg LLC15,413$408K0.0%N/A0.002%
7/8/2026 LifeGoal Investments LLC13,926$369K0.2%-23.0%0.002%
7/7/2026 Dynamic Advisor Solutions LLC74,508$1.97M0.1%-4.0%0.012%
7/7/2026 Avior Wealth Management LLC1,013,405$26.86M0.7%+3.1%0.162%
7/7/2026 Canandaigua National Bank & Trust Co.12,284$326K0.0%N/A0.002%
7/7/2026 CoreCap Advisors LLC12,465$330K0.0%-22.1%0.002%
7/7/2026 Anderson Hoagland & Co.152,263$4.04M0.3%-18.2%0.024%
7/6/2026 Bulwark Capital Corp334,258$8.86M5.0%+13.7%0.054%
7/6/2026 Private Client Services LLC131,389$3.48M0.9%-3.3%0.021%
6/22/2026 Vilga Financial Planning LLC225,316$6.00M5.4%+190.7%0.039%
6/3/2026 NewEdge Advisors LLC77,359$2.06M0.0%+5.7%0.013%
5/28/2026 Blue Fin Capital Inc.57,050$1.52M0.2%-6.4%0.010%
5/28/2026 Maripau Wealth Management LLC76,674$2.04M0.9%+1.6%0.013%
5/27/2026 Allen Capital Group LLC633,703$16.86M1.5%+8.7%0.110%
5/21/2026 Essential Partners LLC30,977$824K0.3%+1.8%0.005%
5/20/2026 Arete Wealth Advisors LLC28,289$753K0.0%-5.1%0.005%
5/19/2026Western Wealth Management LLC144,457$3.84M0.1%+1,623.6%0.025%
5/19/2026 NewEdge Advisors LLC75,359$2.01M0.0%+2.9%0.013%
5/19/2026Bank of America Corp DE11,331,818$301.54M0.0%-23.4%1.972%
5/19/2026 Edgestream Partners L.P.9,999$266K0.0%-77.1%0.002%
5/19/2026 Cassady Wealth & Retirement Planning LLC18,461$496K0.2%+2.2%0.003%
5/19/2026Centaurus Financial Inc.5,875$156K0.0%N/A0.001%
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5/19/2026Strategic Investment Advisors MI7,926$211K0.0%N/A0.001%
5/19/2026 Arkadios Wealth Advisors287,970$7.66M0.1%+2,654.9%0.050%
5/19/2026 Arete Wealth Advisors LLC28,289$753K0.1%-5.1%0.005%
5/18/2026 EverSource Wealth Advisors LLC44,493$1.18M0.0%-4.5%0.008%
5/18/2026Royal Bank of Canada207,312$5.52M0.0%+13.7%0.036%
5/16/2026 Quantinno Capital Management LP10,626$283K0.0%+27.4%0.002%
5/15/2026Northeast Financial Group Inc.379,803$10.11M2.5%+186.1%0.066%
5/15/2026 Gateway Wealth Partners LLC23,663$630K0.0%+202.0%0.004%
5/15/2026Waverly Advisors LLC193,135$5.14M0.0%-1.0%0.034%
5/15/2026Asset Management Group Inc.618,527$16.46M2.7%+8.4%0.108%
5/15/2026 Adventist Health System Sunbelt Healthcare Corp5,770,300$153.55M5.4%-0.1%1.004%
5/14/2026 Renaissance Technologies LLC474,900$12.64M0.0%N/A0.083%
5/14/2026 Compound Planning Inc.33,339$887K0.0%-6.3%0.006%
5/14/2026Sei Investments Co.12,955,292$344.74M0.3%+5.3%2.255%
5/13/2026 Cetera Investment Advisers1,001,032$26.64M0.0%-12.8%0.174%
5/13/2026 Wealthspire Retirement LLC119,247$3.17M0.2%+11.2%0.021%
5/13/2026 WealthCollab LLC151,745$4.04M1.7%+8.9%0.026%
5/13/2026 Alesco Advisors LLC An ESL Co6,121,252$162.89M4.2%+2.8%1.065%
5/12/2026 Fortis Capital Management LLC28,218$751K0.1%-8.3%0.005%
5/8/2026 PNC Financial Services Group Inc.167,418$4.46M0.0%-10.8%0.029%
5/8/2026 Summit Global Investments322,298$8.58M0.5%+1,886.9%0.056%
5/8/2026 JMG Financial Group Ltd.91,020$2.42M0.1%-0.7%0.016%
5/7/2026 Van Strum & Towne Inc.236,262$6.29M1.8%+1.7%0.041%
5/7/2026 Human Investing LLC1,961$52K0.0%N/A0.000%
5/7/2026 Parallel Advisors LLC4,729$126K0.0%-12.9%0.001%
5/7/2026 AlphaCentric Advisors LLC4,948$132K0.1%+13.1%0.001%
5/6/2026 Aviance Capital Partners LLC176,930$4.71M0.6%+5.4%0.031%
5/6/2026 Kesler Norman & Wride LLC11,141$296K0.1%+27.3%0.002%
5/6/2026 Frontier Asset Management LLC389,009$10.35M2.2%+3.1%0.068%
5/6/2026 Cornerstone Planning Group LLC7,415$199K0.0%+236.7%0.001%
5/6/2026 Modera Wealth Management LLC701,267$18.66M0.2%-6.6%0.122%
5/6/2026 Assetmark Inc.2,687,120$71.50M0.1%+39.1%0.468%
5/6/2026 Bauman Advisory Group LLC53,728$1.43M1.0%N/A0.009%
5/6/2026 Oder Investment Management LLC17,920$477K0.4%-4.4%0.003%
5/5/2026 BCGM Wealth Management LLC118,297$3.15M0.8%+9.1%0.021%
5/5/2026 Golden Bell Financial Planning LLC401,701$10.69M8.5%+5.9%0.070%
5/5/2026 Westover Capital Advisors LLC403,651$10.74M2.0%+3.1%0.070%
5/5/2026 Wealthfront Advisers LLC34,244,939$911.26M2.0%-0.8%5.961%
5/5/2026 D.A. Davidson & CO.156,144$4.16M0.0%N/A0.027%
5/5/2026 Bank of New York Mellon Corp2,420,974$64.42M0.0%+34.7%0.421%
5/5/2026 Sherman Asset Management Inc.60,821$1.62M1.5%+11.3%0.011%
5/5/2026 Theory Financial LLC199,063$5.30M1.9%-12.6%0.035%
5/5/2026 Ethos Financial Group LLC72,056$1.92M0.1%-3.6%0.013%
5/5/2026 LFA Lugano Financial Advisors SA2,882$76K0.0%-46.6%0.001%
5/5/2026 SouthState Bank Corp28,943$770K0.0%N/A0.005%
5/5/2026 Sanctuary Advisors LLC175,353$4.67M0.0%+17.1%0.031%
5/5/2026 Sigma Planning Corp15,111$402K0.0%-9.4%0.003%
5/5/2026 Nwam LLC45,278$1.21M0.1%+5.0%0.008%
5/4/2026 Riverpoint Wealth Management Holdings LLC270,587$7.20M1.5%+12.1%0.047%
5/4/2026 Summit Wealth Group LLC165,226$4.40M1.0%+2.7%0.029%
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5/4/2026 AMG National Trust Bank210,016$5.59M0.1%+15.3%0.037%
5/4/2026 Lutz Financial Services LLC2,341,905$62.32M4.2%+6.1%0.408%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management21,538$573K0.0%-5.2%0.004%
5/4/2026 Archer Investment Corp971$26K0.0%+212.2%0.000%
5/4/2026 WJ Financial Advisors LLC13,015$346K0.3%+3.9%0.002%
5/4/2026 Citizens National Bank Trust Department33,088$880K0.1%-13.3%0.006%
5/4/2026 Lincoln National Corp8,907,849$237.04M6.9%+180.0%1.551%
5/4/2026 Procyon Advisors LLC269,525$7.17M0.1%-15.1%0.047%
5/2/2026Anchor Investment Management LLC27,088$721K0.1%-8.8%0.005%
5/2/2026 Keener Financial Planning LLC19,980$531K0.2%N/A0.003%


SCHP Institutional Ownership - Frequently Asked Questions

During the previous two years, 796 institutional investors and hedge funds held shares of Schwab U.S. TIPS ETF. The most heavily invested institutionals were Empower Advisory Group LLC ($1.14B), Wealthfront Advisers LLC ($911.26M), Municipal Employees Retirement System of Michigan ($403.93M), Quadratic Capital Management LLC ($384.08M), Sei Investments Co. ($344.74M), Bank of America Corp DE ($301.54M), and Voya Investment Management LLC ($270.61M).Learn more on Schwab U.S. TIPS ETF's institutional investors.

Of the 769 institutional investors that purchased Schwab U.S. TIPS ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Empower Advisory Group LLC ($25.80M), JPMorgan Chase & Co. ($18.24M), Municipal Employees Retirement System of Michigan ($16.40M), US Bancorp DE ($15.47M), Wealthfront Advisers LLC ($13.45M), Lincoln National Corp ($10.17M), and Quadratic Capital Management LLC ($9.71M).

Institutional investors have bought a total of 91,074,866 shares in the last 24 months. This purchase volume represents approximately $2.43B in transactions.

Of the 238 institutional investors that sold Schwab U.S. TIPS ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($12.68M), US Bancorp DE ($9.86M), Lincoln National Corp ($5.14M), Envestnet Portfolio Solutions Inc. ($3.89M), Bank of America Corp DE ($3.47M), Wealthfront Advisers LLC ($1.44M), and Jasper Ridge Partners L.P. ($1.39M).

Institutional investors have sold a total of 47,674,146 shares in the last 24 months. This volume of shares sold represents approximately $1.26B in transactions.



Institutional ownership data for NYSEARCA:SCHP is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/12/2026. New 13F filings are added each quarter as they're published.
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