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

Schwab U.S. TIPS ETF logo
$26.63 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
525
Total
Institutional Inflows
(last 12 months)
$2.84B
Number of
Institutional Sellers
(last 12 months)
290
Total
Institutional Outflows
(last 12 months)
$1.74B
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SCHP Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/19/2026 Western 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%
5/19/2026 Bank 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%
5/19/2026 Centaurus Financial Inc.5,875$156K0.0%N/A0.001%
5/19/2026 Strategic 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%
5/18/2026 Royal 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%
5/15/2026 Northeast 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%
5/15/2026 Waverly Advisors LLC193,135$5.14M0.0%-1.0%0.034%
5/15/2026 Asset 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%
5/14/2026 Sei 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%
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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%
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%
5/2/2026 Anchor Investment Management LLC27,088$721K0.1%-8.8%0.005%
5/2/2026 Keener Financial Planning LLC19,980$531K0.2%N/A0.003%
5/2/2026 Diversify Wealth Management LLC26,300$706K0.0%+8.2%0.005%
5/2/2026 Valmark Advisers Inc.230,333$6.13M0.1%+3.3%0.040%
5/2/2026 Carnegie Investment Counsel636,178$16.93M0.3%+0.6%0.111%
5/1/2026 Citizens Financial Group Inc. RI262,691$6.99M0.1%-3.0%0.046%
5/1/2026 Fifth Third Bancorp422,223$11.24M0.0%+112.7%0.073%
5/1/2026 EQ Wealth Advisors LLC341,629$9.09M5.3%-19.7%0.059%
5/1/2026 Summit Financial Strategies Inc.119,355$3.18M0.3%+3.7%0.020%
5/1/2026 Simplicity Wealth LLC29,313$780K0.0%N/A0.005%
5/1/2026 Sequoia Financial Advisors LLC9,303$248K0.0%+19.4%0.002%
5/1/2026 Paladin Advisory Group LLC3,825$102K0.1%-18.6%0.001%
5/1/2026 Manning & Napier Advisors LLC91,364$2.43M0.0%+1,966.6%0.016%
5/1/2026 DMC Group LLC24,546$653K0.4%-3.2%0.004%
4/30/2026 Hsbc Holdings PLC19,257$512K0.0%N/A0.003%
4/30/2026 First Horizon Corp3,766$100K0.0%+5,974.2%0.001%
4/30/2026 Kestra Advisory Services LLC118,384$3.15M0.0%+34.3%0.020%
4/30/2026 WPG Advisers LLC5,543$147K0.1%-7.7%0.001%
4/29/2026 Flatrock Wealth Partners LLC82,247$2.19M1.0%N/A0.014%
4/29/2026 Navalign LLC692,714$18.43M4.6%+5.0%0.118%
4/29/2026 Sagace Wealth Management LLC184,834$4.92M3.3%+1.5%0.032%
4/29/2026 K2 Financial Inc.117,417$3.15M2.1%+5.3%0.020%
4/29/2026 Resonant Capital Advisors LLC104,527$2.78M0.1%-4.8%0.018%
4/29/2026 Downshift Financial LLC15,174$408K0.2%-42.6%0.003%
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4/29/2026 Integrated Advisors Network LLC20,579$548K0.0%-72.4%0.004%
4/29/2026 Fischer Financial Services Inc.61,410$1.63M0.5%+1.0%0.011%
4/28/2026 Bogart Wealth LLC3,935$105K0.0%-32.8%0.001%
4/28/2026 DGS Capital Management LLC22,575$601K0.1%N/A0.004%
4/28/2026 Ascentis Independent Advisors20,051$534K0.0%N/A0.003%
4/28/2026 Peak Financial Management Inc.351,526$9.35M2.4%+5.9%0.060%
4/28/2026 Retirement Financial Solutions LLC225,230$5.99M1.7%N/A0.039%
4/28/2026 NBT Bank N A NY13,556$361K0.0%+14.1%0.002%
4/28/2026 Revisor Wealth Management LLC101,024$2.69M0.7%-16.1%0.017%
4/28/2026 Koshinski Asset Management Inc.10,508$280K0.0%-26.8%0.002%


SCHP Institutional Ownership - Frequently Asked Questions

During the previous two years, 818 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 779 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), Lincoln National Corp ($14.23M), Wealthfront Advisers LLC ($13.45M), and Quadratic Capital Management LLC ($9.71M).

Institutional investors have bought a total of 106,385,972 shares in the last 24 months. This purchase volume represents approximately $2.84B in transactions.

Of the 290 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. ($16.59M), US Bancorp DE ($9.86M), Quadratic Capital Management LLC ($5.28M), Lincoln National Corp ($5.14M), Envestnet Portfolio Solutions Inc. ($3.90M), Elm Partners Management LLC ($3.52M), and Bank of America Corp DE ($3.47M).

Institutional investors have sold a total of 65,376,820 shares in the last 24 months. This volume of shares sold represents approximately $1.74B in transactions.


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This page (NYSEARCA:SCHP) was last updated on 5/26/2026 by MarketBeat.com Staff.
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