SCHP · Schwab U.S. TIPS ETF ETF
$25.84
-0.01 (-0.04%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 6
Total Value: $8,975,708
Total Shares: 338,706
Institutional Ownership Trend
21 quarters
Holder Concentration
Across 6 13F filers · Δ vs Mar 31, 2026Top Holder
78.6%
−20.4 pts
Top 5
100.0%
−0.0 pts
Top 10
100.0%
0.0 pts
HHI
6,357
Highly concentrated−3,438
Quarterly Activity
vs Mar 31, 2026
New
4
Increased
2
Decreased
0
Sold Out
0
Unchanged
0
Holder count:
+4
Institutional value:
+92.6%
Shares held:
+93.4%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small Range Advisory, LLC | +92,765 | 266,088 | |
| Small Principia Wealth Advisory, LLC | +134 | 1,950 |
Top Sellers
vs Mar 31, 2026No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 40,003 | $1,060,079 | |
| Large Corient Private Wealth LLC | 20,387 | $540,255 | |
| Mid Parkside Financial Bank & Trust | 10,146 | $268,869 | |
| Small BROWN, LISLE/CUMMINGS, INC. | 132 | $3,498 |
Top Sold-Out Positions
vs Mar 31, 2026No fully closed positions this quarter.
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small Range Advisory, LLC SCHP | $7,051,332 | 78.56% | 266,088 | Shares | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC SCHP | $1,060,079 | 11.81% | 40,003 | Shares | 2026-09-02 | |
| Large Corient Private Wealth LLC SCHP | $540,255 | 6.02% | 20,387 | Shares | 2026-08-27 | |
| Mid Parkside Financial Bank & Trust Bank SCHP | $268,869 | 3.00% | 10,146 | Shares | 2026-09-04 | |
| Small Principia Wealth Advisory, LLC SCHP | $51,675 | 0.58% | 1,950 | Shares | 2026-08-26 | |
| Small BROWN, LISLE/CUMMINGS, INC. SCHP | $3,498 | 0.04% | 132 | Shares | 2026-09-02 |