SCHWAB U.S. TIPS ETF (SCHP) Institutional Ownership Changes & 13F Activity
SCHWAB U.S. TIPS ETF (SCHP). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Envestnet Asset Management Inc, Beacon Pointe Advisors, Llc, State Street Corp, Integrated Wealth Concepts Llc, and Pure Financial Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Marotta Asset Management | Sell | -14,632 | -2.7% | 519,739 | $13.06M | Q3 2026 | Oct 02, 2026 |
| Private Client Services, Llc | Sell | -1,908 | -1.5% | 129,481 | $3.25M | Q3 2026 | Oct 02, 2026 |
| Cx Institutional | Buy | +1,753 | — | 1,753 | $44.00 | Q3 2026 | Oct 02, 2026 |
| Burkett Financial Services, Llc | Buy | +6 | +1.6% | 382 | $9.62K | Q3 2026 | Oct 01, 2026 |
| Envestnet Asset Management Inc | Sell | -6,295,573 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -24,557 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| State Street Corp | Sell | -2,958,188 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 22, 2026 |
| Security National Bank Of So Dak | Sell | -464 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 18, 2026 |
| Anchor Investment Management, Llc | Sell | -25,929 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Talon Private Wealth, Llc | Sell | -8 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 11, 2026 |
| Integrated Wealth Concepts Llc | Sell | -1,964,331 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Sell | -10,146 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Sell | -40,003 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Brown, Lisle/Cummings, Inc. | Sell | -132 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -20,387 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 27, 2026 |
| Gill Capital Partners, Llc | Sell | -67 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Sell | -743,051 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -72,790 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Goodwin Investment Advisory | Sell | -8,340 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Archer Investment Corp | Sell | -975 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -3,653,308 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| 49 Wealth Management, Llc | Sell | -25,677 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Rakuten Investment Management, Inc. | Sell | -15,853 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Tilia Fiduciary Partners, Inc. | Sell | -8,213 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Copia Wealth Management | Sell | -367 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Pure Financial Advisors, Llc | Sell | -1,591,154 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Sell | -267,114 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Coastal Bridge Advisors, Llc | Sell | -90,808 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Comprehensive Money Management Services Llc | Sell | -90,456 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -49,549 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
Frequently asked questions about SCHP activity
Which institutional owners are buying SCHP?
Institutional owners buying SCHP include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SCHP activity?
"Buy" means an investor increased their reported position in SCHP compared to the prior reporting period. This reflects growing exposure to SCHWAB U.S. TIPS ETF (SCHP) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SCHP increasing?
Institutional interest in SCHP can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.