SCHP Institutional Ownership & Shareholders
SCHWAB U.S. TIPS ETF (SCHP) is currently held by 772 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $10.36B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Empower Advisory Group, Llc is currently the largest disclosed institutional shareholder of SCHP tracked by InsiderSet, reporting ownership valued at approximately $1.50B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.46B, representing an estimated loss of -2.87% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 50% of the total disclosed SCHP value among the investors covered in this analysis. Major shareholders include Empower Advisory Group, Llc, Wealthfront Advisers Llc, Jpmorgan Chase & Co, and several other long-term asset managers with concentrated positions in SCHWAB U.S. TIPS ETF (SCHP).
This page ranks the largest institutional SCHP shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
772
Total Reported Value
$10.36B
Largest Holder
Empower Advisory Group, Llc
Largest Position
$1.50B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
26
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Empower Advisory Group, Llc | 3.58% | 56,682,533 | $1,502,087,121 | $1,459,008,399 | -$43,078,722 | -2.87% | |
| Wealthfront Advisers Llc | 1.80% | 35,292,799 | $935,259,182 | $908,436,646 | -$26,822,536 | -2.87% | |
| Jpmorgan Chase & Co | 0.04% | 27,874,223 | $741,454,376 | $717,482,500 | -$23,971,876 | -3.23% | |
| Sei Investments Co | 0.32% | 13,667,827 | $362,205,370 | $351,809,867 | -$10,395,503 | -2.87% | |
| Elm Partners Management Llc | 10.86% | 11,857,467 | $315,527,203 | $305,211,201 | -$10,316,002 | -3.27% | |
| Mai Capital Management | 1.16% | 11,540,399 | $305,820,580 | $297,049,870 | -$8,770,710 | -2.87% | |
| Cerity Partners Llc | 0.34% | 10,579,829 | $280,365,453 | $272,324,798 | -$8,040,655 | -2.87% | |
| Lincoln National Corp | 6.40% | 9,439,565 | $250,148,473 | $242,974,403 | -$7,174,070 | -2.87% | |
| Alliancebernstein L.P. | 0.08% | 9,287,638 | $247,144,047 | $239,063,802 | -$8,080,245 | -3.27% | |
| Voya Investment Management Llc | 0.20% | 8,798,660 | $233,164,490 | $226,477,508 | -$6,686,982 | -2.87% | |
| Nepc Llc | 4.12% | 8,321,737 | $220,526,031 | $214,201,510 | -$6,324,521 | -2.87% | |
| Central Trust Co | 3.91% | 8,151,700 | $216,020,047 | $209,824,758 | -$6,195,289 | -2.87% | |
| Quadratic Capital Management Llc | 94.84% | 6,960,934 | $174,928,271 | $179,174,441 | +$4,246,170 | +2.43% | |
| Alesco Advisors, Llc, An Esl Co | 3.93% | 6,468,720 | $171,421,067 | $166,504,853 | -$4,916,214 | -2.87% | |
| Envestnet Asset Management Inc | 0.04% | 6,295,573 | $166,832,695 | $162,048,049 | -$4,784,646 | -2.87% | |
| Cerity Partners Ocio Llc | 7.54% | 5,620,759 | $148,950,115 | $144,678,337 | -$4,271,778 | -2.87% | |
| Ubs Group Ag | 0.02% | 5,313,609 | $140,810,639 | $136,772,296 | -$4,038,343 | -2.87% | |
| Morgan Stanley | 0.01% | 5,068,741 | $134,321,664 | $130,469,393 | -$3,852,271 | -2.87% | |
| Us Bancorp \De\ | 0.11% | 3,711,923 | $98,365,979 | $95,544,898 | -$2,821,081 | -2.87% | |
| Beacon Pointe Advisors, Llc | 0.45% | 3,653,308 | $96,812,653 | $94,036,148 | -$2,776,505 | -2.87% | |
| Bank Of America Corp | 0.01% | 3,601,077 | $95,428,523 | $92,691,722 | -$2,736,801 | -2.87% | |
| Armstrong Advisory Group, Inc | 5.49% | 3,629,675 | $91,213,737 | $93,427,835 | +$2,214,098 | +2.43% | |
| Ameriprise Financial Inc | 0.02% | 3,427,650 | $90,699,678 | $88,227,711 | -$2,471,967 | -2.73% | |
| State Street Corp | 0.00% | 2,958,188 | $78,391,982 | $76,143,759 | -$2,248,223 | -2.87% | |
| Adventist Health System Sunbelt Healthcare Corp | 1.68% | 2,826,200 | $71,022,406 | $72,746,388 | +$1,723,982 | +2.43% | |
| Lutz Financial Services Llc | 3.95% | 2,445,014 | $64,792,874 | $62,934,660 | -$1,858,214 | -2.87% | |
| Bank Of New York Mellon Corp | 0.01% | 2,429,311 | $64,376,739 | $62,530,465 | -$1,846,274 | -2.87% | |
| Prime Capital Investment Advisors, Llc | 0.58% | 2,354,235 | $59,161,935 | $60,598,009 | +$1,436,074 | +2.43% | |
| Lifeguide Financial Advisors, Llc | 15.93% | 2,256,303 | $56,700,900 | $58,077,239 | +$1,376,339 | +2.43% | |
| Assetmark, Inc | 0.09% | 2,190,689 | $55,052,012 | $56,388,335 | +$1,336,323 | +2.43% | |
| Wealth Enhancement Advisory Services, Llc | 0.08% | 2,168,475 | $54,296,726 | $55,816,547 | +$1,519,821 | +2.80% | |
| Principal Securities, Inc. | 0.63% | 1,978,213 | $52,422,647 | $50,919,203 | -$1,503,444 | -2.87% | |
| Integrated Wealth Concepts Llc | 0.34% | 1,964,331 | $52,055,158 | $50,561,880 | -$1,493,278 | -2.87% | |
| Wells Fargo & Company/Mn | 0.01% | 1,851,168 | $49,055,969 | $47,649,064 | -$1,406,905 | -2.87% | |
| Diversified Enterprises, Llc | 2.18% | 1,874,595 | $47,108,579 | $48,252,075 | +$1,143,496 | +2.43% | |
| Fmr Llc | 0.00% | 1,713,651 | $45,411,766 | $44,109,377 | -$1,302,389 | -2.87% | |
| Kohmann Bosshard Financial Services, Llc | 3.74% | 1,664,512 | $44,109,564 | $42,844,539 | -$1,265,025 | -2.87% | |
| Sumitomo Life Insurance Co | 0.72% | 1,663,100 | $44,072,150 | $42,808,194 | -$1,263,956 | -2.87% | |
| Lpl Financial Llc | 0.01% | 1,658,178 | $43,941,705 | $42,681,502 | -$1,260,203 | -2.87% | |
| Wealthcare Advisory Partners Llc | 0.74% | 1,743,705 | $43,819,297 | $44,882,967 | +$1,063,670 | +2.43% | |
| Pure Financial Advisors, Llc | 0.54% | 1,591,154 | $42,165,570 | $40,956,304 | -$1,209,266 | -2.87% | |
| Advisory Alpha, Llc | 1.03% | 1,580,881 | $41,893,758 | $40,691,877 | -$1,201,881 | -2.87% | |
| Stephens Group Asset Management, Llc | 2.37% | 1,649,265 | $41,446,029 | $42,452,081 | +$1,006,052 | +2.43% | |
| Russell Investments Group, Ltd. | 0.04% | 1,528,182 | $40,496,823 | $39,335,405 | -$1,161,418 | -2.87% | |
| Bluesky Wealth Advisors, Llc | 4.66% | 1,602,006 | $40,258,400 | $41,235,634 | +$977,234 | +2.43% | |
| Baldwin Wealth Partners Llc/Ma | 2.61% | 1,577,761 | $39,649,134 | $40,611,568 | +$962,434 | +2.43% | |
| Financial Architects, Llc | 20.03% | 1,559,215 | $39,183,073 | $40,134,194 | +$951,121 | +2.43% | |
| Pictet Asset Management Holding Sa | 0.04% | 1,452,500 | $38,491,250 | $37,387,350 | -$1,103,900 | -2.87% | |
| Stockman Wealth Management, Inc. | 3.83% | 1,463,034 | $36,766,045 | $37,658,495 | +$892,450 | +2.43% | |
| Raymond James Financial Inc | 0.01% | 1,270,321 | $33,663,505 | $32,698,063 | -$965,442 | -2.87% |
Frequently asked questions about SCHP
Who are the largest institutional holders of SCHP?
The largest institutional holders of SCHP reported in the latest SEC Form 13F filings include Empower Advisory Group, Llc, Wealthfront Advisers Llc, Jpmorgan Chase & Co, Sei Investments Co, and Elm Partners Management Llc. InsiderSet ranks institutional holders by their latest reported SCHP position.
What is SCHP institutional ownership?
This page tracks SCHP positions reported by institutional investment managers through SEC Form 13F. SCHWAB U.S. TIPS ETF (SCHP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SCHP?
InsiderSet currently tracks 772 institutional managers reporting SCHP holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SCHP shareholders.
How much SCHP stock do institutions own?
Institutional investment managers disclosed approximately $10.36B in SCHP holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SCHP institutional ownership last updated?
The latest SCHP institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SCHP holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SCHP position after the reporting date.
Are institutions buying or selling SCHP?
Institutional buying and selling can be analyzed by comparing SCHP positions across consecutive 13F reporting periods. InsiderSet's SCHP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SCHP ownership changes.
How has SCHP institutional ownership changed over time?
InsiderSet tracks SCHP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.