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Security record

SCHP

Schwab US TIPS ETF · Financial Services · Asset Management

25.19 0.0% mkt cap $15.81B quote delayed (FMP) · as of Oct 12 20:09 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
72Tracked holders
+7Δ holders
219.63MShares held
$5.82BReported value
+9New positions
−3Exits
Strongly Rising Conviction score 63/100 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +10.8% · share flow +6.6% · net new positions +8.3% — formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 72 +7 219.63M $5.82B +9 −3
Q1 2026 67 +4 207.15M $5.51B +7 −3
Q4 2025 63 -1 193.10M $5.12B +1 −2
Q3 2025 8 +1 36.29M $978.02M +1 —
Q2 2025 4 -1 2.97M $79.20M — −1
Q1 2025 4 +1 3.02M $81.13M +1 —
Q4 2024 3 +1 2.60M $67.15M +1 —
Q3 2024 1 0 65.80K $3.53M — —
Q2 2024 1 — 18.14K $943,461 — —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Empower Advisory Group, LLC 56.68M +6.7% $1.50B 3.6% ▲ Add 3 SEC ↗
2 Wealthfront Advisers LLC 35.29M +3.1% $935.26M 1.8% ▲ Add 3 SEC ↗
3 JPMorgan Chase ✦ 27.87M +116.3% $741.45M 0.0% ▲ Add 4 SEC ↗ ×9
4 Sei Investments Co 13.67M +5.5% $362.21M 0.3% ▲ Add 3 SEC ↗
5 Cerity Partners LLC 10.58M +8.0% $280.37M 0.3% ▲ Add 3 SEC ↗ ×2
6 Alliancebernstein L.P. 9.29M -1.5% $247.14M 0.1% ▼ Trim 3 SEC ↗
7 Voya Investment Management Llc 8.80M +2.5% $233.16M 0.2% ▲ Add 3 SEC ↗
8 Envestnet Asset Management Inc 6.30M +5.0% $166.83M 0.0% ▲ Add 3 SEC ↗
9 UBS Group AG 5.31M -10.8% $140.81M 0.0% ▼ Trim 3 SEC ↗ ×3
10 Morgan Stanley ✦ 5.07M +17.7% $134.32M 0.0% ▲ Add 4 SEC ↗ ×4
11 Us Bancorp \De\ 3.71M -6.5% $98.37M 0.1% ▼ Trim 3 SEC ↗ ×3
12 Bank Of America Corp /De/ 3.60M -68.2% $95.43M 0.0% ▼ Trim 3 SEC ↗ ×4
13 Ameriprise Financial Inc 3.43M +6.1% $90.70M 0.0% ▲ Add 3 SEC ↗ ×4
14 State Street Global Advisors ✦ (passive) 2.96M +3.5% $78.39M 0.0% ▲ Add 7 SEC ↗
15 Bank of New York Mellon Corp 2.43M +0.3% $64.38M 0.0% ▲ Add 3 SEC ↗ ×5
16 Assetmark, Inc 2.07M -22.9% $54.93M 0.1% ▼ Trim 3 SEC ↗
17 Wealth Enhancement Advisory… 1.92M +12.5% $49.97M 0.1% ▲ Add 3 SEC ↗
18 Wells Fargo & Company/Mn 1.85M +2.5% $49.06M 0.0% ▲ Add 3 SEC ↗ ×4
19 Fidelity (FMR) ✦ 1.71M +15.1% $45.41M 0.0% ▲ Add 5 SEC ↗ ×2
20 LPL Financial LLC 1.66M +9.0% $43.94M 0.0% ▲ Add 3 SEC ↗
21 Russell Investments Group, Ltd. 1.53M 0.0% $40.50M 0.0% Held 3 SEC ↗
22 Pictet Asset Management Holding SA 1.45M +14.6% $38.49M 0.0% ▲ Add 3 SEC ↗
23 Creative Planning 1.30M -14.6% $34.46M 0.0% ▼ Trim 3 SEC ↗ ×2
24 Raymond James Financial Inc 1.27M +10.4% $33.66M 0.0% ▲ Add 3 SEC ↗ ×3
25 Cetera Investment Advisers 1.00M -0.1% $26.50M 0.0% ▼ Trim 3 SEC ↗
26 Citigroup Inc 899.34K +2.5% $23.83M 0.0% ▲ Add 3 SEC ↗ ×2
27 Mercer Global Advisors Inc /Adv 743.05K -52.4% $19.69M 0.0% ▼ Trim 3 SEC ↗
28 Tidal Investments LLC 663.63K -17.1% $17.45M 0.0% ▼ Trim 3 SEC ↗
29 Goldman Sachs Group ✦ 646.08K -32.3% $17.12M 0.0% ▼ Trim 4 SEC ↗ ×2
30 Fifth Third Bancorp 599.59K +42.0% $15.89M 0.0% ▲ Add 3 SEC ↗
31 Financial Engines Advisors L.L.C. 594.61K +1.9% $15.76M 0.0% ▲ Add 3 SEC ↗
32 Renaissance Technologies ✦ 530.60K +11.7% $14.06M 0.0% ▲ Add 2 SEC ↗
33 Osaic Holdings, Inc. 528.94K +24.2% $14.02M 0.0% ▲ Add 3 SEC ↗ ×4
34 State Farm Mutual Automobile… 433.06K +46.7% $11.48M 0.0% ▲ Add 3 SEC ↗
35 Northwestern Mutual Wealth… 423.07K +78.5% $11.21M 0.0% ▲ Add 3 SEC ↗
36 Mml Investors Services, Llc 376.80K +19.5% $9.99M 0.0% ▲ Add 3 SEC ↗
37 Truist Financial Corp 354.76K +3.1% $9.40M 0.0% ▲ Add 3 SEC ↗ ×2
38 Royal Bank Of Canada 214.97K +3.7% $5.70M 0.0% ▲ Add 3 SEC ↗ ×5
39 Stifel Financial Corp 170.30K +10.9% $4.51M 0.0% ▲ Add 3 SEC ↗ ×2
40 Pnc Financial Services Group, Inc. 155.69K -7.0% $4.13M 0.0% ▼ Trim 3 SEC ↗ ×4
41 Grantham, Mayo, Van Otterloo & Co.… 153.74K New $4.07M 0.0% New 1 SEC ↗
42 AQR Capital Management ✦ 152.53K -6.4% $4.04M 0.0% ▼ Trim 7 SEC ↗
43 Focus Partners Wealth 119.12K -53.7% $3.16M 0.0% ▼ Trim 3 SEC ↗
44 UBS AM, a distinct business unit of… 117.24K -30.3% $3.11M 0.0% ▼ Trim 3 SEC ↗
45 Mariner, LLC 115.54K -32.1% $3.06M 0.0% ▼ Trim 3 SEC ↗ ×2
46 Jones Financial Companies Lllp 104.48K +53.8% $2.78M 0.0% ▲ Add 3 SEC ↗
47 Northern Trust Corp 92.69K +107.9% $2.46M 0.0% ▲ Add 3 SEC ↗ ×2
48 National Bank Of Canada /Fi/ 85.19K +0.6% $2.26M 0.0% ▲ Add 3 SEC ↗ ×2
49 Nomura Asset Management… 82.43K New $2.18M 0.0% New 1 SEC ↗
50 Commonwealth Equity Services, Llc 64.98K -3.5% $1.72M 0.0% ▼ Trim 3 SEC ↗
51 CIBC Bancorp USA Inc. 63.99K New $1.70M 0.0% New 1 SEC ↗ ×2
52 Toronto Dominion Bank 63.03K New $1.67M 0.0% New 1 SEC ↗
53 Susquehanna International Group, Llp 48.85K -38.0% $1.29M 0.0% ▼ Trim 2 SEC ↗
54 Citadel Advisors ✦ 40.00K -50.9% $1.06M 0.0% ▼ Trim 2 SEC ↗
55 Nuveen, LLC 33.16K New $878,873 0.0% New 1 SEC ↗
56 Captrust Financial Advisors 30.09K -33.6% $797,308 0.0% ▼ Trim 3 SEC ↗
57 Lido Advisors, LLC 22.94K New $607,843 0.0% New 1 SEC ↗
58 Quantinno Capital Management LP 22.41K +110.9% $593,915 0.0% ▲ Add 3 SEC ↗
59 Rockefeller Capital Management L.P. 21.69K 0.0% $574,805 0.0% ▼ Trim 3 SEC ↗ ×2
60 Corient Private Wealth LP 20.46K +34.1% $542,129 0.0% ▲ Add 3 SEC ↗
61 Hsbc Holdings Plc 19.26K 0.0% $510,311 0.0% Held 2 SEC ↗
62 Rakuten Investment Management, Inc. 15.85K -36.5% $421,689 0.0% ▼ Trim 3 SEC ↗
63 Brown Advisory Inc 12.20K -5.3% $323,259 0.0% ▼ Trim 3 SEC ↗
64 Fisher Asset Management ✦ 10.22K New $270,898 0.0% New 1 SEC ↗
65 Bank Of Montreal /Can/ 9.27K -10.3% $245,516 0.0% ▼ Trim 3 SEC ↗ ×3
66 Hrt Financial Lp 8.93K -86.5% $236,000 0.0% ▼ Trim 2 SEC ↗
67 Blair William & Co/Il 4.26K -7.5% $112,836 0.0% ▼ Trim 3 SEC ↗
68 Franklin Resources Inc 1.05K -55.2% $27,773 0.0% ▼ Trim 3 SEC ↗ ×2
69 Simplex Trading, Llc 925 +47.1% $24,512 0.0% ▲ Add 2 SEC ↗
70 TD Waterhouse Canada Inc. 380 New $9,967 0.0% New 1 SEC ↗
71 BlackRock ✦ (passive) 352 New $9,328 0.0% New 1 SEC ↗
72 Bnp Paribas Financial Markets 138 0.0% $3,657 0.0% Held 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Grantham, Mayo, Van Otterloo… $4.07M 0.0%
Nomura Asset Management… $2.18M 0.0%
CIBC Bancorp USA Inc. $1.70M 0.0%
Toronto Dominion Bank $1.67M 0.0%
Nuveen, LLC $878,873 0.0%
Lido Advisors, LLC $607,843 0.0%
Fisher Asset Management $270,898 0.0%
TD Waterhouse Canada Inc. $9,967 0.0%
BlackRock $9,328 0.0%

Exited

HighTower Advisors, LLC $28.50M was 0.0%
Jane Street Group, Llc $989,892 was 0.0%
Qube Research & Technologies… $88,531 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 722 holders, 384.68M shares, $9.66B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API