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Security record · archived quarter

SCHP

Schwab US TIPS ETF · Financial Services · Asset Management

25.63 0.0% mkt cap $16.39B quote delayed (FMP) · as of Oct 23 22:08 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
67Tracked holders
+4Δ holders
207.15MShares held
$5.51BReported value
+7New positions
−3Exits
Rising Conviction score 58/100 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +6.3% · share flow +7.3% · net new positions +6.0% · formula
Broad accumulation: rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 2 0 2.17M $54.31M n/a −1
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 n/a
Q2 2025 4 -1 2.97M $79.20M n/a −1
Q1 2025 4 +1 3.02M $81.13M +1 n/a
Q4 2024 3 +1 2.60M $67.15M +1 n/a
Q3 2024 1 0 65.80K $3.53M n/a n/a
Q2 2024 1 n/a 18.14K $943,461 n/a n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Empower Advisory Group, LLC 53.13M +7.0% $1.41B 3.7% ▲ Add 2 SEC ↗
2 Wealthfront Advisers LLC 34.24M -0.8% $911.26M 2.0% ▼ Trim 2 SEC ↗
3 Sei Investments Co 12.96M +5.2% $344.74M 0.3% ▲ Add 2 SEC ↗
4 JPMorgan Chase ✦ 12.88M +760.3% $342.46M 0.0% ▲ Add 3 SEC ↗ ×8
5 Bank Of America Corp /De/ 11.33M -23.4% $301.54M 0.0% ▼ Trim 2 SEC ↗ ×4
6 Cerity Partners LLC 9.80M +5.4% $260.68M 0.4% ▲ Add 2 SEC ↗ ×3
7 Alliancebernstein L.P. 9.42M +10.1% $249.67M 0.1% ▲ Add 2 SEC ↗
8 Voya Investment Management Llc 8.59M -8.3% $228.49M 0.3% ▼ Trim 2 SEC ↗
9 Envestnet Asset Management Inc 5.99M +19.3% $159.52M 0.0% ▲ Add 2 SEC ↗
10 UBS Group AG 5.96M +9.5% $158.60M 0.0% ▲ Add 2 SEC ↗
11 Morgan Stanley ✦ 4.31M +19.8% $114.63M 0.0% ▲ Add 3 SEC ↗ ×4
12 Us Bancorp \De\ 3.97M -38.0% $105.69M 0.1% ▼ Trim 2 SEC ↗ ×3
13 Ameriprise Financial Inc 3.23M +1.1% $86.00M 0.0% ▲ Add 2 SEC ↗ ×4
14 State Street Global Advisors ✦ (passive) 2.86M +5.9% $76.07M 0.0% ▲ Add 6 SEC ↗
15 Assetmark, Inc 2.69M +39.1% $71.50M 0.1% ▲ Add 2 SEC ↗
16 Bank of New York Mellon Corp 2.42M +34.7% $64.42M 0.0% ▲ Add 2 SEC ↗ ×5
17 Wells Fargo & Company/Mn 1.81M -5.9% $48.08M 0.0% ▼ Trim 2 SEC ↗ ×4
18 Wealth Enhancement Advisory… 1.71M -33.7% $45.19M 0.1% ▼ Trim 2 SEC ↗
19 Mercer Global Advisors Inc /Adv 1.56M -16.0% $41.57M 0.1% ▼ Trim 2 SEC ↗
20 Russell Investments Group, Ltd. 1.53M 0.0% $40.66M 0.0% Held 2 SEC ↗
21 Creative Planning 1.52M -39.5% $40.49M 0.0% ▼ Trim 2 SEC ↗
22 LPL Financial LLC 1.52M +7.0% $40.48M 0.0% ▲ Add 2 SEC ↗
23 Fidelity (FMR) ✦ 1.49M +39.7% $39.64M 0.0% ▲ Add 4 SEC ↗ ×2
24 Pictet Asset Management Holding SA 1.27M +1764.9% $33.71M 0.0% ▲ Add 2 SEC ↗
25 Raymond James Financial Inc 1.15M +30.0% $30.62M 0.0% ▲ Add 2 SEC ↗ ×3
26 HighTower Advisors, LLC 1.07M +8.1% $28.50M 0.0% ▲ Add 2 SEC ↗
27 Cetera Investment Advisers 1.00M -12.8% $26.64M 0.0% ▼ Trim 2 SEC ↗
28 Goldman Sachs Group ✦ 954.96K -25.3% $25.41M 0.0% ▼ Trim 3 SEC ↗
29 Citigroup Inc 877.19K -3.3% $23.34M 0.0% ▼ Trim 2 SEC ↗ ×2
30 Tidal Investments LLC 800.29K +39.8% $21.15M 0.1% ▲ Add 2 SEC ↗
31 Financial Engines Advisors L.L.C. 583.34K +0.4% $15.52M 0.0% ▲ Add 2 SEC ↗
32 Renaissance Technologies ✦ 474.90K New $12.64M 0.0% New 1 SEC ↗
33 Osaic Holdings, Inc. 425.95K -1.8% $11.34M 0.0% ▼ Trim 2 SEC ↗ ×3
34 Fifth Third Bancorp 422.22K +112.7% $11.24M 0.0% ▲ Add 2 SEC ↗
35 Truist Financial Corp 344.01K +12.7% $9.15M 0.0% ▲ Add 2 SEC ↗ ×2
36 Mml Investors Services, Llc 315.40K -9.1% $8.39M 0.0% ▼ Trim 2 SEC ↗
37 State Farm Mutual Automobile… 295.15K +44.9% $7.85M 0.0% ▲ Add 2 SEC ↗
38 Focus Partners Wealth 257.35K +3.1% $6.85M 0.0% ▲ Add 2 SEC ↗
39 Northwestern Mutual Wealth… 236.98K +42.0% $6.31M 0.0% ▲ Add 2 SEC ↗
40 Royal Bank Of Canada 207.31K +13.7% $5.52M 0.0% ▲ Add 2 SEC ↗ ×6
41 Mariner, LLC 170.27K +56.0% $4.53M 0.0% ▲ Add 2 SEC ↗ ×3
42 UBS AM, a distinct business unit of… 168.22K +408.1% $4.48M 0.0% ▲ Add 2 SEC ↗
43 Pnc Financial Services Group, Inc. 167.42K -10.8% $4.46M 0.0% ▼ Trim 2 SEC ↗ ×4
44 AQR Capital Management ✦ 162.94K -0.1% $4.34M 0.0% ▼ Trim 6 SEC ↗
45 Stifel Financial Corp 153.54K -5.9% $4.09M 0.0% ▼ Trim 2 SEC ↗ ×2
46 National Bank Of Canada /Fi/ 84.69K -1.1% $2.25M 0.0% ▼ Trim 2 SEC ↗ ×2
47 Citadel Advisors ✦ 81.46K New $2.17M 0.0% New 1 SEC ↗
48 Susquehanna International Group, Llp 78.83K New $2.10M 0.0% New 1 SEC ↗
49 Jones Financial Companies Lllp 67.94K +13.1% $1.80M 0.0% ▲ Add 2 SEC ↗ ×2
50 Commonwealth Equity Services, Llc 67.34K +0.6% $1.79M 0.0% ▲ Add 2 SEC ↗
51 Hrt Financial Lp 66.31K New $1.76M 0.0% New 1 SEC ↗
52 Captrust Financial Advisors 45.34K +212.1% $1.21M 0.0% ▲ Add 2 SEC ↗
53 Northern Trust Corp 44.58K -7.1% $1.19M 0.0% ▼ Trim 2 SEC ↗ ×2
54 Jane Street Group, Llc 37.20K New $989,892 0.0% New 1 SEC ↗
55 Rakuten Investment Management, Inc. 24.98K +100.0% $672,852 0.0% ▲ Add 2 SEC ↗ ×2
56 Rockefeller Capital Management L.P. 21.70K +15.7% $577,360 0.0% ▲ Add 2 SEC ↗ ×2
57 Cwm, Llc 21.06K -6.5% $560,306 0.0% ▼ Trim 2 SEC ↗
58 Hsbc Holdings Plc 19.26K New $512,429 0.0% New 1 SEC ↗
59 Corient Private Wealth LP 15.25K -55.5% $399,831 0.0% ▼ Trim 2 SEC ↗
60 Brown Advisory Inc 12.88K 0.0% $342,763 0.0% Held 2 SEC ↗
61 Quantinno Capital Management LP 10.63K +27.4% $282,781 0.0% ▲ Add 2 SEC ↗
62 Bank Of Montreal /Can/ 10.33K -47.6% $274,794 0.0% ▼ Trim 2 SEC ↗ ×3
63 Blair William & Co/Il 4.60K -2.2% $122,435 0.0% ▼ Trim 2 SEC ↗
64 Qube Research & Technologies Ltd 3.33K +101.2% $88,531 0.0% ▲ Add 2 SEC ↗
65 Franklin Resources Inc 2.34K +178.6% $62,267 0.0% ▲ Add 2 SEC ↗ ×2
66 Simplex Trading, Llc 629 New $16,737 0.0% New 1 SEC ↗
67 Bnp Paribas Financial Markets 138 0.0% $3,672 0.0% Held 2 SEC ↗

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

New buyers

Renaissance Technologies $12.64M 0.0%
Citadel Advisors $2.17M 0.0%
Susquehanna International… $2.10M 0.0%
Hrt Financial Lp $1.76M 0.0%
Jane Street Group, Llc $989,892 0.0%
Hsbc Holdings Plc $512,429 0.0%
Simplex Trading, Llc $16,737 0.0%

Exited

Principal Financial Group Inc $13.15M was 0.0%
Fisher Asset Management $358,231 was 0.0%
Mirae Asset Global… $83,973 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: Q1 2026 · Methodology · Get this via the API