SCHP institutional holders

Schwab U.S. TIPS ETF · 824 reporting institutions · $10.4B reported value

Funds that can replace SCHP · SCHP return decomposition

Institutional holdings

Institutions reporting SCHP, largest first
InstitutionReported positionAdvisors at firmReport period
Empower Advisory Group, LLC$1.5B1,9802026-06-30
Wealthfront Advisers LLC$935.3M402026-06-30
Jpmorgan Chase & Co$741.5M02026-06-30
Sei Investments Co$362.2M02026-06-30
Mai Capital Management$305.8M3082026-06-30
Cerity Partners LLC$280.4M7772026-06-30
Lincoln National Corp$250.1M02026-06-30
Alliancebernstein LP$247.1M5172026-06-30
Voya Investment Management LLC$233.2M02026-06-30
Nepc LLC$220.5M12026-06-30
Central Trust Co$216M02026-06-30
Quadratic Capital Management LLC$213.4M12026-06-30
Alesco Advisors, LLC, An Esl Company$171.4M142026-06-30
Envestnet Pmc$166.8M602026-06-30
Cerity Partners Ocio LLC$149M22026-06-30
UBS Group AG$140.8M02026-06-30
Morgan Stanley$134.3M23,1852026-06-30
Elm Partners Management LLC$126.9M72026-06-30
US Bancorp$98.4M02026-06-30
Beacon Pointe Advisors, LLC$96.8M4662026-06-30
Bank of America Corp /de$95.4M02026-06-30
Armstrong Advisory Group, Inc$93.5M142026-06-30
Ameriprise Financial Inc$90.7M02026-06-30
Sensible Financial Planning & Management, Llc.$83.2M02025-09-30
Integrated Wealth Concepts LLC$81.4M4802026-06-30
Adventist Health System Sunbelt Healthcare Corp$78.5M02026-06-30
State Street Corp$78.4M02026-06-30
Lutz Financial Services LLC$64.8M152026-06-30
Bank of New York Mellon Corp$64.4M02026-06-30
Prime Capital Financial$61.6M2652026-06-30
Wealthcare Advisory Partners LLC$55.4M1702026-06-30
Assetmark, Inc$54.9M2202026-06-30
Lifeguide Financial Advisors, LLC$54.9M162026-06-30
Principal Securities, Inc.$52.4M1,4632026-06-30
Wealth Enhancement Advisory Services, LLC$50M1,0262026-06-30
Wells Fargo & Company/mn$49.1M02026-06-30
Diversified Enterprises, LLC$47.6M292026-06-30
Fmr LLC$45.4M02026-06-30
Full Sail Capital, LLC$44.4M02025-09-30
Kohmann Bosshard Financial Services, Llc.$44.1M32026-06-30
Sumitomo Life Insurance Co$44.1M02026-06-30
Lpl Financial LLC$43.9M23,4582026-06-30
Bluesky Wealth Advisors, LLC$43M102026-06-30
Pure Financial Advisors, LLC$42.2M882026-06-30
Advisory Alpha, LLC$41.9M662026-06-30
Willow Creek Wealth Management Inc.$41.7M102025-09-30
Financial Architects, LLC$41.5M32026-06-30
Russell Investments Group, Ltd.$40.5M02026-06-30
Stephens Group Asset Management, LLC$39.8M32026-06-30
Garde Capital, Inc.$39M92026-06-30
Pictet Asset Management Holding SA$38.5M02026-06-30
Creative Planning$34.5M1,1712026-06-30
Raymond James Financial Inc$33.7M02026-06-30
Altfest L J & Co Inc$29.4M192026-06-30
Savant Wealth Management$28.9M4052026-06-30
Prentice Wealth Management LLC$28.4M52026-06-30
The Joseph Group Capital Management$27.7M92026-06-30
Avior Wealth Management, LLC$26.9M692026-06-30
Cetera Investment Advisers$26.5M10,3702026-06-30
Seneca Financial Advisors LLC$26.5M62026-06-30
Tortoise Investment Management, LLC$25.9M152026-06-30
Marshall Financial Group Inc /adv$24.9M02025-09-30
Citigroup Inc$23.8M02026-06-30
Arax Advisory Partners$22M2322026-06-30
Hightower Advisors, LLC$21.1M1,0462026-06-30
Fund Evaluation Group, LLC$19.8M22026-06-30
Mercer Global Advisors Inc /adv$19.7M02026-06-30
Navalign, LLC$19.2M82026-06-30
Tandemgrowth Financial Advisors LLC$18.7M32026-06-30
Modera Wealth Management, LLC$18.4M1352026-06-30
Tidal Investments LLC$17.5M02026-06-30
Sage Financial Group Inc$17.4M202026-06-30
Goldman Sachs Group Inc$17.1M02026-06-30
Allen Capital Group, LLC$16.8M222026-06-30
Carnegie Investment Counsel$16.5M372026-06-30
Asset Management Group, Inc.$16.4M22026-06-30
Fifth Third Bancorp$15.9M02026-06-30
Edelman Financial Engines$15.8M7222026-06-30
McAdam LLC$15.7M1352026-06-30
Prairiewood Wealth Management$15.5M72026-06-30
Centura Wealth Advisory$15.4M182026-06-30
Greenline Partners, LLC$14.5M32026-06-30
Renaissance Technologies LLC$14.1M02026-06-30
Marotta Asset Management$14M92026-06-30
Osaic Holdings, Inc.$14M02026-06-30
Grove Street Fiduciary, LLC$14M22026-06-30
Wealthspire Advisors, LLC$13.1M2372026-06-30
Alm First Financial Advisors, LLC$12.9M02026-06-30
Zynergyretirementplanningllc$12.6M62026-06-30
Carolina Wealth Advisors$12.5M42026-06-30
Robinswood Financial LLC$12.4M62026-06-30
Fortis Advisors, LLC$12.4M32026-06-30
Manning & Napier Advisors LLC$11.6M422026-06-30
Choreo, LLC$11.6M1482026-06-30
Altiora Financial Group, LLC$11.6M12026-06-30
State Farm Mutual Automobile Insurance Co$11.5M02026-06-30
Wealthcare Capital Management LLC$11.4M322026-06-30
Golden Bell Financial Planning LLC$11.4M12026-06-30
Silver Coast Investments LLC$11.4M112026-06-30
Kestra Private Wealth Services, LLC$11.3M2062026-06-30
Northwestern Mutual Wealth Management Co$11.2M02026-06-30
Westover Capital Advisors, LLC$11.1M62026-06-30
Trajan Wealth LLC$11.1M522026-06-30
Rock Creek Group LLC$10.8M02026-06-30
Signal Advisors Wealth, LLC$10.8M452026-06-30
Brightwater Advisory, LLC$10.6M22026-06-30
Oneascent Financial Services LLC$10.6M852026-06-30
Proffitt & Goodson Inc.$10.6M62026-06-30
Aptus Capital Advisors, LLC$10.4M212026-06-30
Frontier Asset Management, LLC$10.4M92026-06-30
Vci Wealth Management LLC$10.3M222026-06-30
Northeast Financial Group, Inc.$10.1M12026-03-31
Two West Capital Advisors LLC$10M162026-06-30
MML Investors Services, LLC$10M5,1202026-06-30
Farther Finance Advisors, LLC$9.9M3342026-06-30
Focus Financial$9.8M1212026-06-30
Peak Financial Management, Inc.$9.7M72026-06-30
Truist Financial Corp$9.4M02026-06-30
Amicus Financial Advisors, LLC$9.1M192026-06-30
Bfsg, LLC$9.1M252026-06-30
Mps Loria Financial Planners, LLC$9M62026-06-30
Fc Advisory LLC$9M52026-06-30
Arvest Investments, Inc.$9M2042026-06-30
Summit Financial, LLC$8.9M2292026-06-30
Bulwark Capital Corp$8.9M22026-06-30
Envision Financial Planning, LLC$8.8M72026-06-30
Virginia Estate & Retirement Planning Advisors Inc.$8.7M02026-06-30
Harbour Investments, Inc.$8.6M2472026-06-30
Atria Investments, Inc$8.4M62026-06-30
Signet Investment Advisory Group, Inc.$8.3M32026-06-30
Gentrust, LLC$8.2M222026-06-30
Cambridge Capital Management, LLC$8.2M42026-06-30
Vestmark Advisory Solutions, Inc.$8M82026-06-30
Riverpoint Wealth Management Holdings, LLC$8M42026-06-30
Arkadios Wealth Advisors$7.9M2262026-06-30
Mbe Wealth Management, LLC$7.8M122026-06-30
Kastel Capital Advisors, LLC$7.7M32026-06-30
Eq Wealth Advisors, LLC$7.4M32026-06-30
Commerce Bank$7.2M02026-06-30
Charles Schwab Trust Co$7.2M02026-06-30
Vise Technologies, Inc.$7.2M02026-06-30
Evolve Private Wealth, LLC$7.2M192026-06-30
Dorato Capital Management$7.1M32026-06-30
Transamerica Financial Advisors, LLC$7.1M1,0972026-06-30
Vilga Financial Planning LLC$6.9M32026-06-30
Greenspring Advisors, LLC$6.8M442026-06-30
Wealthcare Capital Partners, LLC$6.8M82026-06-30
Kiker Wealth Management, LLC$6.7M42026-06-30
Procyon$6.6M532026-06-30
Citizens Financial Group Inc/ri$6.5M02026-06-30
Retirement Management Systems$6.5M52026-06-30
Van Strum & Towne Inc$6.4M32026-06-30
Retirement Financial Solutions, LLC$6.4M152026-06-30
Valmark Advisers, Inc.$6.3M2952026-06-30
Theory Financial LLC$6.2M32026-06-30
Williams Financial, LLC$6.2M42026-06-30
Hoxton Planning & Management, LLC$6.1M52026-06-30
Steward Partners Investment Advisory, LLC$6.1M4812026-06-30
Amg National Trust Bank$6M02026-06-30
Alpha Omega Wealth Management LLC$5.8M92026-06-30
Rebalance, LLC$5.8M92026-06-30
Cliftonlarsonallen Wealth Advisors, LLC$5.7M992026-06-30
Royal Bank of Canada$5.7M02026-06-30
Sanctuary Advisors, LLC$5.7M4012026-06-30
Grey Fox Wealth Advisors, LLC$5.5M112026-06-30
Curbstone Financial Management Corp$5.5M62026-06-30
M Wealth Management, LLC$5.4M32026-06-30
Lifeplan Investment Advisors, Inc.$5.2M42026-06-30
Aviance Capital Partners, LLC$5.2M62026-06-30
Horizon Financial Services, LLC$5M62026-06-30
Waverly Advisors, LLC$5M2312026-06-30
Sagace Wealth Management LLC$4.8M72026-06-30
D.A. Davidson & Co.$4.8M6892026-06-30
Columbus MacRo, LLC$4.8M52026-06-30
Kings Path Partners LLC$4.7M42026-06-30
First Heartland Consultants, Inc.$4.7M992026-06-30
Decker Retirement Planning Inc.$4.6M102026-06-30
Stratos Wealth Partners, Ltd.$4.5M3862026-06-30
Cambria Investment Management, LP$4.5M12026-06-30
Western Wealth Management, LLC$4.5M1122026-06-30
Ep Wealth Advisors, LLC$4.5M3382026-06-30
Upper Left Wealth Management, LLC$4.5M22026-06-30
Rhs Financial, LLC$4.5M22026-06-30
Stifel Financial Corp$4.5M02026-06-30
Verde Capital Management$4.5M122026-06-30
Fifth Third Securities, Inc.$4.5M1,0142026-06-30
Summit Wealth Group, LLC$4.5M02026-06-30
Exencial Wealth Advisors, LLC$4.4M02026-03-31
Financial Management, Inc.$4.4M82026-06-30
Wealthedge Investment Advisors, LLC$4.3M52026-06-30
Wealthcollab, LLC$4.3M12026-06-30
Abbington Investment Group, LLC$4.2M32026-06-30
Seed Wealth Management, Inc.$4.2M12026-06-30
Trustmark Bank Trust Department$4.2M02026-06-30
PNC Financial Services Group, Inc.$4.1M02026-06-30
Iron Financial LLC$4.1M42026-06-30
Grantham Mayo van Otterloo & Co LLC$4.1M02026-06-30
Aqr Capital Management LLC$4M12026-06-30
Anderson Hoagland & Co$4M72026-06-30
Christensen, King & Associates Investment Services, Inc.$4M92026-06-30
C M Bidwell & Associates Ltd$3.9M42026-06-30
Quadrature Capital Ltd$3.9M02026-06-30
Ae Wealth Management LLC$3.8M4712026-06-30
Csenge Advisory Group$3.8M752026-06-30
Phillips Financial Management, LLC$3.7M152026-06-30
Noble Wealth Partners$3.7M32026-06-30
Perigon Wealth Management, LLC$3.7M922026-06-30
Wealthspire Retirement, LLC$3.7M1462026-06-30
Performance Wealth$3.5M112026-06-30
Private Client Services, LLC$3.5M662026-06-30
Goldstone Financial Group, LLC$3.5M172026-06-30
Vanderpol Investments LLC$3.4M32025-12-31
Lodestar Private Asset Management LLC$3.4M52026-06-30
Atlas Financial Planning LLC$3.4M22026-06-30
Advyzon Investment Management, LLC$3.4M22026-06-30
Ashton Thomas Private Wealth, LLC$3.4M962026-06-30
Newedge Advisors$3.3M6012026-06-30
Bcgm Wealth Management, LLC$3.3M112026-06-30
Curran Financial Partners, LLC$3.3M162026-06-30
Red Tortoise LLC$3.3M02026-03-31
K2 Financial Inc.$3.3M82026-06-30
Maltin Wealth Management, Inc.$3.2M42026-06-30
Baker Ellis Asset Management LLC$3.2M52026-06-30
Patten Group, Inc.$3.2M72026-06-30
Summit Financial Strategies, Inc.$3.2M202026-06-30
Focus Partners Wealth$3.2M1,0482026-06-30
Bip Wealth, LLC$3.2M622026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$3.1M02026-06-30
Mariner, LLC$3.1M02026-06-30
Merit Financial Group, LLC$3M2952026-06-30
Lord and Richards$3M82026-06-30
Flatrock Wealth Partners LLC$2.9M22026-06-30
Savvy Advisors, Inc.$2.9M2142026-06-30
Belpointe Asset Management LLC$2.9M1702026-06-30
Silver Oak Securities, Incorporated$2.9M1172026-06-30
Eagle Bay Family Office$2.8M102026-06-30
Jones Financial Companies LLLP$2.8M02026-06-30
Comerica Bank$2.7M02025-12-31
Washington Trust Advisors$2.7M142026-06-30
Resonant Capital Advisors, LLC$2.7M152026-06-30
J.W. Cole Advisors, Inc.$2.7M4992026-06-30
Tran Capital Management, LP$2.6M02026-06-30
White Lighthouse Investment Management Inc.$2.6M62026-06-30
Exchange Traded Concepts, LLC$2.6M02026-06-30
Freedom Financial Partners LLC$2.6M42026-06-30
Revisor Wealth Management LLC$2.6M92026-06-30
Vestgen Advisors, LLC$2.6M582026-06-30
Kestra Advisory Services, LLC$2.5M1,4792026-06-30
Ausdal Financial Partners, Inc.$2.5M1892026-06-30
Jmg Financial Group, Ltd.$2.5M482026-06-30

The 250 largest of 824 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30