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SCHP Institutional Ownership & 13F Holders | SmartMoneyDB

SCHPSCHWAB STRATEGIC TR

US TIPS ETF · CUSIP 808524870

Yahoo Finance

Smart Money Score

Composite context from Form 4, 13F and congressional disclosures; not a forecast.

4/10

Insider 0 · 13F 4

Congress 1 · 2+ sources

Smart Money Ownership

Of the 8 tracked institutions holding SCHP, 4 have a 3-year clone track record — 3 of them beat the S&P. Average holder's clone alpha: +4.6pt. It's a gauge of who owns the name, not just how many.

SCHP (SCHWAB STRATEGIC TR) Institutional Ownership Summary

Among the 8 tracked institutional investors we monitor, SCHP (SCHWAB STRATEGIC TR) is held with a combined value of $147.32M across 5,559,287 shares. The largest holder is STATE STREET CORP with a position worth $78.39M. 3 funds opened new positions in the most recent quarter. 3 funds increased their holdings. 2 funds reduced their position.

Total Institutional Value

$147.32M

Total Shares Held

5,559,287

Institutional Holders

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

FMR LLC+15% shares~$5.9M Grantham, Mayo, Van Otterloo & Co. LLCNew position~$4.1M STATE STREET CORP+4% shares~$2.7M RENAISSANCE TECHNOLOGIES LLC+12% shares~$1.5M Fisher Asset Management, LLCNew position~$270.9K

13F Institutional Holders

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RENAISSANCE TECHNOLOGIES LLC

0.02% of book+11.7%

$14.06M

Grantham, Mayo, Van Otterloo & Co. LLC

0.01% of bookNew

$4.07M

AQR CAPITAL MANAGEMENT LLC

Fisher Asset Management, LLC

#	Fund	Value↓	Shares	Portfolio %	Change
1	STATE STREET CORP	$78.39M	2,958,188	0.00%	+3.5%
2	FMR LLC	$45.41M	1,713,651	0.00%	+15.0%
3	RENAISSANCE TECHNOLOGIES LLC	$14.06M	530,600	0.02%	+11.7%
4	Grantham, Mayo, Van Otterloo & Co. LLC	$4.07M	153,741	0.01%	New
5	AQR CAPITAL MANAGEMENT LLC	$4.04M	152,530	0.00%	-6.4%
6	CITADEL ADVISORS LLC	$1.06M	40,003	0.00%	-50.9%
7	Fisher Asset Management, LLC	$270.90K	10,222	0.00%	New
8	BlackRock, Inc.	$9.33K	352	0.00%	New

Congress Trading

1 member · 7 disclosed trades in SCHP

Member	Type	Amount	Date
John Boozman	Buy	$1,001 - $15,000	May 27, 2026
John Boozman	Sell	$1,001 - $15,000	May 13, 2026
John Boozman	Buy	$1,001 - $15,000	Sep 16, 2025
John Boozman	Buy	$1,001 - $15,000

Frequently Asked Questions

Which institutional investors own the most SCHP stock?

As of the latest SEC 13F filings, STATE STREET CORP is the largest institutional holder of SCHP with a position worth $78.39M, representing 0.00% of their portfolio. In total, 8 institutional investors hold SCHP with a combined value of $147.32M.

Are hedge funds buying or selling SCHP?

In the most recent quarter, 3 funds opened a new position in SCHP. Additionally, 3 increased their holdings and 2 reduced their positions.

What percentage of SCHP is owned by institutional investors?

Institutional investors hold $147.32M worth of SCHP stock across 8 positions. The largest institutional holder is STATE STREET CORP with $78.39M in holdings.

What is a 13F filing and why does it matter for SCHP?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For SCHP, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track SCHP institutional moves

Get notified when hedge funds change their SCHP positions.