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SCHWAB US TIPS ETF
SCHWAB US TIPS ETF. Institutional holdings reported to the SEC.

Institutional Holders (2017Q2)
Portfolio Summary: 191 Institutional holders with a total value of $840,768,547.
#
Manager Name
Shares
Value ($)
%
Options
Notes
151 Financial Architects, Inc 3,400 187,000 0.02%
152 ANCHOR INVESTMENT MANAGEMENT, LLC 3,303 181,863 0.02%
153 PARALLEL ADVISORS, LLC 3,032 167,000 0.02%
154 Creative Planning 2,481 137,000 0.02%
155 ASSET ADVISORS CORP 2,360 130,000 0.02%
156 St. Johns Investment Management Company, LLC 2,300 127,000 0.02%
157 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,109 116,000 0.01%
158 MANUFACTURERS LIFE INSURANCE COMPANY, THE 1,903 105,000 0.01%
159 People's United Financial, Inc. 1,711 94,000 0.01%
160 IHT WEALTH MANAGEMENT, LLC 48 91,000 0.01%
161 Barrett Asset Management, LLC 1,510 83,000 0.01%
162 VALLEY NATIONAL ADVISERS INC 1,370 75,000 0.01%
163 WEST PACES ADVISORS INC. 1,232 67,843 0.01%
164 Hanson & Doremus Investment Management 1,118 62,000 0.01%
165 Perkins Coie Trust Co 1,000 55,000 0.01%
166 Advisory Alpha, LLC 681 38,000 0.00%
167 KRILOGY FINANCIAL LLC 626 34,000 0.00%
168 WEALTHCARE CAPITAL MANAGEMENT LLC 458 25,000 0.00%
169 Evercore Wealth Management, LLC 450 25,000 0.00%
170 REILLY FINANCIAL ADVISORS, LLC 402 22,000 0.00%
171 WFG Advisors, LP 400 22,000 0.00%
172 GLOBAL RETIREMENT PARTNERS, LLC 402 22,000 0.00%
173 Ironwood Financial, llc 385 21,000 0.00%
174 MINICHMACGREGOR WEALTH MANAGEMENT, LLC 391 21,000 0.00%
175 NewEdge Advisors, LLC 289 15,791 0.00%
176 ALPHA OMEGA WEALTH MANAGEMENT LLC 280 15,000 0.00%
177 MCF Advisors LLC 226 12,000 0.00%
178 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 206 11,000 0.00%
179 Capital Directions Investment Advisors, LLC 200 11,000 0.00%
180 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 168 9,000 0.00%
181 Private Ocean, LLC 170 9,000 0.00%
182 SEI INVESTMENTS CO 150 8,000 0.00%
183 SUTTON WEALTH ADVISORS INC. 124 6,827 0.00%
184 Camarda Financial Advisors, LLC 117 6,000 0.00%
185 Horrell Capital Management, Inc. 112 6,000 0.00%
186 JPMORGAN CHASE & CO 73 4,000 0.00%
187 Richard Bernstein Advisors LLC 54 3,000 0.00%
188 BB&T INVESTMENT SERVICES, INC. 56 3,000 0.00%
189 ASSET DEDICATION, LLC 40 2,000 0.00%
190 Ameritas Investment Partners, Inc. 21 1,000 0.00%
191 Parallax Volatility Advisers, L.P. 1 0 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.