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Who Owns SCHP

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in SCHP.

Who crossed 5% of SCHP →
Managers holding
40
as of 2026-09-30
Reported value
$253.5M
summed across filings
Shares held
10.1M
Added vs trimmed
20 / 10
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
ARMSTRONG ADVISORY GROUP, INCUS TIPS ETF3.6M shadded$91.2M
STEPHENS GROUP ASSET MANAGEMENT, LLCUS TIPS ETF1.6M shadded$41.4M
Matrix Trust CoUS TIPS ETF1.4M shadded$34.7M
ZynergyRetirementPlanningLLCUS TIPS ETF677.8K shadded$17M
Farther Finance Advisors, LLCETF607.7K shadded$15.3M
Vilga Financial Planning LLCUS TIPS ETF373.3K shadded$9.4M
FC Advisory LLCUS TIPS ETF348.5K shadded$8.8M
Dorato Capital ManagementUS TIPS ETF305.6K shadded$7.7M
First Heartland Consultants, Inc.US TIPS ETF192.6K shadded$4.8M
FSA Investment Group, LLCUS TIPS ETF156.2K shadded$3.9M
Aletheian Wealth Advisors LLCUS TIPS ETF104.5K shadded$2.6M
Ridgewood Investments LLCUS TIPS ETF99.9K shadded$2.5M
Veracity Capital LLCUS TIPS ETF88K shadded$2.2M
Councilor Wealth, LLCUS TIPS ETF75.6K sh—$1.9M
SigFig Wealth Management, LLCUS TIPS ETF63.2K shtrimmed$1.6M
Horizons Wealth ManagementETF51.5K shadded$1.3M
TrueWealth Advisors, LLCUS TIPS ETF46.6K shtrimmed$1.2M
Galvin, Gaustad & Stein, LLCUS TIPS ETF43.8K shtrimmed$1.1M
Wealth Enhancement Trust Services, Inc.US TIPS ETF27.3K shadded$685K
LifeGoal Investments, LLCUS TIPS ETF26.5K shadded$664.7K
Avidian Wealth Enterprises, LLCUS TIPS ETF21.9K shadded$549.9K
CoreCap Advisors, LLCETF16K shadded$402K
KWMG, LLCUS TIPS ETF15.4K shtrimmed$387.1K
Trust CoETF13.2K sh—$331.1K
Breakwater Capital GroupUS TIPS ETF12.6K sh—$316.2K
CANANDAIGUA NATIONAL BANK & TRUST COCom12.3K shadded$310.2K
Apella Capital, LLCUS TIPS ETF10.1K shtrimmed$253.7K
Hardin Capital Partners, LLCUS TIPS ETF9.7K shtrimmed$243.7K
Wedmont Private CapitalUS TIPS ETF8.4K shadded$210.5K
TILIA FIDUCIARY PARTNERS, INC.ETF8K shtrimmed$201.4K
GK Wealth Management LLCUS TIPS ETF6.4K sh—$159.8K
Bank of New HampshireUS TIPS ETF1.9K shheld$47.8K
Investors Research CorpUS TIPS ETF1.8K shheld$45.6K
Bullock Wealth Management GroupETF1.5K shtrimmed$38K
FIRST COMMUNITY TRUST NAUS TIPS ETF982 shheld$24.7K
Pacifica Partners Inc.US TIPS ETF455 shtrimmed$11.4K
Olistico Wealth, LLCETF392 shtrimmed$9.9K
TOTH FINANCIAL ADVISORY CORPUS TIPS ETF376 shheld$9.4K
TOMPKINS FINANCIAL CORPUS TIPS ETF286 shheld$7.2K
Paladin Partners, LLCETF186 shheld$4.7K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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