Purchases and Sales Made in Q1 2023 in Schwab Strategic Us Tips ETF (SCHP)
This table provides information about the institutional ownership of Schwab Strategic Us Tips ETF (SCHP) during Q1 2023. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC US TIPS ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
211+ 0.6% |
$10.9K - $11.3K
|
35.6K
$931K
|
|
|
May 12, 2023
Q1 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
202New |
$10.4K - $10.8K
|
202
$5.29K
|
|
|
May 15, 2023
Q1 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
188+ 4.91% |
$9.72K - $10.1K
|
4.02K
$105K
|
|
|
May 11, 2023
Q1 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
186+ 1.36% |
$9.61K - $9.97K
|
13.8K
$362K
|
|
|
May 08, 2023
Q1 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
178+ 0.45% |
$9.2K - $9.54K
|
39.6K
$1.04M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
161+ 0.42% |
$8.32K - $8.63K
|
38.5K
$1.01M
|
|
|
Apr 13, 2023
Q1 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
159+ 3.9% |
$8.22K - $8.53K
|
4.24K
$111K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
150+ 1.9% |
$7.75K - $8.04K
|
8.03K
$210K
|
|
|
May 03, 2023
Q1 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
145+ 0.32% |
$7.49K - $7.77K
|
45.7K
$1.2M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
136+ 2.79% |
$7.03K - $7.29K
|
5K
$131K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
136New |
$7.03K - $7.29K
|
136
$3.56K
|
|
|
Apr 06, 2023
Q1 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
134+ 1.1% |
$6.93K - $7.19K
|
12.3K
$322K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
128+ 1.74% |
$6.62K - $6.86K
|
7.5K
$196K
|
|
|
May 08, 2023
Q1 2023
|
Northern Capital Management, Inc.
|
BUY
|
- |
127+ 2.26% |
$6.56K - $6.81K
|
5.76K
$151K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
127+ 3.04% |
$6.56K - $6.81K
|
4.3K
$113K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
124+ 48.06% |
$6.41K - $6.65K
|
382
$10K
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
117New |
$6.05K - $6.27K
|
117
$3.06K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
80+ 0.95% |
$4.13K - $4.29K
|
8.48K
$222K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
78New |
$4.03K - $4.18K
|
78
$2.04K
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
77New |
$3.98K - $4.13K
|
77
$2.02K
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
76+ 3.36% |
$3.93K - $4.08K
|
2.34K
$61.2K
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
54+ 0.42% |
$2.79K - $2.9K
|
12.9K
$337K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
54New |
$2.79K - $2.9K
|
54
$1.41K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
47+ 1.03% |
$2.43K - $2.52K
|
4.63K
$121K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
45New |
$2.33K - $2.41K
|
45
$1.18K
|
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
BUY
|
- |
41+ 0.81% |
$2.12K - $2.2K
|
5.13K
$134K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
38+ 0.5% |
$1.96K - $2.04K
|
7.71K
$202K
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
34+ 0.68% |
$1.76K - $1.82K
|
5.06K
$132K
|
|
|
May 12, 2023
Q1 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
29+ 0.22% |
$1.5K - $1.55K
|
13.1K
$342K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
27New |
$1.4K - $1.45K
|
27
$707
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
26+ 5.65% |
$1.34K - $1.39K
|
486
$12.7K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
23+ 0.52% |
$1.19K - $1.23K
|
4.45K
$117K
|
|
|
Apr 21, 2023
Q1 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
22+ 1.81% |
$1.14K - $1.18K
|
1.24K
$32.4K
|
|
|
Apr 13, 2023
Q1 2023
|
Addison Capital CO
|
BUY
|
- |
22+ 0.29% |
$1.14K - $1.18K
|
7.55K
$198K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
16+ 200.0% |
$827 - $858
|
24
$628
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
15+ 1.2% |
$775 - $804
|
1.27K
$33.2K
|
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
BUY
|
- |
14+ 8.81% |
$724 - $751
|
173
$4.53K
|
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
13+ 0.18% |
$672 - $697
|
7.13K
$187K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
11+ 0.12% |
$568 - $590
|
8.88K
$232K
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
11+ 0.17% |
$568 - $590
|
6.47K
$169K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
10New |
$517 - $536
|
10
$262
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
10+ 3.88% |
$517 - $536
|
268
$7.02K
|
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
9+ 1.24% |
$465 - $483
|
737
$19.3K
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
8+ 0.1% |
$413 - $429
|
8.26K
$216K
|
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
7New |
$362 - $375
|
7
$183
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
5New |
$258 - $268
|
5
$131
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4+ 13.79% |
$207 - $214
|
33
$864
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
3+ 0.29% |
$155 - $161
|
1.03K
$27K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2+ 18.18% |
$103 - $107
|
13
$340
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2+ 3.85% |
$103 - $107
|
54
$1.41K
|