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 |
|---|---|---|---|---|---|---|---|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.24K- 23.61% |
$63.8K - $66.2K
|
4K
$105K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-1.37K- 10.9% |
$70.5K - $73.2K
|
11.2K
$292K
|
|
|
May 11, 2023
Q1 2023
|
Heron Bay Capital Management
|
SELL
|
- |
-1.38K- 20.14% |
$71.1K - $73.8K
|
5.46K
$143K
|
|
|
May 03, 2023
Q1 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-1.39K- 6.68% |
$72K - $74.7K
|
19.4K
$509K
|
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.4K- 3.75% |
$72.1K - $74.8K
|
35.8K
$937K
|
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.43K- 5.28% |
$73.7K - $76.5K
|
25.6K
$670K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.45K- 94.64% |
$74.8K - $77.6K
|
82
$2.15K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.45K- 24.53% |
$75K - $77.9K
|
4.47K
$117K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.48K- 2.14% |
$76.2K - $79.1K
|
67.5K
$1.77M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.49K- 9.69% |
$77.2K - $80.1K
|
13.9K
$365K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.52K- 15.0% |
$78.7K - $81.7K
|
8.63K
$226K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.56K- 3.99% |
$80.8K - $83.9K
|
37.6K
$984K
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-1.59K- 8.69% |
$82.2K - $85.3K
|
16.7K
$438K
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.59K- 19.75% |
$82.4K - $85.5K
|
6.48K
$170K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.6K- 2.09% |
$82.9K - $86K
|
75.1K
$1.97M
|
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-1.62K- 9.32% |
$83.7K - $86.9K
|
15.8K
$413K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.64K- 8.23% |
$85K - $88.2K
|
18.3K
$480K
|
|
|
May 08, 2023
Q1 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-1.65K- 3.01% |
$85.3K - $88.5K
|
53.1K
$1.39M
|
|
|
Apr 19, 2023
Q1 2023
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.7K- 3.07% |
$87.7K - $91K
|
53.5K
$1.4M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-1.72K- 10.39% |
$88.8K - $92.1K
|
14.8K
$388K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.81K- 39.26% |
$93.3K - $96.8K
|
2.79K
$73.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.81K- 32.51% |
$93.6K - $97.2K
|
3.76K
$98.5K
|
|
|
Apr 11, 2023
Q1 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-1.84K- 25.89% |
$95K - $98.6K
|
5.26K
$138K
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.95K- 3.79% |
$101K - $105K
|
49.5K
$1.3M
|
|
|
May 05, 2023
Q1 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-2.04K- 98.55% |
$105K - $109K
|
30
$785
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.04K- 13.96% |
$106K - $109K
|
12.6K
$330K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.08K- 1.65% |
$108K - $112K
|
124K
$3.25M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.09K- 7.31% |
$108K - $112K
|
26.5K
$694K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.3K- 30.53% |
$119K - $123K
|
5.23K
$137K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.48K- 60.64% |
$128K - $133K
|
1.61K
$42.2K
|
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-2.55K- 19.74% |
$132K - $137K
|
10.4K
$271K
|
|
|
Apr 12, 2023
Q1 2023
|
Matrix Trust CO
|
SELL
|
- |
-2.64K- 0.45% |
$136K - $141K
|
585K
$15.3M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.74K- 33.06% |
$142K - $147K
|
5.55K
$145K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-2.76K- 85.29% |
$142K - $148K
|
475
$12.4K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-2.77K- 15.03% |
$143K - $149K
|
15.7K
$410K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-2.79K- 92.88% |
$144K - $150K
|
214
$5.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-2.88K- 41.22% |
$149K - $154K
|
4.1K
$107K
|
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-2.89K- 19.95% |
$149K - $155K
|
11.6K
$303K
|
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-2.96K- 3.29% |
$153K - $159K
|
87K
$2.28M
|
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-3.05K- 13.25% |
$158K - $164K
|
20K
$523K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.08K- 23.32% |
$159K - $165K
|
10.1K
$265K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-3.12K- 25.04% |
$161K - $167K
|
9.34K
$244K
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-3.36K- 11.5% |
$173K - $180K
|
25.8K
$676K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.38K- 7.56% |
$175K - $181K
|
41.4K
$1.08M
|
|
|
Apr 21, 2023
Q1 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-3.43K- 2.9% |
$177K - $184K
|
115K
$3.01M
|
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-3.55K- 5.33% |
$183K - $190K
|
63K
$1.65M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.65K- 14.26% |
$189K - $196K
|
21.9K
$575K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-3.65K- 2.57% |
$189K - $196K
|
139K
$3.63M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.7K- 12.6% |
$191K - $199K
|
25.7K
$673K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.77K- 5.78% |
$195K - $202K
|
61.5K
$1.61M
|