Purchases and Sales Made in Q1 2025 in Schwab Strategic Us Tips ETF (SCHP)
This table provides information about the institutional ownership of Schwab Strategic Us Tips ETF (SCHP) during Q1 2025. 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 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
496K+ 33.77% |
$12.7M - $13.3M
|
1.97M
$52.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
333KNew |
$8.55M - $8.92M
|
333K
$8.92M
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
147KNew |
$3.78M - $3.94M
|
147K
$3.94M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
65.8KNew |
$1.69M - $1.76M
|
65.8K
$1.76M
|
|
|
Apr 15, 2025
Q1 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
64.6K+ 3.81% |
$1.66M - $1.73M
|
1.76M
$47.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
63K+ 4.02% |
$1.62M - $1.69M
|
1.63M
$43.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
55.9KNew |
$1.44M - $1.5M
|
55.9K
$1.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
54.3KNew |
$1.4M - $1.45M
|
54.3K
$1.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
41K+ 40.8% |
$1.05M - $1.1M
|
141K
$3.79M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
26.7K+ 185.41% |
$686K - $716K
|
41.1K
$1.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
24.7K+ 9.37% |
$634K - $661K
|
288K
$7.71M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
20.5KNew |
$525K - $548K
|
20.5K
$548K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
20.4K+ 36.35% |
$525K - $547K
|
76.6K
$2.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19.3K+ 116.33% |
$497K - $518K
|
35.9K
$962K
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
15.8K+ 24.58% |
$406K - $424K
|
80.2K
$2.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
15.4K+ 37.47% |
$396K - $413K
|
56.5K
$1.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
13.8K+ 7.54% |
$353K - $368K
|
196K
$5.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
13.6KNew |
$348K - $363K
|
13.6K
$363K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
12.2K+ 4.1% |
$313K - $326K
|
309K
$8.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
10.9K+ 14.51% |
$279K - $291K
|
85.7K
$2.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
9.59KNew |
$246K - $257K
|
9.59K
$257K
|
|
|
Apr 10, 2025
Q1 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
9.27K+ 7.69% |
$238K - $248K
|
130K
$3.47M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
9K+ 4.72% |
$231K - $241K
|
200K
$5.34M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
8.11KNew |
$208K - $217K
|
8.11K
$217K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
7.9K+ 33.79% |
$203K - $211K
|
31.3K
$837K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
7.8KNew |
$200K - $209K
|
7.8K
$209K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
7.52KNew |
$193K - $201K
|
7.52K
$201K
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
7.44KNew |
$191K - $199K
|
7.44K
$199K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
5.51K+ 2.11% |
$142K - $148K
|
267K
$7.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
4.55K+ 4.02% |
$117K - $122K
|
118K
$3.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
4.35K+ 9.53% |
$112K - $116K
|
50K
$1.34M
|
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
BUY
|
- |
4.28K+ 2.91% |
$110K - $115K
|
151K
$4.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
3.77K+ 2.08% |
$96.9K - $101K
|
185K
$4.95M
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
3.63K+ 2.9% |
$93.4K - $97.3K
|
129K
$3.45M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
2.68K+ 3.96% |
$68.7K - $71.6K
|
70.2K
$1.88M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.49K+ 91.78% |
$64K - $66.7K
|
5.2K
$139K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.11K+ 2.88% |
$54.2K - $56.5K
|
75.3K
$2.02M
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
1.9K+ 5.56% |
$48.8K - $50.9K
|
36.1K
$967K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.81K+ 0.77% |
$46.4K - $48.3K
|
236K
$6.31M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
1.7K+ 2.54% |
$43.8K - $45.6K
|
68.9K
$1.84M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.64K+ 10.46% |
$42.1K - $43.9K
|
17.3K
$463K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.35KNew |
$34.8K - $36.3K
|
1.35K
$36.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.16K+ 115900.0% |
$29.8K - $31K
|
1.16K
$31.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
798+ 5.45% |
$20.5K - $21.4K
|
15.4K
$413K
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
764+ 1.91% |
$19.6K - $20.5K
|
40.8K
$1.09M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
688+ 68800.0% |
$17.7K - $18.4K
|
689
$18.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
590+ 6.69% |
$15.2K - $15.8K
|
9.41K
$252K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
498+ 12.97% |
$12.8K - $13.3K
|
4.34K
$116K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
423+ 0.73% |
$10.9K - $11.3K
|
58.4K
$1.56M
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
206+ 0.52% |
$5.29K - $5.52K
|
39.5K
$1.06M
|