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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.2M+ 1240.82% |
$417M - $437M
|
17.6M
$465M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.99M+ 26.93% |
$154M - $161M
|
28.2M
$748M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
BUY
|
- |
4.25M+ 113.26% |
$109M - $114M
|
8M
$212M
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
3.36M+ 2694.04% |
$86.3M - $90.4M
|
3.49M
$92.4M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.37M+ 6.18% |
$60.9M - $63.7M
|
40.7M
$1.08B
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.83M+ 53.28% |
$47M - $49.2M
|
5.27M
$140M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.05MNew |
$27M - $28.3M
|
1.05M
$27.9M
|
|
|
May 07, 2025
Q1 2025
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
836K+ 5.37% |
$21.5M - $22.5M
|
16.4M
$435M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
753K+ 18.9% |
$19.4M - $20.3M
|
4.74M
$126M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
730K+ 47.16% |
$18.8M - $19.6M
|
2.28M
$60.4M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
720K+ 100.83% |
$18.5M - $19.4M
|
1.43M
$38M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
697K+ 14.35% |
$17.9M - $18.8M
|
5.56M
$147M
|
|
|
Apr 30, 2025
Q1 2025
|
Argi Investment Services, LLC
|
BUY
|
- |
695K+ 13.85% |
$17.9M - $18.7M
|
5.71M
$151M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
540KNew |
$13.9M - $14.5M
|
540K
$14.3M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
530K+ 28.53% |
$13.6M - $14.2M
|
2.39M
$63.3M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
529KNew |
$13.6M - $14.2M
|
529K
$14M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
523K+ 110.59% |
$13.4M - $14.1M
|
997K
$26.4M
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
BUY
|
- |
497K+ 87.65% |
$12.8M - $13.4M
|
1.06M
$28.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
496K+ 33.77% |
$12.7M - $13.3M
|
1.97M
$52.1M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
456K+ 92.89% |
$11.7M - $12.2M
|
946K
$25.1M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
387K+ 99.16% |
$9.95M - $10.4M
|
778K
$20.6M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
366KNew |
$9.39M - $9.83M
|
366K
$9.69M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
333KNew |
$8.55M - $8.95M
|
333K
$8.83M
|
|
|
May 14, 2025
Q1 2025
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
289K+ 3.85% |
$7.43M - $7.78M
|
7.81M
$207M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
284K+ 27.45% |
$7.3M - $7.64M
|
1.32M
$35M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
280KNew |
$7.18M - $7.52M
|
280K
$7.41M
|
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
271K+ 295.59% |
$6.96M - $7.28M
|
362K
$9.61M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
242KNew |
$6.22M - $6.51M
|
242K
$6.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
229K+ 142.9% |
$5.89M - $6.16M
|
389K
$10.3M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
227K+ 187.18% |
$5.83M - $6.1M
|
348K
$9.22M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
213K+ 3.63% |
$5.48M - $5.73M
|
6.09M
$161M
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
211K+ 103.24% |
$5.43M - $5.68M
|
416K
$11M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
175K+ 37.5% |
$4.5M - $4.71M
|
642K
$17M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
169KNew |
$4.34M - $4.54M
|
169K
$4.48M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
157K+ 11.29% |
$4.03M - $4.22M
|
1.55M
$41M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
152K+ 105.21% |
$3.91M - $4.1M
|
297K
$7.88M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
149K+ 284.3% |
$3.82M - $4M
|
201K
$5.33M
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
147KNew |
$3.78M - $3.96M
|
147K
$3.9M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
134K+ 324.21% |
$3.44M - $3.6M
|
175K
$4.64M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
130K+ 6.45% |
$3.35M - $3.5M
|
2.15M
$57M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
128K+ 65.82% |
$3.29M - $3.45M
|
323K
$8.57M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
111K+ 151.16% |
$2.86M - $2.99M
|
185K
$4.9M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
110K+ 13.77% |
$2.83M - $2.97M
|
912K
$24.2M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
109K+ 128.56% |
$2.8M - $2.93M
|
194K
$5.14M
|
|
|
May 01, 2025
Q1 2025
|
Q3 Asset Management
|
BUY
|
- |
105KNew |
$2.69M - $2.82M
|
105K
$2.78M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
104K+ 382.37% |
$2.67M - $2.79M
|
131K
$3.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
104KNew |
$2.66M - $2.79M
|
104K
$2.75M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
104K+ 359.56% |
$2.66M - $2.79M
|
132K
$3.51M
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
97.1KNew |
$2.49M - $2.61M
|
97.1K
$2.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
97KNew |
$2.49M - $2.61M
|
97K
$2.57M
|