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 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-16.2K- 7.85% |
$415K - $435K
|
190K
$5.03M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-16.3K- 90.74% |
$420K - $439K
|
1.67K
$44.2K
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-17K- 44.94% |
$437K - $457K
|
20.8K
$552K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-17.1K- 5.39% |
$438K - $458K
|
299K
$7.93M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-17.4K- 11.38% |
$446K - $467K
|
135K
$3.58M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-18.1K- 39.94% |
$466K - $487K
|
27.2K
$722K
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-19K- 46.96% |
$487K - $510K
|
21.4K
$567K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
SELL
|
- |
-19.4K- 49.43% |
$498K - $521K
|
19.8K
$526K
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-20.1K- 7.3% |
$516K - $540K
|
255K
$6.76M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-20.3K- 20.08% |
$522K - $546K
|
80.9K
$2.14M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-20.5K- 3.4% |
$528K - $552K
|
583K
$15.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-22.5K- 10.61% |
$578K - $605K
|
189K
$5.02M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-22.6KClosed |
$580K - $607K
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-24.8K- 3.06% |
$636K - $666K
|
785K
$20.8M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-25K- 18.87% |
$642K - $672K
|
107K
$2.85M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-26.3K- 29.76% |
$677K - $708K
|
62.2K
$1.65M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-26.7K- 13.11% |
$687K - $719K
|
177K
$4.7M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-29.6K- 29.11% |
$761K - $796K
|
72.1K
$1.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-33.2K- 15.71% |
$853K - $893K
|
178K
$4.73M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-33.8K- 0.44% |
$868K - $908K
|
7.61M
$202M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-38.7K- 13.59% |
$994K - $1.04M
|
246K
$6.52M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-40.2K- 79.03% |
$1.03M - $1.08M
|
10.7K
$283K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-40.8K- 99.88% |
$1.05M - $1.1M
|
47
$1.25K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-42.2K- 14.13% |
$1.08M - $1.14M
|
257K
$6.8M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-45.2K- 31.02% |
$1.16M - $1.21M
|
100K
$2.66M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-45.8K- 16.85% |
$1.18M - $1.23M
|
226K
$5.99M
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-46.2K- 17.39% |
$1.19M - $1.24M
|
220K
$5.82M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-48.2K- 35.12% |
$1.24M - $1.3M
|
89.1K
$2.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-50.9K- 82.95% |
$1.31M - $1.37M
|
10.5K
$277K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-51.1K- 6.07% |
$1.31M - $1.37M
|
790K
$20.9M
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-51.1K- 41.58% |
$1.31M - $1.37M
|
71.7K
$1.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-52.6K- 51.52% |
$1.35M - $1.41M
|
49.5K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-53.7K- 7.37% |
$1.38M - $1.44M
|
675K
$17.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-54.1K- 3.94% |
$1.39M - $1.45M
|
1.32M
$34.9M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-56.2K- 66.45% |
$1.44M - $1.51M
|
28.3K
$752K
|
|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-57.1K- 67.28% |
$1.47M - $1.53M
|
27.8K
$736K
|
|
|
Apr 10, 2025
Q1 2025
|
Quadratic Capital Management LLC
|
SELL
|
- |
-59.7K- 0.42% |
$1.53M - $1.6M
|
14.2M
$376M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-62K- 12.15% |
$1.59M - $1.67M
|
448K
$11.9M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-64.9K- 4.53% |
$1.67M - $1.74M
|
1.37M
$36.3M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-68.7K- 1.23% |
$1.76M - $1.85M
|
5.5M
$146M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-70.3K- 12.02% |
$1.81M - $1.89M
|
515K
$13.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
SELL
|
- |
-71.3K- 6.19% |
$1.83M - $1.92M
|
1.08M
$28.6M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-83.6K- 5.06% |
$2.15M - $2.25M
|
1.57M
$41.6M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-85.5K- 87.5% |
$2.2M - $2.3M
|
12.2K
$324K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-97.8K- 70.28% |
$2.51M - $2.63M
|
41.4K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-110K- 22.18% |
$2.82M - $2.96M
|
386K
$10.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-110K- 10.54% |
$2.83M - $2.96M
|
935K
$24.8M
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-117K- 66.74% |
$3M - $3.14M
|
58.1K
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-119K- 63.47% |
$3.07M - $3.21M
|
68.7K
$1.82M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-147K- 1.31% |
$3.79M - $3.96M
|
11.1M
$293M
|