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
|
National Bank Of Canada
|
BUY
|
- |
85.3K+ 9267.5% |
$2.19M - $2.29M
|
86.2K
$2.28M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
80.6K+ 393.23% |
$2.07M - $2.17M
|
101K
$2.68M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
71.2K+ 9.61% |
$1.83M - $1.92M
|
812K
$21.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
69.5K+ 2.37% |
$1.78M - $1.87M
|
3M
$79.7M
|
|
|
May 13, 2025
Q1 2025
|
Rock Creek Group, LP
|
BUY
|
- |
66.2K+ 52.52% |
$1.7M - $1.78M
|
192K
$5.09M
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
66.1K+ 28.27% |
$1.7M - $1.78M
|
300K
$7.96M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
65.8KNew |
$1.69M - $1.77M
|
65.8K
$1.74M
|
|
|
Apr 15, 2025
Q1 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
64.6K+ 3.81% |
$1.66M - $1.74M
|
1.76M
$46.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
63K+ 4.02% |
$1.62M - $1.69M
|
1.63M
$43.2M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
58K+ 3.18% |
$1.49M - $1.56M
|
1.88M
$49.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
56.5KNew |
$1.45M - $1.52M
|
56.5K
$1.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
55.9KNew |
$1.44M - $1.5M
|
55.9K
$1.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
BUY
|
- |
55.4K+ 5.69% |
$1.42M - $1.49M
|
1.03M
$27.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
54.3KNew |
$1.4M - $1.46M
|
54.3K
$1.44M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
53K+ 4.48% |
$1.36M - $1.42M
|
1.24M
$32.8M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
51.9K+ 1731466.62% |
$1.33M - $1.4M
|
51.9K
$1.38M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
49.3KNew |
$1.27M - $1.32M
|
49.3K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
49.1K+ 180.74% |
$1.26M - $1.32M
|
76.2K
$2.02M
|
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
48.3KNew |
$1.24M - $1.3M
|
48.3K
$1.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
48.1K+ 9.42% |
$1.24M - $1.29M
|
559K
$14.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
45.9K+ 15.02% |
$1.18M - $1.24M
|
352K
$9.33M
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
44.9KNew |
$1.15M - $1.21M
|
44.9K
$1.19M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
44.8KNew |
$1.15M - $1.21M
|
44.8K
$1.19M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
44.8KNew |
$1.15M - $1.21M
|
44.8K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
42.1K+ 42.53% |
$1.08M - $1.13M
|
141K
$3.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
41K+ 40.8% |
$1.05M - $1.1M
|
141K
$3.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
39.9K+ 8.39% |
$1.03M - $1.07M
|
516K
$13.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
38.6K+ 15.74% |
$990K - $1.04M
|
283K
$7.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
38.4K+ 9.22% |
$985K - $1.03M
|
454K
$12M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
38.2KNew |
$981K - $1.03M
|
38.2K
$1.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
36.3K+ 109.73% |
$934K - $977K
|
69.5K
$1.84M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
34.8K+ 2.16% |
$893K - $935K
|
1.64M
$43.6M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
32.2K+ 77.08% |
$828K - $867K
|
74.1K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
29.4KNew |
$754K - $790K
|
29.4K
$778K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
27.9K+ 3.79% |
$717K - $751K
|
764K
$20.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
27.2K+ 6.06% |
$698K - $730K
|
475K
$12.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
26.7K+ 185.41% |
$686K - $719K
|
41.1K
$1.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
24.7K+ 9.37% |
$634K - $664K
|
288K
$7.63M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
23.9K+ 17.59% |
$614K - $643K
|
160K
$4.24M
|
|
|
May 07, 2025
Q1 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
23.7K+ 78.62% |
$608K - $636K
|
53.7K
$1.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
23.5K+ 2.77% |
$604K - $632K
|
872K
$23.1M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
23.5K+ 92.17% |
$603K - $632K
|
49K
$1.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
22.3K+ 13.03% |
$574K - $601K
|
194K
$5.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
22.2K+ 200.0% |
$571K - $597K
|
33.3K
$883K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
22K+ 184.18% |
$565K - $591K
|
33.9K
$899K
|
|
|
May 12, 2025
Q1 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
21.7KNew |
$558K - $584K
|
21.7K
$576K
|
|
|
May 09, 2025
Q1 2025
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
20.8KNew |
$535K - $560K
|
20.8K
$552K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
20.6KNew |
$530K - $555K
|
20.6K
$547K
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
20.5KNew |
$525K - $550K
|
20.5K
$542K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
20.4K+ 36.35% |
$525K - $549K
|
76.6K
$2.03M
|