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 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
423+ 0.73% |
$10.9K - $11.4K
|
58.4K
$1.54M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
387New |
$9.94K - $10.4K
|
387
$10.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
206+ 0.52% |
$5.29K - $5.54K
|
39.5K
$1.05M
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
182+ 0.72% |
$4.68K - $4.89K
|
25.5K
$674K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
177+ 2.12% |
$4.55K - $4.76K
|
8.53K
$226K
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
101+ 0.19% |
$2.59K - $2.72K
|
52K
$1.37M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
87+ 32.22% |
$2.24K - $2.34K
|
357
$9.44K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
BUY
|
- |
77+ 4.14% |
$1.98K - $2.07K
|
1.94K
$51.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
64+ 21.26% |
$1.64K - $1.72K
|
365
$9.65K
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
60+ 0.08% |
$1.54K - $1.61K
|
71.6K
$1.89M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
58+ 4.67% |
$1.49K - $1.56K
|
1.3K
$34.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
36+ 3.41% |
$925 - $968
|
1.09K
$28.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-10- 0.11% |
$257 - $269
|
9.28K
$245K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-30- 1.63% |
$771 - $807
|
1.82K
$48K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-43- 0.26% |
$1.1K - $1.16K
|
16.3K
$431K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-49- 0.09% |
$1.26K - $1.32K
|
57.4K
$1.52M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-207- 0.81% |
$5.32K - $5.57K
|
25.2K
$666K
|
|
|
Apr 02, 2025
Q1 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-316- 0.53% |
$8.12K - $8.5K
|
59.6K
$1.57M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-828- 1.04% |
$21.3K - $22.3K
|
78.7K
$2.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Tran Capital Management, L.P.
|
SELL
|
- |
-877- 4.58% |
$22.5K - $23.6K
|
18.3K
$483K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-914- 5.98% |
$23.5K - $24.6K
|
14.4K
$380K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1.1K- 12.5% |
$28.3K - $29.6K
|
7.7K
$204K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-1.13K- 1.5% |
$28.9K - $30.3K
|
74K
$1.95M
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-1.27K- 4.08% |
$32.6K - $34.1K
|
29.9K
$789K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-1.61K- 0.92% |
$41.5K - $43.4K
|
174K
$4.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.8K- 13.49% |
$46.3K - $48.5K
|
11.6K
$306K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-1.8K- 99.23% |
$46.3K - $48.5K
|
14
$370
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-1.89K- 1.11% |
$48.5K - $50.8K
|
168K
$4.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-2.23K- 0.7% |
$57.3K - $60K
|
315K
$8.33M
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-2.39K- 3.78% |
$61.4K - $64.3K
|
60.9K
$1.61M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.6K- 7.58% |
$66.8K - $70K
|
31.7K
$838K
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-2.65K- 16.51% |
$68K - $71.2K
|
13.4K
$354K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-2.65K- 12.67% |
$68.1K - $71.3K
|
18.3K
$483K
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-2.91K- 6.77% |
$74.8K - $78.2K
|
40.1K
$1.06M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.36K- 12.25% |
$86.4K - $90.5K
|
24.1K
$637K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-3.67K- 1.76% |
$94.2K - $98.6K
|
205K
$5.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-3.94K- 1.65% |
$101K - $106K
|
235K
$6.22M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-7.74K- 11.49% |
$199K - $208K
|
59.6K
$1.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-8.17K- 2.27% |
$210K - $220K
|
351K
$9.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-8.52K- 4.3% |
$219K - $229K
|
190K
$5.02M
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-10.9K- 13.46% |
$280K - $293K
|
70.1K
$1.85M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-12.2K- 10.17% |
$315K - $329K
|
108K
$2.86M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-16.2K- 7.85% |
$415K - $435K
|
190K
$5.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-19K- 46.96% |
$487K - $510K
|
21.4K
$566K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-22.5K- 10.61% |
$578K - $605K
|
189K
$5.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-33.2K- 15.71% |
$853K - $893K
|
178K
$4.71M
|
|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-57.1K- 67.28% |
$1.47M - $1.53M
|
27.8K
$734K
|
|
|
Apr 10, 2025
Q1 2025
|
Quadratic Capital Management LLC
|
SELL
|
- |
-59.7K- 0.42% |
$1.53M - $1.6M
|
14.2M
$375M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
SELL
|
- |
-71.3K- 6.19% |
$1.83M - $1.92M
|
1.08M
$28.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-110K- 10.54% |
$2.83M - $2.96M
|
935K
$24.7M
|