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 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
19.7KNew |
$507K - $531K
|
19.7K
$523K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19.3K+ 116.33% |
$497K - $520K
|
35.9K
$953K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
18.9K+ 5.98% |
$486K - $509K
|
335K
$8.89M
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
18K+ 7.16% |
$463K - $485K
|
270K
$7.16M
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
17.1K+ 15.64% |
$440K - $460K
|
127K
$3.36M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
17.1K+ 125.1% |
$439K - $459K
|
30.7K
$815K
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
16.3K+ 3.82% |
$419K - $438K
|
443K
$11.7M
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
16K+ 3.38% |
$410K - $430K
|
488K
$12.9M
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
15.9KNew |
$409K - $428K
|
15.9K
$422K
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
15.8K+ 24.58% |
$406K - $425K
|
80.2K
$2.12M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
15.7KNew |
$404K - $423K
|
15.7K
$417K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
15.6KNew |
$400K - $418K
|
15.6K
$413K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
15.4K+ 37.47% |
$396K - $414K
|
56.5K
$1.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
15.3K+ 1.69% |
$392K - $411K
|
920K
$24.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
14.9K+ 4.24% |
$382K - $400K
|
366K
$9.7M
|
|
|
May 05, 2025
Q1 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
14.9K+ 19.0% |
$382K - $400K
|
93.1K
$2.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
14.6K+ 10.42% |
$375K - $393K
|
155K
$4.11M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
14.2K+ 100.0% |
$365K - $382K
|
28.4K
$753K
|
|
|
May 14, 2025
Q1 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
14.2K+ 97.85% |
$364K - $381K
|
28.7K
$760K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14.1K+ 11.34% |
$361K - $378K
|
138K
$3.66M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
13.9KNew |
$356K - $373K
|
13.9K
$367K
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
13.8KNew |
$356K - $372K
|
13.8K
$367K
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
13.8K+ 7.54% |
$353K - $370K
|
196K
$5.2M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
13.6K+ 42.87% |
$348K - $365K
|
45.2K
$1.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
13.6KNew |
$348K - $364K
|
13.6K
$359K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
13.1K+ 1.7% |
$336K - $352K
|
781K
$20.7M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.1K+ 5.07% |
$336K - $351K
|
271K
$7.18M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
12.8K+ 594.84% |
$329K - $344K
|
15K
$396K
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
12.3K+ 13.0% |
$316K - $331K
|
107K
$2.84M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
12.2K+ 4.1% |
$313K - $327K
|
309K
$8.18M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
11.6KNew |
$299K - $313K
|
11.6K
$309K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
11.4K+ 43.41% |
$293K - $306K
|
37.6K
$998K
|
|
|
May 12, 2025
Q1 2025
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
11.2K+ 23.29% |
$287K - $300K
|
59K
$1.57M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
11K+ 2.87% |
$283K - $297K
|
396K
$10.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
10.9KNew |
$281K - $294K
|
10.9K
$290K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
10.9K+ 14.51% |
$279K - $292K
|
85.7K
$2.27M
|
|
|
May 15, 2025
Q1 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
10.8KNew |
$277K - $290K
|
10.8K
$286K
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
10.6K+ 0.8% |
$272K - $285K
|
1.33M
$35.4M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
10.5K+ 53.78% |
$270K - $283K
|
30.1K
$797K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
10.5KNew |
$270K - $282K
|
10.5K
$278K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.3K+ 54.53% |
$266K - $278K
|
29.3K
$777K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
10.3K+ 285.39% |
$263K - $276K
|
13.8K
$367K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
9.96KNew |
$256K - $268K
|
9.96K
$264K
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
9.77K+ 8.56% |
$251K - $263K
|
124K
$3.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
9.59KNew |
$246K - $258K
|
9.59K
$254K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
9.51K+ 10.05% |
$244K - $256K
|
104K
$2.76M
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
BUY
|
- |
9.48K+ 36.15% |
$244K - $255K
|
35.7K
$947K
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
9.47K+ 6.03% |
$243K - $255K
|
166K
$4.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
9.37KNew |
$241K - $252K
|
9.37K
$249K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9.29K+ 6.21% |
$239K - $250K
|
159K
$4.21M
|