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 10, 2025
Q1 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
9.27K+ 7.69% |
$238K - $249K
|
130K
$3.44M
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
9.13KNew |
$235K - $246K
|
9.13K
$242K
|
|
|
May 02, 2025
Q1 2025
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
9.03K+ 6.6% |
$232K - $243K
|
146K
$3.87M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
9K+ 4.72% |
$231K - $242K
|
200K
$5.29M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.65K+ 3.63% |
$222K - $233K
|
247K
$6.55M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
8.36KNew |
$215K - $225K
|
8.36K
$222K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
8.24K+ 60.36% |
$212K - $222K
|
21.9K
$580K
|
|
|
May 12, 2025
Q1 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
8.19KNew |
$210K - $220K
|
8.19K
$217K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.14K+ 3.33% |
$209K - $219K
|
252K
$6.69M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
8.11KNew |
$208K - $218K
|
8.11K
$215K
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
8.11KNew |
$208K - $218K
|
8.11K
$215K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
7.9K+ 33.79% |
$203K - $212K
|
31.3K
$829K
|
|
|
May 13, 2025
Q1 2025
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
7.86K+ 1271.84% |
$202K - $211K
|
8.48K
$225K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
7.8KNew |
$200K - $210K
|
7.8K
$207K
|
|
|
Apr 23, 2025
Q1 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
7.73KNew |
$199K - $208K
|
7.73K
$205K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
7.52KNew |
$193K - $202K
|
7.52K
$199K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
7.51KNew |
$193K - $202K
|
7.51K
$199K
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
7.44KNew |
$191K - $200K
|
7.44K
$197K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.38K+ 0.97% |
$190K - $199K
|
772K
$20.5M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
6.75KNew |
$173K - $181K
|
6.75K
$179K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.55K+ 28.26% |
$168K - $176K
|
29.7K
$788K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
6.43K+ 5.66% |
$165K - $173K
|
120K
$3.18M
|
|
|
May 14, 2025
Q1 2025
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
6.33K+ 20.94% |
$163K - $170K
|
36.6K
$969K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
6.19KNew |
$159K - $166K
|
6.19K
$164K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
6.06K+ 5.55% |
$156K - $163K
|
115K
$3.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.94K+ 4.01% |
$153K - $160K
|
154K
$4.09M
|
|
|
May 05, 2025
Q1 2025
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
5.89K+ 1.83% |
$151K - $158K
|
327K
$8.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
5.87K+ 286.44% |
$151K - $158K
|
7.92K
$210K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.61K+ 10.96% |
$144K - $151K
|
56.8K
$1.51M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.6K+ 7.75% |
$144K - $151K
|
77.8K
$2.06M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
5.59K+ 2.15% |
$144K - $150K
|
266K
$7.05M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
5.51K+ 7.46% |
$142K - $148K
|
79.4K
$2.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
5.51K+ 2.11% |
$142K - $148K
|
267K
$7.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
5.47K+ 31.03% |
$140K - $147K
|
23.1K
$612K
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
5.29K+ 2.18% |
$136K - $142K
|
248K
$6.56M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5K+ 1.34% |
$128K - $134K
|
378K
$10M
|
|
|
May 06, 2025
Q1 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
4.93K+ 1.48% |
$127K - $133K
|
339K
$8.99M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.86K+ 6.18% |
$125K - $131K
|
83.4K
$2.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
4.55K+ 4.02% |
$117K - $122K
|
118K
$3.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
4.43K+ 0.56% |
$114K - $119K
|
795K
$21.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
4.35K+ 9.53% |
$112K - $117K
|
50K
$1.33M
|
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
BUY
|
- |
4.28K+ 2.91% |
$110K - $115K
|
151K
$4.01M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
4.18K+ 5.25% |
$107K - $112K
|
83.9K
$2.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
4K+ 7.17% |
$103K - $108K
|
59.8K
$1.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
3.91K+ 6.34% |
$100K - $105K
|
65.6K
$1.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.85K+ 4.41% |
$98.8K - $103K
|
91.2K
$2.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
3.8KNew |
$97.6K - $102K
|
3.8K
$101K
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
3.77K+ 2.08% |
$96.9K - $101K
|
185K
$4.9M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
3.7K+ 3.91% |
$95K - $99.4K
|
98.4K
$2.61M
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
3.63K+ 2.9% |
$93.4K - $97.7K
|
129K
$3.41M
|