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 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.59K+ 18.61% |
$92.2K - $96.5K
|
22.9K
$607K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.58K+ 24.35% |
$92.1K - $96.4K
|
18.3K
$485K
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
3.3K+ 24.85% |
$84.7K - $88.6K
|
16.6K
$439K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.29K+ 0.98% |
$84.6K - $88.6K
|
340K
$9.01M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
3.25KNew |
$83.5K - $87.4K
|
3.25K
$86.2K
|
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
3.16K+ 0.91% |
$81.2K - $85K
|
350K
$9.28M
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
3.03K+ 3.6% |
$77.7K - $81.3K
|
87.1K
$2.31M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.98K+ 4.43% |
$76.5K - $80.1K
|
70.2K
$1.86M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
2.68K+ 3.96% |
$68.7K - $71.9K
|
70.2K
$1.86M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.65K+ 42.36% |
$68K - $71.1K
|
8.89K
$236K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.51K+ 339.97% |
$64.5K - $67.5K
|
3.25K
$86.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.49K+ 91.78% |
$64K - $67K
|
5.2K
$138K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.44K+ 0.18% |
$62.6K - $65.6K
|
1.36M
$36M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.43K+ 418.93% |
$62.5K - $65.5K
|
3.02K
$79.9K
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
2.43K+ 4.57% |
$62.5K - $65.5K
|
55.7K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.43K+ 0.91% |
$62.5K - $65.5K
|
269K
$7.14M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
2.15KNew |
$55.3K - $57.9K
|
2.15K
$57K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.11K+ 2.88% |
$54.2K - $56.8K
|
75.3K
$2M
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
2.08K+ 9.89% |
$53.5K - $56K
|
23.1K
$613K
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
2.08K+ 4.78% |
$53.3K - $55.8K
|
45.5K
$1.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
2.04K+ 5.34% |
$52.3K - $54.8K
|
40.2K
$1.07M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
2K+ 25.0% |
$51.4K - $53.8K
|
10K
$265K
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2K+ 6.85% |
$51.3K - $53.7K
|
31.2K
$826K
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
1.9K+ 5.56% |
$48.8K - $51.1K
|
36.1K
$957K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.81K+ 0.77% |
$46.4K - $48.5K
|
236K
$6.25M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
1.7K+ 2.54% |
$43.8K - $45.8K
|
68.9K
$1.83M
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
BUY
|
- |
1.7K+ 11.03% |
$43.5K - $45.6K
|
17.1K
$452K
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
1.64K+ 9.78% |
$42.2K - $44.2K
|
18.5K
$489K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.64K+ 10.46% |
$42.1K - $44.1K
|
17.3K
$459K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
1.62K+ 1.66% |
$41.6K - $43.5K
|
99.2K
$2.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
1.61K+ 0.13% |
$41.4K - $43.3K
|
1.21M
$32.1M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.51KNew |
$38.8K - $40.6K
|
1.51K
$40.1K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.51K+ 4.01% |
$38.7K - $40.6K
|
39.1K
$1.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.47K+ 2.9% |
$37.8K - $39.6K
|
52.3K
$1.39M
|
|
|
May 08, 2025
Q1 2025
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
1.47K+ 13.96% |
$37.8K - $39.6K
|
12K
$319K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.4KNew |
$35.9K - $37.6K
|
1.4K
$37K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.35KNew |
$34.8K - $36.4K
|
1.35K
$35.9K
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
1.3K+ 0.72% |
$33.4K - $35K
|
182K
$4.83M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.29K+ 20.77% |
$33.2K - $34.8K
|
7.52K
$199K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.24K+ 0.58% |
$31.9K - $33.4K
|
216K
$5.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.16K+ 115900.0% |
$29.8K - $31.2K
|
1.16K
$30.8K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.14K+ 11.38% |
$29.4K - $30.8K
|
11.2K
$297K
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
1.14K+ 1.94% |
$29.2K - $30.5K
|
59.7K
$1.58M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.13K+ 19.54% |
$29K - $30.3K
|
6.9K
$183K
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
1.06K+ 0.19% |
$27.2K - $28.5K
|
548K
$14.5M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
991+ 31.94% |
$25.5K - $26.6K
|
4.09K
$109K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
810+ 2.18% |
$20.8K - $21.8K
|
38K
$1.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
807+ 2123.68% |
$20.7K - $21.7K
|
845
$22.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
798+ 5.45% |
$20.5K - $21.5K
|
15.4K
$409K
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
768+ 3.58% |
$19.7K - $20.7K
|
22.2K
$590K
|