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 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-1.16K- 9.61% |
$29.7K - $31.1K
|
10.9K
$288K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.18K- 5.18% |
$30.3K - $31.7K
|
21.6K
$573K
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-1.27K- 4.08% |
$32.6K - $34.1K
|
29.9K
$791K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.31K- 5.92% |
$33.7K - $35.3K
|
20.8K
$553K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.35K- 6.83% |
$34.6K - $36.2K
|
18.4K
$487K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.42K- 3.45% |
$36.4K - $38.1K
|
39.7K
$1.05M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.46K- 11.75% |
$37.5K - $39.2K
|
10.9K
$290K
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.47K- 3.94% |
$37.7K - $39.4K
|
35.8K
$949K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-1.52K- 3.59% |
$39.1K - $41K
|
40.9K
$1.08M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-1.52K- 23.36% |
$39.2K - $41K
|
5K
$133K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.56K- 3.99% |
$40K - $41.9K
|
37.4K
$992K
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.57K- 2.4% |
$40.2K - $42.1K
|
63.6K
$1.69M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.59K- 11.52% |
$40.9K - $42.9K
|
12.2K
$325K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-1.61K- 0.92% |
$41.5K - $43.4K
|
174K
$4.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.7K- 1.1% |
$43.6K - $45.6K
|
152K
$4.03M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-1.72K- 21.94% |
$44.1K - $46.1K
|
6.1K
$162K
|
|
|
May 14, 2025
Q1 2025
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-1.74K- 3.47% |
$44.7K - $46.8K
|
48.4K
$1.28M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.75K- 76.11% |
$45K - $47.1K
|
550
$14.6K
|
|
|
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
$371
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-1.81K- 2.0% |
$46.4K - $48.5K
|
88.7K
$2.35M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-1.82K- 99.02% |
$46.8K - $49K
|
18
$477
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-1.89K- 1.11% |
$48.5K - $50.8K
|
168K
$4.46M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.9K- 48.42% |
$48.8K - $51K
|
2.02K
$53.6K
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-2K- 11.38% |
$51.4K - $53.8K
|
15.6K
$413K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.13K- 16.37% |
$54.8K - $57.3K
|
10.9K
$289K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-2.22K- 4.34% |
$57.1K - $59.7K
|
48.9K
$1.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-2.23K- 0.7% |
$57.3K - $60K
|
315K
$8.36M
|
|
|
May 06, 2025
Q1 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-2.37K- 2.81% |
$60.9K - $63.8K
|
81.9K
$2.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-2.39K- 3.78% |
$61.4K - $64.3K
|
60.9K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.43K- 0.82% |
$62.5K - $65.4K
|
295K
$7.81M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-2.45K- 10.61% |
$62.9K - $65.9K
|
20.6K
$547K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-2.54K- 12.93% |
$65.2K - $68.2K
|
17.1K
$453K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.58K- 7.41% |
$66.2K - $69.2K
|
32.2K
$852K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.6K- 7.58% |
$66.8K - $70K
|
31.7K
$841K
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-2.65K- 16.51% |
$68K - $71.2K
|
13.4K
$355K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-2.65K- 12.67% |
$68.1K - $71.3K
|
18.3K
$485K
|
|
|
May 15, 2025
Q1 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-2.7K- 6.24% |
$69.3K - $72.6K
|
40.6K
$1.07M
|
|
|
Jun 05, 2025
Q1 2025
|
Fruth Investment Management
|
SELL
|
- |
-2.7K- 15.25% |
$69.4K - $72.6K
|
15K
$398K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.71K- 17.68% |
$69.5K - $72.7K
|
12.6K
$334K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.79K- 4.3% |
$71.6K - $75K
|
62.1K
$1.65M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.82K- 4.19% |
$72.3K - $75.7K
|
64.3K
$1.71M
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-2.83K- 18.63% |
$72.7K - $76K
|
12.4K
$328K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.88K- 13.01% |
$74K - $77.4K
|
19.3K
$510K
|
|
|
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 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.03K- 15.51% |
$77.8K - $81.4K
|
16.5K
$437K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.36K- 12.25% |
$86.4K - $90.5K
|
24.1K
$639K
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-3.55K- 3.86% |
$91.1K - $95.4K
|
88.2K
$2.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-3.67K- 1.76% |
$94.2K - $98.6K
|
205K
$5.43M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-3.68K- 58.87% |
$94.6K - $99K
|
2.57K
$68.2K
|