Purchases and Sales Made in Q2 2023 in Schwab Strategic Us Tips ETF (SCHP)
This table provides information about the institutional ownership of Schwab Strategic Us Tips ETF (SCHP) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-3.45K- 85.81% |
$180K - $186K
|
570
$15K
|
|
|
Jul 19, 2023
Q2 2023
|
Planning Directions Inc
|
SELL
|
- |
-3.56K- 35.81% |
$186K - $192K
|
6.38K
$167K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-3.62K- 4.63% |
$189K - $196K
|
74.5K
$1.96M
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.7K- 12.32% |
$193K - $200K
|
26.3K
$690K
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.86K- 3.6% |
$201K - $208K
|
103K
$2.71M
|
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
SELL
|
- |
-3.95K- 10.38% |
$206K - $214K
|
34.1K
$895K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-4.05K- 83.51% |
$211K - $219K
|
800
$21K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-4.13K- 17.99% |
$216K - $223K
|
18.8K
$494K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.23K- 13.42% |
$221K - $229K
|
27.3K
$717K
|
|
|
Aug 23, 2023
Q2 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-4.43KClosed |
$231K - $239K
|
0
$0
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-4.44K- 34.9% |
$232K - $240K
|
8.28K
$217K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-4.51K- 99.19% |
$235K - $244K
|
37
$971
|
|
|
Aug 08, 2023
Q2 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-4.58K- 40.22% |
$239K - $247K
|
6.8K
$178K
|
|
|
Jul 19, 2023
Q2 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-4.62K- 10.38% |
$241K - $250K
|
39.9K
$1.05M
|
|
|
Jul 11, 2023
Q2 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-4.68K- 31.56% |
$244K - $253K
|
10.1K
$266K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-4.83K- 7.16% |
$252K - $261K
|
62.6K
$1.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-4.95K- 18.42% |
$258K - $268K
|
21.9K
$575K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.01K- 35.44% |
$262K - $271K
|
9.13K
$240K
|
|
|
Jul 24, 2023
Q2 2023
|
Iron Financial, LLC
|
SELL
|
- |
-5.22K- 3.0% |
$272K - $282K
|
169K
$4.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-5.22K- 28.56% |
$272K - $282K
|
13.1K
$342K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
SELL
|
- |
-5.37K- 13.68% |
$280K - $290K
|
33.9K
$888K
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-5.55K- 8.55% |
$290K - $300K
|
59.3K
$1.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Merk Investments LLC
Menlo Park, CA |
SELL
|
- |
-5.71K- 27.83% |
$298K - $308K
|
14.8K
$388K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-5.77K- 35.78% |
$301K - $312K
|
10.4K
$272K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-5.99K- 13.84% |
$312K - $323K
|
37.3K
$977K
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-6K- 57.86% |
$313K - $324K
|
4.37K
$115K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-6.05K- 38.62% |
$316K - $327K
|
9.61K
$252K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-6.11K- 31.98% |
$319K - $330K
|
13K
$341K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-6.18K- 1.38% |
$322K - $334K
|
443K
$11.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-6.25K- 8.11% |
$326K - $338K
|
70.8K
$1.86M
|
|
|
Jul 05, 2023
Q2 2023
|
Marotta Asset Management
|
SELL
|
- |
-6.26K- 2.77% |
$327K - $338K
|
220K
$5.77M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-6.27K- 67.13% |
$327K - $339K
|
3.07K
$80.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-6.83K- 59.91% |
$356K - $369K
|
4.57K
$120K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-6.84K- 24.82% |
$357K - $369K
|
20.7K
$543K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-7.23K- 36.61% |
$377K - $391K
|
12.5K
$328K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-7.53K- 16.72% |
$393K - $407K
|
37.5K
$984K
|
|
|
Aug 07, 2023
Q2 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-7.61K- 5.66% |
$397K - $411K
|
127K
$3.33M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.63K- 29.67% |
$398K - $412K
|
18.1K
$474K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-8.32K- 9.4% |
$434K - $450K
|
80.2K
$2.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9K- 5.81% |
$470K - $486K
|
146K
$3.83M
|
|
|
Jul 25, 2023
Q2 2023
|
Wt Wealth Management
|
SELL
|
- |
-9.32K- 50.07% |
$486K - $504K
|
9.3K
$244K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-9.66K- 11.1% |
$504K - $522K
|
77.4K
$2.03M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-9.7K- 58.0% |
$506K - $524K
|
7.02K
$184K
|
|
|
Jul 24, 2023
Q2 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-10.1K- 17.79% |
$524K - $543K
|
46.4K
$1.22M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.2K- 24.67% |
$533K - $552K
|
31.2K
$818K
|
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-10.3K- 9.36% |
$537K - $556K
|
99.8K
$2.62M
|
|
|
Jul 28, 2023
Q2 2023
|
Resource Planning Group
|
SELL
|
- |
-10.3K- 7.32% |
$539K - $558K
|
131K
$3.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-11.2K- 14.45% |
$584K - $605K
|
66.3K
$1.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-11.5K- 4.35% |
$600K - $621K
|
253K
$6.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-11.6K- 3.03% |
$606K - $628K
|
372K
$9.75M
|