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 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
693New |
$36.2K - $37.4K
|
693
$18.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
644+ 5.9% |
$33.6K - $34.8K
|
11.6K
$303K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
644+ 5.9% |
$33.6K - $34.8K
|
11.6K
$303K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
615New |
$32.1K - $33.2K
|
615
$16.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
609+ 3.13% |
$31.8K - $32.9K
|
20.1K
$526K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
599+ 40.64% |
$31.3K - $32.4K
|
2.07K
$54.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
581New |
$30.3K - $31.4K
|
581
$15.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
550+ 1.66% |
$28.7K - $29.7K
|
33.7K
$883K
|
|
|
Jul 21, 2023
Q2 2023
|
Pflug Koory, LLC
|
BUY
|
- |
550+ 145.89% |
$28.7K - $29.7K
|
927
$24.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
526New |
$27.4K - $28.4K
|
526
$13.8K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
485+ 6.59% |
$25.3K - $26.2K
|
7.85K
$206K
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
482+ 10.98% |
$25.2K - $26K
|
4.87K
$128K
|
|
|
Aug 10, 2023
Q2 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
477+ 1.21% |
$24.9K - $25.8K
|
40K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
472+ 2.93% |
$24.6K - $25.5K
|
16.6K
$436K
|
|
|
Jul 13, 2023
Q2 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
463+ 1.95% |
$24.2K - $25K
|
24.2K
$635K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
451+ 23.28% |
$23.5K - $24.4K
|
2.39K
$62.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
446+ 5.88% |
$23.3K - $24.1K
|
8.04K
$211K
|
|
|
Jul 19, 2023
Q2 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
446+ 1.01% |
$23.3K - $24.1K
|
44.7K
$1.17M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
437+ 6.45% |
$22.8K - $23.6K
|
7.21K
$189K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
403New |
$21K - $21.8K
|
403
$10.6K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
400+ 0.42% |
$20.9K - $21.6K
|
96.2K
$2.52M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
391New |
$20.4K - $21.1K
|
391
$10.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
372+ 2.28% |
$19.4K - $20.1K
|
16.7K
$438K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
305+ 3.44% |
$15.9K - $16.5K
|
9.18K
$241K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
301New |
$15.7K - $16.3K
|
301
$7.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
300+ 114.5% |
$15.7K - $16.2K
|
562
$14.7K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
292+ 5.46% |
$15.2K - $15.8K
|
5.64K
$148K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
278New |
$14.5K - $15K
|
278
$7.29K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
253New |
$13.2K - $13.7K
|
253
$6.64K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
241+ 1.32% |
$12.6K - $13K
|
18.6K
$487K
|
|
|
Jul 17, 2023
Q2 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
241+ 0.06% |
$12.6K - $13K
|
389K
$10.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
240+ 10.45% |
$12.5K - $13K
|
2.54K
$66.5K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
239+ 1.94% |
$12.5K - $12.9K
|
12.5K
$329K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
218+ 27.01% |
$11.4K - $11.8K
|
1.03K
$26.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
BUY
|
- |
209+ 7.86% |
$10.9K - $11.3K
|
2.87K
$75.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
206+ 1.36% |
$10.7K - $11.1K
|
15.3K
$402K
|
|
|
Jul 19, 2023
Q2 2023
|
Ahl Investment Management, Inc.
|
BUY
|
- |
200+ 1.26% |
$10.4K - $10.8K
|
16.1K
$423K
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
195+ 3.98% |
$10.2K - $10.5K
|
5.09K
$134K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
190+ 4.42% |
$9.91K - $10.3K
|
4.49K
$118K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
181New |
$9.44K - $9.78K
|
181
$4.75K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
179+ 2.27% |
$9.34K - $9.67K
|
8.05K
$211K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
175New |
$9.13K - $9.45K
|
175
$4.59K
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
161+ 0.06% |
$8.4K - $8.7K
|
284K
$7.44M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
146New |
$7.62K - $7.89K
|
146
$3.83K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
146New |
$7.62K - $7.89K
|
146
$3.83K
|
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
143+ 0.79% |
$7.46K - $7.72K
|
18.2K
$476K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
138New |
$7.2K - $7.45K
|
138
$3.62K
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
126+ 1.14% |
$6.57K - $6.81K
|
11.2K
$293K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
118+ 45.74% |
$6.16K - $6.37K
|
376
$9.86K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
101+ 1.35% |
$5.27K - $5.46K
|
7.6K
$199K
|