Purchases and Sales Made in Q2 2025 in Schwab Strategic Us Tips ETF (SCHP)
This table provides information about the institutional ownership of Schwab Strategic Us Tips ETF (SCHP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
1.07MNew |
$28.1M - $28.9M
|
1.07M
$28.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
526K+ 48.63% |
$13.8M - $14.2M
|
1.61M
$42.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
258K+ 18.87% |
$6.76M - $6.96M
|
1.63M
$43.3M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
BUY
|
- |
218K+ 88.91% |
$5.71M - $5.87M
|
463K
$12.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
207K+ 22.16% |
$5.42M - $5.58M
|
1.14M
$30.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
192KNew |
$5.03M - $5.17M
|
192K
$5.12M
|
|
|
Jul 25, 2025
Q2 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
143KNew |
$3.73M - $3.84M
|
143K
$3.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
139K+ 10.72% |
$3.65M - $3.75M
|
1.44M
$38.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
121K+ 608.09% |
$3.16M - $3.25M
|
140K
$3.74M
|
|
|
Jul 24, 2025
Q2 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
97.7K+ 341.01% |
$2.56M - $2.63M
|
126K
$3.37M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
77.8K+ 3.96% |
$2.04M - $2.1M
|
2.04M
$54.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
66.3KNew |
$1.74M - $1.79M
|
66.3K
$1.77M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
58.2K+ 23.66% |
$1.52M - $1.57M
|
304K
$8.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
54K+ 60.57% |
$1.41M - $1.45M
|
143K
$3.81M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
49.4KNew |
$1.29M - $1.33M
|
49.4K
$1.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
49.4K+ 3.03% |
$1.29M - $1.33M
|
1.68M
$44.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
49.2K+ 38.21% |
$1.29M - $1.33M
|
178K
$4.74M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
39.4K+ 20.77% |
$1.03M - $1.06M
|
229K
$6.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
37.8K+ 6.77% |
$991K - $1.02M
|
597K
$15.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
37.4K+ 53.88% |
$980K - $1.01M
|
107K
$2.85M
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
35.3K+ 9.66% |
$925K - $951K
|
401K
$10.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
30.7K+ 2.53% |
$803K - $826K
|
1.24M
$33.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
30.2K+ 400.96% |
$790K - $812K
|
37.7K
$1M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
26.1K+ 158.49% |
$685K - $704K
|
42.6K
$1.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
BUY
|
- |
25.7K+ 34.74% |
$673K - $692K
|
99.7K
$2.65M
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
24.8K+ 12.81% |
$650K - $669K
|
219K
$5.82M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
22.1K+ 53.75% |
$579K - $595K
|
63.2K
$1.68M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
21.3K+ 32.34% |
$557K - $573K
|
87.1K
$2.32M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
21KNew |
$549K - $565K
|
21K
$558K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
20.4K+ 2.61% |
$534K - $549K
|
802K
$21.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
19.2K+ 18.49% |
$502K - $516K
|
123K
$3.27M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
18.9K+ 12.88% |
$496K - $510K
|
166K
$4.42M
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
13.3K+ 30.14% |
$349K - $359K
|
57.5K
$1.53M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
13.1K+ 4.56% |
$343K - $353K
|
301K
$8.02M
|
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
BUY
|
- |
12K+ 7.96% |
$315K - $324K
|
163K
$4.35M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
11.7KNew |
$308K - $316K
|
11.7K
$313K
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
11.4K+ 0.85% |
$298K - $307K
|
1.35M
$35.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11K+ 12.92% |
$287K - $295K
|
95.7K
$2.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
10.3KNew |
$270K - $278K
|
10.3K
$275K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
10.3K+ 0.78% |
$270K - $278K
|
1.33M
$35.4M
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
9.61KNew |
$252K - $259K
|
9.61K
$256K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
9.44K+ 2.69% |
$247K - $254K
|
361K
$9.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.94KNew |
$234K - $241K
|
8.94K
$238K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
8.68K+ 92.62% |
$227K - $234K
|
18K
$480K
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
8.65K+ 9.11% |
$226K - $233K
|
104K
$2.76M
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
8.29K+ 11.82% |
$217K - $223K
|
78.5K
$2.09M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
8.28KNew |
$217K - $223K
|
8.28K
$220K
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
8.27K+ 13.84% |
$217K - $223K
|
68K
$1.81M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
7.7KNew |
$202K - $207K
|
7.7K
$205K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
7.56KNew |
$198K - $204K
|
7.56K
$201K
|