Purchases and Sales Made in Q4 2023 in Schwab Strategic Us Tips ETF (SCHP)
This table provides information about the institutional ownership of Schwab Strategic Us Tips ETF (SCHP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
10.2K+ 17.82% |
$507K - $535K
|
67.5K
$1.77M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.9K+ 20.35% |
$492K - $519K
|
58.5K
$1.54M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
9.55KNew |
$474K - $501K
|
9.55K
$250K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
9.33KNew |
$463K - $489K
|
9.33K
$245K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.3K+ 21.44% |
$462K - $488K
|
52.7K
$1.38M
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
8.92KNew |
$443K - $468K
|
8.92K
$234K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.85KNew |
$440K - $464K
|
8.85K
$232K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
8.81KNew |
$438K - $462K
|
8.81K
$231K
|
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
8.8KNew |
$437K - $462K
|
8.8K
$231K
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
8.61KNew |
$428K - $452K
|
8.61K
$226K
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
8.47K+ 61.46% |
$421K - $444K
|
22.2K
$583K
|
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
8.24K+ 15.58% |
$409K - $432K
|
61.1K
$1.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
7.94K+ 1.88% |
$395K - $417K
|
429K
$11.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
7.71K+ 1.77% |
$383K - $404K
|
443K
$11.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
7.51KNew |
$373K - $394K
|
7.51K
$197K
|
|
|
Feb 13, 2024
Q4 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
7.49KNew |
$372K - $393K
|
7.49K
$197K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
7.4K+ 71.03% |
$368K - $388K
|
17.8K
$468K
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
7.23K+ 6.94% |
$359K - $379K
|
111K
$2.92M
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
6.97K+ 5.07% |
$346K - $366K
|
144K
$3.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
6.68K+ 37.25% |
$332K - $351K
|
24.6K
$646K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.47K+ 17.42% |
$322K - $340K
|
43.6K
$1.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
6.38K+ 17.53% |
$317K - $335K
|
42.8K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.1K+ 161.84% |
$303K - $320K
|
9.87K
$259K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
6.03K+ 4.32% |
$299K - $316K
|
146K
$3.82M
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
5.65K+ 24.35% |
$281K - $296K
|
28.8K
$756K
|
|
|
Jun 13, 2024
Q4 2023
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
5.56KNew |
$276K - $292K
|
5.56K
$146K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
5.54KNew |
$275K - $291K
|
5.54K
$145K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
5.41K+ 3.61% |
$269K - $284K
|
155K
$4.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
5.24K+ 1.63% |
$260K - $275K
|
328K
$8.59M
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
5.06K+ 11.3% |
$252K - $266K
|
49.9K
$1.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
5.06KNew |
$251K - $265K
|
5.06K
$133K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
5.04K+ 9.23% |
$251K - $265K
|
59.7K
$1.57M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5KNew |
$248K - $262K
|
5K
$131K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.77K+ 35.71% |
$237K - $250K
|
18.1K
$476K
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
BUY
|
- |
4.56KNew |
$227K - $239K
|
4.56K
$120K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.45K+ 11.52% |
$221K - $234K
|
43.1K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.44K+ 0.84% |
$221K - $233K
|
536K
$14.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.4KNew |
$218K - $231K
|
4.4K
$115K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.38KNew |
$218K - $230K
|
4.38K
$115K
|
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
BUY
|
- |
4.31KNew |
$214K - $226K
|
4.31K
$113K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.22KNew |
$209K - $221K
|
4.22K
$111K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
4.17K+ 63.66% |
$207K - $218K
|
10.7K
$281K
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
4.13KNew |
$205K - $217K
|
4.13K
$108K
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
4.06KNew |
$202K - $213K
|
4.06K
$107K
|
|
|
Jan 12, 2024
Q4 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
4.06KNew |
$202K - $213K
|
4.06K
$106K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.96KNew |
$197K - $208K
|
3.96K
$104K
|
|
|
Jan 08, 2024
Q4 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
3.91KNew |
$194K - $205K
|
3.91K
$103K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3.86KNew |
$192K - $203K
|
3.86K
$101K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.85K+ 9.63% |
$191K - $202K
|
43.8K
$1.15M
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3.84KNew |
$191K - $201K
|
3.84K
$101K
|