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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-63- 77.78% |
$3.13K - $3.3K
|
18
$472
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
SELL
|
- |
-65- 3.31% |
$3.23K - $3.41K
|
1.9K
$49.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-65- 12.75% |
$3.23K - $3.41K
|
445
$11.7K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-80- 95.24% |
$3.98K - $4.2K
|
4
$105
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-89- 1.37% |
$4.42K - $4.67K
|
6.41K
$168K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-95- 2.34% |
$4.72K - $4.98K
|
3.97K
$104K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-97- 7.8% |
$4.82K - $5.09K
|
1.15K
$30.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-103- 8.12% |
$5.12K - $5.4K
|
1.17K
$30.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-108- 1.83% |
$5.37K - $5.67K
|
5.8K
$152K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-116- 1.75% |
$5.76K - $6.09K
|
6.53K
$171K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-120- 39.22% |
$5.96K - $6.3K
|
186
$4.88K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-125- 2.93% |
$6.21K - $6.56K
|
4.14K
$109K
|
|
|
Feb 08, 2024
Q4 2023
|
Addison Capital CO
|
SELL
|
- |
-126- 2.08% |
$6.26K - $6.61K
|
5.95K
$156K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-144- 2.98% |
$7.16K - $7.55K
|
4.7K
$123K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-145- 0.8% |
$7.21K - $7.61K
|
17.9K
$470K
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-145- 0.12% |
$7.21K - $7.61K
|
124K
$3.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-160- 2.0% |
$7.95K - $8.39K
|
7.86K
$206K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-178- 13.62% |
$8.84K - $9.34K
|
1.13K
$29.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-178- 28.25% |
$8.84K - $9.34K
|
452
$11.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-186- 10.92% |
$9.24K - $9.76K
|
1.52K
$39.8K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-195- 92.86% |
$9.69K - $10.2K
|
15
$393
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-200- 4.96% |
$9.94K - $10.5K
|
3.83K
$100K
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-204- 4.52% |
$10.1K - $10.7K
|
4.31K
$113K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-207- 99.52% |
$10.3K - $10.9K
|
1
$26.2
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-220- 2.91% |
$10.9K - $11.5K
|
7.35K
$193K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-222- 0.29% |
$11K - $11.6K
|
76.9K
$2.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-232- 1.88% |
$11.5K - $12.2K
|
12.1K
$318K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-249- 10.41% |
$12.4K - $13.1K
|
2.14K
$56.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-251- 3.3% |
$12.5K - $13.2K
|
7.36K
$193K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-251- 3.3% |
$12.5K - $13.2K
|
7.36K
$193K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-257- 0.05% |
$12.8K - $13.5K
|
553K
$14.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-271- 5.15% |
$13.5K - $14.2K
|
4.99K
$131K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-275- 4.0% |
$13.7K - $14.4K
|
6.6K
$173K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-279- 3.36% |
$13.9K - $14.6K
|
8.03K
$211K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-281- 9.54% |
$14K - $14.7K
|
2.66K
$69.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-282- 6.28% |
$14K - $14.8K
|
4.21K
$110K
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-287- 5.33% |
$14.3K - $15.1K
|
5.1K
$134K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-291- 8.87% |
$14.5K - $15.3K
|
2.99K
$78.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-305- 0.54% |
$15.2K - $16K
|
56.6K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-334- 50.68% |
$16.6K - $17.5K
|
325
$8.52K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-350- 15.12% |
$17.4K - $18.4K
|
1.97K
$51.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-351- 0.74% |
$17.4K - $18.4K
|
46.8K
$1.23M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-368- 5.61% |
$18.3K - $19.3K
|
6.2K
$163K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
SELL
|
- |
-369- 0.69% |
$18.3K - $19.4K
|
53.4K
$1.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-400- 7.56% |
$19.9K - $21K
|
4.89K
$128K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-400- 3.01% |
$19.9K - $21K
|
12.9K
$338K
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-400- 1.39% |
$19.9K - $21K
|
28.3K
$743K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-403- 33.42% |
$20K - $21.1K
|
803
$21.1K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-414- 6.12% |
$20.6K - $21.7K
|
6.35K
$167K
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-418- 9.18% |
$20.8K - $21.9K
|
4.13K
$108K
|