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 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.57K- 15.51% |
$78K - $82.4K
|
8.55K
$224K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.6K- 16.49% |
$79.4K - $83.8K
|
8.1K
$212K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.62K- 18.14% |
$80.3K - $84.8K
|
7.29K
$191K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-1.62K- 4.91% |
$80.4K - $84.9K
|
31.4K
$823K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.63K- 75.61% |
$81K - $85.6K
|
526
$13.8K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.63K- 9.03% |
$81.2K - $85.7K
|
16.5K
$432K
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-1.7K- 15.6% |
$84.5K - $89.2K
|
9.2K
$241K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.8K- 3.24% |
$89.2K - $94.2K
|
53.6K
$1.41M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-1.82K- 16.33% |
$90.6K - $95.6K
|
9.34K
$245K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.83K- 12.28% |
$90.8K - $95.8K
|
13.1K
$342K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-1.85K- 29.37% |
$91.9K - $97.1K
|
4.45K
$117K
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-1.88K- 8.74% |
$93.6K - $98.8K
|
19.7K
$516K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.89K- 30.86% |
$93.9K - $99.1K
|
4.23K
$111K
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.95K- 1.81% |
$97K - $102K
|
106K
$2.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-2K- 11.88% |
$99.2K - $105K
|
14.8K
$388K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.08K- 44.32% |
$104K - $109K
|
2.62K
$68.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-2.19K- 4.99% |
$109K - $115K
|
41.7K
$1.09M
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-2.26K- 13.94% |
$112K - $118K
|
13.9K
$365K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-2.34K- 97.94% |
$116K - $122K
|
49
$1.29K
|
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-2.38K- 36.49% |
$118K - $125K
|
4.15K
$109K
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-2.43K- 7.62% |
$121K - $128K
|
29.5K
$773K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.5K- 11.69% |
$124K - $131K
|
18.8K
$494K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.54K- 18.63% |
$126K - $133K
|
11.1K
$290K
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-2.55K- 9.95% |
$127K - $134K
|
23.1K
$606K
|
|
|
Feb 05, 2024
Q4 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-2.56K- 18.41% |
$127K - $134K
|
11.3K
$297K
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.78K- 10.1% |
$138K - $146K
|
24.8K
$650K
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-2.8K- 13.45% |
$139K - $147K
|
18K
$473K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.89K- 19.52% |
$144K - $152K
|
11.9K
$313K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-2.92K- 31.64% |
$145K - $153K
|
6.31K
$166K
|
|
|
Jan 23, 2024
Q4 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-2.94K- 4.09% |
$146K - $154K
|
68.9K
$1.81M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-3.07K- 95.64% |
$153K - $161K
|
140
$3.67K
|
|
|
Jan 17, 2024
Q4 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-3.09K- 3.3% |
$153K - $162K
|
90.3K
$2.37M
|
|
|
Jan 22, 2024
Q4 2023
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-3.09K- 0.51% |
$154K - $162K
|
603K
$15.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-3.13K- 10.67% |
$155K - $164K
|
26.2K
$686K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.26K- 2.09% |
$162K - $171K
|
153K
$4M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-3.37K- 1.15% |
$167K - $177K
|
289K
$7.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.39K- 19.02% |
$168K - $178K
|
14.4K
$378K
|
|
|
Feb 07, 2024
Q4 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-3.46K- 0.92% |
$172K - $181K
|
374K
$9.81M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.56K- 9.63% |
$177K - $187K
|
33.5K
$878K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.57K- 5.84% |
$177K - $187K
|
57.6K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.58K- 1.41% |
$178K - $188K
|
250K
$6.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.68K- 17.44% |
$183K - $193K
|
17.4K
$457K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.7K- 14.51% |
$184K - $194K
|
21.8K
$572K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.8K- 3.74% |
$189K - $199K
|
97.6K
$2.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.9K- 6.53% |
$194K - $204K
|
55.8K
$1.46M
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-3.96K- 3.64% |
$197K - $208K
|
105K
$2.75M
|
|
|
Jan 10, 2024
Q4 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-4.13K- 12.07% |
$205K - $217K
|
30.1K
$790K
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-4.44K- 9.47% |
$220K - $233K
|
42.4K
$1.11M
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-4.45K- 16.07% |
$221K - $233K
|
23.2K
$610K
|
|
|
Feb 13, 2024
Q4 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-4.46K- 4.9% |
$222K - $234K
|
86.6K
$2.27M
|