Purchases and Sales Made in Q4 2024 in Schwab Strategic Us Tips ETF (SCHP)
This table provides information about the institutional ownership of Schwab Strategic Us Tips ETF (SCHP) during Q4 2024. 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 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.5K+ 104.07% |
$116K - $242K
|
8.82K
$234K
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
4.4K+ 100.0% |
$113K - $237K
|
8.8K
$233K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.4K+ 49.54% |
$113K - $236K
|
13.3K
$352K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
4.34K+ 107.7% |
$112K - $233K
|
8.36K
$222K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.31K+ 64.05% |
$111K - $232K
|
11K
$293K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.28K+ 28.67% |
$110K - $230K
|
19.2K
$509K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
4.18K+ 100.0% |
$108K - $225K
|
8.36K
$222K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
4.16K+ 98.11% |
$107K - $224K
|
8.4K
$223K
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
4.12K+ 100.98% |
$106K - $222K
|
8.2K
$217K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
4.04K+ 99.95% |
$104K - $217K
|
8.09K
$214K
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
4K+ 100.0% |
$103K - $215K
|
8K
$212K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
4K+ 100.0% |
$103K - $215K
|
8K
$212K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.88K+ 102.64% |
$99.9K - $209K
|
7.66K
$203K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3.8K+ 68.27% |
$97.8K - $204K
|
9.37K
$248K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.78K+ 41.69% |
$97.2K - $203K
|
12.8K
$340K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.7K+ 101.15% |
$95.2K - $199K
|
7.35K
$195K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.69K+ 88.97% |
$94.9K - $198K
|
7.83K
$208K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
3.65K+ 364.9% |
$93.9K - $196K
|
4.65K
$123K
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
3.48K+ 67.32% |
$89.5K - $187K
|
8.64K
$229K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3.42K+ 121.71% |
$88K - $184K
|
6.23K
$165K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
3.25K+ 99.33% |
$83.7K - $175K
|
6.52K
$173K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.17K+ 29.8% |
$81.6K - $170K
|
13.8K
$366K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
3.13K+ 100.0% |
$80.5K - $168K
|
6.25K
$166K
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
2.99K+ 116.1% |
$77K - $161K
|
5.57K
$148K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
2.98K+ 101.09% |
$76.6K - $160K
|
5.92K
$157K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.95K+ 302.88% |
$75.9K - $158K
|
3.92K
$104K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.86K+ 757.56% |
$73.5K - $154K
|
3.23K
$85.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.82K+ 22.56% |
$72.5K - $151K
|
15.3K
$406K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2.79KNew |
$71.9K - $150K
|
2.79K
$74K
|
|
|
Feb 12, 2025
Q4 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
2.7K+ 40.91% |
$69.5K - $145K
|
9.3K
$247K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.5KNew |
$64.4K - $135K
|
2.5K
$66.3K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
2.48KNew |
$63.9K - $134K
|
2.48K
$65.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
2.47K+ 74.67% |
$63.5K - $133K
|
5.77K
$153K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.43K+ 208.94% |
$62.5K - $131K
|
3.59K
$95.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.4K+ 100.0% |
$61.8K - $129K
|
4.8K
$127K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.33K+ 612.07% |
$60K - $125K
|
2.71K
$71.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.26K+ 544.23% |
$58.3K - $122K
|
2.68K
$71K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.23K+ 100.0% |
$57.5K - $120K
|
4.47K
$118K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.22K+ 100.0% |
$57K - $119K
|
4.43K
$117K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
2.18K+ 115.38% |
$56K - $117K
|
4.06K
$108K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2.17K+ 100.0% |
$55.8K - $117K
|
4.33K
$115K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.16K+ 118.94% |
$55.6K - $116K
|
3.98K
$105K
|
|
|
May 13, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2.1K+ 5.91% |
$54.1K - $113K
|
37.6K
$997K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
2K+ 100.0% |
$51.5K - $108K
|
4K
$106K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.97K+ 100.0% |
$50.6K - $106K
|
3.93K
$104K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1.84KNew |
$47.4K - $99K
|
1.84K
$48.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.82KNew |
$46.8K - $97.7K
|
1.82K
$48.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.74KNew |
$44.9K - $93.7K
|
1.74K
$46.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.63K+ 382.35% |
$41.8K - $87.4K
|
2.05K
$54.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
1.54K+ 100.0% |
$39.6K - $82.7K
|
3.08K
$81.5K
|