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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.39K- 20.67% |
$87.3K - $182K
|
13K
$349K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-6.94K- 92.28% |
$179K - $373K
|
581
$15.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-7.3K- 29.35% |
$188K - $392K
|
17.6K
$471K
|
|
|
Sep 08, 2025
Q4 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-12.2K- 6.55% |
$314K - $656K
|
174K
$4.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-15.8K- 28.14% |
$407K - $850K
|
40.4K
$1.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-22K- 64.99% |
$565K - $1.18M
|
11.8K
$317K
|
|
|
Aug 04, 2025
Q4 2024
|
Cambridge Capital Management, LLC
O'fallon, IL |
SELL
|
- |
-24.1K- 9.99% |
$620K - $1.3M
|
217K
$5.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-24.5K- 37.23% |
$631K - $1.32M
|
41.3K
$1.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-54.9K- 63.54% |
$1.41M - $2.95M
|
31.5K
$845K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-62.7K- 45.85% |
$1.61M - $3.37M
|
74.1K
$1.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-93.7K- 33.2% |
$2.41M - $5.04M
|
188K
$5.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-146K- 84.34% |
$3.77M - $7.87M
|
27.2K
$728K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-195K- 56.07% |
$5.02M - $10.5M
|
153K
$4.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-312K- 64.07% |
$8.02M - $16.8M
|
175K
$4.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-435K- 96.11% |
$11.2M - $23.4M
|
17.6K
$473K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-637K- 86.29% |
$16.4M - $34.2M
|
101K
$2.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.66M- 86.87% |
$223M - $466M
|
1.31M
$35.1M
|