Purchases and Sales Made in Q1 2023 in Schwab Strategic Us Tips ETF (SCHP)
This table provides information about the institutional ownership of Schwab Strategic Us Tips ETF (SCHP) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
9.53MNew |
$493M - $511M
|
9.53M
$246M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
5.45MNew |
$282M - $292M
|
5.45M
$141M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.58M+ 21.63% |
$185M - $192M
|
20.1M
$519M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.65M+ 1574.97% |
$137M - $142M
|
2.82M
$72.7M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.12M+ 232.98% |
$57.9M - $60.1M
|
1.6M
$41.3M
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
1.06M+ 33.23% |
$54.6M - $56.7M
|
4.24M
$109M
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
855K+ 17586.71% |
$44.2M - $45.8M
|
860K
$22.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Elm Partners Management LLC
|
BUY
|
- |
785K+ 542.34% |
$40.6M - $42.1M
|
929K
$24M
|
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
388KNew |
$20M - $20.8M
|
388K
$10M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
359K+ 47.71% |
$18.6M - $19.2M
|
1.11M
$28.7M
|
|
|
May 15, 2023
Q1 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
329K+ 58.37% |
$17M - $17.7M
|
894K
$23.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
234K+ 15.98% |
$12.1M - $12.6M
|
1.7M
$43.9M
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
234K+ 102.35% |
$12.1M - $12.5M
|
462K
$11.9M
|
|
|
May 10, 2023
Q1 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
230KNew |
$11.9M - $12.3M
|
230K
$5.94M
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
214K+ 55.24% |
$11.1M - $11.5M
|
602K
$15.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
185K+ 12.23% |
$9.57M - $9.92M
|
1.7M
$43.8M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
181K+ 6.91% |
$9.34M - $9.69M
|
2.8M
$72.2M
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
155K+ 5.59% |
$7.99M - $8.29M
|
2.92M
$75.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
148KNew |
$7.67M - $7.96M
|
148K
$3.83M
|
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
BUY
|
- |
121K+ 57.03% |
$6.27M - $6.51M
|
334K
$8.62M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
121K+ 5.01% |
$6.25M - $6.48M
|
2.53M
$65.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
121K+ 63.81% |
$6.24M - $6.47M
|
310K
$7.99M
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
103K+ 4.73% |
$5.3M - $5.5M
|
2.27M
$58.6M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
102K+ 20.47% |
$5.27M - $5.47M
|
600K
$15.5M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
100K+ 264.68% |
$5.19M - $5.38M
|
138K
$3.57M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
96.3K+ 100271.88% |
$4.97M - $5.16M
|
96.4K
$2.49M
|
|
|
May 08, 2023
Q1 2023
|
Hc Advisors, LLC
|
BUY
|
- |
92.2K+ 74.66% |
$4.76M - $4.94M
|
216K
$5.56M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
92.1KNew |
$4.76M - $4.94M
|
92.1K
$2.38M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
90.7K+ 730.75% |
$4.69M - $4.86M
|
103K
$2.66M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
83.7K+ 70.82% |
$4.32M - $4.49M
|
202K
$5.21M
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
80.4KNew |
$4.16M - $4.31M
|
80.4K
$2.07M
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
80.3KNew |
$4.15M - $4.3M
|
80.3K
$2.07M
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
72.1K+ 438.59% |
$3.72M - $3.86M
|
88.5K
$2.28M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
68.2KNew |
$3.52M - $3.66M
|
68.2K
$1.76M
|
|
|
May 09, 2023
Q1 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
63.7K+ 40.9% |
$3.29M - $3.41M
|
219K
$5.66M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
62K+ 236.52% |
$3.21M - $3.33M
|
88.3K
$2.28M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
58.5K+ 106.37% |
$3.02M - $3.14M
|
114K
$2.93M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
55.8KNew |
$2.88M - $2.99M
|
55.8K
$1.44M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
55.1K+ 5.76% |
$2.85M - $2.95M
|
1.01M
$26.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
54.1K+ 12.32% |
$2.8M - $2.9M
|
493K
$12.7M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
54.1K+ 524.6% |
$2.8M - $2.9M
|
64.4K
$1.66M
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
52.3KNew |
$2.7M - $2.8M
|
52.3K
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
46.6K+ 8.94% |
$2.41M - $2.5M
|
568K
$14.6M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
46.3K+ 1039.92% |
$2.39M - $2.48M
|
50.7K
$1.31M
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
43.6K+ 61.94% |
$2.25M - $2.34M
|
114K
$2.94M
|
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
40.7K+ 6.85% |
$2.11M - $2.18M
|
635K
$16.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
40.4KNew |
$2.09M - $2.17M
|
40.4K
$1.04M
|
|
|
Apr 14, 2023
Q1 2023
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
38.3K+ 2.75% |
$1.98M - $2.05M
|
1.43M
$37M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
37.9K+ 20.31% |
$1.96M - $2.03M
|
225K
$5.79M
|
|
|
May 09, 2023
Q1 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
37.6KNew |
$1.94M - $2.01M
|
37.6K
$969K
|