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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3.82K- 12.49% |
$197K - $205K
|
26.7K
$690K
|
|
|
May 11, 2023
Q1 2023
|
Planning Directions Inc
|
SELL
|
- |
-3.92K- 28.24% |
$202K - $210K
|
9.95K
$257K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4.01K- 11.79% |
$207K - $215K
|
30K
$774K
|
|
|
Apr 03, 2023
Q1 2023
|
Range Financial Group LLC
|
SELL
|
- |
-4.04K- 48.75% |
$209K - $217K
|
4.25K
$110K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.19K- 1.56% |
$217K - $225K
|
264K
$6.82M
|
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
SELL
|
- |
-4.36K- 47.11% |
$225K - $234K
|
4.9K
$126K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.49K- 24.67% |
$232K - $241K
|
13.7K
$354K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-4.52K- 9.12% |
$234K - $243K
|
45.1K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-4.66K- 0.14% |
$241K - $250K
|
3.4M
$87.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4.68K- 45.35% |
$242K - $251K
|
5.64K
$146K
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-4.7K- 4.68% |
$243K - $252K
|
95.6K
$2.47M
|
|
|
Apr 20, 2023
Q1 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-5.13K- 23.38% |
$265K - $275K
|
16.8K
$434K
|
|
|
May 03, 2023
Q1 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-5.15K- 8.36% |
$266K - $276K
|
56.5K
$1.46M
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-5.26KClosed |
$272K - $282K
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.34K- 27.4% |
$276K - $286K
|
14.1K
$365K
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
SELL
|
- |
-5.56K- 12.74% |
$287K - $298K
|
38.1K
$983K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-5.64K- 65.57% |
$292K - $303K
|
2.96K
$76.5K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.87K- 59.51% |
$303K - $315K
|
4K
$103K
|
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-6.05K- 2.23% |
$313K - $325K
|
265K
$6.85M
|
|
|
Apr 27, 2023
Q1 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-6.34K- 24.79% |
$327K - $340K
|
19.2K
$496K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-6.47K- 12.09% |
$334K - $347K
|
47K
$1.21M
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-6.67K- 25.74% |
$344K - $357K
|
19.2K
$496K
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-7.02K- 60.83% |
$363K - $377K
|
4.52K
$117K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-7.07K- 2.16% |
$365K - $379K
|
320K
$8.26M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.07K- 21.31% |
$365K - $379K
|
26.1K
$674K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-7.18K- 37.71% |
$371K - $385K
|
11.9K
$306K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-7.44K- 11.25% |
$385K - $399K
|
58.7K
$1.52M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-8.8K- 11.76% |
$455K - $472K
|
66K
$1.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-8.96K- 7.71% |
$463K - $480K
|
107K
$2.77M
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-9.26K- 15.56% |
$478K - $496K
|
50.3K
$1.3M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-9.45K- 3.1% |
$488K - $507K
|
295K
$7.61M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-9.99K- 26.08% |
$516K - $536K
|
28.3K
$731K
|
|
|
Jul 28, 2023
Q1 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-10.1K- 13.62% |
$525K - $544K
|
64.4K
$1.66M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-10.2K- 11.49% |
$525K - $544K
|
78.2K
$2.02M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-10.2K- 16.54% |
$527K - $547K
|
51.5K
$1.33M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-10.5K- 7.18% |
$542K - $562K
|
135K
$3.5M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-11.1K- 20.08% |
$574K - $596K
|
44.2K
$1.14M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.8K- 29.48% |
$612K - $634K
|
28.3K
$730K
|
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-12.1K- 19.8% |
$623K - $646K
|
48.8K
$1.26M
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-12.1K- 99.97% |
$626K - $650K
|
4
$103
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-12.3K- 13.66% |
$634K - $658K
|
77.5K
$2M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-12.4K- 74.07% |
$643K - $667K
|
4.36K
$112K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-13.3K- 54.99% |
$689K - $715K
|
10.9K
$281K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-13.3K- 54.99% |
$689K - $715K
|
10.9K
$281K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-13.5K- 59.34% |
$698K - $725K
|
9.26K
$239K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-13.6K- 13.54% |
$700K - $727K
|
86.6K
$2.23M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-13.7K- 3.48% |
$708K - $734K
|
379K
$9.79M
|
|
|
Apr 27, 2023
Q1 2023
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-13.8K- 49.07% |
$711K - $738K
|
14.3K
$369K
|
|
|
May 02, 2023
Q1 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-14K- 20.99% |
$725K - $753K
|
52.9K
$1.36M
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-14.4K- 74.6% |
$742K - $770K
|
4.89K
$126K
|