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 18, 2023
Q1 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-14.5K- 63.9% |
$748K - $776K
|
8.18K
$211K
|
|
|
Apr 27, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-14.8K- 70.58% |
$764K - $793K
|
6.17K
$159K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-14.9KClosed |
$768K - $797K
|
0
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15K- 22.38% |
$774K - $803K
|
52K
$1.34M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-16.6K- 4.14% |
$856K - $888K
|
383K
$9.89M
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
SELL
|
- |
-17K- 26.44% |
$880K - $913K
|
47.4K
$1.22M
|
|
|
Sep 07, 2023
Q1 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-17.2K- 3.47% |
$888K - $921K
|
478K
$12.3M
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-18.4K- 41.81% |
$952K - $987K
|
25.6K
$661K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-18.6K- 40.27% |
$960K - $996K
|
27.6K
$711K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
SELL
|
- |
-18.6K- 6.46% |
$961K - $997K
|
269K
$6.95M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-18.9K- 76.23% |
$979K - $1.02M
|
5.91K
$152K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-19K- 12.75% |
$980K - $1.02M
|
130K
$3.35M
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-21K- 7.3% |
$1.09M - $1.13M
|
267K
$6.9M
|
|
|
May 11, 2023
Q1 2023
|
Resource Planning Group
|
SELL
|
- |
-21.4K- 13.14% |
$1.1M - $1.15M
|
141K
$3.64M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-22.1K- 12.47% |
$1.14M - $1.18M
|
155K
$4M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-22.3K- 4.18% |
$1.15M - $1.2M
|
511K
$13.2M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-23K- 17.8% |
$1.19M - $1.23M
|
106K
$2.74M
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-23.2K- 60.74% |
$1.2M - $1.24M
|
15K
$387K
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-24.5K- 99.78% |
$1.27M - $1.32M
|
54
$1.39K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-25.1K- 7.05% |
$1.3M - $1.35M
|
331K
$8.54M
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-27.4K- 29.67% |
$1.41M - $1.47M
|
64.9K
$1.67M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-27.4K- 86.44% |
$1.42M - $1.47M
|
4.3K
$111K
|
|
|
Apr 18, 2023
Q1 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-27.9K- 51.61% |
$1.44M - $1.49M
|
26.1K
$674K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-29.2K- 24.3% |
$1.51M - $1.57M
|
91.1K
$2.35M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-29.9K- 58.42% |
$1.55M - $1.6M
|
21.3K
$549K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-30.8K- 55.06% |
$1.59M - $1.65M
|
25.2K
$649K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-31.7K- 99.75% |
$1.64M - $1.7M
|
80
$2.06K
|
|
|
May 11, 2023
Q1 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-31.8KClosed |
$1.64M - $1.7M
|
0
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-36.8K- 43.56% |
$1.9M - $1.97M
|
47.6K
$1.23M
|
|
|
Apr 11, 2023
Q1 2023
|
Olio Financial Planning
|
SELL
|
- |
-39.3K- 28.24% |
$2.03M - $2.11M
|
99.9K
$2.58M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-39.8K- 4.42% |
$2.06M - $2.13M
|
860K
$22.2M
|
|
|
May 15, 2023
Q1 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-41.5K- 2.16% |
$2.14M - $2.23M
|
1.88M
$48.5M
|
|
|
May 11, 2023
Q1 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-45.8K- 65.88% |
$2.37M - $2.46M
|
23.7K
$612K
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-47.7K- 88.95% |
$2.46M - $2.56M
|
5.92K
$153K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-50K- 23.07% |
$2.59M - $2.68M
|
167K
$4.31M
|
|
|
Apr 26, 2023
Q1 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-54K- 41.56% |
$2.79M - $2.9M
|
76K
$1.96M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-55.5K- 13.85% |
$2.87M - $2.98M
|
345K
$8.91M
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-63.2K- 25.63% |
$3.26M - $3.39M
|
183K
$4.73M
|
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-65.2K- 73.19% |
$3.37M - $3.49M
|
23.9K
$616K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-76.2K- 7.51% |
$3.94M - $4.09M
|
939K
$24.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-78K- 49.79% |
$4.03M - $4.18M
|
78.7K
$2.03M
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-80.6K- 74.22% |
$4.17M - $4.32M
|
28K
$723K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-83.8K- 71.25% |
$4.33M - $4.49M
|
33.8K
$873K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-84.2K- 12.52% |
$4.35M - $4.51M
|
588K
$15.2M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-95.7K- 99.9% |
$4.95M - $5.13M
|
96
$2.48K
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-98.3K- 57.32% |
$5.08M - $5.27M
|
73.2K
$1.89M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-98.9K- 39.03% |
$5.11M - $5.31M
|
155K
$3.99M
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-104K- 72.75% |
$5.39M - $5.6M
|
39.1K
$1.01M
|
|
|
May 12, 2023
Q1 2023
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-114K- 40.31% |
$5.87M - $6.09M
|
168K
$4.34M
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-122K- 63.37% |
$6.3M - $6.54M
|
70.5K
$1.82M
|