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 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
35.3K+ 25.83% |
$1.83M - $1.9M
|
172K
$4.44M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
35.3K+ 6.26% |
$1.83M - $1.89M
|
600K
$15.5M
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
35.1K+ 54.85% |
$1.81M - $1.88M
|
99K
$2.55M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
34.1K+ 29.22% |
$1.76M - $1.83M
|
151K
$3.89M
|
|
|
May 04, 2023
Q1 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
33.8K+ 14.4% |
$1.75M - $1.81M
|
268K
$6.92M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
33.8K+ 87.31% |
$1.75M - $1.81M
|
72.5K
$1.87M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
32.5K+ 53.65% |
$1.68M - $1.74M
|
93.1K
$2.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
32K+ 11.56% |
$1.66M - $1.72M
|
309K
$7.98M
|
|
|
May 05, 2023
Q1 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
31.6KNew |
$1.63M - $1.69M
|
31.6K
$815K
|
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
31.2K+ 196.88% |
$1.61M - $1.67M
|
47K
$1.21M
|
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
30.6K+ 19.28% |
$1.58M - $1.64M
|
189K
$4.88M
|
|
|
May 02, 2023
Q1 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
29.8K+ 9.0% |
$1.54M - $1.6M
|
362K
$9.33M
|
|
|
May 15, 2023
Q1 2023
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
28K+ 70.88% |
$1.44M - $1.5M
|
67.4K
$1.74M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
26.8K+ 14.55% |
$1.38M - $1.44M
|
211K
$5.44M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
25.6KNew |
$1.32M - $1.37M
|
25.6K
$660K
|
|
|
Apr 14, 2023
Q1 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
24.3K+ 8.29% |
$1.26M - $1.3M
|
317K
$8.19M
|
|
|
May 15, 2023
Q1 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
24.2KNew |
$1.25M - $1.3M
|
24.2K
$625K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
23.8K+ 471.31% |
$1.23M - $1.27M
|
28.8K
$743K
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
23.2K+ 5.12% |
$1.2M - $1.25M
|
477K
$12.3M
|
|
|
May 09, 2023
Q1 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
23.1KNew |
$1.19M - $1.24M
|
23.1K
$596K
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
22.9K+ 42498.15% |
$1.19M - $1.23M
|
23K
$593K
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
22.2K+ 74.88% |
$1.15M - $1.19M
|
51.9K
$1.34M
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
21.3K+ 7.04% |
$1.1M - $1.14M
|
324K
$8.36M
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
20.4K+ 7.6% |
$1.05M - $1.09M
|
288K
$7.44M
|
|
|
Nov 19, 2024
Q1 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
20.3K+ 383.08% |
$1.05M - $1.09M
|
25.6K
$662K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
20.2K+ 1.61% |
$1.04M - $1.08M
|
1.27M
$32.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
BUY
|
- |
20.1K+ 34.89% |
$1.04M - $1.08M
|
77.8K
$2.01M
|
|
|
Apr 20, 2023
Q1 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
19.8K+ 4.35% |
$1.02M - $1.06M
|
474K
$12.2M
|
|
|
May 15, 2023
Q1 2023
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
BUY
|
- |
19.3K+ 11.48% |
$997K - $1.03M
|
187K
$4.83M
|
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
19.2KNew |
$991K - $1.03M
|
19.2K
$495K
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
17.7K+ 1.13% |
$912K - $946K
|
1.58M
$40.7M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
15.4K+ 3.19% |
$796K - $826K
|
498K
$12.9M
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
BUY
|
- |
14.6KNew |
$756K - $784K
|
14.6K
$377K
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
13.7K+ 61.3% |
$710K - $737K
|
36.1K
$933K
|
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
13.6K+ 26.23% |
$705K - $732K
|
65.7K
$1.69M
|
|
|
Apr 19, 2023
Q1 2023
|
Prairiewood Capital, LLC
|
BUY
|
- |
13.3K+ 16.98% |
$688K - $714K
|
91.7K
$2.37M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
13.3K+ 3.4% |
$688K - $714K
|
405K
$10.5M
|
|
|
May 09, 2023
Q1 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
13.1K+ 2.49% |
$675K - $701K
|
538K
$13.9M
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
12.7KNew |
$658K - $682K
|
12.7K
$328K
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
12.6KNew |
$651K - $676K
|
12.6K
$325K
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
12.3K+ 30.49% |
$634K - $657K
|
52.5K
$1.35M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12.2K+ 4.88% |
$632K - $656K
|
263K
$6.79M
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
12.2KNew |
$631K - $655K
|
12.2K
$315K
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
11.9K+ 10.87% |
$614K - $637K
|
121K
$3.13M
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
10.9K+ 3.52% |
$563K - $584K
|
320K
$8.26M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
10.8K+ 204.8% |
$560K - $581K
|
16.1K
$416K
|
|
|
Apr 03, 2023
Q1 2023
|
Shearwater Capital LLC
|
BUY
|
- |
10.5K+ 2886.78% |
$542K - $562K
|
10.8K
$280K
|
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
10.4KNew |
$538K - $559K
|
10.4K
$269K
|
|
|
May 12, 2023
Q1 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
10.1K+ 8.12% |
$522K - $541K
|
134K
$3.47M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.86K+ 24.59% |
$509K - $528K
|
49.9K
$1.29M
|