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 04, 2023
Q1 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
9.45KNew |
$488K - $507K
|
9.45K
$244K
|
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
9.21KNew |
$476K - $494K
|
9.21K
$238K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.07K+ 32.04% |
$469K - $486K
|
37.4K
$964K
|
|
|
May 09, 2023
Q1 2023
|
Souders Financial Advisors
|
BUY
|
- |
8.83K+ 8.0% |
$456K - $473K
|
119K
$3.07M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
8.8K+ 23.38% |
$455K - $472K
|
46.5K
$1.2M
|
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
8.66K+ 3.15% |
$447K - $464K
|
284K
$7.32M
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
8.41K+ 5.7% |
$435K - $451K
|
156K
$4.02M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.26KNew |
$427K - $443K
|
8.26K
$213K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
8.16K+ 28.24% |
$422K - $437K
|
37K
$956K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
8.05K+ 80.85% |
$416K - $432K
|
18K
$465K
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
8.02K+ 27.05% |
$414K - $430K
|
37.7K
$972K
|
|
|
May 10, 2023
Q1 2023
|
Human Investing LLC
|
BUY
|
- |
7.9KNew |
$408K - $423K
|
7.9K
$204K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
7.83KNew |
$404K - $420K
|
7.83K
$202K
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7.68K+ 8.01% |
$397K - $412K
|
104K
$2.67M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
7.65K+ 57.49% |
$395K - $410K
|
21K
$541K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.63K+ 42.19% |
$394K - $409K
|
25.7K
$663K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
7.57KNew |
$391K - $406K
|
7.57K
$195K
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
7.4KNew |
$382K - $397K
|
7.4K
$191K
|
|
|
May 04, 2023
Q1 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
7.37KNew |
$381K - $395K
|
7.37K
$190K
|
|
|
May 09, 2023
Q1 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
7.32K+ 4.7% |
$378K - $392K
|
163K
$4.21M
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
7.28KNew |
$376K - $390K
|
7.28K
$188K
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
7.1KNew |
$367K - $381K
|
7.1K
$183K
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
BUY
|
- |
7.01K+ 60.39% |
$362K - $376K
|
18.6K
$480K
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
6.94K+ 22.85% |
$359K - $372K
|
37.3K
$963K
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
6.92K+ 17.59% |
$358K - $371K
|
46.3K
$1.19M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.75KNew |
$349K - $362K
|
6.75K
$174K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
6.55K+ 17.84% |
$338K - $351K
|
43.3K
$1.12M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
6.48K+ 65.87% |
$335K - $347K
|
16.3K
$421K
|
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
6.29K+ 4.25% |
$325K - $337K
|
154K
$3.98M
|
|
|
May 04, 2023
Q1 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
5.98K+ 5.43% |
$309K - $321K
|
116K
$3M
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.85KNew |
$303K - $314K
|
5.85K
$151K
|
|
|
Apr 17, 2023
Q1 2023
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
5.84K+ 15.1% |
$302K - $313K
|
44.5K
$1.15M
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
5.49K+ 16.74% |
$284K - $294K
|
38.3K
$988K
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
5.35KNew |
$276K - $287K
|
5.35K
$138K
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.32KNew |
$275K - $285K
|
5.32K
$137K
|
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
BUY
|
- |
5K+ 4.42% |
$258K - $268K
|
118K
$3.04M
|
|
|
May 15, 2023
Q1 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
4.79KNew |
$248K - $257K
|
4.79K
$124K
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.75KNew |
$245K - $255K
|
4.75K
$123K
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
4.74K+ 32.9% |
$245K - $254K
|
19.2K
$494K
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
4.64KNew |
$240K - $249K
|
4.64K
$120K
|
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
4.62KNew |
$239K - $248K
|
4.62K
$119K
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
4.48K+ 27.7% |
$232K - $240K
|
20.7K
$533K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
4.4KNew |
$228K - $236K
|
4.4K
$114K
|
|
|
Apr 21, 2023
Q1 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
4.39KNew |
$227K - $235K
|
4.39K
$113K
|
|
|
Apr 25, 2023
Q1 2023
|
Solitude Financial Services
|
BUY
|
- |
4.34K+ 5.27% |
$224K - $233K
|
86.6K
$2.24M
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
3.97KNew |
$205K - $213K
|
3.97K
$102K
|
|
|
May 11, 2023
Q1 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
3.92K+ 5.35% |
$203K - $210K
|
77.2K
$1.99M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.9K+ 2.88% |
$202K - $209K
|
139K
$3.59M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.86K+ 6.05% |
$200K - $207K
|
67.7K
$1.75M
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
3.84KNew |
$198K - $206K
|
3.84K
$99K
|