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 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.84K+ 29.32% |
$198K - $206K
|
16.9K
$437K
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
3.82KNew |
$197K - $205K
|
3.82K
$98.6K
|
|
May 02, 2023
Q1 2023
|
Jacobsen Capital Management
|
BUY
|
- |
3.82KNew |
$197K - $205K
|
3.82K
$98.5K
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
3.82KNew |
$197K - $205K
|
3.82K
$98.5K
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
3.81K+ 10.75% |
$197K - $204K
|
39.2K
$1.01M
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
3.77KNew |
$195K - $202K
|
3.77K
$97.2K
|
|
Apr 18, 2023
Q1 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
3.73KNew |
$193K - $200K
|
3.73K
$96.3K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.52K+ 14.19% |
$182K - $189K
|
28.3K
$730K
|
|
Apr 24, 2023
Q1 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
3.46K+ 11.66% |
$179K - $185K
|
33.1K
$855K
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
3.29K+ 0.57% |
$170K - $176K
|
583K
$15M
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.27K+ 2.49% |
$169K - $175K
|
134K
$3.46M
|
|
Apr 24, 2023
Q1 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
3.26K+ 1.5% |
$168K - $175K
|
221K
$5.7M
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
3.2K+ 4.38% |
$165K - $171K
|
76.2K
$1.97M
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.09KNew |
$160K - $166K
|
3.09K
$79.8K
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.99K+ 21.86% |
$154K - $160K
|
16.6K
$430K
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2.98K+ 4.71% |
$154K - $160K
|
66.2K
$1.71M
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.96KNew |
$153K - $159K
|
2.96K
$76.4K
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.9K+ 3.95% |
$150K - $155K
|
76.3K
$1.97M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.69K+ 6.05% |
$139K - $144K
|
47.2K
$1.22M
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.69K+ 39.06% |
$139K - $144K
|
9.57K
$247K
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.63K+ 0.85% |
$136K - $141K
|
313K
$8.07M
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.43K+ 14.04% |
$126K - $130K
|
19.7K
$509K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.42K+ 12.71% |
$125K - $130K
|
21.5K
$553K
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
2.34K+ 4.33% |
$121K - $125K
|
56.4K
$1.45M
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.19K+ 117.28% |
$113K - $118K
|
4.06K
$105K
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
2.18KNew |
$113K - $117K
|
2.18K
$56.2K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.15K+ 12.71% |
$111K - $115K
|
19K
$491K
|
|
May 02, 2023
Q1 2023
|
Friedenthal Financial
|
BUY
|
- |
2.06K+ 7.06% |
$106K - $110K
|
31.3K
$806K
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.01K+ 17.57% |
$104K - $108K
|
13.5K
$348K
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2K+ 56.89% |
$104K - $107K
|
5.52K
$143K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.95K+ 3.75% |
$101K - $104K
|
53.8K
$1.39M
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.94KNew |
$100K - $104K
|
1.94K
$50K
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.89K+ 14.32% |
$97.8K - $101K
|
15.1K
$390K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.85K+ 9.88% |
$95.6K - $99.2K
|
20.6K
$531K
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
1.76K+ 77.01% |
$90.7K - $94.1K
|
4.03K
$104K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.65K+ 4.49% |
$85.1K - $88.3K
|
38.3K
$987K
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.6KNew |
$82.4K - $85.5K
|
1.6K
$41.2K
|
|
Apr 26, 2023
Q1 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.57K+ 13.45% |
$81.1K - $84.2K
|
13.2K
$342K
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.53K+ 5.09% |
$79.1K - $82K
|
31.6K
$814K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.45K+ 1765.85% |
$74.8K - $77.6K
|
1.53K
$39.5K
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.44K+ 2.49% |
$74.2K - $76.9K
|
59.1K
$1.52M
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
1.41K+ 0.31% |
$72.8K - $75.5K
|
449K
$11.6M
|
|
May 03, 2023
Q1 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.37K+ 7.53% |
$70.7K - $73.4K
|
19.5K
$504K
|
|
May 01, 2023
Q1 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
1.35K+ 0.35% |
$70K - $72.6K
|
389K
$10M
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
1.28K+ 32.0% |
$66K - $68.5K
|
5.27K
$136K
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.27K+ 2.26% |
$65.4K - $67.8K
|
57.1K
$1.47M
|
|
May 05, 2023
Q1 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.23K+ 8.0% |
$63.5K - $65.8K
|
16.6K
$428K
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
1.23K+ 463.02% |
$63.4K - $65.8K
|
1.49K
$38.5K
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.2KNew |
$62K - $64.3K
|
1.2K
$30.9K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.2K+ 4.81% |
$61.8K - $64.1K
|
26K
$672K
|