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 03, 2023
Q1 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
1.18K+ 3.09% |
$61.2K - $63.5K
|
39.5K
$1.02M
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.14K+ 4.82% |
$59.1K - $61.3K
|
24.9K
$642K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.14K+ 16.97% |
$59K - $61.2K
|
7.87K
$203K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.05K+ 0.6% |
$54.1K - $56.1K
|
174K
$4.49M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
994+ 0.02% |
$51.4K - $53.3K
|
5.04M
$130M
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
976+ 1.38% |
$50.4K - $52.3K
|
71.9K
$1.86M
|
|
|
May 12, 2023
Q1 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
915+ 0.24% |
$47.3K - $49.1K
|
389K
$10M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
807New |
$41.7K - $43.3K
|
807
$20.8K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
796+ 0.63% |
$41.1K - $42.7K
|
127K
$3.28M
|
|
|
Apr 18, 2023
Q1 2023
|
Tran Capital Management, L.P.
|
BUY
|
- |
740+ 2.54% |
$38.2K - $39.7K
|
29.8K
$770K
|
|
|
May 03, 2023
Q1 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
730+ 0.96% |
$37.7K - $39.1K
|
77K
$1.99M
|
|
|
May 01, 2023
Q1 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
717+ 4.03% |
$37.1K - $38.4K
|
18.5K
$477K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
702+ 90.93% |
$36.3K - $37.6K
|
1.47K
$38K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
657+ 19.3% |
$34K - $35.2K
|
4.06K
$105K
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
648New |
$33.5K - $34.7K
|
648
$16.7K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
598+ 1.96% |
$30.9K - $32.1K
|
31K
$801K
|
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
578+ 1.13% |
$29.9K - $31K
|
51.8K
$1.34M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
565New |
$29.2K - $30.3K
|
565
$14.6K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
554+ 27700.0% |
$28.6K - $29.7K
|
556
$14.3K
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
531+ 4.56% |
$27.4K - $28.5K
|
12.2K
$314K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
529+ 4.95% |
$27.3K - $28.4K
|
11.2K
$289K
|
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
500+ 1.11% |
$25.8K - $26.8K
|
45.5K
$1.17M
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
499+ 1.04% |
$25.8K - $26.8K
|
48.5K
$1.25M
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
461+ 13.25% |
$23.8K - $24.7K
|
3.94K
$102K
|
|
|
May 11, 2023
Q1 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
435+ 2.77% |
$22.5K - $23.3K
|
16.1K
$416K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
417+ 2.23% |
$21.6K - $22.4K
|
19.1K
$493K
|
|
|
May 01, 2023
Q1 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
404+ 5.62% |
$20.9K - $21.7K
|
7.59K
$196K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
400+ 3.18% |
$20.7K - $21.4K
|
13K
$335K
|
|
|
May 11, 2023
Q1 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
400+ 7.13% |
$20.7K - $21.4K
|
6.01K
$155K
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
395+ 5.4% |
$20.4K - $21.2K
|
7.71K
$199K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
382New |
$19.7K - $20.5K
|
382
$9.86K
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
378+ 8.38% |
$19.5K - $20.3K
|
4.89K
$126K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
361+ 100.28% |
$18.7K - $19.4K
|
721
$18.6K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
356+ 8.31% |
$18.4K - $19.1K
|
4.64K
$120K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
350+ 10.22% |
$18.1K - $18.8K
|
3.78K
$97.4K
|
|
|
May 04, 2023
Q1 2023
|
Hardy Reed LLC
|
BUY
|
- |
344+ 4.87% |
$17.8K - $18.4K
|
7.4K
$191K
|
|
|
May 18, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
323+ 7.0% |
$16.7K - $17.3K
|
4.94K
$127K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
318New |
$16.4K - $17.1K
|
318
$8.2K
|
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
300+ 0.27% |
$15.5K - $16.1K
|
110K
$2.84M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
295+ 5.74% |
$15.2K - $15.8K
|
5.44K
$140K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
282+ 6.74% |
$14.6K - $15.1K
|
4.46K
$115K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
262New |
$13.5K - $14K
|
262
$6.76K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
250New |
$12.9K - $13.4K
|
250
$6.45K
|
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
245+ 4.03% |
$12.7K - $13.1K
|
6.33K
$163K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
242+ 4.74% |
$12.5K - $13K
|
5.35K
$138K
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
237+ 0.9% |
$12.2K - $12.7K
|
26.7K
$688K
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
235+ 4.76% |
$12.1K - $12.6K
|
5.18K
$134K
|
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
BUY
|
- |
233+ 0.09% |
$12K - $12.5K
|
255K
$6.59M
|
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
BUY
|
- |
215+ 0.12% |
$11.1K - $11.5K
|
182K
$4.69M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
211+ 4.31% |
$10.9K - $11.3K
|
5.11K
$132K
|