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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1New |
$51.7 - $53.6
|
1
$25.8
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-1- 0.04% |
$51.7 - $53.6
|
2.66K
$68.6K
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-1- 0.01% |
$51.7 - $53.6
|
10K
$259K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1- 0.01% |
$51.7 - $53.6
|
9.14K
$236K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-1- 0.15% |
$51.7 - $53.6
|
676
$17.4K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2- 0.55% |
$103 - $107
|
362
$9.34K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3- 2.91% |
$155 - $161
|
100
$2.58K
|
|
|
Apr 28, 2023
Q1 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-3- 0.05% |
$155 - $161
|
6.09K
$157K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-4- 0.6% |
$207 - $214
|
660
$17K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-12- 6.63% |
$620 - $643
|
169
$4.36K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-15- 15.15% |
$775 - $804
|
84
$2.17K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-21- 0.04% |
$1.09K - $1.13K
|
56.2K
$1.45M
|
|
|
May 10, 2023
Q1 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-25- 0.49% |
$1.29K - $1.34K
|
5.09K
$131K
|
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-30- 15.46% |
$1.55K - $1.61K
|
164
$4.23K
|
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-37- 9.51% |
$1.91K - $1.98K
|
352
$9.08K
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-53- 2.21% |
$2.74K - $2.84K
|
2.35K
$60.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-55- 7.79% |
$2.84K - $2.95K
|
651
$16.8K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-64- 2.71% |
$3.31K - $3.43K
|
2.3K
$59.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-66- 0.56% |
$3.41K - $3.54K
|
11.7K
$302K
|
|
|
Apr 13, 2023
Q1 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-87- 0.54% |
$4.5K - $4.66K
|
15.9K
$411K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-97- 71.85% |
$5.01K - $5.2K
|
38
$980
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-100- 6.08% |
$5.17K - $5.36K
|
1.55K
$39.9K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-121- 1.05% |
$6.25K - $6.49K
|
11.4K
$294K
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-125- 1.58% |
$6.46K - $6.7K
|
7.8K
$201K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-126- 2.78% |
$6.51K - $6.76K
|
4.4K
$113K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-129- 1.69% |
$6.67K - $6.92K
|
7.5K
$194K
|
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-135- 3.26% |
$6.98K - $7.24K
|
4K
$103K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-138- 37.4% |
$7.13K - $7.4K
|
231
$5.96K
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-151- 0.92% |
$7.8K - $8.1K
|
16.3K
$422K
|
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-159- 0.25% |
$8.22K - $8.53K
|
62.7K
$1.62M
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-201- 48.91% |
$10.4K - $10.8K
|
210
$5.42K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-205- 32.08% |
$10.6K - $11K
|
434
$11.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-214- 94.69% |
$11.1K - $11.5K
|
12
$310
|
|
|
May 11, 2023
Q1 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-219- 3.04% |
$11.3K - $11.7K
|
6.99K
$180K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-221- 0.47% |
$11.4K - $11.9K
|
46.7K
$1.21M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-230- 3.28% |
$11.9K - $12.3K
|
6.78K
$175K
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-233- 1.26% |
$12K - $12.5K
|
18.2K
$470K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-253- 79.56% |
$13.1K - $13.6K
|
65
$1.68K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-279- 0.77% |
$14.4K - $15K
|
35.8K
$923K
|
|
|
May 15, 2023
Q1 2023
|
Merk Investments LLC
Menlo Park, CA |
SELL
|
- |
-281- 1.35% |
$14.5K - $15.1K
|
20.5K
$529K
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-300- 1.56% |
$15.5K - $16.1K
|
18.9K
$487K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-300- 58.48% |
$15.5K - $16.1K
|
213
$5.5K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-310- 12.99% |
$16K - $16.6K
|
2.08K
$53.6K
|
|
|
Apr 14, 2023
Q1 2023
|
Ade, LLC
|
SELL
|
- |
-320- 3.68% |
$16.5K - $17.2K
|
8.37K
$216K
|
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-330- 5.93% |
$17.1K - $17.7K
|
5.24K
$135K
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-350- 4.67% |
$18.1K - $18.8K
|
7.15K
$184K
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-379- 0.55% |
$19.6K - $20.3K
|
68.5K
$1.77M
|
|
|
Apr 19, 2023
Q1 2023
|
Gratus Capital LLC
|
SELL
|
- |
-391- 9.28% |
$20.2K - $21K
|
3.82K
$98.6K
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-397- 3.45% |
$20.5K - $21.3K
|
11.1K
$287K
|
|
|
May 03, 2023
Q1 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-404- 3.33% |
$20.9K - $21.7K
|
11.7K
$303K
|