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 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-417- 1.43% |
$21.6K - $22.4K
|
28.8K
$743K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-417- 0.35% |
$21.6K - $22.4K
|
119K
$3.08M
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-430- 8.52% |
$22.2K - $23.1K
|
4.62K
$119K
|
|
|
Apr 19, 2023
Q1 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-440- 1.48% |
$22.7K - $23.6K
|
29.3K
$756K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-443- 4.14% |
$22.9K - $23.8K
|
10.3K
$265K
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-448- 83.43% |
$23.2K - $24K
|
89
$2.3K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-474- 97.53% |
$24.5K - $25.4K
|
12
$310
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-481- 77.46% |
$24.9K - $25.8K
|
140
$3.61K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-510- 17.6% |
$26.4K - $27.3K
|
2.39K
$61.6K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-513- 9.89% |
$26.5K - $27.5K
|
4.67K
$121K
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-525- 11.47% |
$27.1K - $28.2K
|
4.05K
$105K
|
|
|
Apr 17, 2023
Q1 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-570- 1.03% |
$29.5K - $30.6K
|
54.8K
$1.41M
|
|
|
May 03, 2023
Q1 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-572- 0.51% |
$29.6K - $30.7K
|
111K
$2.86M
|
|
|
Oct 26, 2023
Q1 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-579- 9.29% |
$29.9K - $31K
|
5.66K
$146K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-609- 51.92% |
$31.5K - $32.7K
|
564
$14.6K
|
|
|
Apr 12, 2023
Q1 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-631- 8.15% |
$32.6K - $33.8K
|
7.11K
$183K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-635- 9.76% |
$32.8K - $34K
|
5.87K
$151K
|
|
|
Aug 09, 2023
Q1 2023
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-650- 3.28% |
$33.6K - $34.9K
|
19.2K
$495K
|
|
|
May 10, 2023
Q1 2023
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-658- 2.78% |
$34K - $35.3K
|
23K
$593K
|
|
|
May 11, 2023
Q1 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-663- 1.27% |
$34.3K - $35.6K
|
51.5K
$1.33M
|
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-680- 8.28% |
$35.1K - $36.5K
|
7.53K
$194K
|
|
|
Apr 25, 2023
Q1 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-699- 1.07% |
$36.1K - $37.5K
|
64.5K
$1.66M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-700- 61.35% |
$36.2K - $37.5K
|
441
$11.4K
|
|
|
Aug 23, 2023
Q1 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-718- 13.94% |
$37.1K - $38.5K
|
4.43K
$114K
|
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-729- 6.2% |
$37.7K - $39.1K
|
11K
$285K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-740- 24.51% |
$38.2K - $39.7K
|
2.28K
$58.8K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-767- 25.73% |
$39.6K - $41.1K
|
2.21K
$57.1K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-767- 25.73% |
$39.6K - $41.1K
|
2.21K
$57.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-768- 14.83% |
$39.7K - $41.2K
|
4.41K
$114K
|
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
SELL
|
- |
-794- 0.66% |
$41K - $42.6K
|
119K
$3.07M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-799- 9.9% |
$41.3K - $42.8K
|
7.27K
$188K
|
|
|
May 10, 2023
Q1 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-800- 6.57% |
$41.3K - $42.9K
|
11.4K
$293K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-830- 10.13% |
$42.9K - $44.5K
|
7.36K
$190K
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-839- 15.78% |
$43.4K - $45K
|
4.48K
$116K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-850- 26.36% |
$43.9K - $45.6K
|
2.38K
$61.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-850- 87.63% |
$43.9K - $45.6K
|
120
$3.1K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-852- 4.46% |
$44K - $45.7K
|
18.3K
$471K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-860- 24.36% |
$44.4K - $46.1K
|
2.67K
$68.9K
|
|
|
May 15, 2023
Q1 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-877- 3.16% |
$45.3K - $47K
|
26.9K
$694K
|
|
|
Apr 25, 2023
Q1 2023
|
Verde Capital Management
|
SELL
|
- |
-903- 0.96% |
$46.7K - $48.4K
|
93.6K
$2.41M
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-916- 2.12% |
$47.3K - $49.1K
|
42.3K
$1.09M
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
SELL
|
- |
-920- 17.41% |
$47.5K - $49.3K
|
4.37K
$113K
|
|
|
May 15, 2023
Q1 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-957- 10.82% |
$49.5K - $51.3K
|
7.88K
$203K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-993- 16.21% |
$51.3K - $53.2K
|
5.13K
$132K
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.03K- 12.17% |
$53.1K - $55.1K
|
7.41K
$191K
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-1.03K- 4.62% |
$53.3K - $55.3K
|
21.3K
$550K
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-1.05K- 9.32% |
$54.1K - $56.1K
|
10.2K
$262K
|
|
|
May 10, 2023
Q1 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.08K- 4.06% |
$55.9K - $58K
|
25.5K
$658K
|
|
|
Apr 28, 2023
Q1 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-1.18K- 2.96% |
$61K - $63.3K
|
38.7K
$998K
|
|
|
Apr 25, 2023
Q1 2023
|
Iron Financial, LLC
|
SELL
|
- |
-1.22K- 0.7% |
$63K - $65.4K
|
174K
$4.48M
|