Purchases and Sales Made in Q1 2024 in Schwab Strategic Us Tips ETF (SCHP)
This table provides information about the institutional ownership of Schwab Strategic Us Tips ETF (SCHP) during Q1 2024. 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 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.65M+ 29.74% |
$187M - $191M
|
15.9M
$411M
|
|
|
May 21, 2024
Q1 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
1.08M+ 71.92% |
$55.4M - $56.7M
|
2.58M
$66.6M
|
|
|
May 15, 2024
Q1 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
797K+ 31.47% |
$40.9M - $41.8M
|
3.33M
$85.9M
|
|
|
May 15, 2024
Q1 2024
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
BUY
|
- |
415K+ 227.33% |
$21.3M - $21.8M
|
598K
$15.4M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
394K+ 2.25% |
$20.2M - $20.7M
|
17.9M
$462M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
269K+ 11.62% |
$13.8M - $14.1M
|
2.58M
$66.6M
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
243K+ 416.91% |
$12.5M - $12.7M
|
301K
$7.77M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
203K+ 175.28% |
$10.4M - $10.6M
|
318K
$8.21M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
171K+ 21.95% |
$8.8M - $8.99M
|
953K
$24.6M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
159K+ 995112.5% |
$8.17M - $8.35M
|
159K
$4.11M
|
|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
142K+ 44.97% |
$7.29M - $7.45M
|
458K
$11.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
125K+ 56.38% |
$6.41M - $6.55M
|
346K
$8.93M
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
120KNew |
$6.15M - $6.28M
|
120K
$3.09M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
106KNew |
$5.45M - $5.57M
|
106K
$2.74M
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
103K+ 43.33% |
$5.29M - $5.41M
|
341K
$8.8M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
97.1K+ 3.8% |
$4.98M - $5.09M
|
2.65M
$68.4M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
92.9K+ 1049.94% |
$4.77M - $4.87M
|
102K
$2.62M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
89.7K+ 1019.2% |
$4.6M - $4.71M
|
98.5K
$2.54M
|
|
|
May 14, 2024
Q1 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
88.1KNew |
$4.52M - $4.62M
|
88.1K
$2.27M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
77.1K+ 176.8% |
$3.96M - $4.05M
|
121K
$3.12M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
76.1K+ 1.45% |
$3.9M - $3.99M
|
5.32M
$137M
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
71.9K+ 14.92% |
$3.69M - $3.77M
|
554K
$14.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
71.7KNew |
$3.68M - $3.76M
|
71.7K
$1.85M
|
|
|
May 06, 2024
Q1 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
67.4K+ 4.88% |
$3.46M - $3.54M
|
1.45M
$37.4M
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
64.7KNew |
$3.32M - $3.39M
|
64.7K
$1.67M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
63.4K+ 13.73% |
$3.25M - $3.33M
|
525K
$13.5M
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
62.7K+ 11.22% |
$3.22M - $3.29M
|
622K
$16M
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
BUY
|
- |
61.1K+ 16.56% |
$3.13M - $3.2M
|
430K
$11.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
54.8K+ 70.57% |
$2.81M - $2.87M
|
132K
$3.42M
|
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
53.3K+ 12.41% |
$2.73M - $2.79M
|
483K
$12.5M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
52.6K+ 2.07% |
$2.7M - $2.76M
|
2.59M
$66.9M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
51.4K+ 611.59% |
$2.64M - $2.7M
|
59.8K
$1.54M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
42.8K+ 54.0% |
$2.2M - $2.25M
|
122K
$3.15M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
42.8KNew |
$2.2M - $2.24M
|
42.8K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
42.4K+ 18.32% |
$2.17M - $2.22M
|
274K
$7.06M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
40.6K+ 9.18% |
$2.08M - $2.13M
|
483K
$12.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
40.5K+ 6.84% |
$2.08M - $2.13M
|
633K
$16.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
38.7K+ 13.06% |
$1.99M - $2.03M
|
335K
$8.65M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
38.4KNew |
$1.97M - $2.02M
|
38.4K
$992K
|
|
|
Apr 18, 2024
Q1 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
38.1K+ 6.32% |
$1.96M - $2M
|
641K
$16.5M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
37.6K+ 8.34% |
$1.93M - $1.97M
|
489K
$12.6M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
36.2K+ 90.59% |
$1.86M - $1.9M
|
76.1K
$1.96M
|
|
|
May 13, 2024
Q1 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
35.8KNew |
$1.84M - $1.88M
|
35.8K
$924K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
34.8K+ 89.89% |
$1.79M - $1.83M
|
73.6K
$1.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
29.8K+ 10.76% |
$1.53M - $1.56M
|
306K
$7.9M
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
28.9K+ 69.31% |
$1.48M - $1.52M
|
70.6K
$1.82M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
28.9KNew |
$1.48M - $1.52M
|
28.9K
$745K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
26.1K+ 4.72% |
$1.34M - $1.37M
|
579K
$14.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
24.8K+ 70.73% |
$1.27M - $1.3M
|
59.8K
$1.54M
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
24.6K+ 226.11% |
$1.26M - $1.29M
|
35.5K
$916K
|