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 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-7.41K- 2.26% |
$380K - $389K
|
320K
$8.26M
|
|
|
Apr 12, 2024
Q1 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-7.9K- 40.38% |
$405K - $414K
|
11.7K
$301K
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-8.14K- 19.5% |
$418K - $427K
|
33.6K
$867K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-8.25K- 73.45% |
$423K - $432K
|
2.98K
$76.9K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-8.27K- 3.62% |
$424K - $434K
|
220K
$5.69M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-8.43K- 6.63% |
$433K - $442K
|
119K
$3.06M
|
|
|
Apr 08, 2024
Q1 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-8.6K- 32.08% |
$441K - $451K
|
18.2K
$470K
|
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-8.6K- 35.38% |
$442K - $451K
|
15.7K
$405K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-8.6K- 27.42% |
$442K - $451K
|
22.8K
$588K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-8.79K- 14.49% |
$451K - $461K
|
51.9K
$1.34M
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-10.2K- 11.29% |
$522K - $533K
|
79.9K
$2.06M
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-10.2K- 24.98% |
$525K - $537K
|
30.7K
$793K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10.4K- 24.63% |
$532K - $544K
|
31.7K
$819K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.9K- 11.34% |
$559K - $571K
|
85.1K
$2.2M
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-10.9K- 26.26% |
$560K - $572K
|
30.6K
$791K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-11.1K- 31.74% |
$569K - $581K
|
23.8K
$615K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-11.3K- 96.77% |
$579K - $592K
|
377
$9.73K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-11.9K- 91.86% |
$608K - $622K
|
1.05K
$27.1K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12.2K- 0.86% |
$624K - $638K
|
1.41M
$36.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-12.7K- 73.5% |
$651K - $665K
|
4.57K
$118K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-13.2K- 7.58% |
$676K - $691K
|
161K
$4.15M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-13.7K- 19.25% |
$703K - $719K
|
57.5K
$1.48M
|
|
|
Apr 17, 2024
Q1 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-13.9K- 54.98% |
$713K - $729K
|
11.4K
$294K
|
|
|
Apr 17, 2024
Q1 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-14.9K- 78.66% |
$763K - $780K
|
4.04K
$104K
|
|
|
Apr 19, 2024
Q1 2024
|
Tran Capital Management, L.P.
|
SELL
|
- |
-16.3K- 62.98% |
$836K - $855K
|
9.58K
$247K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-16.3K- 18.87% |
$836K - $855K
|
70.1K
$1.81M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-16.5K- 40.82% |
$849K - $868K
|
24K
$619K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17.5K- 24.2% |
$899K - $919K
|
54.9K
$1.42M
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-18.2K- 17.18% |
$933K - $954K
|
87.7K
$2.26M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-18.4K- 1.47% |
$945K - $965K
|
1.23M
$31.8M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-18.6K- 71.72% |
$952K - $973K
|
7.32K
$189K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-18.6K- 19.68% |
$954K - $975K
|
75.9K
$1.96M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-18.9K- 16.31% |
$972K - $994K
|
97.2K
$2.51M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-19.6K- 34.04% |
$1.01M - $1.03M
|
38K
$980K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-19.7K- 9.75% |
$1.01M - $1.03M
|
182K
$4.69M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-20.3K- 36.39% |
$1.04M - $1.06M
|
35.5K
$916K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-21.4K- 14.05% |
$1.1M - $1.12M
|
131K
$3.38M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-21.9K- 2.87% |
$1.13M - $1.15M
|
742K
$19.1M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-23.6K- 23.5% |
$1.21M - $1.24M
|
76.7K
$1.98M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-23.6K- 1.97% |
$1.21M - $1.24M
|
1.18M
$30.4M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-23.6K- 4.71% |
$1.21M - $1.24M
|
478K
$12.3M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-24.5K- 15.76% |
$1.26M - $1.28M
|
131K
$3.38M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-25.9K- 72.7% |
$1.33M - $1.36M
|
9.71K
$251K
|
|
|
May 13, 2024
Q1 2024
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-25.9K- 1.31% |
$1.33M - $1.36M
|
1.95M
$50.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-26.8K- 31.01% |
$1.38M - $1.41M
|
59.7K
$1.54M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-27.4K- 12.0% |
$1.4M - $1.43M
|
201K
$5.17M
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-27.5K- 2.84% |
$1.41M - $1.44M
|
941K
$24.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-27.8K- 10.41% |
$1.43M - $1.46M
|
240K
$6.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-28.5K- 2.43% |
$1.46M - $1.49M
|
1.14M
$29.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-28.8K- 14.02% |
$1.48M - $1.51M
|
177K
$4.56M
|