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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-31.7K- 47.16% |
$1.63M - $1.66M
|
35.5K
$917K
|
|
|
Oct 02, 2024
Q1 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-35.9K- 23.37% |
$1.84M - $1.88M
|
118K
$3.04M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-37.1K- 2.78% |
$1.91M - $1.95M
|
1.3M
$33.6M
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-37.5K- 66.15% |
$1.92M - $1.96M
|
19.2K
$495K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-41K- 8.41% |
$2.1M - $2.15M
|
446K
$11.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-46.3K- 28.6% |
$2.38M - $2.43M
|
116K
$2.98M
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-48.2K- 51.61% |
$2.47M - $2.53M
|
45.2K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-48.2K- 51.61% |
$2.47M - $2.53M
|
45.2K
$1.17M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-52K- 73.07% |
$2.67M - $2.73M
|
19.2K
$495K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-55.6KClosed |
$2.86M - $2.92M
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-56.7K- 24.0% |
$2.91M - $2.97M
|
179K
$4.63M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-60.4K- 11.27% |
$3.1M - $3.17M
|
475K
$12.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-62.1K- 84.8% |
$3.19M - $3.26M
|
11.1K
$287K
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-86.5K- 2.52% |
$4.44M - $4.54M
|
3.35M
$86.4M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-101K- 64.76% |
$5.18M - $5.29M
|
54.9K
$1.42M
|
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-105K- 56.22% |
$5.37M - $5.49M
|
81.5K
$2.1M
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-107K- 96.53% |
$5.48M - $5.6M
|
3.84K
$99K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-123K- 8.0% |
$6.29M - $6.43M
|
1.41M
$36.4M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-123K- 8.0% |
$6.29M - $6.43M
|
1.41M
$36.4M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-135K- 70.75% |
$6.91M - $7.06M
|
55.6K
$1.44M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-135K- 92.69% |
$6.93M - $7.08M
|
10.6K
$274K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-168K- 51.11% |
$8.61M - $8.8M
|
161K
$4.14M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-174K- 9.27% |
$8.93M - $9.13M
|
1.7M
$44M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-180K- 14.89% |
$9.23M - $9.44M
|
1.03M
$26.5M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-200K- 79.89% |
$10.3M - $10.5M
|
50.3K
$1.3M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-206K- 96.89% |
$10.5M - $10.8M
|
6.6K
$170K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-213K- 60.46% |
$10.9M - $11.2M
|
139K
$3.59M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-235K- 78.34% |
$12.1M - $12.3M
|
65K
$1.68M
|
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-239K- 4.53% |
$12.2M - $12.5M
|
5.03M
$130M
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-268K- 88.94% |
$13.7M - $14M
|
33.3K
$859K
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-273K- 50.24% |
$14M - $14.3M
|
270K
$6.97M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-276K- 5.5% |
$14.2M - $14.5M
|
4.74M
$122M
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-345K- 6.42% |
$17.7M - $18.1M
|
5.03M
$130M
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-442K- 39.38% |
$22.7M - $23.2M
|
680K
$17.5M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-542K- 16.97% |
$27.8M - $28.4M
|
2.65M
$68.5M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.7M- 29.11% |
$87M - $89M
|
4.13M
$107M
|
|
|
Apr 10, 2024
Q1 2024
|
Quadratic Capital Management LLC
|
SELL
|
- |
-2.16M- 14.93% |
$111M - $113M
|
12.3M
$317M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-4.11M- 95.12% |
$211M - $215M
|
211K
$5.43M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-10.2M- 76.42% |
$525M - $537M
|
3.16M
$81.4M
|