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 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
24.2K+ 6.89% |
$1.24M - $1.27M
|
376K
$9.7M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
23.4K+ 24.6% |
$1.2M - $1.22M
|
118K
$3.05M
|
|
|
May 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
23.1K+ 6.17% |
$1.18M - $1.21M
|
397K
$10.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
22.3K+ 7.14% |
$1.14M - $1.17M
|
335K
$8.63M
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
18.6K+ 100.17% |
$957K - $978K
|
37.3K
$961K
|
|
|
Apr 11, 2024
Q1 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
18.5K+ 8.78% |
$951K - $972K
|
230K
$5.93M
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
17.3K+ 5.31% |
$889K - $909K
|
344K
$8.87M
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
16.2K+ 45.21% |
$832K - $850K
|
52.1K
$1.34M
|
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
16.2K+ 70.15% |
$831K - $850K
|
39.3K
$1.01M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.6K+ 6.36% |
$803K - $821K
|
262K
$6.75M
|
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
BUY
|
- |
15.4K+ 203.41% |
$791K - $808K
|
23K
$593K
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
13.6K+ 9.44% |
$699K - $715K
|
158K
$4.08M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.4K+ 24.83% |
$687K - $702K
|
67.3K
$1.74M
|
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
13.2K+ 12.68% |
$679K - $694K
|
118K
$3.03M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
12.7K+ 6.93% |
$654K - $668K
|
197K
$5.07M
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
12.7K+ 51.08% |
$649K - $664K
|
37.4K
$966K
|
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
11.9K+ 11.71% |
$613K - $626K
|
114K
$2.94M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
11.8KNew |
$606K - $620K
|
11.8K
$305K
|
|
|
Apr 26, 2024
Q1 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
11.6K+ 9.51% |
$593K - $606K
|
133K
$3.43M
|
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
11.4KNew |
$587K - $599K
|
11.4K
$295K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
11.3KNew |
$577K - $590K
|
11.3K
$290K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.2K+ 153.78% |
$575K - $588K
|
18.5K
$477K
|
|
|
May 08, 2024
Q1 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
11K+ 1.42% |
$565K - $577K
|
783K
$20.2M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
10.2K+ 17.01% |
$525K - $537K
|
70.4K
$1.82M
|
|
|
Apr 29, 2024
Q1 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
10.1K+ 2.75% |
$519K - $531K
|
378K
$9.75M
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
10KNew |
$513K - $525K
|
10K
$258K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
9.77K+ 5.59% |
$501K - $512K
|
185K
$4.76M
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
9.62K+ 17.36% |
$493K - $504K
|
65K
$1.68M
|
|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
9.51KNew |
$488K - $499K
|
9.51K
$245K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
9.51K+ 6.53% |
$488K - $499K
|
155K
$4M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
9.36KNew |
$480K - $491K
|
9.36K
$241K
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
9.35K+ 31.72% |
$480K - $491K
|
38.8K
$1M
|
|
|
Apr 02, 2024
Q1 2024
|
Marotta Asset Management
|
BUY
|
- |
9.34K+ 4.14% |
$479K - $490K
|
235K
$6.06M
|
|
|
May 14, 2024
Q1 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
9.21K+ 25.71% |
$472K - $483K
|
45K
$1.16M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.07K+ 117.26% |
$465K - $476K
|
16.8K
$433K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
8.91K+ 5.07% |
$457K - $467K
|
185K
$4.76M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.88KNew |
$456K - $466K
|
8.88K
$229K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.41K+ 8672.16% |
$432K - $441K
|
8.51K
$220K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
8.36KNew |
$429K - $439K
|
8.36K
$216K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
8.04K+ 1.09% |
$413K - $422K
|
747K
$19.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8.01K+ 10.87% |
$411K - $420K
|
81.7K
$2.11M
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
7.95KNew |
$408K - $417K
|
7.95K
$205K
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
7.88K+ 35.44% |
$405K - $413K
|
30.1K
$777K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
7.63KNew |
$392K - $400K
|
7.63K
$197K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
7.58KNew |
$389K - $398K
|
7.58K
$196K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.47K+ 11.9% |
$383K - $392K
|
70.2K
$1.81M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
7.4K+ 31.21% |
$380K - $388K
|
31.1K
$803K
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.15K+ 23.36% |
$367K - $375K
|
37.8K
$974K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7K+ 4.47% |
$359K - $367K
|
163K
$4.22M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.98K+ 349100.0% |
$358K - $366K
|
6.98K
$180K
|