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 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.93K+ 22.15% |
$355K - $363K
|
38.2K
$986K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.87KNew |
$353K - $360K
|
6.87K
$177K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
6.76K+ 12.67% |
$347K - $355K
|
60.1K
$1.55M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
6.75K+ 6.24% |
$346K - $354K
|
115K
$2.96M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.55KNew |
$336K - $343K
|
6.55K
$169K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6.49KNew |
$333K - $340K
|
6.49K
$167K
|
|
|
Jun 13, 2024
Q1 2024
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
6.39K+ 114.94% |
$328K - $335K
|
12K
$308K
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
6K+ 67.22% |
$308K - $314K
|
14.9K
$385K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.99K+ 11.37% |
$307K - $314K
|
58.7K
$1.51M
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.83KNew |
$299K - $306K
|
5.83K
$150K
|
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
5.43KNew |
$279K - $285K
|
5.43K
$140K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.39K+ 68.63% |
$277K - $283K
|
13.3K
$342K
|
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
BUY
|
- |
5.39KNew |
$277K - $283K
|
5.39K
$139K
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
BUY
|
- |
5.35K+ 4.27% |
$275K - $281K
|
131K
$3.37M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
5.24KNew |
$269K - $275K
|
5.24K
$135K
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
5.14K+ 2.31% |
$264K - $270K
|
227K
$5.87M
|
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
5.13K+ 8.39% |
$263K - $269K
|
66.2K
$1.71M
|
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
5.12KNew |
$263K - $268K
|
5.12K
$132K
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
5.11KNew |
$262K - $268K
|
5.11K
$132K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
4.93K+ 51.2% |
$253K - $259K
|
14.6K
$376K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.84K+ 5.19% |
$249K - $254K
|
98.2K
$2.53M
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
4.7K+ 6.27% |
$241K - $246K
|
79.6K
$2.05M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
4.45K+ 2.0% |
$228K - $233K
|
227K
$5.84M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.45K+ 81.51% |
$228K - $233K
|
9.9K
$255K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.29K+ 2.14% |
$220K - $225K
|
205K
$5.29M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.25K+ 115.7% |
$218K - $223K
|
7.93K
$205K
|
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
4.18K+ 102.98% |
$214K - $219K
|
8.23K
$212K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.12K+ 23.09% |
$211K - $216K
|
21.9K
$566K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3.92KNew |
$201K - $206K
|
3.92K
$101K
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
3.87K+ 1.68% |
$199K - $203K
|
235K
$6.06M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.86K+ 258.67% |
$198K - $203K
|
5.36K
$138K
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
3.77K+ 20.92% |
$193K - $198K
|
21.8K
$562K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.72K+ 0.56% |
$191K - $195K
|
666K
$17.2M
|
|
|
May 10, 2024
Q1 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
3.59K+ 34.67% |
$184K - $189K
|
14K
$360K
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
3.54K+ 0.43% |
$182K - $186K
|
829K
$21.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
3.48K+ 2.05% |
$179K - $183K
|
173K
$4.47M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
3.48K+ 10.59% |
$178K - $182K
|
36.3K
$937K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.46K+ 2.91% |
$177K - $181K
|
122K
$3.16M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.44K+ 709.69% |
$177K - $181K
|
3.93K
$101K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.42K+ 76.23% |
$175K - $179K
|
7.9K
$204K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
3.41K+ 13.87% |
$175K - $179K
|
28K
$723K
|
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
3.32K+ 2.62% |
$171K - $174K
|
130K
$3.35M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.28K+ 82.97% |
$168K - $172K
|
7.24K
$187K
|
|
|
May 09, 2024
Q1 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
3.2K+ 4.16% |
$164K - $168K
|
80.1K
$2.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
3.14K+ 6.48% |
$161K - $164K
|
51.5K
$1.33M
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
BUY
|
- |
3.09K+ 2.77% |
$159K - $162K
|
115K
$2.96M
|
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
2.99K+ 5.82% |
$153K - $157K
|
54.3K
$1.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.91K+ 21.44% |
$149K - $153K
|
16.5K
$426K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
2.7KNew |
$139K - $142K
|
2.7K
$69.7K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
2.6K+ 2.6% |
$133K - $136K
|
102K
$2.64M
|