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 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
2.58K+ 112.93% |
$132K - $135K
|
4.86K
$125K
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.54K+ 31.65% |
$131K - $133K
|
10.6K
$273K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.44K+ 23.59% |
$125K - $128K
|
12.8K
$329K
|
|
|
May 02, 2024
Q1 2024
|
Hardy Reed LLC
|
BUY
|
- |
2.41K+ 34.68% |
$124K - $126K
|
9.36K
$241K
|
|
|
Apr 15, 2024
Q1 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
2.36K+ 8.17% |
$121K - $124K
|
31.2K
$804K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.28K+ 6.24% |
$117K - $120K
|
38.9K
$1M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.24K+ 22.43% |
$115K - $118K
|
12.2K
$316K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.21K+ 2.48% |
$113K - $116K
|
91K
$2.35M
|
|
|
Apr 11, 2024
Q1 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
2.16K+ 5.33% |
$111K - $114K
|
42.7K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.13K+ 4.75% |
$109K - $112K
|
46.9K
$1.21M
|
|
|
Apr 16, 2024
Q1 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
2.11K+ 1.64% |
$108K - $111K
|
131K
$3.37M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.03K+ 17.18% |
$104K - $106K
|
13.8K
$357K
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
2.02K+ 13.11% |
$104K - $106K
|
17.4K
$450K
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.92K+ 5.36% |
$98.7K - $101K
|
37.8K
$976K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.92K+ 25.13% |
$98.5K - $101K
|
9.56K
$247K
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.74K+ 8.87% |
$89.3K - $91.3K
|
21.4K
$551K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.74K+ 1.47% |
$89K - $91K
|
119K
$3.08M
|
|
|
May 02, 2024
Q1 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
1.7K+ 18.26% |
$87.4K - $89.3K
|
11K
$284K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.68K+ 12.15% |
$86.2K - $88.1K
|
15.5K
$400K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.67K+ 3.82% |
$85.9K - $87.8K
|
45.5K
$1.17M
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.67K+ 828.36% |
$85.4K - $87.3K
|
1.87K
$48.1K
|
|
|
May 14, 2024
Q1 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1.59K+ 7.69% |
$81.3K - $83.1K
|
22.2K
$573K
|
|
|
Sep 25, 2024
Q1 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
1.57K+ 4.13% |
$80.8K - $82.6K
|
39.7K
$1.02M
|
|
|
Apr 29, 2024
Q1 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
1.52K+ 0.92% |
$77.7K - $79.5K
|
167K
$4.3M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.37KNew |
$70.3K - $71.8K
|
1.37K
$35.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
1.36K+ 2.63% |
$69.9K - $71.4K
|
53.2K
$1.37M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.34K+ 4.19% |
$68.6K - $70.1K
|
33.2K
$857K
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.33K+ 1.2% |
$68.2K - $69.7K
|
112K
$2.89M
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.33K+ 0.58% |
$68.1K - $69.5K
|
229K
$5.9M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.27K+ 7.42% |
$65.3K - $66.7K
|
18.4K
$475K
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.26K+ 1.95% |
$64.8K - $66.2K
|
66.2K
$1.71M
|
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
BUY
|
- |
1.26K+ 0.23% |
$64.7K - $66.1K
|
543K
$14M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1.25K+ 1.47% |
$64.2K - $65.6K
|
86.3K
$2.23M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.21KNew |
$62.1K - $63.5K
|
1.21K
$31.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.15KNew |
$59.1K - $60.4K
|
1.15K
$29.7K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.12K+ 5.49% |
$57.4K - $58.6K
|
21.5K
$554K
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.12K+ 25.4% |
$57.3K - $58.6K
|
5.51K
$142K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
1.1K+ 12.9% |
$56.6K - $57.9K
|
9.66K
$249K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.07KNew |
$55K - $56.2K
|
1.07K
$27.6K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1.01KNew |
$51.7K - $52.9K
|
1.01K
$26K
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
1.01K+ 25.71% |
$51.6K - $52.7K
|
4.91K
$127K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
978+ 3.28% |
$50.2K - $51.3K
|
30.8K
$795K
|
|
|
Apr 22, 2024
Q1 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
972+ 2.51% |
$49.9K - $51K
|
39.7K
$1.02M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
935+ 6.48% |
$48K - $49K
|
15.4K
$396K
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
914+ 8.4% |
$46.9K - $47.9K
|
11.8K
$304K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
889+ 158.19% |
$45.6K - $46.6K
|
1.45K
$37.4K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
883+ 2943.33% |
$45.3K - $46.3K
|
913
$23.6K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
842+ 32.69% |
$43.2K - $44.2K
|
3.42K
$88.2K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
841+ 20.71% |
$43.2K - $44.1K
|
4.9K
$126K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
823+ 9.4% |
$42.2K - $43.2K
|
9.58K
$247K
|