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 16, 2024
Q1 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
806+ 169.33% |
$41.4K - $42.3K
|
1.28K
$33.1K
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
785+ 2.48% |
$40.3K - $41.2K
|
32.4K
$836K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
738+ 0.04% |
$37.9K - $38.7K
|
1.74M
$45M
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
BUY
|
- |
701+ 0.28% |
$36K - $36.8K
|
249K
$6.43M
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
697+ 6.25% |
$35.8K - $36.6K
|
11.9K
$306K
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
694+ 1.39% |
$35.6K - $36.4K
|
50.6K
$1.3M
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
691+ 5.69% |
$35.5K - $36.2K
|
12.8K
$331K
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
668+ 1.14% |
$34.3K - $35K
|
59.2K
$1.53M
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
656+ 3.78% |
$33.7K - $34.4K
|
18K
$465K
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
643+ 3.17% |
$33K - $33.7K
|
20.9K
$539K
|
|
Apr 18, 2024
Q1 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
638+ 8.0% |
$32.7K - $33.5K
|
8.61K
$222K
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
629New |
$32.3K - $33K
|
629
$16.2K
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
616+ 0.93% |
$31.6K - $32.3K
|
66.5K
$1.72M
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
615+ 8.44% |
$31.6K - $32.3K
|
7.91K
$204K
|
|
Apr 24, 2024
Q1 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
593+ 44.96% |
$30.4K - $31.1K
|
1.91K
$49.3K
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
537+ 4.18% |
$27.6K - $28.2K
|
13.4K
$345K
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
523+ 14.43% |
$26.8K - $27.4K
|
4.15K
$107K
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
515New |
$26.4K - $27K
|
515
$13.3K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
453+ 2.73% |
$23.2K - $23.8K
|
17K
$439K
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
444+ 1.03% |
$22.8K - $23.3K
|
43.5K
$1.12M
|
|
Apr 05, 2024
Q1 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
438+ 6.77% |
$22.5K - $23K
|
6.9K
$178K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
424+ 36.97% |
$21.8K - $22.2K
|
1.57K
$40.5K
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
408+ 3.42% |
$20.9K - $21.4K
|
12.3K
$319K
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
400+ 181.82% |
$20.5K - $21K
|
620
$16K
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
392New |
$20.1K - $20.6K
|
392
$10.1K
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
375New |
$19.2K - $19.7K
|
375
$9.68K
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
373New |
$19.1K - $19.6K
|
373
$9.62K
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
349+ 3.04% |
$17.9K - $18.3K
|
11.8K
$306K
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
340New |
$17.4K - $17.8K
|
340
$8.77K
|
|
Apr 25, 2024
Q1 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
330+ 1.62% |
$16.9K - $17.3K
|
20.7K
$533K
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
325+ 8.14% |
$16.7K - $17K
|
4.32K
$111K
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
311+ 0.39% |
$16K - $16.3K
|
80.2K
$2.07M
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
302+ 7.14% |
$15.5K - $15.8K
|
4.53K
$117K
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
281+ 6.68% |
$14.4K - $14.7K
|
4.49K
$116K
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
266New |
$13.7K - $14K
|
266
$6.86K
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
241+ 5.28% |
$12.4K - $12.6K
|
4.8K
$124K
|
|
May 15, 2024
Q1 2024
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
235+ 0.41% |
$12.1K - $12.3K
|
56.9K
$1.47M
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
219+ 1.43% |
$11.2K - $11.5K
|
15.6K
$402K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
212New |
$10.9K - $11.1K
|
212
$5.47K
|
|
May 09, 2024
Q1 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
202New |
$10.4K - $10.6K
|
202
$5.21K
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
200+ 1.06% |
$10.3K - $10.5K
|
19K
$491K
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
196New |
$10.1K - $10.3K
|
196
$5.06K
|
|
Nov 18, 2024
Q1 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
189+ 3.56% |
$9.7K - $9.91K
|
5.5K
$142K
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
189+ 16.34% |
$9.7K - $9.91K
|
1.35K
$34.7K
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
188+ 44.44% |
$9.65K - $9.86K
|
611
$15.8K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
180New |
$9.24K - $9.44K
|
180
$4.64K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
172New |
$8.83K - $9.02K
|
172
$4.44K
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
166+ 186.52% |
$8.52K - $8.71K
|
255
$6.58K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
155+ 6.96% |
$7.95K - $8.13K
|
2.38K
$61.4K
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
155+ 2.9% |
$7.95K - $8.13K
|
5.49K
$142K
|