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 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
146New |
$7.49K - $7.66K
|
146
$3.77K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
135+ 9.46% |
$6.93K - $7.08K
|
1.56K
$40.3K
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
133New |
$6.83K - $6.98K
|
133
$3.43K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
112+ 1.76% |
$5.75K - $5.87K
|
6.47K
$167K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
108+ 1542.86% |
$5.54K - $5.66K
|
115
$2.97K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
98New |
$5.03K - $5.14K
|
98
$2.53K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
80+ 2000.0% |
$4.11K - $4.2K
|
84
$2.17K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
79New |
$4.05K - $4.14K
|
79
$2.04K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
70+ 1.85% |
$3.59K - $3.67K
|
3.86K
$99.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
67+ 0.26% |
$3.44K - $3.51K
|
25.8K
$666K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
58New |
$2.98K - $3.04K
|
58
$1.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
51+ 11.46% |
$2.62K - $2.67K
|
496
$12.8K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
51+ 34.93% |
$2.62K - $2.67K
|
197
$5.08K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
51New |
$2.62K - $2.67K
|
51
$1.32K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
50+ 1.26% |
$2.57K - $2.62K
|
4.03K
$104K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
46+ 27.06% |
$2.36K - $2.41K
|
216
$5.57K
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
38+ 0.94% |
$1.95K - $1.99K
|
4.1K
$106K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
32+ 0.76% |
$1.64K - $1.68K
|
4.25K
$110K
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
29New |
$1.49K - $1.52K
|
29
$748
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
28+ 40.58% |
$1.44K - $1.47K
|
97
$2.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
21+ 48.84% |
$1.08K - $1.1K
|
64
$1.65K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
20+ 4.64% |
$1.03K - $1.05K
|
451
$11.6K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
20+ 0.18% |
$1.03K - $1.05K
|
11.3K
$291K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
17New |
$872 - $892
|
17
$439
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
16+ 0.5% |
$821 - $839
|
3.19K
$82.4K
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
16+ 5.9% |
$821 - $839
|
287
$7.4K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
9+ 11.54% |
$462 - $472
|
87
$2.24K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
6+ 11.54% |
$308 - $315
|
58
$1.5K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
6+ 0.06% |
$308 - $315
|
10.6K
$273K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
4New |
$205 - $210
|
4
$103
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1New |
$51.3 - $52.5
|
1
$25.8
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.54% |
$51.3 - $52.5
|
187
$4.82K
|
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
SELL
|
- |
-1- 0.02% |
$51.3 - $52.5
|
5.95K
$153K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2- 3.45% |
$103 - $105
|
56
$1.44K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-4- 0.38% |
$205 - $210
|
1.06K
$27.3K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-4- 0.07% |
$205 - $210
|
5.92K
$153K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-7- 4.14% |
$359 - $367
|
162
$4.18K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-8- 4.71% |
$411 - $420
|
162
$4.18K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-8- 4.26% |
$411 - $420
|
180
$4.64K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-8- 1.89% |
$411 - $420
|
416
$10.7K
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-10- 1.48% |
$513 - $525
|
666
$17.2K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-12- 0.01% |
$616 - $629
|
122K
$3.14M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-12- 0.76% |
$616 - $629
|
1.56K
$40.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Mayport, LLC
|
SELL
|
- |
-13- 0.3% |
$667 - $682
|
4.3K
$111K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-13- 13.54% |
$667 - $682
|
83
$2.14K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-14- 0.22% |
$718 - $734
|
6.3K
$163K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-17- 0.4% |
$872 - $892
|
4.22K
$109K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-20- 0.36% |
$1.03K - $1.05K
|
5.56K
$143K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-26- -0.0% |
$1.33K - $1.36K
|
904K
$23.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-26- 0.06% |
$1.33K - $1.36K
|
44.2K
$1.14M
|