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 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-27- 0.19% |
$1.39K - $1.42K
|
14K
$361K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-32- 35.96% |
$1.64K - $1.68K
|
57
$1.47K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-35- 0.48% |
$1.8K - $1.84K
|
7.2K
$186K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
SELL
|
- |
-36- 0.4% |
$1.85K - $1.89K
|
9K
$232K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
SELL
|
- |
-50- 5.75% |
$2.57K - $2.62K
|
820
$21.2K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-50- 0.15% |
$2.57K - $2.62K
|
34.4K
$887K
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-54- 0.72% |
$2.77K - $2.83K
|
7.43K
$192K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-56- 19.18% |
$2.87K - $2.94K
|
236
$6.09K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-63- 23.51% |
$3.23K - $3.3K
|
205
$5.29K
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-64- 0.34% |
$3.28K - $3.36K
|
18.5K
$478K
|
|
|
Apr 26, 2024
Q1 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-70- 0.15% |
$3.59K - $3.67K
|
45.4K
$1.17M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-72- 0.19% |
$3.7K - $3.78K
|
37.2K
$960K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-76- 6.73% |
$3.9K - $3.99K
|
1.05K
$27.2K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-80- 62.5% |
$4.11K - $4.2K
|
48
$1.24K
|
|
|
Apr 18, 2024
Q1 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-85- 0.05% |
$4.36K - $4.46K
|
167K
$4.31M
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-90- 0.06% |
$4.62K - $4.72K
|
147K
$3.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-90- 0.56% |
$4.62K - $4.72K
|
16.1K
$416K
|
|
|
May 03, 2024
Q1 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-94- 1.84% |
$4.82K - $4.93K
|
5.01K
$129K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-100- 1.28% |
$5.13K - $5.25K
|
7.69K
$198K
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-111- 1.48% |
$5.7K - $5.82K
|
7.4K
$191K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-127- 0.11% |
$6.52K - $6.66K
|
112K
$2.9M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-132- 39.88% |
$6.77K - $6.92K
|
199
$5.13K
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-141- 0.5% |
$7.24K - $7.4K
|
28.2K
$727K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-144- 33.64% |
$7.39K - $7.55K
|
284
$7.33K
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-150- 3.16% |
$7.7K - $7.87K
|
4.6K
$119K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-156- 3.62% |
$8.01K - $8.18K
|
4.15K
$107K
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-159- 0.25% |
$8.16K - $8.34K
|
63K
$1.63M
|
|
|
May 14, 2024
Q1 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-170- 52.31% |
$8.72K - $8.92K
|
155
$4K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-173- 85.22% |
$8.88K - $9.07K
|
30
$774
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-176- 3.6% |
$9.03K - $9.23K
|
4.71K
$122K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-181- 6.79% |
$9.29K - $9.49K
|
2.48K
$64.1K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-192- 36.5% |
$9.85K - $10.1K
|
334
$8.62K
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-194- 1.7% |
$9.96K - $10.2K
|
11.2K
$289K
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-196- 0.53% |
$10.1K - $10.3K
|
37K
$954K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-200- 0.76% |
$10.3K - $10.5K
|
26K
$670K
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-205- 2.46% |
$10.5K - $10.8K
|
8.12K
$209K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-208- 70.27% |
$10.7K - $10.9K
|
88
$2.27K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-217- 0.77% |
$11.1K - $11.4K
|
27.9K
$719K
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-241- 4.32% |
$12.4K - $12.6K
|
5.33K
$138K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-241- 0.6% |
$12.4K - $12.6K
|
39.7K
$1.02M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-243- 30.26% |
$12.5K - $12.7K
|
560
$14.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-257- 3.49% |
$13.2K - $13.5K
|
7.1K
$183K
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-265- 0.47% |
$13.6K - $13.9K
|
56.3K
$1.45M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-269- 0.92% |
$13.8K - $14.1K
|
29K
$749K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-275- 12.83% |
$14.1K - $14.4K
|
1.87K
$48.2K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-286- 43.33% |
$14.7K - $15K
|
374
$9.65K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-286- 32.28% |
$14.7K - $15K
|
600
$15.5K
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-288- 4.64% |
$14.8K - $15.1K
|
5.92K
$153K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-291- 0.93% |
$14.9K - $15.3K
|
31.2K
$804K
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-296- 2.13% |
$15.2K - $15.5K
|
13.6K
$351K
|