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 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-300- 55.76% |
$15.4K - $15.7K
|
238
$6.14K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-315- 0.68% |
$16.2K - $16.5K
|
45.9K
$1.18M
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-324- 0.61% |
$16.6K - $17K
|
53.1K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-338- 58.58% |
$17.3K - $17.7K
|
239
$6.17K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-344- 5.29% |
$17.7K - $18K
|
6.16K
$159K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-350- 6.92% |
$18K - $18.4K
|
4.71K
$121K
|
|
|
Apr 15, 2024
Q1 2024
|
First National Corp
|
SELL
|
- |
-405- 1.42% |
$20.8K - $21.2K
|
28.1K
$725K
|
|
|
Apr 29, 2024
Q1 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-419- 1.28% |
$21.5K - $22K
|
32.3K
$834K
|
|
|
May 08, 2024
Q1 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-464- 8.29% |
$23.8K - $24.3K
|
5.14K
$132K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-486- 11.09% |
$24.9K - $25.5K
|
3.9K
$101K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-529- 11.27% |
$27.1K - $27.7K
|
4.17K
$107K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-531- 11.35% |
$27.3K - $27.9K
|
4.15K
$107K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-552- 1.18% |
$28.3K - $29K
|
46.2K
$1.19M
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-652- 33.18% |
$33.5K - $34.2K
|
1.31K
$33.9K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-695- 74.73% |
$35.7K - $36.5K
|
235
$6.06K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-737Closed |
$37.8K - $38.7K
|
0
$0
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-738- 4.48% |
$37.9K - $38.7K
|
15.7K
$406K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-742- 3.69% |
$38.1K - $38.9K
|
19.4K
$500K
|
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-800- 14.63% |
$41.1K - $42K
|
4.67K
$120K
|
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-808- 14.44% |
$41.5K - $42.4K
|
4.79K
$124K
|
|
|
Apr 18, 2024
Q1 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-820- 4.31% |
$42.1K - $43K
|
18.2K
$470K
|
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
SELL
|
- |
-821- 0.57% |
$42.1K - $43.1K
|
142K
$3.67M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-822- 31.4% |
$42.2K - $43.1K
|
1.8K
$46.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-850- 6.11% |
$43.6K - $44.6K
|
13.1K
$337K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-920- 4.12% |
$47.2K - $48.3K
|
21.4K
$552K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-981- 11.3% |
$50.3K - $51.5K
|
7.7K
$199K
|
|
|
Apr 15, 2024
Q1 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-1.02K- 2.24% |
$52.3K - $53.5K
|
44.5K
$1.15M
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.02K- 4.41% |
$52.6K - $53.7K
|
22.2K
$573K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.14K- 12.19% |
$58.3K - $59.6K
|
8.19K
$211K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.15K- 17.95% |
$59.1K - $60.4K
|
5.26K
$136K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.2K- 90.94% |
$61.8K - $63.1K
|
120
$3.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-1.21K- 4.0% |
$61.8K - $63.2K
|
28.9K
$746K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.32K- 20.27% |
$67.9K - $69.4K
|
5.21K
$134K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.37K- 63.88% |
$70.3K - $71.8K
|
774
$20K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.41K- 19.89% |
$72.4K - $74K
|
5.68K
$147K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.42K- 11.62% |
$72.7K - $74.3K
|
10.8K
$278K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.42K- 11.62% |
$72.7K - $74.3K
|
10.8K
$278K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.42K- 30.49% |
$73.1K - $74.7K
|
3.25K
$83.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.45K- 8.85% |
$74.5K - $76.1K
|
14.9K
$385K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.5K- 4.14% |
$76.9K - $78.6K
|
34.7K
$895K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.56K- 10.86% |
$80.3K - $82K
|
12.8K
$331K
|
|
|
May 02, 2024
Q1 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-1.6K- 5.53% |
$82.1K - $83.9K
|
27.3K
$705K
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.6K- 1.36% |
$82.2K - $84K
|
116K
$3M
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.78K- 24.42% |
$91.5K - $93.5K
|
5.52K
$142K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.84K- 2.95% |
$94.3K - $96.4K
|
60.4K
$1.56M
|
|
|
May 01, 2024
Q1 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1.87K- 2.07% |
$96K - $98.1K
|
88.5K
$2.28M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.9K- 10.06% |
$97.4K - $99.5K
|
17K
$437K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.93K- 4.72% |
$99.3K - $101K
|
39.1K
$1.01M
|
|
|
May 09, 2024
Q1 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.97K- 5.15% |
$101K - $103K
|
36.3K
$936K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2K- 12.3% |
$102K - $105K
|
14.2K
$367K
|