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 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.04K- 3.65% |
$105K - $107K
|
53.7K
$1.39M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.04K- 9.88% |
$105K - $107K
|
18.6K
$480K
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-2.05K- 0.71% |
$105K - $108K
|
287K
$7.41M
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-2.07K- 13.45% |
$106K - $109K
|
13.3K
$344K
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-2.1K- 2.12% |
$108K - $110K
|
97.1K
$2.5M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.12K- 11.68% |
$109K - $111K
|
16K
$413K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-2.45K- 3.82% |
$126K - $129K
|
61.7K
$1.59M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.48K- 6.29% |
$127K - $130K
|
37K
$954K
|
|
|
Apr 23, 2024
Q1 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-2.5K- 3.63% |
$129K - $131K
|
66.4K
$1.71M
|
|
|
Apr 08, 2024
Q1 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-2.57K- 27.9% |
$132K - $135K
|
6.63K
$171K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.57K- 4.8% |
$132K - $135K
|
51.1K
$1.32M
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-2.7K- 18.43% |
$138K - $142K
|
11.9K
$308K
|
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-2.73K- 40.31% |
$140K - $143K
|
4.04K
$104K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.79K- 19.74% |
$143K - $146K
|
11.3K
$293K
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-2.89K- 7.45% |
$148K - $152K
|
35.9K
$927K
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-2.91K- 39.17% |
$149K - $152K
|
4.51K
$116K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.93K- 7.96% |
$150K - $154K
|
33.9K
$874K
|
|
|
Apr 15, 2024
Q1 2024
|
Verde Capital Management
|
SELL
|
- |
-2.93K- 4.09% |
$150K - $154K
|
68.8K
$1.78M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-2.96K- 17.28% |
$152K - $155K
|
14.2K
$365K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-3.07K- 13.73% |
$157K - $161K
|
19.3K
$497K
|
|
|
May 14, 2024
Q1 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-3.14K- 3.63% |
$161K - $165K
|
83.4K
$2.15M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.16K- 97.89% |
$162K - $166K
|
68
$1.75K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-3.21K- 7.5% |
$165K - $168K
|
39.6K
$1.02M
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-3.48K- 21.22% |
$179K - $183K
|
12.9K
$333K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.67K- 6.71% |
$188K - $192K
|
51K
$1.32M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.71K- 11.09% |
$190K - $195K
|
29.7K
$767K
|
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-3.76K- 5.66% |
$193K - $197K
|
62.7K
$1.62M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.93K- 17.99% |
$201K - $206K
|
17.9K
$462K
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-3.93K- 4.05% |
$201K - $206K
|
93K
$2.4M
|
|
|
May 03, 2024
Q1 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-4.1K- 10.5% |
$210K - $215K
|
34.9K
$901K
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-4.57K- 10.77% |
$234K - $240K
|
37.8K
$976K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.93K- 2.4% |
$253K - $258K
|
201K
$5.18M
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-5K- 4.05% |
$257K - $262K
|
119K
$3.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-5.09K- 47.49% |
$261K - $267K
|
5.62K
$145K
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-5.14K- 9.98% |
$264K - $270K
|
46.4K
$1.2M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.19K- 29.8% |
$267K - $272K
|
12.2K
$316K
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-5.45K- 5.19% |
$280K - $286K
|
99.5K
$2.57M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.5K- 49.71% |
$282K - $289K
|
5.57K
$144K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-5.62K- 15.9% |
$288K - $295K
|
29.7K
$766K
|
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-5.64K- 43.01% |
$289K - $296K
|
7.47K
$193K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-5.96K- 6.11% |
$306K - $313K
|
91.6K
$2.36M
|
|
|
Apr 11, 2024
Q1 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-5.98K- 11.93% |
$307K - $313K
|
44.1K
$1.14M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-6.1K- 41.21% |
$313K - $320K
|
8.7K
$225K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-6.22K- 66.7% |
$319K - $326K
|
3.11K
$80.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.25K- 53.11% |
$320K - $328K
|
5.51K
$142K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-6.38K- 12.69% |
$327K - $335K
|
43.9K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.39K- 35.65% |
$328K - $335K
|
11.5K
$298K
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-6.39K- 21.15% |
$328K - $335K
|
23.8K
$615K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-6.44K- 21.28% |
$331K - $338K
|
23.8K
$615K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-6.83K- 16.97% |
$351K - $358K
|
33.4K
$862K
|