Purchases and Sales Made in Q1 2025 in Schwab Strategic Us Tips ETF (SCHP)
This table provides information about the institutional ownership of Schwab Strategic Us Tips ETF (SCHP) during Q1 2025. 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 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-3.67K- 1.76% |
$94.2K - $98.6K
|
205K
$5.43M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-3.68K- 58.87% |
$94.6K - $99K
|
2.57K
$68.2K
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-3.88K- 19.38% |
$99.7K - $104K
|
16.1K
$428K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3.92K- 66.95% |
$101K - $105K
|
1.94K
$51.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-3.94K- 1.65% |
$101K - $106K
|
235K
$6.24M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.96K- 2.11% |
$102K - $106K
|
184K
$4.88M
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-4.04K- 9.1% |
$104K - $109K
|
40.4K
$1.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-4.38K- 73.91% |
$112K - $118K
|
1.55K
$41K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-4.62K- 21.78% |
$119K - $124K
|
16.6K
$440K
|
|
|
May 15, 2025
Q1 2025
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-4.63K- 2.15% |
$119K - $125K
|
210K
$5.58M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-4.68K- 5.07% |
$120K - $126K
|
87.7K
$2.33M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4.9K- 4.32% |
$126K - $132K
|
109K
$2.88M
|
|
|
May 14, 2025
Q1 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-4.9K- 2.48% |
$126K - $132K
|
193K
$5.11M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-5K- 13.15% |
$128K - $134K
|
33K
$876K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-5.4K- 21.23% |
$139K - $145K
|
20K
$531K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-5.43K- 31.15% |
$139K - $146K
|
12K
$318K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.5K- 4.64% |
$141K - $148K
|
113K
$3M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-5.66K- 31.99% |
$145K - $152K
|
12K
$319K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.74K- 6.34% |
$147K - $154K
|
84.8K
$2.25M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-5.77K- 7.75% |
$148K - $155K
|
68.7K
$1.82M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-6.01K- 5.19% |
$154K - $162K
|
110K
$2.91M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-6.11K- 20.37% |
$157K - $164K
|
23.9K
$634K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.74K- 15.86% |
$173K - $181K
|
35.8K
$948K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-6.78K- 35.4% |
$174K - $182K
|
12.4K
$328K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-6.8K- 37.84% |
$175K - $183K
|
11.2K
$296K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-6.88K- 26.79% |
$177K - $185K
|
18.8K
$499K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-7.01K- 38.86% |
$180K - $189K
|
11K
$293K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-7.12K- 16.8% |
$183K - $192K
|
35.3K
$936K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-7.28K- 12.5% |
$187K - $196K
|
50.9K
$1.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-7.55K- 3.28% |
$194K - $203K
|
223K
$5.91M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-7.74K- 11.49% |
$199K - $208K
|
59.6K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-7.76K- 0.31% |
$199K - $209K
|
2.52M
$66.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-7.84K- 4.92% |
$201K - $211K
|
152K
$4.02M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-7.93K- 89.96% |
$204K - $213K
|
885
$23.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-8.17K- 2.27% |
$210K - $220K
|
351K
$9.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-8.2K- 17.91% |
$211K - $220K
|
37.6K
$996K
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-8.23K- 7.11% |
$211K - $221K
|
107K
$2.85M
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-8.38K- 15.93% |
$215K - $225K
|
44.2K
$1.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-8.52K- 4.3% |
$219K - $229K
|
190K
$5.03M
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-8.83K- 12.93% |
$227K - $237K
|
59.5K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.07K- 9.56% |
$233K - $244K
|
85.8K
$2.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-9.09K- 19.63% |
$233K - $244K
|
37.2K
$986K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-10.3K- 10.04% |
$265K - $277K
|
92.4K
$2.45M
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-10.9K- 13.46% |
$280K - $293K
|
70.1K
$1.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.3K- 5.67% |
$289K - $303K
|
187K
$4.97M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-11.6K- 15.87% |
$298K - $312K
|
61.5K
$1.63M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-12.2K- 10.17% |
$315K - $329K
|
108K
$2.87M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-12.3K- 99.98% |
$316K - $331K
|
3
$79.6
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-14KClosed |
$359K - $376K
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-14K- 51.64% |
$360K - $377K
|
13.1K
$348K
|