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 |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
768+ 3.58% |
$19.7K - $20.7K
|
22.2K
$590K
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
764+ 1.91% |
$19.6K - $20.5K
|
40.8K
$1.08M
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
688+ 68800.0% |
$17.7K - $18.5K
|
689
$18.3K
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
663+ 8.47% |
$17K - $17.8K
|
8.49K
$225K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
624+ 2.91% |
$16K - $16.8K
|
22.1K
$585K
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
590+ 6.69% |
$15.2K - $15.9K
|
9.41K
$250K
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
535+ 1.46% |
$13.7K - $14.4K
|
37.2K
$987K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
498+ 12.97% |
$12.8K - $13.4K
|
4.34K
$115K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
492+ 252.31% |
$12.6K - $13.2K
|
687
$18.2K
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
481+ 3.05% |
$12.4K - $12.9K
|
16.3K
$431K
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
476+ 1.8% |
$12.2K - $12.8K
|
26.9K
$712K
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
473+ 5.46% |
$12.2K - $12.7K
|
9.13K
$242K
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
470+ 0.65% |
$12.1K - $12.6K
|
72.8K
$1.93M
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
428+ 0.7% |
$11K - $11.5K
|
61.5K
$1.63M
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
423+ 0.73% |
$10.9K - $11.4K
|
58.4K
$1.55M
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
387New |
$9.94K - $10.4K
|
387
$10.3K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
368New |
$9.45K - $9.9K
|
368
$9.76K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
361New |
$9.27K - $9.71K
|
361
$9.57K
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
358New |
$9.2K - $9.63K
|
358
$9.49K
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
310New |
$7.96K - $8.34K
|
310
$8.22K
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
294New |
$7.55K - $7.91K
|
294
$7.8K
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
284New |
$7.3K - $7.64K
|
284
$7.53K
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
245New |
$6.29K - $6.59K
|
245
$6.5K
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
236New |
$6.06K - $6.35K
|
236
$6.26K
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
206+ 0.52% |
$5.29K - $5.54K
|
39.5K
$1.05M
|
|
May 05, 2025
Q1 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
200+ 1.78% |
$5.14K - $5.38K
|
11.4K
$302K
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
182+ 0.72% |
$4.68K - $4.89K
|
25.5K
$676K
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
182+ 16.13% |
$4.68K - $4.89K
|
1.31K
$34.7K
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
180New |
$4.62K - $4.84K
|
180
$4.77K
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
179New |
$4.6K - $4.81K
|
179
$4.75K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
177+ 2.12% |
$4.55K - $4.76K
|
8.53K
$226K
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
173+ 1.06% |
$4.44K - $4.65K
|
16.5K
$438K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
172+ 1.91% |
$4.42K - $4.63K
|
9.15K
$243K
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
163+ 1.31% |
$4.19K - $4.38K
|
12.6K
$334K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
129+ 22.99% |
$3.31K - $3.47K
|
690
$18.3K
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
129New |
$3.31K - $3.47K
|
129
$3.42K
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
109+ 7.79% |
$2.8K - $2.93K
|
1.51K
$40K
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
101+ 0.19% |
$2.59K - $2.72K
|
52K
$1.38M
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
100+ 0.92% |
$2.57K - $2.69K
|
11K
$291K
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
100+ 0.09% |
$2.57K - $2.69K
|
106K
$2.8M
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
96+ 0.97% |
$2.47K - $2.58K
|
10K
$266K
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
87+ 32.22% |
$2.24K - $2.34K
|
357
$9.47K
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
81+ 0.16% |
$2.08K - $2.18K
|
50.5K
$1.34M
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
80New |
$2.06K - $2.15K
|
80
$2.12K
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
BUY
|
- |
77+ 4.14% |
$1.98K - $2.07K
|
1.94K
$51.3K
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
71+ 322.73% |
$1.82K - $1.91K
|
93
$2.47K
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
64+ 21.26% |
$1.64K - $1.72K
|
365
$9.68K
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
60+ 0.08% |
$1.54K - $1.61K
|
71.6K
$1.9M
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
58+ 4.67% |
$1.49K - $1.56K
|
1.3K
$34.5K
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
52+ 0.04% |
$1.34K - $1.4K
|
124K
$3.28M
|