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 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-206- 1.66% |
$5.29K - $5.54K
|
12.2K
$325K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-207- 0.81% |
$5.32K - $5.57K
|
25.2K
$668K
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-288- 0.44% |
$7.4K - $7.74K
|
65.7K
$1.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-300- 2.45% |
$7.71K - $8.07K
|
12K
$317K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-303- 3.62% |
$7.78K - $8.15K
|
8.06K
$214K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-304- 2.75% |
$7.81K - $8.17K
|
10.7K
$285K
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-316- 49.07% |
$8.12K - $8.5K
|
328
$8.7K
|
|
|
Apr 02, 2025
Q1 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-316- 0.53% |
$8.12K - $8.5K
|
59.6K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-330- 0.2% |
$8.48K - $8.87K
|
167K
$4.43M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-370- 92.96% |
$9.51K - $9.95K
|
28
$743
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-383- 2.86% |
$9.84K - $10.3K
|
13K
$345K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-383- 56.99% |
$9.84K - $10.3K
|
289
$7.66K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-400- 25.0% |
$10.3K - $10.8K
|
1.2K
$31.8K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-408- 6.12% |
$10.5K - $11K
|
6.25K
$166K
|
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
SELL
|
- |
-415- 0.44% |
$10.7K - $11.2K
|
94.9K
$2.52M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-426- 3.98% |
$10.9K - $11.5K
|
10.3K
$272K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-426- 4.48% |
$10.9K - $11.5K
|
9.08K
$241K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-436- 9.38% |
$11.2K - $11.7K
|
4.21K
$112K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-500- 4.55% |
$12.8K - $13.4K
|
10.5K
$278K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-544- 4.29% |
$14K - $14.6K
|
12.1K
$322K
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-569- 2.34% |
$14.6K - $15.3K
|
23.7K
$629K
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
SELL
|
- |
-580- 5.48% |
$14.9K - $15.6K
|
10K
$265K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-592- 14.89% |
$15.2K - $15.9K
|
3.38K
$89.7K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-600- 18.56% |
$15.4K - $16.1K
|
2.63K
$69.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-621- 4.39% |
$16K - $16.7K
|
13.5K
$359K
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-622- 7.2% |
$16K - $16.7K
|
8.02K
$213K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-626- 4.54% |
$16.1K - $16.8K
|
13.2K
$349K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-633- 4.71% |
$16.3K - $17K
|
12.8K
$339K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-645- 2.59% |
$16.6K - $17.3K
|
24.3K
$644K
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-662- 6.28% |
$17K - $17.8K
|
9.88K
$262K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-727- 15.13% |
$18.7K - $19.5K
|
4.08K
$108K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-754- 43.26% |
$19.4K - $20.3K
|
989
$26.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-784- 3.22% |
$20.1K - $21.1K
|
23.6K
$625K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-828- 1.04% |
$21.3K - $22.3K
|
78.7K
$2.09M
|
|
|
May 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-847- 2.9% |
$21.8K - $22.8K
|
28.4K
$753K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-849- 1.48% |
$21.8K - $22.8K
|
56.6K
$1.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-872- 6.32% |
$22.4K - $23.4K
|
12.9K
$343K
|
|
|
Apr 15, 2025
Q1 2025
|
Tran Capital Management, L.P.
|
SELL
|
- |
-877- 4.58% |
$22.5K - $23.6K
|
18.3K
$485K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-892- 4.55% |
$22.9K - $24K
|
18.7K
$496K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-914- 5.98% |
$23.5K - $24.6K
|
14.4K
$381K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-933- 4.36% |
$24K - $25.1K
|
20.5K
$543K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-934- 31.07% |
$24K - $25.1K
|
2.07K
$54.9K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-956- 1.5% |
$24.6K - $25.7K
|
62.9K
$1.67M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-979- 3.28% |
$25.2K - $26.3K
|
28.8K
$765K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-996- 5.77% |
$25.6K - $26.8K
|
16.3K
$431K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1K- 0.84% |
$25.7K - $26.9K
|
118K
$3.12M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-1.07K- 2.51% |
$27.4K - $28.7K
|
41.4K
$1.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1.1K- 12.5% |
$28.3K - $29.6K
|
7.7K
$204K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-1.13K- 1.5% |
$28.9K - $30.3K
|
74K
$1.96M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.14K- 12.55% |
$29.2K - $30.5K
|
7.91K
$210K
|