Purchases and Sales Made in Q2 2023 in Schwab Strategic Us Tips ETF (SCHP)
This table provides information about the institutional ownership of Schwab Strategic Us Tips ETF (SCHP) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
4.9M+ 66289.89% |
$256M - $265M
|
4.91M
$127M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.45M+ 279.5% |
$75.4M - $78.1M
|
1.96M
$50.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.02MNew |
$53.4M - $55.3M
|
1.02M
$26.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Temasek Holdings (Private) LTD
Singapore, U0 |
BUY
|
- |
705KNew |
$36.8M - $38.1M
|
705K
$18.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
639K+ 12453.14% |
$33.3M - $34.5M
|
644K
$16.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
493K+ 5.17% |
$25.7M - $26.6M
|
10M
$259M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
462K+ 435.19% |
$24.1M - $24.9M
|
568K
$14.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
357KNew |
$18.6M - $19.3M
|
357K
$9.21M
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
315K+ 10.8% |
$16.5M - $17M
|
3.23M
$83.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
293K+ 10.39% |
$15.3M - $15.8M
|
3.11M
$80.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
284K+ 16.67% |
$14.8M - $15.3M
|
1.99M
$51.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Quadratic Capital Management LLC
|
BUY
|
- |
265K+ 2.26% |
$13.8M - $14.3M
|
12M
$310M
|
|
|
Jul 17, 2023
Q2 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
255K+ 335.31% |
$13.3M - $13.8M
|
331K
$8.53M
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
250K+ 44.0% |
$13M - $13.5M
|
817K
$21.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
195KNew |
$10.2M - $10.5M
|
195K
$5.02M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
189K+ 293.54% |
$9.86M - $10.2M
|
253K
$6.54M
|
|
|
Jul 11, 2023
Q2 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
162K+ 759.96% |
$8.46M - $8.75M
|
183K
$4.73M
|
|
|
Jul 20, 2023
Q2 2023
|
Sumitomo Life Insurance CO
|
BUY
|
- |
155KNew |
$8.09M - $8.38M
|
155K
$4M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
152K+ 3.02% |
$7.94M - $8.22M
|
5.19M
$134M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
149K+ 2.99% |
$7.76M - $8.03M
|
5.12M
$132M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
149K+ 2.99% |
$7.76M - $8.03M
|
5.12M
$132M
|
|
|
Aug 08, 2023
Q2 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
131K+ 1777.77% |
$6.84M - $7.08M
|
138K
$3.57M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
126K+ 2618.82% |
$6.55M - $6.78M
|
130K
$3.36M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
117K+ 84.29% |
$6.08M - $6.3M
|
255K
$6.57M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
77.6K+ 50.23% |
$4.05M - $4.19M
|
232K
$5.99M
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
64.7K+ 2.85% |
$3.38M - $3.5M
|
2.34M
$60.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
63.2K+ 2.49% |
$3.3M - $3.41M
|
2.6M
$67M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
54.7KNew |
$2.85M - $2.95M
|
54.7K
$1.41M
|
|
|
Jul 26, 2023
Q2 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
53.6KNew |
$2.79M - $2.89M
|
53.6K
$1.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
51.4KNew |
$2.68M - $2.78M
|
51.4K
$1.33M
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
50.4K+ 262.83% |
$2.63M - $2.72M
|
69.6K
$1.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
50.1K+ 12.62% |
$2.61M - $2.71M
|
447K
$11.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
49.7K+ 53.42% |
$2.6M - $2.69M
|
143K
$3.69M
|
|
|
Jul 13, 2023
Q2 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
46.7K+ 9.85% |
$2.44M - $2.52M
|
521K
$13.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
46.5K+ 90.28% |
$2.43M - $2.51M
|
98K
$2.53M
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
46K+ 62.88% |
$2.4M - $2.49M
|
119K
$3.07M
|
|
|
Jul 18, 2023
Q2 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
45.8K+ 318.35% |
$2.39M - $2.47M
|
60.2K
$1.55M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
42.6KNew |
$2.22M - $2.3M
|
42.6K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
40.1K+ 17.87% |
$2.09M - $2.17M
|
265K
$6.83M
|
|
|
Jul 24, 2023
Q2 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
39.4K+ 62.81% |
$2.06M - $2.13M
|
102K
$2.63M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
38.4KNew |
$2M - $2.08M
|
38.4K
$991K
|
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
37K+ 5.83% |
$1.93M - $2M
|
672K
$17.3M
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
36.9K+ 2.34% |
$1.93M - $2M
|
1.61M
$41.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
32.4K+ 10.48% |
$1.69M - $1.75M
|
342K
$8.83M
|
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
30.6K+ 5.25% |
$1.6M - $1.65M
|
613K
$15.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
30.6K+ 33.81% |
$1.6M - $1.65M
|
121K
$3.12M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
30K+ 43.72% |
$1.56M - $1.62M
|
98.5K
$2.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
28.6K+ 345.59% |
$1.49M - $1.54M
|
36.8K
$950K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
26.1K+ 15.3% |
$1.36M - $1.41M
|
197K
$5.08M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
26.1K+ 4.34% |
$1.36M - $1.41M
|
626K
$16.2M
|