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 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-11.5K- 4.35% |
$600K - $621K
|
253K
$6.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-11.6K- 3.03% |
$606K - $628K
|
372K
$9.59M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.5K- 9.62% |
$651K - $674K
|
117K
$3.03M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.6K- 33.68% |
$657K - $680K
|
24.8K
$639K
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-12.7K- 49.63% |
$664K - $687K
|
12.9K
$333K
|
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-13K- 26.58% |
$677K - $701K
|
35.8K
$924K
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-13.4K- 18.97% |
$697K - $722K
|
57.1K
$1.47M
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-13.5K- 9.13% |
$707K - $732K
|
135K
$3.48M
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-13.7K- 55.14% |
$717K - $742K
|
11.2K
$289K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-14K- 72.85% |
$731K - $757K
|
5.22K
$135K
|
|
|
Jul 19, 2023
Q2 2023
|
Matrix Trust CO
|
SELL
|
- |
-14.2K- 2.43% |
$741K - $767K
|
571K
$14.7M
|
|
|
Jul 25, 2023
Q2 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-14.6K- 12.71% |
$762K - $789K
|
100K
$2.59M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15.2K- 29.29% |
$794K - $822K
|
36.7K
$948K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.3K- 4.42% |
$797K - $825K
|
330K
$8.51M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-16K- 44.62% |
$833K - $862K
|
19.8K
$511K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-16K- 11.83% |
$836K - $866K
|
119K
$3.08M
|
|
|
Jul 13, 2023
Q2 2023
|
Olio Financial Planning
|
SELL
|
- |
-16.1K- 16.13% |
$841K - $870K
|
83.8K
$2.16M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-16.7K- 24.75% |
$872K - $903K
|
50.8K
$1.31M
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-16.9K- 66.07% |
$882K - $913K
|
8.68K
$224K
|
|
|
Jul 17, 2023
Q2 2023
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-17.3K- 3.51% |
$904K - $936K
|
476K
$12.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-18.5K- 12.25% |
$963K - $997K
|
132K
$3.41M
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-18.5K- 3.08% |
$968K - $1M
|
584K
$15.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18.9K- 37.3% |
$988K - $1.02M
|
31.8K
$821K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-19.4K- 26.71% |
$1.01M - $1.05M
|
53.1K
$1.37M
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-20.1K- 59.54% |
$1.05M - $1.09M
|
13.7K
$353K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-20.2K- 3.96% |
$1.06M - $1.09M
|
491K
$12.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-21.4K- 12.84% |
$1.12M - $1.16M
|
145K
$3.75M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-22K- 12.8% |
$1.15M - $1.19M
|
150K
$3.87M
|
|
|
Jul 21, 2023
Q2 2023
|
Gen Trust, LLC
|
SELL
|
- |
-22.1K- 12.18% |
$1.16M - $1.2M
|
160K
$4.12M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-23K- 11.39% |
$1.2M - $1.24M
|
179K
$4.61M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-23.8K- 78.08% |
$1.24M - $1.29M
|
6.68K
$172K
|
|
|
Jul 18, 2023
Q2 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-23.9K- 63.74% |
$1.25M - $1.29M
|
13.6K
$351K
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-26.3K- 28.91% |
$1.37M - $1.42M
|
64.7K
$1.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-26.8K- 26.04% |
$1.4M - $1.45M
|
76.2K
$1.97M
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
SELL
|
- |
-26.9K- 56.77% |
$1.4M - $1.45M
|
20.5K
$528K
|
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-27.7K- 58.93% |
$1.45M - $1.5M
|
19.3K
$498K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-28.9K- 4.91% |
$1.51M - $1.56M
|
559K
$14.4M
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-30K- 97.28% |
$1.57M - $1.62M
|
840
$21.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-31K- 2.16% |
$1.62M - $1.68M
|
1.4M
$36.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-35.2K- 35.59% |
$1.84M - $1.9M
|
63.8K
$1.64M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-35.3K- 27.73% |
$1.84M - $1.9M
|
91.9K
$2.37M
|
|
|
Jul 31, 2023
Q2 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-37.7K- 71.37% |
$1.97M - $2.04M
|
15.1K
$390K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-37.9K- 43.74% |
$1.98M - $2.05M
|
48.7K
$1.26M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-39.9K- 10.52% |
$2.08M - $2.16M
|
339K
$8.76M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-40.4K- 71.02% |
$2.11M - $2.18M
|
16.5K
$426K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-41.3K- 6.89% |
$2.16M - $2.23M
|
558K
$14.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-43.3K- 82.69% |
$2.26M - $2.34M
|
9.05K
$234K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-49.6K- 65.04% |
$2.59M - $2.68M
|
26.7K
$688K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-50.8K- 4.57% |
$2.65M - $2.75M
|
1.06M
$27.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-55.1K- 81.32% |
$2.87M - $2.98M
|
12.7K
$327K
|