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 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-63.8K- 72.27% |
$3.33M - $3.45M
|
24.5K
$631K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-73.4K- 97.7% |
$3.83M - $3.96M
|
1.73K
$44.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-76K- 2.72% |
$3.97M - $4.11M
|
2.72M
$70.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-78.6K- 1.85% |
$4.1M - $4.24M
|
4.16M
$107M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-79.6K- 6.27% |
$4.15M - $4.3M
|
1.19M
$30.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-91.2K- 23.52% |
$4.76M - $4.92M
|
296K
$7.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-94.5K- 5.03% |
$4.93M - $5.1M
|
1.78M
$46M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-113K- 6.15% |
$5.88M - $6.09M
|
1.72M
$44.4M
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-119K- 68.37% |
$6.21M - $6.43M
|
55.1K
$1.42M
|
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-141K- 90.65% |
$7.38M - $7.64M
|
14.6K
$376K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-147K- 44.49% |
$7.69M - $7.96M
|
184K
$4.74M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-154K- 17.87% |
$8.02M - $8.3M
|
706K
$18.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-164K- 12.88% |
$8.57M - $8.87M
|
1.11M
$28.7M
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-188K- 70.17% |
$9.79M - $10.1M
|
79.8K
$2.06M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-233K- 13.74% |
$12.2M - $12.6M
|
1.47M
$37.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-306K- 22.49% |
$16M - $16.5M
|
1.06M
$27.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
SELL
|
- |
-424K- 91.69% |
$22.1M - $22.9M
|
38.4K
$991K
|
|
|
Jul 19, 2023
Q2 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-457K- 49.12% |
$23.8M - $24.7M
|
473K
$12.2M
|
|
|
Sep 07, 2023
Q2 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-469K- 98.15% |
$24.5M - $25.3M
|
8.86K
$229K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-650K- 3.69% |
$33.9M - $35.1M
|
17M
$438M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.51M- 76.92% |
$78.8M - $81.6M
|
453K
$11.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-5.35M- 98.07% |
$279M - $289M
|
105K
$2.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-13.4M- 66.52% |
$699M - $723M
|
6.74M
$174M
|