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
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
25.8K+ 581.7% |
$1.34M - $1.39M
|
30.2K
$779K
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
24.6K+ 236.08% |
$1.28M - $1.33M
|
35K
$903K
|
|
|
Jul 31, 2023
Q2 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
24.5KNew |
$1.28M - $1.32M
|
24.5K
$631K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
23.4K+ 89.98% |
$1.22M - $1.27M
|
49.5K
$1.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.8K+ 137.28% |
$1.19M - $1.23M
|
39.3K
$1.01M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
22.5KNew |
$1.17M - $1.21M
|
22.5K
$580K
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
22.2K+ 0.65% |
$1.16M - $1.2M
|
3.42M
$88.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
22KNew |
$1.15M - $1.19M
|
22K
$567K
|
|
|
Aug 08, 2023
Q2 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
21.8KNew |
$1.14M - $1.18M
|
21.8K
$563K
|
|
|
Jul 14, 2023
Q2 2023
|
Navalign, LLC
|
BUY
|
- |
21.6K+ 6.47% |
$1.13M - $1.17M
|
356K
$9.18M
|
|
|
Jul 27, 2023
Q2 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
21.3K+ 3.96% |
$1.11M - $1.15M
|
560K
$14.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.5K+ 2.18% |
$1.07M - $1.11M
|
959K
$24.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
20.3KNew |
$1.06M - $1.1M
|
20.3K
$524K
|
|
|
Aug 04, 2023
Q2 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
19.8KNew |
$1.03M - $1.07M
|
19.8K
$512K
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
19.7K+ 54.57% |
$1.03M - $1.07M
|
55.9K
$1.44M
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
19.2K+ 5.91% |
$999K - $1.03M
|
343K
$8.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
19.1K+ 16.8% |
$995K - $1.03M
|
133K
$3.42M
|
|
|
Aug 10, 2023
Q2 2023
|
Hc Advisors, LLC
|
BUY
|
- |
18.2K+ 8.46% |
$951K - $985K
|
234K
$6.03M
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
18.1K+ 15.87% |
$943K - $977K
|
132K
$3.41M
|
|
|
Aug 03, 2023
Q2 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
17.8K+ 8.1% |
$927K - $960K
|
237K
$6.12M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
16.7K+ 6.19% |
$869K - $900K
|
286K
$7.38M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.6K+ 305.68% |
$867K - $898K
|
22.1K
$569K
|
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
15.9K+ 20.63% |
$831K - $861K
|
93.2K
$2.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15.4K+ 11.48% |
$804K - $833K
|
150K
$3.86M
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
15.3K+ 14.81% |
$800K - $829K
|
119K
$3.07M
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
15.2K+ 3.18% |
$793K - $821K
|
493K
$12.7M
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
14.4K+ 4.65% |
$751K - $777K
|
324K
$8.35M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
14.4K+ 3.54% |
$749K - $776K
|
420K
$10.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
14.1K+ 9.14% |
$736K - $762K
|
168K
$4.35M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
13.8KNew |
$720K - $746K
|
13.8K
$356K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.7K+ 0.86% |
$716K - $741K
|
1.62M
$41.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
13.3K+ 4.63% |
$696K - $721K
|
302K
$7.78M
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
13.3KNew |
$694K - $718K
|
13.3K
$343K
|
|
|
Jul 06, 2023
Q2 2023
|
Solitude Financial Services
|
BUY
|
- |
12.4K+ 14.28% |
$646K - $669K
|
99K
$2.55M
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
12.3K+ 27.29% |
$641K - $663K
|
57.3K
$1.48M
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
12K+ 6.34% |
$626K - $648K
|
201K
$5.19M
|
|
|
Jul 24, 2023
Q2 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
12KNew |
$625K - $647K
|
12K
$309K
|
|
|
Aug 04, 2023
Q2 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
11.4KNew |
$595K - $616K
|
11.4K
$294K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
11.1K+ 3.56% |
$581K - $601K
|
324K
$8.35M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11K+ 4.18% |
$574K - $594K
|
274K
$7.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
11K+ 2.2% |
$572K - $592K
|
509K
$13.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
11KNew |
$572K - $592K
|
11K
$283K
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10.9KNew |
$570K - $590K
|
10.9K
$282K
|
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
BUY
|
- |
9.86K+ 12.68% |
$515K - $533K
|
87.7K
$2.26M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
9.68KNew |
$505K - $523K
|
9.68K
$250K
|
|
|
Jul 25, 2023
Q2 2023
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
8.8KNew |
$459K - $475K
|
8.8K
$227K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
8.6KNew |
$449K - $465K
|
8.6K
$222K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
8.31KNew |
$434K - $449K
|
8.31K
$214K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.13K+ 39.5% |
$424K - $439K
|
28.7K
$740K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7.85KNew |
$409K - $424K
|
7.85K
$202K
|