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 07, 2023
Q2 2023
|
Bfsg, LLC
|
BUY
|
- |
7.74K+ 6.56% |
$404K - $418K
|
126K
$3.24M
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
7.34KNew |
$383K - $397K
|
7.34K
$189K
|
|
|
Jul 31, 2023
Q2 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
7.1K+ 17.57% |
$370K - $383K
|
47.5K
$1.23M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.92K+ 208.34% |
$361K - $374K
|
10.2K
$264K
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
6.76KNew |
$353K - $365K
|
6.76K
$174K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.68K+ 26.11% |
$348K - $361K
|
32.2K
$832K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
6.4K+ 4.59% |
$334K - $346K
|
146K
$3.76M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.25KNew |
$326K - $338K
|
6.25K
$161K
|
|
|
Jul 25, 2023
Q2 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
6.2K+ 5.34% |
$324K - $335K
|
122K
$3.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.8K+ 20.49% |
$303K - $314K
|
34.1K
$881K
|
|
|
Aug 10, 2023
Q2 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
5.79K+ 1.6% |
$302K - $313K
|
367K
$9.48M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
5.76K+ 4.16% |
$301K - $311K
|
144K
$3.72M
|
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
BUY
|
- |
5.65K+ 4.75% |
$295K - $305K
|
125K
$3.22M
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
5.62KNew |
$293K - $304K
|
5.62K
$145K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.61KNew |
$293K - $303K
|
5.61K
$145K
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
5.51K+ 136.59% |
$288K - $298K
|
9.54K
$246K
|
|
|
Aug 03, 2023
Q2 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
5.49K+ 9.76% |
$286K - $296K
|
61.7K
$1.59M
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
5.48K+ 4.52% |
$286K - $296K
|
127K
$3.27M
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
5.46K+ 1.7% |
$285K - $295K
|
326K
$8.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
5.13KNew |
$268K - $277K
|
5.13K
$132K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.12K+ 7.75% |
$267K - $276K
|
71.2K
$1.84M
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
5.06KNew |
$264K - $273K
|
5.06K
$130K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
4.94K+ 1.27% |
$258K - $267K
|
394K
$10.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
4.8K+ 12.53% |
$250K - $259K
|
43.1K
$1.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Souders Financial Advisors
|
BUY
|
- |
4.67K+ 3.92% |
$244K - $252K
|
124K
$3.19M
|
|
|
Jul 17, 2023
Q2 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
4.51K+ 1.42% |
$235K - $244K
|
322K
$8.31M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.32K+ 22.71% |
$225K - $233K
|
23.3K
$602K
|
|
|
Jul 28, 2023
Q2 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
4.3KNew |
$224K - $232K
|
4.3K
$111K
|
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
4.05KNew |
$211K - $219K
|
4.05K
$105K
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
4.03KNew |
$210K - $218K
|
4.03K
$104K
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.98KNew |
$208K - $215K
|
3.98K
$103K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
3.88KNew |
$202K - $209K
|
3.88K
$100K
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
BUY
|
- |
3.86KNew |
$201K - $208K
|
3.86K
$99.5K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
3.85KNew |
$201K - $208K
|
3.85K
$99.2K
|
|
|
Jul 14, 2023
Q2 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
3.82KNew |
$199K - $206K
|
3.82K
$98.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.61K+ 2.91% |
$188K - $195K
|
128K
$3.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
3.59K+ 95.2% |
$187K - $194K
|
7.36K
$190K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
3.47K+ 30.96% |
$181K - $188K
|
14.7K
$379K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.38K+ 1587.32% |
$176K - $183K
|
3.59K
$92.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
3.3K+ 1.23% |
$172K - $178K
|
272K
$7.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.17K+ 38.32% |
$165K - $171K
|
11.4K
$295K
|
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
3.16K+ 12.25% |
$165K - $171K
|
29K
$748K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
3.07K+ 2195.71% |
$160K - $166K
|
3.21K
$82.9K
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
3K+ 7.97% |
$157K - $162K
|
40.7K
$1.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.98K+ 6.32% |
$156K - $161K
|
50.2K
$1.29M
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2.94K+ 6.07% |
$154K - $159K
|
51.5K
$1.33M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.88K+ 20.98% |
$150K - $155K
|
16.6K
$428K
|
|
|
Jul 26, 2023
Q2 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
2.84K+ 1.28% |
$148K - $153K
|
224K
$5.77M
|
|
|
Jul 31, 2023
Q2 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
2.84K+ 40.09% |
$148K - $153K
|
9.91K
$256K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
2.72K+ 4.83% |
$142K - $147K
|
59.1K
$1.52M
|