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
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.72K+ 5.45% |
$142K - $147K
|
52.7K
$1.36M
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.72K+ 5.24% |
$142K - $147K
|
54.6K
$1.41M
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
2.7K+ 20.82% |
$141K - $146K
|
15.7K
$405K
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
2.66K+ 1.33% |
$139K - $144K
|
203K
$5.23M
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2.47K+ 3.73% |
$129K - $133K
|
68.7K
$1.77M
|
|
Aug 11, 2023
Q2 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
2.4K+ 12.3% |
$125K - $130K
|
22K
$566K
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
2.33K+ 3.05% |
$121K - $126K
|
78.6K
$2.03M
|
|
Jul 20, 2023
Q2 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
2.23K+ 4.16% |
$116K - $120K
|
55.8K
$1.44M
|
|
Jul 24, 2023
Q2 2023
|
Prairiewood Capital, LLC
|
BUY
|
- |
2.15K+ 2.34% |
$112K - $116K
|
93.9K
$2.42M
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.13K+ 15.83% |
$111K - $115K
|
15.6K
$403K
|
|
Jul 25, 2023
Q2 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
2.03K+ 3.14% |
$106K - $109K
|
66.5K
$1.72M
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.91K+ 3.55% |
$99.8K - $103K
|
55.7K
$1.44M
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
BUY
|
- |
1.89K+ 12.94% |
$98.7K - $102K
|
16.5K
$426K
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.81K+ 2.25% |
$94.4K - $97.8K
|
82.2K
$2.12M
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.8K+ 1.58% |
$93.7K - $97K
|
115K
$2.97M
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.73K+ 1.88% |
$90.4K - $93.6K
|
93.8K
$2.42M
|
|
Aug 07, 2023
Q2 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
1.67K+ 6.9% |
$87.3K - $90.4K
|
25.9K
$668K
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
1.66K+ 22.85% |
$86.7K - $89.8K
|
8.93K
$230K
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.66K+ 2.8% |
$86.4K - $89.5K
|
60.7K
$1.57M
|
|
Aug 08, 2023
Q2 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
1.52K+ 0.19% |
$79.3K - $82.1K
|
787K
$20.3M
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.42K+ 5.44% |
$74.1K - $76.8K
|
27.5K
$710K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.42K+ 16.75% |
$74.1K - $76.7K
|
9.9K
$255K
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.41K+ 2.69% |
$73.6K - $76.2K
|
53.9K
$1.39M
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.36K+ 61.43% |
$71K - $73.5K
|
3.57K
$92.2K
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.36K+ 61.43% |
$71K - $73.5K
|
3.57K
$92.2K
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.34K+ 14.04% |
$70.1K - $72.5K
|
10.9K
$281K
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.33K+ 6.04% |
$69.2K - $71.6K
|
23.3K
$600K
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.26K+ 0.15% |
$65.7K - $68.1K
|
861K
$22.2M
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.25K+ 0.42% |
$65.3K - $67.6K
|
296K
$7.64M
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.23KNew |
$64.4K - $66.7K
|
1.23K
$31.8K
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.23K+ 22.18% |
$63.9K - $66.2K
|
6.75K
$174K
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.19K+ 15.48% |
$62.3K - $64.5K
|
8.91K
$230K
|
|
Jul 19, 2023
Q2 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
1.17K+ 0.71% |
$60.8K - $63K
|
164K
$4.24M
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.12K+ 12.3% |
$58.7K - $60.7K
|
10.3K
$265K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.12KNew |
$58.3K - $60.3K
|
1.12K
$28.8K
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.09K+ 4.1% |
$57K - $59K
|
27.8K
$716K
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1.07K+ 1.49% |
$55.8K - $57.7K
|
73K
$1.88M
|
|
Aug 07, 2023
Q2 2023
|
Human Investing LLC
|
BUY
|
- |
1.01K+ 12.77% |
$52.6K - $54.5K
|
8.9K
$230K
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1KNew |
$52.2K - $54K
|
1K
$25.8K
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1KNew |
$52.2K - $54K
|
1K
$25.8K
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1KNew |
$52.2K - $54K
|
1K
$25.8K
|
|
Jul 24, 2023
Q2 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
992+ 5.98% |
$51.8K - $53.6K
|
17.6K
$453K
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
866+ 10.79% |
$45.2K - $46.8K
|
8.9K
$229K
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
BUY
|
- |
853+ 0.33% |
$44.5K - $46.1K
|
256K
$6.61M
|
|
Jul 18, 2023
Q2 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
817+ 0.39% |
$42.6K - $44.1K
|
212K
$5.46M
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
766+ 1.65% |
$40K - $41.4K
|
47.2K
$1.22M
|
|
Aug 02, 2023
Q2 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
735+ 3.97% |
$38.4K - $39.7K
|
19.2K
$496K
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
730+ 3.06% |
$38.1K - $39.4K
|
24.6K
$635K
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
722+ 1.56% |
$37.7K - $39K
|
47K
$1.21M
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
720+ 6000.0% |
$37.6K - $38.9K
|
732
$18.9K
|