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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.32% |
$52.2 - $54
|
316
$8.15K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2- 3.7% |
$104 - $108
|
52
$1.34K
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-4- 0.07% |
$209 - $216
|
5.92K
$153K
|
|
|
Jul 14, 2023
Q2 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-4- 13.33% |
$209 - $216
|
26
$671
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-8- 3.43% |
$417 - $432
|
225
$5.81K
|
|
|
Aug 28, 2023
Q2 2023
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-10- 0.05% |
$522 - $540
|
19.8K
$511K
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-15- 2.3% |
$783 - $810
|
636
$16.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-17- 0.37% |
$887 - $918
|
4.62K
$119K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-17- 0.45% |
$887 - $918
|
3.76K
$97K
|
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-20- 0.27% |
$1.04K - $1.08K
|
7.51K
$194K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-20- 40.0% |
$1.04K - $1.08K
|
30
$774
|
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-27- 0.61% |
$1.41K - $1.46K
|
4.38K
$113K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-30- 4.55% |
$1.57K - $1.62K
|
630
$16.3K
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-35- 0.54% |
$1.83K - $1.89K
|
6.47K
$167K
|
|
|
Nov 19, 2024
Q2 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-37- 0.14% |
$1.93K - $2K
|
25.6K
$661K
|
|
|
Jul 07, 2023
Q2 2023
|
Savior LLC
|
SELL
|
- |
-39- 22.54% |
$2.04K - $2.11K
|
134
$3.46K
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-42- 1.07% |
$2.19K - $2.27K
|
3.9K
$101K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-42- 65.63% |
$2.19K - $2.27K
|
22
$568
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-42- 0.84% |
$2.19K - $2.27K
|
4.96K
$128K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-47- 13.43% |
$2.45K - $2.54K
|
303
$7.82K
|
|
|
Jul 25, 2023
Q2 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-54- 0.77% |
$2.82K - $2.92K
|
6.93K
$179K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-58- 89.23% |
$3.03K - $3.13K
|
7
$181
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-60- 0.21% |
$3.13K - $3.24K
|
28.7K
$741K
|
|
|
Aug 07, 2023
Q2 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-78- 10.58% |
$4.07K - $4.21K
|
659
$17K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-78- 57.35% |
$4.07K - $4.21K
|
58
$1.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-79- 1.42% |
$4.12K - $4.27K
|
5.47K
$141K
|
|
|
Aug 08, 2023
Q2 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-85- 0.27% |
$4.44K - $4.59K
|
31.5K
$813K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-89- 2.02% |
$4.64K - $4.81K
|
4.31K
$111K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-94- 4.02% |
$4.9K - $5.08K
|
2.25K
$57.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-96- 1.22% |
$5.01K - $5.19K
|
7.79K
$201K
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-98- 0.54% |
$5.11K - $5.29K
|
18.1K
$467K
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-99- 2.45% |
$5.17K - $5.35K
|
3.94K
$102K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-105- 4.4% |
$5.48K - $5.67K
|
2.28K
$58.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-106- 1.65% |
$5.53K - $5.73K
|
6.33K
$163K
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-124- 0.73% |
$6.47K - $6.7K
|
16.8K
$433K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-138- 2.03% |
$7.2K - $7.45K
|
6.66K
$172K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-147- 3.01% |
$7.67K - $7.94K
|
4.74K
$122K
|
|
|
Jul 10, 2023
Q2 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-165- 2.68% |
$8.61K - $8.91K
|
6K
$155K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-184- 3.6% |
$9.6K - $9.94K
|
4.93K
$127K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-196- 0.91% |
$10.2K - $10.6K
|
21.3K
$548K
|
|
|
Aug 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-200- 2.17% |
$10.4K - $10.8K
|
9.01K
$232K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-206- 3.65% |
$10.7K - $11.1K
|
5.44K
$140K
|
|
|
Aug 01, 2023
Q2 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-210- 0.08% |
$11K - $11.3K
|
265K
$6.84M
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-243- 4.97% |
$12.7K - $13.1K
|
4.64K
$120K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-245- 43.44% |
$12.8K - $13.2K
|
319
$8.23K
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-265- 3.4% |
$13.8K - $14.3K
|
7.54K
$194K
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-272- 1.18% |
$14.2K - $14.7K
|
22.7K
$586K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-288- 81.36% |
$15K - $15.6K
|
66
$1.7K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-289- 52.45% |
$15.1K - $15.6K
|
262
$6.76K
|
|
|
Aug 04, 2023
Q2 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-295- 0.54% |
$15.4K - $15.9K
|
54.5K
$1.41M
|