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
|
Ridgewood Investments LLC
|
SELL
|
- |
-300- 4.0% |
$15.7K - $16.2K
|
7.2K
$186K
|
|
|
Aug 14, 2023
Q2 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-302- 1.31% |
$15.8K - $16.3K
|
22.8K
$588K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-318Closed |
$16.6K - $17.2K
|
0
$0
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-319- 7.98% |
$16.6K - $17.2K
|
3.68K
$94.8K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-319- 7.98% |
$16.6K - $17.2K
|
3.68K
$94.8K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-330- 0.64% |
$17.2K - $17.8K
|
51.1K
$1.32M
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-335- 56.21% |
$17.5K - $18.1K
|
261
$6.73K
|
|
|
Oct 26, 2023
Q2 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-342- 6.05% |
$17.8K - $18.5K
|
5.31K
$137K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-344- 78.0% |
$17.9K - $18.6K
|
97
$2.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-344- 1.11% |
$17.9K - $18.6K
|
30.8K
$794K
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-355- 7.19% |
$18.5K - $19.2K
|
4.58K
$118K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-370- 13.86% |
$19.3K - $20K
|
2.3K
$59.3K
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-384- 1.37% |
$20K - $20.7K
|
27.6K
$713K
|
|
|
Jul 13, 2023
Q2 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-385- 3.0% |
$20.1K - $20.8K
|
12.5K
$322K
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-399- 8.63% |
$20.8K - $21.6K
|
4.23K
$109K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-419- 8.01% |
$21.9K - $22.6K
|
4.81K
$124K
|
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-424- 2.52% |
$22.1K - $22.9K
|
16.4K
$423K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-447- 5.8% |
$23.3K - $24.1K
|
7.27K
$187K
|
|
|
Jul 21, 2023
Q2 2023
|
Friedenthal Financial
|
SELL
|
- |
-465- 1.49% |
$24.3K - $25.1K
|
30.8K
$794K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-470- 1.06% |
$24.5K - $25.4K
|
43.8K
$1.13M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-475- 4.63% |
$24.8K - $25.7K
|
9.79K
$253K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-479- 10.08% |
$25K - $25.9K
|
4.27K
$110K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-491- 68.1% |
$25.6K - $26.5K
|
230
$5.93K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-500- 7.41% |
$26.1K - $27K
|
6.25K
$161K
|
|
|
Aug 03, 2023
Q2 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-513- 4.37% |
$26.8K - $27.7K
|
11.2K
$290K
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-533- 3.26% |
$27.8K - $28.8K
|
15.8K
$408K
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-568- 1.52% |
$29.6K - $30.7K
|
36.7K
$948K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-583- 1.13% |
$30.4K - $31.5K
|
51.2K
$1.32M
|
|
|
Aug 07, 2023
Q2 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-599- 1.51% |
$31.3K - $32.4K
|
39K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-607- 1.03% |
$31.7K - $32.8K
|
58.1K
$1.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-633- 14.72% |
$33K - $34.2K
|
3.67K
$94.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-644- 1.38% |
$33.6K - $34.8K
|
46.1K
$1.19M
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-662- 21.41% |
$34.5K - $35.8K
|
2.43K
$62.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-694- 1.31% |
$36.2K - $37.5K
|
52.4K
$1.35M
|
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-712- 4.52% |
$37.2K - $38.5K
|
15.1K
$388K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-713- 1.85% |
$37.2K - $38.5K
|
37.8K
$974K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-765- 1.24% |
$39.9K - $41.3K
|
60.7K
$1.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-772- 32.13% |
$40.3K - $41.7K
|
1.63K
$42.1K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-772- 2.08% |
$40.3K - $41.7K
|
36.3K
$936K
|
|
|
Oct 02, 2024
Q2 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-781- 16.91% |
$40.8K - $42.2K
|
3.84K
$99K
|
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-783- 2.19% |
$40.9K - $42.3K
|
35K
$903K
|
|
|
Jul 11, 2023
Q2 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-859- 0.37% |
$44.8K - $46.4K
|
229K
$5.91M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-860- 57.64% |
$44.9K - $46.5K
|
632
$16.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-870- 16.26% |
$45.4K - $47K
|
4.48K
$116K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-907- 32.46% |
$47.3K - $49K
|
1.89K
$48.7K
|
|
|
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
SELL
|
- |
-924- 18.02% |
$48.2K - $49.9K
|
4.2K
$108K
|
|
|
Jul 21, 2023
Q2 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-946- 8.16% |
$49.4K - $51.1K
|
10.6K
$275K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-983- 13.35% |
$51.3K - $53.1K
|
6.38K
$165K
|
|
|
Jul 28, 2023
Q2 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-985- 7.44% |
$51.4K - $53.2K
|
12.3K
$316K
|
|
|
Aug 03, 2023
Q2 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-1K- 8.93% |
$52.2K - $54K
|
10.2K
$263K
|