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 14, 2023
Q2 2023
|
Hardy Reed LLC
|
SELL
|
- |
-1K- 13.51% |
$52.2K - $54K
|
6.4K
$165K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.05K- 0.82% |
$54.6K - $56.6K
|
127K
$3.27M
|
|
|
Jul 13, 2023
Q2 2023
|
Tran Capital Management, L.P.
|
SELL
|
- |
-1.05K- 3.51% |
$54.7K - $56.6K
|
28.8K
$743K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.1K- 0.92% |
$57.4K - $59.4K
|
118K
$3.05M
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.1K- 46.32% |
$57.4K - $59.4K
|
1.28K
$32.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.13K- 1.18% |
$58.8K - $60.8K
|
94.5K
$2.44M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.21K- 29.87% |
$63.3K - $65.5K
|
2.85K
$73.5K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.21K- 29.87% |
$63.3K - $65.5K
|
2.85K
$73.5K
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.24K- 2.51% |
$64.8K - $67K
|
48.2K
$1.24M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.3K- 3.33% |
$68K - $70.4K
|
37.8K
$975K
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.34K- 24.72% |
$69.9K - $72.4K
|
4.08K
$105K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.36K- 6.37% |
$70.8K - $73.3K
|
19.9K
$514K
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.36K- 23.01% |
$70.9K - $73.4K
|
4.55K
$117K
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.38K- 10.68% |
$71.8K - $74.3K
|
11.5K
$297K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.4K- 78.87% |
$73.1K - $75.6K
|
375
$9.68K
|
|
|
Aug 08, 2023
Q2 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.42K- 1.28% |
$73.8K - $76.4K
|
109K
$2.82M
|
|
|
Jul 25, 2023
Q2 2023
|
Fruth Investment Management
|
SELL
|
- |
-1.5K- 10.71% |
$78.3K - $81K
|
12.5K
$323K
|
|
|
Sep 25, 2024
Q2 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-1.52K- 2.37% |
$79.5K - $82.3K
|
62.8K
$1.62M
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-1.71K- 26.48% |
$89.4K - $92.5K
|
4.76K
$123K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.77K- 3.1% |
$92.5K - $95.7K
|
55.4K
$1.43M
|
|
|
Jul 13, 2023
Q2 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-1.8K- 22.02% |
$93.9K - $97.2K
|
6.38K
$164K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.81K- 61.0% |
$94.3K - $97.7K
|
1.16K
$29.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.81K- 6.84% |
$94.6K - $97.9K
|
24.7K
$637K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.85K- 5.96% |
$96.5K - $99.9K
|
29.2K
$753K
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.9K- 2.41% |
$98.9K - $102K
|
76.8K
$1.98M
|
|
|
Aug 10, 2023
Q2 2023
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-1.94K- 14.83% |
$101K - $105K
|
11.1K
$287K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-2K- 10.59% |
$104K - $108K
|
16.9K
$436K
|
|
|
Jul 13, 2023
Q2 2023
|
Verde Capital Management
|
SELL
|
- |
-2.01K- 2.15% |
$105K - $109K
|
91.6K
$2.36M
|
|
|
Aug 18, 2023
Q2 2023
|
Addison Capital CO
|
SELL
|
- |
-2.13K- 28.15% |
$111K - $115K
|
5.43K
$140K
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.22K- 5.24% |
$116K - $120K
|
40.1K
$1.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.27K- 20.41% |
$118K - $122K
|
8.84K
$228K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.3K- 16.52% |
$120K - $124K
|
11.6K
$300K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.33K- 6.21% |
$122K - $126K
|
35.3K
$910K
|
|
|
Aug 14, 2023
Q2 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-2.42K- 1.32% |
$126K - $130K
|
181K
$4.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.5K- 46.91% |
$130K - $135K
|
2.83K
$72.9K
|
|
|
Aug 02, 2023
Q2 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-2.62K- 3.25% |
$137K - $142K
|
78.1K
$2.02M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.63K- 7.4% |
$137K - $142K
|
32.9K
$850K
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.65K- 4.2% |
$138K - $143K
|
60.4K
$1.56M
|
|
|
Aug 10, 2023
Q2 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-2.7K- 2.78% |
$141K - $146K
|
94.6K
$2.44M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-2.81K- 5.97% |
$146K - $152K
|
44.2K
$1.14M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.89K- 3.76% |
$151K - $156K
|
73.9K
$1.91M
|
|
|
Jul 28, 2023
Q2 2023
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-2.92K- 20.43% |
$152K - $158K
|
11.4K
$293K
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-2.97K- 14.87% |
$155K - $160K
|
17K
$439K
|
|
|
May 01, 2024
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-3K- 75.0% |
$157K - $162K
|
1K
$25.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-3.04K- 12.02% |
$159K - $164K
|
22.3K
$574K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3.04K- 11.38% |
$159K - $164K
|
23.7K
$611K
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-3.09K- 99.74% |
$161K - $167K
|
8
$206
|
|
|
Jul 31, 2023
Q2 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-3.13K- 8.08% |
$163K - $169K
|
35.6K
$917K
|
|
|
Jul 11, 2023
Q2 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-3.15K- 44.36% |
$165K - $170K
|
3.95K
$102K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.24K- 12.87% |
$169K - $175K
|
21.9K
$565K
|