Purchases and Sales Made in Q2 2024 in Schwab Strategic Us Tips ETF (SCHP)
This table provides information about the institutional ownership of Schwab Strategic Us Tips ETF (SCHP) during Q2 2024. 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 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
18.3M+ 691.39% |
$937M - $958M
|
21M
$541M
|
|
|
Jul 25, 2024
Q2 2024
|
Lincoln National Corp
|
BUY
|
- |
4.07M+ 18532.4% |
$208M - $212M
|
4.09M
$105M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.77M+ 79.45% |
$193M - $197M
|
8.51M
$220M
|
|
|
Aug 13, 2024
Q2 2024
|
Argi Investment Services, LLC
|
BUY
|
- |
2.51MNew |
$128M - $131M
|
2.51M
$64.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
950K+ 5.96% |
$48.5M - $49.6M
|
16.9M
$435M
|
|
|
Aug 13, 2024
Q2 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
878KNew |
$44.9M - $45.9M
|
878K
$22.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Oikos Holdings LLC
|
BUY
|
- |
734KNew |
$37.5M - $38.4M
|
734K
$18.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Elm Partners Management LLC
|
BUY
|
- |
614K+ 53.77% |
$31.4M - $32.1M
|
1.76M
$45.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
613KNew |
$31.3M - $32M
|
613K
$15.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
606KNew |
$31M - $31.6M
|
606K
$15.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
484K+ 47.08% |
$24.7M - $25.3M
|
1.51M
$39M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
410K+ 5365.68% |
$20.9M - $21.4M
|
417K
$10.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
389K+ 15.07% |
$19.9M - $20.3M
|
2.97M
$76.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
382K+ 11.46% |
$19.5M - $19.9M
|
3.71M
$95.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
290K+ 24.64% |
$14.8M - $15.2M
|
1.47M
$37.9M
|
|
|
Aug 28, 2024
Q2 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
277KNew |
$14.1M - $14.4M
|
277K
$7.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
260K+ 53.19% |
$13.3M - $13.6M
|
748K
$19.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
259K+ 227.51% |
$13.2M - $13.5M
|
373K
$9.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
257K+ 7.68% |
$13.1M - $13.4M
|
3.61M
$93M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
257K+ 9.96% |
$13.1M - $13.4M
|
2.84M
$73.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
242K+ 52.77% |
$12.3M - $12.6M
|
699K
$18M
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
221K+ 241.27% |
$11.3M - $11.6M
|
313K
$8.07M
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
196KNew |
$10M - $10.2M
|
196K
$5.06M
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
186K+ 53.75% |
$9.51M - $9.72M
|
532K
$13.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
176K+ 461.0% |
$9M - $9.2M
|
214K
$5.53M
|
|
|
Sep 10, 2024
Q2 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
154KNew |
$7.85M - $8.03M
|
154K
$3.96M
|
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
131KNew |
$6.7M - $6.85M
|
131K
$3.38M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
120KNew |
$6.12M - $6.26M
|
120K
$3.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
119K+ 3.76% |
$6.06M - $6.19M
|
3.27M
$84.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
115K+ 2.29% |
$5.89M - $6.02M
|
5.15M
$133M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
101K+ 183.73% |
$5.15M - $5.27M
|
156K
$4.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
92.7K+ 55.48% |
$4.74M - $4.84M
|
260K
$6.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
70.7K+ 38.87% |
$3.61M - $3.69M
|
253K
$6.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
64.4K+ 2.48% |
$3.29M - $3.36M
|
2.66M
$68.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
57.5KNew |
$2.94M - $3M
|
57.5K
$1.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
46.5K+ 5.14% |
$2.38M - $2.43M
|
950K
$24.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
44.5K+ 6.94% |
$2.27M - $2.32M
|
686K
$17.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
44K+ 36.44% |
$2.25M - $2.3M
|
165K
$4.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
43.3K+ 84.83% |
$2.21M - $2.26M
|
94.3K
$2.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Rock Creek Group, LP
|
BUY
|
- |
40KNew |
$2.05M - $2.09M
|
40K
$1.03M
|
|
|
Jul 23, 2024
Q2 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
39.9KNew |
$2.04M - $2.09M
|
39.9K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
39K+ 6.27% |
$1.99M - $2.04M
|
661K
$17M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
37.8K+ 11.89% |
$1.93M - $1.98M
|
356K
$9.19M
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
36.5KNew |
$1.86M - $1.9M
|
36.5K
$941K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
36.4K+ 189.61% |
$1.86M - $1.9M
|
55.6K
$1.43M
|
|
|
Aug 14, 2024
Q2 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
34.8K+ 5.12% |
$1.78M - $1.82M
|
715K
$18.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
34.7K+ 43.39% |
$1.77M - $1.81M
|
115K
$2.96M
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
33.9K+ 93.45% |
$1.73M - $1.77M
|
70.3K
$1.81M
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
32.3K+ 54.07% |
$1.65M - $1.69M
|
91.9K
$2.37M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
31.4K+ 4.95% |
$1.6M - $1.64M
|
665K
$17.1M
|