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 02, 2024
Q2 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-1.97K- 6.08% |
$100K - $103K
|
30.3K
$783K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.02K- 17.92% |
$103K - $106K
|
9.25K
$239K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.07K- 30.07% |
$106K - $108K
|
4.81K
$124K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.13K- 43.92% |
$109K - $111K
|
2.73K
$70.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-2.15K- 8.26% |
$110K - $112K
|
23.8K
$615K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.22K- 1.23% |
$113K - $116K
|
177K
$4.57M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.23K- 6.27% |
$114K - $116K
|
33.3K
$858K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-2.25K- 3.65% |
$115K - $118K
|
59.4K
$1.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-2.3K- 30.37% |
$118K - $120K
|
5.28K
$136K
|
|
|
Aug 09, 2024
Q2 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-2.33K- 2.86% |
$119K - $122K
|
79.1K
$2.04M
|
|
|
Jul 29, 2024
Q2 2024
|
Iron Financial, LLC
|
SELL
|
- |
-2.37K- 1.67% |
$121K - $124K
|
140K
$3.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-2.37K- 1.04% |
$121K - $124K
|
226K
$5.84M
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-2.38K- 22.45% |
$121K - $124K
|
8.2K
$212K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.42K- 13.51% |
$124K - $126K
|
15.5K
$399K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.51K- 4.91% |
$128K - $131K
|
48.6K
$1.25M
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.53K- 7.3% |
$129K - $132K
|
32.1K
$829K
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-2.56K- 13.38% |
$131K - $134K
|
16.6K
$428K
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-2.57K- 21.49% |
$131K - $134K
|
9.38K
$242K
|
|
|
Jul 16, 2024
Q2 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-2.58K- 8.92% |
$132K - $135K
|
26.3K
$679K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.62K- 10.9% |
$134K - $137K
|
21.4K
$551K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.63K- 2.67% |
$134K - $137K
|
95.5K
$2.46M
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-2.7K- 5.89% |
$138K - $141K
|
43.2K
$1.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
SELL
|
- |
-2.75K- 29.42% |
$141K - $144K
|
6.6K
$170K
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-2.76K- 8.21% |
$141K - $144K
|
30.9K
$796K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.82K- 19.84% |
$144K - $147K
|
11.4K
$294K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.87K- 26.62% |
$147K - $150K
|
7.91K
$204K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.87K- 26.62% |
$147K - $150K
|
7.91K
$204K
|
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
SELL
|
- |
-2.92K- 1.24% |
$149K - $153K
|
232K
$5.98M
|
|
|
Jul 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2.94K- 3.35% |
$150K - $154K
|
84.7K
$2.19M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.98K- 8.07% |
$152K - $156K
|
34K
$877K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.08K- 22.05% |
$157K - $161K
|
10.9K
$281K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.22K- 17.29% |
$164K - $168K
|
15.4K
$397K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.31K- 4.35% |
$169K - $173K
|
72.8K
$1.88M
|
|
|
Jul 25, 2024
Q2 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-3.43K- 7.76% |
$175K - $179K
|
40.8K
$1.05M
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-3.47K- 64.82% |
$177K - $181K
|
1.88K
$48.6K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.49K- 1.77% |
$178K - $182K
|
193K
$4.98M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.52K- 10.52% |
$180K - $184K
|
29.9K
$772K
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-3.54K- 4.41% |
$181K - $185K
|
76.7K
$1.98M
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-3.67K- 12.35% |
$187K - $192K
|
26K
$672K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.84K- 10.8% |
$196K - $200K
|
31.7K
$818K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-3.88K- 49.05% |
$198K - $203K
|
4.03K
$104K
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-4.06K- 10.74% |
$207K - $212K
|
33.8K
$871K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.09K- 25.49% |
$209K - $213K
|
11.9K
$308K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-4.17K- 47.03% |
$213K - $218K
|
4.7K
$121K
|
|
|
Aug 06, 2024
Q2 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-4.18K- 6.67% |
$214K - $218K
|
58.5K
$1.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.25K- 3.48% |
$217K - $222K
|
118K
$3.05M
|
|
|
Aug 06, 2024
Q2 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-4.33K- 45.56% |
$221K - $226K
|
5.18K
$134K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-4.43K- 11.34% |
$226K - $231K
|
34.6K
$894K
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-5.55K- 12.64% |
$283K - $290K
|
38.3K
$989K
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-5.61K- 43.38% |
$287K - $293K
|
7.32K
$189K
|