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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.85K- 34.35% |
$299K - $305K
|
11.2K
$288K
|
|
|
Jul 18, 2024
Q2 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-6.22K- 17.81% |
$318K - $325K
|
28.7K
$741K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-6.74K- 96.43% |
$344K - $352K
|
249
$6.42K
|
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-6.91K- 31.69% |
$353K - $361K
|
14.9K
$384K
|
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-7.04K- 15.17% |
$360K - $368K
|
39.4K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.26K- 13.52% |
$371K - $379K
|
46.5K
$1.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-7.27K- 6.13% |
$372K - $380K
|
111K
$2.87M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-7.39K- 76.04% |
$377K - $386K
|
2.33K
$60K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-7.6K- 31.87% |
$388K - $397K
|
16.2K
$419K
|
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-7.89K- 3.36% |
$403K - $412K
|
227K
$5.86M
|
|
|
Jul 19, 2024
Q2 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-7.93K- 4.76% |
$405K - $414K
|
159K
$4.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.96K- 13.84% |
$407K - $416K
|
49.5K
$1.28M
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-8.01K- 24.06% |
$410K - $419K
|
25.3K
$653K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-8.37K- 0.88% |
$428K - $437K
|
944K
$24.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-9.25K- 7.74% |
$473K - $483K
|
110K
$2.84M
|
|
|
Jul 30, 2024
Q2 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-10.3K- 26.19% |
$526K - $538K
|
29K
$748K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10.6K- 15.78% |
$542K - $555K
|
56.7K
$1.46M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-10.7K- 24.35% |
$549K - $561K
|
33.4K
$861K
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-10.9K- 4.05% |
$559K - $571K
|
259K
$6.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.1K- 23.78% |
$570K - $582K
|
35.7K
$922K
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-11.9K- 27.91% |
$610K - $624K
|
30.9K
$796K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-12.2K- 24.27% |
$624K - $638K
|
38.1K
$984K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-12.5K- 16.41% |
$636K - $651K
|
63.4K
$1.64M
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-13.8K- 38.99% |
$707K - $723K
|
21.7K
$559K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-16.8K- 3.51% |
$857K - $876K
|
461K
$11.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-16.9K- 14.06% |
$861K - $880K
|
103K
$2.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-17.8K- 8.68% |
$909K - $930K
|
187K
$4.83M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-18.9K- 13.56% |
$965K - $987K
|
120K
$3.11M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.1K- 27.23% |
$975K - $997K
|
51K
$1.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-19.6K- 15.0% |
$1M - $1.03M
|
111K
$2.87M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-20K- 3.0% |
$1.02M - $1.04M
|
646K
$16.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-21K- 6.98% |
$1.08M - $1.1M
|
280K
$7.23M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-25.3K- 5.31% |
$1.29M - $1.32M
|
450K
$11.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-26K- 65.74% |
$1.33M - $1.36M
|
13.6K
$350K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-26.3K- 44.37% |
$1.34M - $1.37M
|
32.9K
$850K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-26.7K- 5.97% |
$1.36M - $1.39M
|
420K
$10.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-31.7K- 57.02% |
$1.62M - $1.66M
|
23.9K
$617K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-32.1K- 4.33% |
$1.64M - $1.68M
|
710K
$18.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-32.6K- 25.09% |
$1.67M - $1.7M
|
97.4K
$2.51M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-39.3K- 45.6% |
$2.01M - $2.06M
|
46.9K
$1.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-47.9K- 45.17% |
$2.45M - $2.5M
|
58.2K
$1.5M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-55.8K- 93.24% |
$2.85M - $2.91M
|
4.05K
$104K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-57.5K- 35.79% |
$2.94M - $3M
|
103K
$2.66M
|
|
|
Aug 06, 2024
Q2 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-59.2K- 7.55% |
$3.02M - $3.09M
|
724K
$18.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-60K- 29.94% |
$3.07M - $3.14M
|
141K
$3.63M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-65.8K- 67.69% |
$3.36M - $3.44M
|
31.4K
$811K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-69.9K- 68.7% |
$3.57M - $3.65M
|
31.8K
$822K
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-82.7K- 8.79% |
$4.22M - $4.32M
|
858K
$22.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-84.9K- 52.86% |
$4.34M - $4.44M
|
75.8K
$1.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-85.3K- 6.92% |
$4.36M - $4.45M
|
1.15M
$29.6M
|