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 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
31.2KNew |
$1.59M - $1.63M
|
31.2K
$804K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
30.2K+ 1.77% |
$1.54M - $1.58M
|
1.73M
$44.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
30KNew |
$1.53M - $1.57M
|
30K
$774K
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
28KNew |
$1.43M - $1.46M
|
28K
$722K
|
|
|
Aug 05, 2024
Q2 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
27.8K+ 16.43% |
$1.42M - $1.45M
|
197K
$5.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
25.5K+ 0.48% |
$1.3M - $1.33M
|
5.35M
$138M
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
25.2K+ 3.04% |
$1.29M - $1.31M
|
854K
$22M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
23.2KNew |
$1.19M - $1.21M
|
23.2K
$599K
|
|
|
Jul 30, 2024
Q2 2024
|
Navalign, LLC
|
BUY
|
- |
23K+ 5.36% |
$1.18M - $1.2M
|
453K
$11.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
22KNew |
$1.12M - $1.15M
|
22K
$567K
|
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
21.6K+ 48.42% |
$1.1M - $1.13M
|
66.1K
$1.71M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
21.2K+ 3.66% |
$1.08M - $1.11M
|
600K
$15.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
20.9K+ 1.44% |
$1.07M - $1.09M
|
1.47M
$37.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.2K+ 31.02% |
$1.03M - $1.05M
|
85.2K
$2.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
19.6K+ 5.21% |
$1M - $1.02M
|
396K
$10.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
19.1K+ 5.71% |
$977K - $998K
|
354K
$9.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
18.7KNew |
$954K - $975K
|
18.7K
$482K
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
18.2K+ 3.29% |
$930K - $951K
|
572K
$14.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
18.1KNew |
$927K - $948K
|
18.1K
$468K
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
17K+ 26.98% |
$869K - $888K
|
80K
$2.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
16K+ 107.43% |
$819K - $837K
|
30.9K
$798K
|
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
15.9K+ 18.05% |
$813K - $831K
|
104K
$2.68M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
15.8K+ 23.83% |
$810K - $828K
|
82.3K
$2.12M
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
15.8K+ 4.71% |
$806K - $824K
|
351K
$9.06M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.1K+ 47.53% |
$771K - $788K
|
46.8K
$1.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
14.9K+ 3.09% |
$761K - $778K
|
498K
$12.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
14.7KNew |
$750K - $767K
|
14.7K
$379K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
14.5K+ 6.56% |
$739K - $755K
|
235K
$6.06M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
13.4KNew |
$685K - $700K
|
13.4K
$346K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
13.3K+ 93.64% |
$677K - $692K
|
27.4K
$707K
|
|
|
Jul 15, 2024
Q2 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
12.8K+ 5.59% |
$656K - $671K
|
242K
$6.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
12.7K+ 27.51% |
$650K - $664K
|
58.9K
$1.52M
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
12.3K+ 6.95% |
$628K - $642K
|
189K
$4.88M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.3K+ 10.37% |
$627K - $641K
|
131K
$3.37M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.2K+ 0.86% |
$621K - $635K
|
1.42M
$36.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.2K+ 0.86% |
$621K - $635K
|
1.42M
$36.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.1K+ 4.64% |
$620K - $634K
|
274K
$7.06M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
12K+ 108.11% |
$614K - $628K
|
23.1K
$597K
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
11.9K+ 1128.57% |
$606K - $619K
|
12.9K
$333K
|
|
|
Jul 22, 2024
Q2 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
11.5KNew |
$588K - $601K
|
11.5K
$297K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
11.5K+ 5.71% |
$585K - $598K
|
212K
$5.47M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
11.3K+ 29.97% |
$578K - $591K
|
49.1K
$1.27M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
10.9K+ 7.01% |
$556K - $568K
|
166K
$4.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
10.9K+ 83.15% |
$556K - $568K
|
23.9K
$618K
|
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
10.8K+ 9.41% |
$552K - $565K
|
126K
$3.24M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
10.3K+ 653.79% |
$525K - $537K
|
11.8K
$306K
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
10.1K+ 27.05% |
$517K - $529K
|
47.6K
$1.23M
|
|
|
Jul 24, 2024
Q2 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
9.57K+ 4.21% |
$489K - $500K
|
237K
$6.11M
|
|
|
Aug 01, 2024
Q2 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
9.52K+ 9.29% |
$486K - $497K
|
112K
$2.89M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
9.3K+ 5.04% |
$475K - $486K
|
194K
$5M
|