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 18, 2024
Q2 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
9.19K+ 6.91% |
$470K - $480K
|
142K
$3.67M
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9.08K+ 1485.92% |
$464K - $474K
|
9.69K
$250K
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
BUY
|
- |
8.9K+ 1.64% |
$455K - $465K
|
552K
$14.2M
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
8.51K+ 75.63% |
$435K - $445K
|
19.8K
$510K
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
8.4K+ 144.14% |
$429K - $439K
|
14.2K
$367K
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.37K+ 13.99% |
$428K - $437K
|
68.2K
$1.76M
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
BUY
|
- |
8.08KNew |
$413K - $422K
|
8.08K
$208K
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.84K+ 13.36% |
$401K - $410K
|
66.5K
$1.72M
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
7.76KNew |
$396K - $405K
|
7.76K
$200K
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
7.64K+ 2.24% |
$390K - $399K
|
349K
$9M
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7.51KNew |
$384K - $392K
|
7.51K
$194K
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.33K+ 245.96% |
$375K - $383K
|
10.3K
$266K
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
7.12KNew |
$364K - $372K
|
7.12K
$184K
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
6.86K+ 8.94% |
$350K - $358K
|
83.5K
$2.15M
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6.64KNew |
$339K - $347K
|
6.64K
$171K
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
6.6K+ 15.17% |
$337K - $345K
|
50.2K
$1.29M
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.59K+ 66.59% |
$337K - $344K
|
16.5K
$425K
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
6.4KNew |
$327K - $334K
|
6.4K
$165K
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
6.36KNew |
$325K - $332K
|
6.36K
$164K
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
BUY
|
- |
6.35K+ 2.55% |
$325K - $332K
|
256K
$6.59M
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
6.05K+ 47.14% |
$309K - $316K
|
18.9K
$487K
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
6.05KNew |
$309K - $316K
|
6.05K
$156K
|
|
Jul 25, 2024
Q2 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
6.05K+ 1.6% |
$309K - $316K
|
384K
$9.91M
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
5.97KNew |
$305K - $312K
|
5.97K
$154K
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
5.74KNew |
$293K - $300K
|
5.74K
$148K
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
BUY
|
- |
5.73KNew |
$293K - $299K
|
5.73K
$148K
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
5.72K+ 42.74% |
$292K - $299K
|
19.1K
$492K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
5.63KNew |
$287K - $294K
|
5.63K
$145K
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
5.43K+ 10.46% |
$277K - $284K
|
57.3K
$1.48M
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
5.33KNew |
$272K - $278K
|
5.33K
$137K
|
|
Jul 30, 2024
Q2 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
5.25K+ 10.39% |
$268K - $274K
|
55.8K
$1.44M
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
5.22K+ 3.55% |
$267K - $273K
|
152K
$3.93M
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.11KNew |
$261K - $267K
|
5.11K
$132K
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5.09KNew |
$260K - $266K
|
5.09K
$131K
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
5.08KNew |
$260K - $265K
|
5.08K
$131K
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
5.03KNew |
$257K - $263K
|
5.03K
$130K
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
4.92K+ 8.18% |
$251K - $257K
|
65K
$1.68M
|
|
Jul 10, 2024
Q2 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
4.83K+ 6.73% |
$247K - $252K
|
76.5K
$1.97M
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.75K+ 38.81% |
$243K - $248K
|
17K
$438K
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.71KNew |
$241K - $246K
|
4.71K
$122K
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
4.68K+ 2.96% |
$239K - $244K
|
163K
$4.2M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.59K+ 3.76% |
$234K - $240K
|
127K
$3.27M
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
4.56K+ 6.89% |
$233K - $238K
|
70.7K
$1.82M
|
|
Jul 12, 2024
Q2 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
4.49K+ 8.26% |
$229K - $234K
|
58.8K
$1.52M
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
4.48K+ 8.7% |
$229K - $234K
|
56K
$1.45M
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
4.47K+ 6.34% |
$228K - $234K
|
75K
$1.94M
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
4.23KNew |
$216K - $221K
|
4.23K
$109K
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.15KNew |
$212K - $217K
|
4.15K
$107K
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
4.09KNew |
$209K - $214K
|
4.09K
$106K
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.05K+ 23.91% |
$207K - $212K
|
21K
$542K
|