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 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
3.97KNew |
$203K - $207K
|
3.97K
$102K
|
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3.97KNew |
$203K - $207K
|
3.97K
$102K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.91KNew |
$200K - $204K
|
3.91K
$101K
|
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
3.91K+ 6.94% |
$200K - $204K
|
60.2K
$1.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3.91K+ 97625.0% |
$200K - $204K
|
3.91K
$101K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.87K+ 2.36% |
$198K - $202K
|
167K
$4.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.78K+ 17.6% |
$193K - $198K
|
25.3K
$652K
|
|
|
Jul 23, 2024
Q2 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
3.68K+ 8.62% |
$188K - $192K
|
46.4K
$1.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
3.41K+ 9.02% |
$174K - $178K
|
41.3K
$1.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
3.4K+ 1.96% |
$173K - $177K
|
177K
$4.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.16K+ 27.43% |
$162K - $165K
|
14.7K
$379K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.14K+ 24.61% |
$160K - $164K
|
15.9K
$410K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
3.14KNew |
$160K - $164K
|
3.14K
$80.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
3.07K+ 15.96% |
$157K - $160K
|
22.3K
$576K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
3.06K+ 3.11% |
$157K - $160K
|
102K
$2.62M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
3.06K+ 56.38% |
$156K - $160K
|
8.49K
$219K
|
|
|
Jul 16, 2024
Q2 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
2.93K+ 3.65% |
$150K - $153K
|
83K
$2.14M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
2.87K+ 59.75% |
$147K - $150K
|
7.67K
$198K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
2.81K+ 9.03% |
$144K - $147K
|
33.9K
$875K
|
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
2.81K+ 0.71% |
$144K - $147K
|
400K
$10.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
2.78K+ 2.36% |
$142K - $145K
|
120K
$3.11M
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
2.68K+ 3.37% |
$137K - $140K
|
82.3K
$2.12M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.68K+ 3.28% |
$137K - $140K
|
84.4K
$2.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.64K+ 6.8% |
$135K - $138K
|
41.5K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
2.61K+ 21.84% |
$133K - $136K
|
14.6K
$376K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.5K+ 5.51% |
$128K - $131K
|
48K
$1.24M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.5K+ 78.12% |
$127K - $130K
|
5.69K
$147K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
2.49KNew |
$127K - $130K
|
2.49K
$64.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.4KNew |
$123K - $125K
|
2.4K
$62K
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
BUY
|
- |
2.33K+ 8.28% |
$119K - $122K
|
30.4K
$785K
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
2.31K+ 0.8% |
$118K - $121K
|
290K
$7.47M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.24K+ 208.78% |
$114K - $117K
|
3.31K
$85.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.22KNew |
$113K - $116K
|
2.22K
$57.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2.19K+ 1.88% |
$112K - $114K
|
119K
$3.06M
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.13K+ 7.06% |
$109K - $111K
|
32.3K
$832K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.12K+ 50.21% |
$108K - $111K
|
6.34K
$163K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
2KNew |
$102K - $104K
|
2K
$51.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.93K+ 0.11% |
$98.8K - $101K
|
1.75M
$45M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.69K+ 13.21% |
$86.6K - $88.5K
|
14.5K
$375K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.6K+ 0.5% |
$81.7K - $83.5K
|
322K
$8.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.58K+ 204.01% |
$80.7K - $82.5K
|
2.35K
$60.7K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
1.54KNew |
$78.6K - $80.3K
|
1.54K
$39.7K
|
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.5K+ 3.87% |
$76.8K - $78.5K
|
40.3K
$1.04M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.5K+ 12.25% |
$76.6K - $78.3K
|
13.7K
$354K
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
1.5K+ 5.8% |
$76.5K - $78.2K
|
27.3K
$705K
|
|
|
Aug 14, 2024
Q2 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.49K+ 8.52% |
$75.9K - $77.6K
|
18.9K
$488K
|
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
BUY
|
- |
1.43K+ 1.09% |
$72.8K - $74.4K
|
132K
$3.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.4K+ 6.55% |
$71.5K - $73.1K
|
22.8K
$587K
|
|
|
Aug 12, 2024
Q2 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
1.4K+ 5.01% |
$71.4K - $73K
|
29.3K
$755K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.39K+ 26.37% |
$70.9K - $72.5K
|
6.65K
$172K
|