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 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.37K+ 4.89% |
$70.1K - $71.6K
|
29.4K
$759K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
1.35K+ 1.18% |
$68.9K - $70.5K
|
116K
$2.99M
|
|
|
Jul 10, 2024
Q2 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
1.28K+ 0.17% |
$65.6K - $67.1K
|
748K
$19.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.26K+ 16.44% |
$64.6K - $66K
|
8.95K
$231K
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1.08K+ 1.81% |
$55.2K - $56.5K
|
60.8K
$1.57M
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.07K+ 11.16% |
$54.6K - $55.8K
|
10.6K
$275K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.06K+ 6.41% |
$54.1K - $55.3K
|
17.6K
$453K
|
|
|
Jul 16, 2024
Q2 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
991+ 0.76% |
$50.6K - $51.8K
|
132K
$3.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
951+ 1.29% |
$48.6K - $49.7K
|
74.5K
$1.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
946+ 1.13% |
$48.3K - $49.4K
|
84.4K
$2.18M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
844New |
$43.1K - $44.1K
|
844
$21.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
840+ 1.87% |
$42.9K - $43.9K
|
45.9K
$1.18M
|
|
|
Jul 24, 2024
Q2 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
835+ 1.84% |
$42.7K - $43.6K
|
46.3K
$1.19M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
797+ 12.08% |
$40.7K - $41.6K
|
7.4K
$191K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
785+ 400.51% |
$40.1K - $41K
|
981
$25.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
768New |
$39.2K - $40.1K
|
768
$19.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
758+ 0.83% |
$38.7K - $39.6K
|
91.8K
$2.37M
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
755+ 62.35% |
$38.6K - $39.4K
|
1.97K
$50.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
727+ 194.91% |
$37.1K - $38K
|
1.1K
$28.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
700New |
$35.8K - $36.6K
|
700
$18.1K
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
683+ 5.77% |
$34.9K - $35.7K
|
12.5K
$323K
|
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
BUY
|
- |
682+ 3.79% |
$34.9K - $35.6K
|
18.7K
$482K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
659+ 1.84% |
$33.7K - $34.4K
|
36.5K
$941K
|
|
|
Jul 26, 2024
Q2 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
640+ 2.05% |
$32.7K - $33.4K
|
31.8K
$821K
|
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
613+ 32.85% |
$31.3K - $32K
|
2.48K
$64K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
606+ 3.91% |
$31K - $31.7K
|
16.1K
$416K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
538+ 108.91% |
$27.5K - $28.1K
|
1.03K
$26.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
533+ 1.0% |
$27.2K - $27.8K
|
53.8K
$1.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
531+ 12.8% |
$27.1K - $27.7K
|
4.68K
$121K
|
|
|
Aug 09, 2024
Q2 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
512New |
$26.2K - $26.7K
|
512
$13.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
481+ 1.21% |
$24.6K - $25.1K
|
40.2K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
475+ 0.83% |
$24.3K - $24.8K
|
57.4K
$1.48M
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
465New |
$23.8K - $24.3K
|
465
$12K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
463+ 11.79% |
$23.7K - $24.2K
|
4.39K
$113K
|
|
|
Aug 08, 2024
Q2 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
461+ 3.91% |
$23.6K - $24.1K
|
12.3K
$316K
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
454+ 0.41% |
$23.2K - $23.7K
|
112K
$2.9M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
356New |
$18.2K - $18.6K
|
356
$9.18K
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
349+ 0.54% |
$17.8K - $18.2K
|
65.3K
$1.69M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
343+ 25.05% |
$17.5K - $17.9K
|
1.71K
$44.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
336+ 6.86% |
$17.2K - $17.6K
|
5.24K
$135K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
321New |
$16.4K - $16.8K
|
321
$8.28K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
306+ 81.82% |
$15.6K - $16K
|
680
$17.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
302+ 16.16% |
$15.4K - $15.8K
|
2.17K
$56K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
298+ 1.03% |
$15.2K - $15.6K
|
29.3K
$756K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
289+ 1.35% |
$14.8K - $15.1K
|
21.7K
$559K
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
289+ 5.24% |
$14.8K - $15.1K
|
5.8K
$150K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
273+ 0.69% |
$14K - $14.3K
|
40K
$1.03M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
253+ 0.66% |
$12.9K - $13.2K
|
38.7K
$998K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
250+ 2.62% |
$12.8K - $13.1K
|
9.81K
$253K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
203+ 0.24% |
$10.4K - $10.6K
|
85.3K
$2.2M
|