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 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
190+ 1.27% |
$9.71K - $9.93K
|
15.1K
$390K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
164+ 62.84% |
$8.38K - $8.57K
|
425
$11K
|
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
164+ 3.29% |
$8.38K - $8.57K
|
5.16K
$133K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
159+ 0.83% |
$8.12K - $8.31K
|
19.2K
$495K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
157New |
$8.02K - $8.2K
|
157
$4.05K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
137New |
$7K - $7.16K
|
137
$3.53K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
112+ 24.78% |
$5.72K - $5.85K
|
564
$14.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
111+ 0.74% |
$5.67K - $5.8K
|
15.1K
$390K
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
110+ 1.36% |
$5.62K - $5.75K
|
8.23K
$212K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
104New |
$5.31K - $5.43K
|
104
$2.68K
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
BUY
|
- |
101+ 4.07% |
$5.16K - $5.28K
|
2.58K
$66.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
100New |
$5.11K - $5.22K
|
100
$2.58K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
96+ 0.02% |
$4.91K - $5.02K
|
483K
$12.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
95+ 58.64% |
$4.85K - $4.96K
|
257
$6.63K
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
95New |
$4.85K - $4.96K
|
95
$2.45K
|
|
|
Aug 13, 2024
Q2 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
93New |
$4.75K - $4.86K
|
93
$2.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
90+ 0.14% |
$4.6K - $4.7K
|
66.5K
$1.72M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
89New |
$4.55K - $4.65K
|
89
$2.3K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
87+ 19.29% |
$4.45K - $4.54K
|
538
$13.9K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
85+ 3.57% |
$4.34K - $4.44K
|
2.47K
$63.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
82+ 170.83% |
$4.19K - $4.28K
|
130
$3.35K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
79+ 116.18% |
$4.04K - $4.13K
|
147
$3.79K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
74New |
$3.78K - $3.87K
|
74
$1.91K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
74New |
$3.78K - $3.87K
|
74
$1.91K
|
|
|
Aug 09, 2024
Q2 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
70+ 0.93% |
$3.58K - $3.66K
|
7.56K
$195K
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
64+ 0.81% |
$3.27K - $3.34K
|
8.01K
$207K
|
|
|
Aug 14, 2024
Q2 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
62+ 1.11% |
$3.17K - $3.24K
|
5.63K
$145K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
62+ 137.78% |
$3.17K - $3.24K
|
107
$2.76K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
60+ 193.55% |
$3.07K - $3.13K
|
91
$2.35K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
48+ 54.55% |
$2.45K - $2.51K
|
136
$3.51K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
47New |
$2.4K - $2.46K
|
47
$1.21K
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
44+ 0.9% |
$2.25K - $2.3K
|
4.96K
$128K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
42New |
$2.15K - $2.19K
|
42
$1.08K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
40New |
$2.04K - $2.09K
|
40
$1.03K
|
|
|
Aug 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
38+ 0.1% |
$1.94K - $1.99K
|
37K
$955K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
37New |
$1.89K - $1.93K
|
37
$955
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
35+ 60.34% |
$1.79K - $1.83K
|
93
$2.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
34New |
$1.74K - $1.78K
|
34
$877
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
31New |
$1.58K - $1.62K
|
31
$800
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
28+ 7.37% |
$1.43K - $1.46K
|
408
$10.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
27+ 2.01% |
$1.38K - $1.41K
|
1.37K
$35.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
21+ 0.2% |
$1.07K - $1.1K
|
10.6K
$273K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
18+ 21.69% |
$920 - $940
|
101
$2.61K
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
15+ 0.13% |
$767 - $784
|
11.2K
$290K
|
|
|
Jul 12, 2024
Q2 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
14+ 0.07% |
$715 - $731
|
20.7K
$533K
|
|
|
Jul 25, 2024
Q2 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
14+ 1.09% |
$715 - $731
|
1.3K
$33.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
13+ 0.24% |
$664 - $679
|
5.51K
$142K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
12+ 0.77% |
$613 - $627
|
1.57K
$40.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
BUY
|
- |
12+ 0.22% |
$613 - $627
|
5.41K
$139K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
11New |
$562 - $575
|
11
$284
|