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 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-107- 49.54% |
$5.47K - $5.59K
|
109
$2.81K
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-111- 0.33% |
$5.67K - $5.8K
|
33.8K
$872K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-113- 3.31% |
$5.77K - $5.9K
|
3.31K
$85.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-114- 22.98% |
$5.83K - $5.96K
|
382
$9.86K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-137- 1.9% |
$7K - $7.16K
|
7.06K
$182K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-142- 3.67% |
$7.26K - $7.42K
|
3.72K
$96K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-149- 1.88% |
$7.61K - $7.78K
|
7.76K
$200K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-152- 3.33% |
$7.77K - $7.94K
|
4.42K
$114K
|
|
|
Aug 12, 2024
Q2 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-166- 65.1% |
$8.48K - $8.67K
|
89
$2.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-169- 9.41% |
$8.64K - $8.83K
|
1.63K
$42K
|
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-169- 3.06% |
$8.64K - $8.83K
|
5.36K
$138K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-196- 1.28% |
$10K - $10.2K
|
15.2K
$391K
|
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-209- 5.1% |
$10.7K - $10.9K
|
3.89K
$100K
|
|
|
Nov 18, 2024
Q2 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-217- 3.95% |
$11.1K - $11.3K
|
5.28K
$136K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-236- 5.23% |
$12.1K - $12.3K
|
4.28K
$110K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-243- 20.84% |
$12.4K - $12.7K
|
923
$23.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-245- 7.55% |
$12.5K - $12.8K
|
3K
$77.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-249- 4.97% |
$12.7K - $13K
|
4.76K
$123K
|
|
|
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
SELL
|
- |
-249- 1.08% |
$12.7K - $13K
|
22.7K
$587K
|
|
|
Jul 12, 2024
Q2 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-254- 1.14% |
$13K - $13.3K
|
21.9K
$566K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-258- 0.75% |
$13.2K - $13.5K
|
34.1K
$881K
|
|
|
Jul 17, 2024
Q2 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-261- 3.03% |
$13.3K - $13.6K
|
8.35K
$215K
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-270- 6.26% |
$13.8K - $14.1K
|
4.05K
$104K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-281- 6.26% |
$14.4K - $14.7K
|
4.21K
$109K
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-293- 43.99% |
$15K - $15.3K
|
373
$9.62K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-300- 2.65% |
$15.3K - $15.7K
|
11K
$285K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-303- 3.93% |
$15.5K - $15.8K
|
7.4K
$191K
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-308- 0.58% |
$15.7K - $16.1K
|
52.8K
$1.36M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-327- 5.88% |
$16.7K - $17.1K
|
5.23K
$135K
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-341- 90.93% |
$17.4K - $17.8K
|
34
$877
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-348- 1.12% |
$17.8K - $18.2K
|
30.8K
$795K
|
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
SELL
|
- |
-350- 33.33% |
$17.9K - $18.3K
|
700
$18.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-362- 0.6% |
$18.5K - $18.9K
|
60.1K
$1.55M
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-370- 1.2% |
$18.9K - $19.3K
|
30.5K
$786K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-373- 1.25% |
$19.1K - $19.5K
|
29.4K
$758K
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-376- 7.85% |
$19.2K - $19.6K
|
4.41K
$114K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-390- 11.09% |
$19.9K - $20.4K
|
3.13K
$80.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-395- 2.54% |
$20.2K - $20.6K
|
15.2K
$391K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-402- 60.18% |
$20.5K - $21K
|
266
$6.86K
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-418- 30.16% |
$21.4K - $21.8K
|
968
$25K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-431- 83.69% |
$22K - $22.5K
|
84
$2.17K
|
|
|
Aug 05, 2024
Q2 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-447- 1.23% |
$22.8K - $23.4K
|
35.8K
$925K
|
|
|
Aug 13, 2024
Q2 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-450- 1.6% |
$23K - $23.5K
|
27.7K
$715K
|
|
|
Jul 08, 2024
Q2 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-461- 2.53% |
$23.6K - $24.1K
|
17.8K
$458K
|
|
|
Aug 08, 2024
Q2 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-466- 4.12% |
$23.8K - $24.3K
|
10.9K
$280K
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-485- 9.1% |
$24.8K - $25.3K
|
4.85K
$125K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-489- 53.56% |
$25K - $25.5K
|
424
$10.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-499- 4.04% |
$25.5K - $26.1K
|
11.8K
$306K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-507- 2.74% |
$25.9K - $26.5K
|
18K
$464K
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-511- 9.98% |
$26.1K - $26.7K
|
4.61K
$119K
|