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 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-517- 34.08% |
$26.4K - $27K
|
1K
$25.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-521- 4.72% |
$26.6K - $27.2K
|
10.5K
$271K
|
|
|
Aug 06, 2024
Q2 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-524- 3.75% |
$26.8K - $27.4K
|
13.4K
$347K
|
|
|
Jul 25, 2024
Q2 2024
|
Addison Capital CO
|
SELL
|
- |
-539- 9.07% |
$27.5K - $28.2K
|
5.41K
$139K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-577- 4.35% |
$29.5K - $30.1K
|
12.7K
$327K
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-628- 0.68% |
$32.1K - $32.8K
|
92.4K
$2.38M
|
|
|
Jul 30, 2024
Q2 2024
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-640- 3.0% |
$32.7K - $33.4K
|
20.7K
$534K
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-653- 5.0% |
$33.4K - $34.1K
|
12.4K
$320K
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-657- 2.27% |
$33.6K - $34.3K
|
28.2K
$728K
|
|
|
Aug 06, 2024
Q2 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-699- 6.14% |
$35.7K - $36.5K
|
10.7K
$275K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-724- 71.83% |
$37K - $37.8K
|
284
$7.33K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-725- 13.15% |
$37K - $37.9K
|
4.79K
$124K
|
|
|
Aug 02, 2024
Q2 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-765- 0.86% |
$39.1K - $40K
|
87.7K
$2.26M
|
|
|
Aug 09, 2024
Q2 2024
|
Gen Trust, LLC
|
SELL
|
- |
-800- 0.52% |
$40.9K - $41.8K
|
153K
$3.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-801- 4.35% |
$40.9K - $41.8K
|
17.6K
$454K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-823- 64.15% |
$42.1K - $43K
|
460
$11.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-845- 0.71% |
$43.2K - $44.1K
|
118K
$3.04M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-866- 5.51% |
$44.3K - $45.2K
|
14.9K
$383K
|
|
|
Jul 18, 2024
Q2 2024
|
Verde Capital Management
|
SELL
|
- |
-872- 1.27% |
$44.6K - $45.6K
|
68K
$1.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-880- 8.27% |
$45K - $46K
|
9.76K
$252K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-922- 10.62% |
$47.1K - $48.2K
|
7.76K
$200K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-946- 4.53% |
$48.3K - $49.4K
|
20K
$515K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-959- 17.23% |
$49K - $50.1K
|
4.61K
$119K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1K- 64.02% |
$51.1K - $52.2K
|
562
$14.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.03K- 0.79% |
$52.8K - $54K
|
130K
$3.36M
|
|
|
Jul 31, 2024
Q2 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-1.08K- 14.43% |
$55.1K - $56.3K
|
6.39K
$165K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.14K- 15.99% |
$58K - $59.3K
|
5.97K
$154K
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.14K- 1.17% |
$58.3K - $59.6K
|
95.9K
$2.47M
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.15K- 5.16% |
$58.6K - $59.9K
|
21.1K
$544K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.17K- 3.53% |
$59.9K - $61.3K
|
32K
$827K
|
|
|
Jul 12, 2024
Q2 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-1.2K- 9.63% |
$61.3K - $62.7K
|
11.3K
$291K
|
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-1.2K- 9.18% |
$61.3K - $62.7K
|
11.9K
$306K
|
|
|
Jul 11, 2024
Q2 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-1.23K- 10.57% |
$63K - $64.4K
|
10.4K
$269K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.3K- 1.06% |
$66.3K - $67.8K
|
121K
$3.11M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.3K- 17.76% |
$66.4K - $67.9K
|
6.02K
$155K
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-1.37K- 7.08% |
$70.1K - $71.7K
|
18K
$464K
|
|
|
Aug 09, 2024
Q2 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.45K- 24.43% |
$73.9K - $75.5K
|
4.47K
$115K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.45K- 8.64% |
$74.1K - $75.8K
|
15.4K
$396K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.45K- 18.33% |
$74.2K - $75.9K
|
6.48K
$167K
|
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-1.46K- 3.68% |
$74.7K - $76.3K
|
38.2K
$986K
|
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-1.5K- 4.17% |
$76.5K - $78.2K
|
34.4K
$888K
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.54K- 5.01% |
$78.4K - $80.2K
|
29.1K
$751K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.54K- 6.46% |
$78.6K - $80.4K
|
22.3K
$575K
|
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-1.65K- 2.49% |
$84.4K - $86.2K
|
64.6K
$1.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.67K- 30.19% |
$85.1K - $87K
|
3.85K
$99.4K
|
|
|
Jul 10, 2024
Q2 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-1.72K- 25.86% |
$87.6K - $89.6K
|
4.92K
$127K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.77K- 31.17% |
$90.4K - $92.5K
|
3.91K
$101K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.85K- 5.71% |
$94.5K - $96.6K
|
30.6K
$788K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.91K- 1.03% |
$97.3K - $99.5K
|
183K
$4.71M
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.91K- 6.2% |
$97.4K - $99.6K
|
28.8K
$744K
|