Purchases and Sales Made in Q2 2025 in Schwab Strategic Us Tips ETF (SCHP)
This table provides information about the institutional ownership of Schwab Strategic Us Tips ETF (SCHP) during Q2 2025. 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, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
1.07MNew |
$28.1M - $28.9M
|
1.07M
$28.4M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
BUY
|
- |
218K+ 88.91% |
$5.71M - $5.87M
|
463K
$12.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
192KNew |
$5.03M - $5.17M
|
192K
$5.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
77.8K+ 3.96% |
$2.04M - $2.1M
|
2.04M
$54.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
49.4KNew |
$1.29M - $1.33M
|
49.4K
$1.31M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
49.2K+ 38.21% |
$1.29M - $1.33M
|
178K
$4.72M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
22.1K+ 53.75% |
$579K - $595K
|
63.2K
$1.68M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
19.2K+ 18.49% |
$502K - $516K
|
123K
$3.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
18.9K+ 12.88% |
$496K - $510K
|
166K
$4.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
13.1K+ 4.56% |
$343K - $353K
|
301K
$7.99M
|
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
BUY
|
- |
12K+ 7.96% |
$315K - $324K
|
163K
$4.33M
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
8.29K+ 11.82% |
$217K - $223K
|
78.5K
$2.08M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
7.7KNew |
$202K - $207K
|
7.7K
$204K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
7.56KNew |
$198K - $204K
|
7.56K
$201K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
5.96K+ 8.65% |
$156K - $160K
|
74.8K
$1.98M
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
5.4K+ 4.59% |
$141K - $146K
|
123K
$3.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
4.66K+ 8.25% |
$122K - $126K
|
61.2K
$1.62M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.96K+ 21.82% |
$77.4K - $79.6K
|
16.5K
$438K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
2.65K+ 4.04% |
$69.4K - $71.3K
|
68.2K
$1.81M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.65K+ 7.11% |
$69.3K - $71.3K
|
39.9K
$1.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
2.2K+ 17.42% |
$57.5K - $59.2K
|
14.8K
$393K
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
2.02K+ 2.88% |
$52.9K - $54.5K
|
72.1K
$1.91M
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1.51K+ 3.7% |
$39.5K - $40.6K
|
42.3K
$1.12M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.48K+ 2.43% |
$38.8K - $39.9K
|
62.4K
$1.65M
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
1.19KNew |
$31K - $31.9K
|
1.19K
$31.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
956+ 3.32% |
$25K - $25.7K
|
29.8K
$790K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
890New |
$23.3K - $24K
|
890
$23.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
409+ 2.36% |
$10.7K - $11K
|
17.7K
$470K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
384+ 3.41% |
$10.1K - $10.3K
|
11.7K
$309K
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
343+ 0.87% |
$8.98K - $9.24K
|
39.9K
$1.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
140+ 0.18% |
$3.67K - $3.77K
|
76.8K
$2.04M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
63+ 5.76% |
$1.65K - $1.7K
|
1.16K
$30.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
49+ 0.03% |
$1.28K - $1.32K
|
141K
$3.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
15+ 0.15% |
$393 - $404
|
10.1K
$267K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5+ 0.01% |
$131 - $135
|
55.9K
$1.48M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-13- 0.11% |
$340 - $350
|
11.9K
$317K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-40- 11.2% |
$1.05K - $1.08K
|
317
$8.41K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-133- 61.57% |
$3.48K - $3.58K
|
83
$2.2K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-200- 14.29% |
$5.24K - $5.39K
|
1.2K
$31.8K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-250- 0.4% |
$6.55K - $6.73K
|
62.6K
$1.66M
|
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-316- 0.34% |
$8.27K - $8.51K
|
92.8K
$2.46M
|
|
|
Jul 11, 2025
Q2 2025
|
Fruth Investment Management
|
SELL
|
- |
-500- 3.33% |
$13.1K - $13.5K
|
14.5K
$385K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-569- 0.97% |
$14.9K - $15.3K
|
57.8K
$1.53M
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-1.2K- 0.65% |
$31.5K - $32.4K
|
184K
$4.87M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.42K- 2.82% |
$37.2K - $38.3K
|
49.1K
$1.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-2.41K- 6.67% |
$63K - $64.8K
|
33.7K
$894K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.93K- 34.38% |
$76.8K - $79K
|
5.6K
$148K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.29K- 9.15% |
$86.1K - $88.5K
|
32.7K
$866K
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-3.88K- 4.74% |
$102K - $104K
|
78K
$2.07M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-4.26K- 7.84% |
$112K - $115K
|
50.1K
$1.33M
|