Purchases and Sales Made in Q3 2023 in Schwab Strategic Us Tips ETF (SCHP)
This table provides information about the institutional ownership of Schwab Strategic Us Tips ETF (SCHP) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-5.9K- 4.09% |
$297K - $310K
|
138K
$3.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-5.91K- 19.22% |
$298K - $310K
|
24.8K
$641K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.95K- 11.03% |
$299K - $312K
|
47.9K
$1.24M
|
|
|
Oct 10, 2023
Q3 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-6.1K- 60.16% |
$307K - $320K
|
4.04K
$104K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-6.35K- 43.5% |
$320K - $333K
|
8.24K
$213K
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-6.38K- 48.87% |
$321K - $335K
|
6.67K
$172K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.66K- 10.04% |
$335K - $349K
|
59.7K
$1.54M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-6.72K- 28.35% |
$338K - $353K
|
17K
$438K
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-6.72K- 5.09% |
$338K - $353K
|
125K
$3.23M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-6.74K- 51.87% |
$340K - $354K
|
6.26K
$161K
|
|
|
Oct 26, 2023
Q3 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-6.91K- 6.89% |
$348K - $363K
|
93.4K
$2.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-7.28K- 9.84% |
$367K - $382K
|
66.7K
$1.72M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.31K- 29.51% |
$368K - $384K
|
17.5K
$451K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7.61K- 2.87% |
$383K - $399K
|
257K
$6.63M
|
|
|
Nov 09, 2023
Q3 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-7.65K- 6.25% |
$385K - $401K
|
115K
$2.96M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-7.97K- 50.8% |
$401K - $418K
|
7.72K
$199K
|
|
|
Nov 07, 2023
Q3 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-7.98K- 90.05% |
$402K - $419K
|
881
$22.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-8.24K- 14.88% |
$415K - $432K
|
47.1K
$1.22M
|
|
|
Nov 06, 2023
Q3 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-8.32K- 2.11% |
$419K - $437K
|
386K
$9.95M
|
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-8.99K- 15.74% |
$453K - $472K
|
48.1K
$1.24M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-9.52K- 34.83% |
$479K - $500K
|
17.8K
$459K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-9.56K- 46.16% |
$482K - $502K
|
11.2K
$288K
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-9.79K- 34.07% |
$493K - $514K
|
18.9K
$489K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-10.4K- 23.53% |
$524K - $546K
|
33.8K
$873K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-10.7K- 24.55% |
$541K - $564K
|
33K
$852K
|
|
|
Nov 07, 2023
Q3 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-11.2K- 4.8% |
$566K - $589K
|
223K
$5.74M
|
|
|
Oct 23, 2023
Q3 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-11.3K- 1.11% |
$570K - $594K
|
1.01M
$26.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-11.8K- 10.08% |
$596K - $621K
|
105K
$2.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-11.8K- 3.19% |
$596K - $621K
|
360K
$9.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-11.9K- 8.14% |
$599K - $624K
|
134K
$3.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-12K- 24.59% |
$603K - $628K
|
36.7K
$947K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12.2K- 33.14% |
$613K - $639K
|
24.6K
$634K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.6K- 2.26% |
$635K - $661K
|
546K
$14.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-13.1K- 25.98% |
$658K - $685K
|
37.2K
$960K
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-13.3K- 3.88% |
$671K - $699K
|
330K
$8.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-13.7K- 62.56% |
$691K - $720K
|
8.21K
$212K
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-13.8K- 11.97% |
$695K - $724K
|
101K
$2.62M
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-14.1K- 4.35% |
$709K - $739K
|
310K
$7.99M
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-14.2K- 25.74% |
$714K - $744K
|
40.9K
$1.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-14.2K- 2.32% |
$717K - $747K
|
599K
$15.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-14.6K- 1.85% |
$734K - $765K
|
772K
$19.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-14.8K- 41.37% |
$747K - $778K
|
21K
$542K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-14.9K- 75.17% |
$750K - $781K
|
4.92K
$127K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-15.1K- 19.79% |
$760K - $792K
|
61.1K
$1.58M
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-15.5K- 36.04% |
$782K - $815K
|
27.6K
$711K
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-15.8K- 69.26% |
$795K - $828K
|
7K
$181K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-16.3K- 7.7% |
$821K - $856K
|
196K
$5.04M
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-16.3K- 22.35% |
$822K - $856K
|
56.7K
$1.46M
|
|
|
Nov 03, 2023
Q3 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-16.5K- 6.23% |
$832K - $866K
|
249K
$6.42M
|
|
|
Oct 24, 2023
Q3 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-16.9K- 27.36% |
$850K - $886K
|
44.8K
$1.16M
|