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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-17.9K- 22.49% |
$904K - $941K
|
61.8K
$1.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-18.9K- 40.05% |
$953K - $992K
|
28.3K
$730K
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-19K- 15.94% |
$955K - $995K
|
100K
$2.58M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-19K- 15.89% |
$956K - $996K
|
100K
$2.59M
|
|
|
Oct 31, 2023
Q3 2023
|
Iron Financial, LLC
|
SELL
|
- |
-19.9K- 11.79% |
$1M - $1.04M
|
149K
$3.84M
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-21K- 26.15% |
$1.06M - $1.1M
|
59.2K
$1.53M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-21.1K- 93.8% |
$1.06M - $1.11M
|
1.39K
$36K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-22.2K- 76.06% |
$1.12M - $1.17M
|
6.99K
$180K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-22.3K- 16.86% |
$1.12M - $1.17M
|
110K
$2.84M
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
SELL
|
- |
-24.8K- 31.61% |
$1.25M - $1.3M
|
53.7K
$1.39M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-25.2K- 16.79% |
$1.27M - $1.32M
|
125K
$3.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-25.6K- 56.28% |
$1.29M - $1.34M
|
19.9K
$513K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-27.7K- 4.95% |
$1.4M - $1.45M
|
531K
$13.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-37.1K- 11.24% |
$1.87M - $1.95M
|
293K
$7.56M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-37.8K- 12.76% |
$1.9M - $1.98M
|
259K
$6.67M
|
|
|
Nov 09, 2023
Q3 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-38.3K- 85.75% |
$1.93M - $2.01M
|
6.37K
$164K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-42.5K- 16.8% |
$2.14M - $2.23M
|
210K
$5.43M
|
|
|
Oct 24, 2023
Q3 2023
|
Solitude Financial Services
|
SELL
|
- |
-45.4K- 45.87% |
$2.29M - $2.38M
|
53.6K
$1.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-46K- 19.79% |
$2.31M - $2.41M
|
186K
$4.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-48.5K- 26.39% |
$2.44M - $2.55M
|
135K
$3.49M
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-56.5K- 64.5% |
$2.85M - $2.97M
|
31.1K
$803K
|
|
|
Nov 14, 2023
Q3 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-58.1K- 3.26% |
$2.93M - $3.05M
|
1.73M
$44.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-66.8K- 19.68% |
$3.36M - $3.5M
|
273K
$7.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-68.1K- 15.04% |
$3.43M - $3.58M
|
385K
$9.93M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-80.9K- 31.9% |
$4.07M - $4.24M
|
173K
$4.45M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-83.6K- 13.35% |
$4.21M - $4.39M
|
543K
$14M
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-84.6K- 41.71% |
$4.26M - $4.44M
|
118K
$3.05M
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-92.5K- 15.84% |
$4.66M - $4.85M
|
491K
$12.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-112K- 92.16% |
$5.62M - $5.86M
|
9.49K
$245K
|
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-112K- 25.02% |
$5.64M - $5.87M
|
335K
$8.65M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-144K- 5.55% |
$7.26M - $7.57M
|
2.45M
$63.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-151K- 14.28% |
$7.59M - $7.91M
|
904K
$23.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-220K- 12.8% |
$11.1M - $11.6M
|
1.5M
$38.7M
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-289K- 33.61% |
$14.6M - $15.2M
|
571K
$14.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-326K- 29.33% |
$16.4M - $17.1M
|
785K
$20.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-363K- 13.32% |
$18.3M - $19M
|
2.36M
$60.9M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-397K- 6.82% |
$20M - $20.9M
|
5.43M
$140M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-417K- 73.48% |
$21M - $21.9M
|
151K
$3.88M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-770K- 72.59% |
$38.8M - $40.4M
|
291K
$7.5M
|