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
|
State Street Corp
Boston, MA |
BUY
|
- |
32.9K+ 4.02% |
$1.66M - $1.72M
|
850K
$21.9M
|
|
Nov 07, 2023
Q3 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
32.5K+ 33.16% |
$1.64M - $1.71M
|
131K
$3.37M
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
32.3K+ 4.57% |
$1.63M - $1.69M
|
739K
$19.1M
|
|
Nov 14, 2023
Q3 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
32.2K+ 131.02% |
$1.62M - $1.69M
|
56.9K
$1.47M
|
|
Oct 17, 2023
Q3 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
29K+ 5.18% |
$1.46M - $1.52M
|
589K
$15.2M
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
28.4KNew |
$1.43M - $1.49M
|
28.4K
$734K
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
28.1K+ 8.74% |
$1.42M - $1.48M
|
350K
$9.03M
|
|
Oct 05, 2023
Q3 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
27K+ 123.55% |
$1.36M - $1.41M
|
48.8K
$1.26M
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
26.4K+ 98.88% |
$1.33M - $1.38M
|
53K
$1.37M
|
|
Oct 19, 2023
Q3 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
23.5KNew |
$1.19M - $1.24M
|
23.5K
$607K
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
23K+ 147.56% |
$1.16M - $1.21M
|
38.6K
$997K
|
|
Nov 16, 2023
Q3 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
23KNew |
$1.16M - $1.21M
|
23K
$594K
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
22.2K+ 34.82% |
$1.12M - $1.17M
|
86K
$2.22M
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
22.2K+ 0.71% |
$1.12M - $1.16M
|
3.13M
$80.9M
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
21.8K+ 18.31% |
$1.1M - $1.15M
|
141K
$3.64M
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
21.7KNew |
$1.09M - $1.14M
|
21.7K
$559K
|
|
Oct 24, 2023
Q3 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
21.6K+ 9.64% |
$1.09M - $1.13M
|
245K
$6.33M
|
|
Nov 13, 2023
Q3 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
21.6KNew |
$1.09M - $1.13M
|
21.6K
$556K
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21.3K+ 96.63% |
$1.07M - $1.12M
|
43.4K
$1.12M
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
21.1K+ 11.83% |
$1.07M - $1.11M
|
200K
$5.16M
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
20KNew |
$1.01M - $1.05M
|
20K
$515K
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
18.8KNew |
$947K - $987K
|
18.8K
$485K
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
18.8K+ 10.24% |
$946K - $985K
|
202K
$5.22M
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
18.4K+ 43.16% |
$926K - $965K
|
61K
$1.57M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.8K+ 5.21% |
$898K - $936K
|
360K
$9.29M
|
|
Oct 27, 2023
Q3 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
17.8K+ 4.57% |
$896K - $933K
|
407K
$10.5M
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
15.1K+ 3.6% |
$762K - $794K
|
435K
$11.2M
|
|
Nov 08, 2023
Q3 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
14.9K+ 51.3% |
$749K - $781K
|
43.9K
$1.13M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
14.4KNew |
$723K - $753K
|
14.4K
$370K
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
14K+ 14.97% |
$703K - $732K
|
107K
$2.76M
|
|
Nov 09, 2023
Q3 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
13.8K+ 9.97% |
$695K - $724K
|
152K
$3.93M
|
|
Nov 30, 2023
Q3 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
13.7K+ 1550.96% |
$688K - $717K
|
14.5K
$375K
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
13.3KNew |
$669K - $697K
|
13.3K
$342K
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
13.2KNew |
$665K - $693K
|
13.2K
$341K
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
12.8K+ 25.1% |
$647K - $674K
|
64K
$1.65M
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
12.8K+ 10.13% |
$647K - $674K
|
140K
$3.6M
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
BUY
|
- |
12.8K+ 10.33% |
$644K - $671K
|
137K
$3.52M
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12.6K+ 4.59% |
$634K - $660K
|
287K
$7.4M
|
|
Oct 12, 2023
Q3 2023
|
Prairiewood Capital, LLC
|
BUY
|
- |
12.6K+ 13.39% |
$633K - $659K
|
106K
$2.75M
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12.5KNew |
$630K - $656K
|
12.5K
$323K
|
|
Nov 19, 2024
Q3 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
12K+ 46.93% |
$605K - $631K
|
37.6K
$971K
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
11.8K+ 31.75% |
$596K - $621K
|
49.1K
$1.27M
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.4K+ 48.93% |
$574K - $598K
|
34.7K
$894K
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
11.2KNew |
$563K - $587K
|
11.2K
$289K
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
11.1K+ 6.56% |
$557K - $580K
|
180K
$4.63M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11K+ 21.95% |
$555K - $578K
|
61.2K
$1.58M
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
10.8K+ 10.53% |
$542K - $564K
|
113K
$2.91M
|
|
Oct 11, 2023
Q3 2023
|
Marotta Asset Management
|
BUY
|
- |
10.6K+ 4.83% |
$535K - $557K
|
230K
$5.94M
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
10.6K+ 2.15% |
$532K - $554K
|
501K
$12.9M
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
BUY
|
- |
10.2K+ 95.59% |
$512K - $534K
|
20.8K
$537K
|