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 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
10.1KNew |
$511K - $533K
|
10.1K
$262K
|
|
Nov 02, 2023
Q3 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
9.97K+ 2.71% |
$502K - $523K
|
377K
$9.73M
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
9.74KNew |
$491K - $511K
|
9.74K
$251K
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.54KNew |
$480K - $500K
|
9.54K
$246K
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
9.41K+ 2.64% |
$474K - $494K
|
365K
$9.42M
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.2K+ 46.12% |
$463K - $483K
|
29.1K
$752K
|
|
Nov 09, 2023
Q3 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
9.05K+ 3.82% |
$456K - $475K
|
246K
$6.35M
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
8.86K+ 3.12% |
$446K - $465K
|
293K
$7.55M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.46K+ 29.49% |
$426K - $444K
|
37.2K
$959K
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
8.44K+ 94.79% |
$425K - $443K
|
17.4K
$448K
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.91KNew |
$399K - $415K
|
7.91K
$204K
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
7.79K+ 15.75% |
$393K - $409K
|
57.3K
$1.48M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.73K+ 14.68% |
$389K - $406K
|
60.4K
$1.56M
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
BUY
|
- |
7.65K+ 2.99% |
$385K - $402K
|
264K
$6.81M
|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
7.02K+ 103.77% |
$353K - $368K
|
13.8K
$355K
|
|
Oct 11, 2023
Q3 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
6.98K+ 3.05% |
$352K - $366K
|
236K
$6.09M
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
6.88K+ 6.65% |
$347K - $361K
|
110K
$2.85M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.7KNew |
$337K - $352K
|
6.7K
$173K
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
6.64K+ 2.04% |
$335K - $349K
|
332K
$8.58M
|
|
Oct 16, 2023
Q3 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
6.64KNew |
$334K - $348K
|
6.64K
$171K
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.43K+ 55.63% |
$324K - $337K
|
18K
$464K
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.39K+ 0.99% |
$322K - $335K
|
651K
$16.8M
|
|
Nov 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
6.3KNew |
$317K - $331K
|
6.3K
$163K
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
6.28KNew |
$316K - $330K
|
6.28K
$162K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.19K+ 4.14% |
$312K - $325K
|
156K
$4.02M
|
|
Nov 02, 2023
Q3 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
5.97K+ 8.43% |
$301K - $313K
|
76.8K
$1.98M
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
5.9KNew |
$297K - $310K
|
5.9K
$152K
|
|
Oct 30, 2023
Q3 2023
|
Matrix Trust CO
|
BUY
|
- |
5.75K+ 1.01% |
$289K - $302K
|
577K
$14.9M
|
|
Oct 20, 2023
Q3 2023
|
Bfsg, LLC
|
BUY
|
- |
5.6K+ 4.45% |
$282K - $294K
|
131K
$3.39M
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.53KNew |
$279K - $290K
|
5.53K
$143K
|
|
Nov 01, 2023
Q3 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
5.53KNew |
$278K - $290K
|
5.53K
$143K
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
5.51KNew |
$278K - $289K
|
5.51K
$142K
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
5.47KNew |
$276K - $287K
|
5.47K
$141K
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
5.45KNew |
$275K - $286K
|
5.45K
$141K
|
|
Oct 17, 2023
Q3 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
5.39K+ 11.36% |
$272K - $283K
|
52.9K
$1.36M
|
|
Oct 25, 2023
Q3 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
5.33K+ 8.02% |
$269K - $280K
|
71.8K
$1.85M
|
|
Oct 17, 2023
Q3 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
5.29KNew |
$266K - $278K
|
5.29K
$136K
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
4.82K+ 8.63% |
$243K - $253K
|
60.7K
$1.57M
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
4.79K+ 1.68% |
$241K - $251K
|
291K
$7.5M
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.65K+ 82.78% |
$234K - $244K
|
10.3K
$265K
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.24K+ 2.91% |
$214K - $223K
|
150K
$3.87M
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
4.03KNew |
$203K - $211K
|
4.03K
$104K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.01K+ 5.63% |
$202K - $210K
|
75.2K
$1.94M
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
3.98K+ 16.28% |
$201K - $209K
|
28.5K
$734K
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
3.98KNew |
$200K - $209K
|
3.98K
$103K
|
|
Oct 20, 2023
Q3 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
3.92K+ 31.97% |
$197K - $206K
|
16.2K
$417K
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
3.81K+ 2.11% |
$192K - $200K
|
185K
$4.77M
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.58K+ 3.02% |
$180K - $188K
|
122K
$3.14M
|
|
Oct 25, 2023
Q3 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
3.49K+ 6.26% |
$176K - $183K
|
59.2K
$1.53M
|
|
Nov 14, 2023
Q3 2023
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
BUY
|
- |
3.4K+ 1.85% |
$171K - $178K
|
188K
$4.84M
|