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 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
215+ 12.33% |
$10.8K - $11.3K
|
1.96K
$50.5K
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
207+ 20700.0% |
$10.4K - $10.9K
|
208
$5.37K
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
191+ 1.05% |
$9.62K - $10K
|
18.3K
$473K
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
170+ 4.76% |
$8.56K - $8.92K
|
3.74K
$96.6K
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
170+ 4.76% |
$8.56K - $8.92K
|
3.74K
$96.6K
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
149+ 382.05% |
$7.51K - $7.82K
|
188
$4.85K
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
147+ 52.88% |
$7.4K - $7.71K
|
425
$11K
|
|
Nov 14, 2023
Q3 2023
|
Merk Investments LLC
Menlo Park, CA |
BUY
|
- |
137+ 0.93% |
$6.9K - $7.19K
|
14.9K
$385K
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
125New |
$6.3K - $6.56K
|
125
$3.23K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
116+ 3.09% |
$5.84K - $6.09K
|
3.87K
$99.9K
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
110+ 1.54% |
$5.54K - $5.77K
|
7.25K
$187K
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$5.04K - $5.25K
|
100
$2.58K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
98New |
$4.94K - $5.14K
|
98
$2.53K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
92+ 306.67% |
$4.63K - $4.83K
|
122
$3.15K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
92+ 2.5% |
$4.63K - $4.83K
|
3.77K
$97.2K
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
90+ 450.0% |
$4.53K - $4.72K
|
110
$2.84K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
88+ 7.61% |
$4.43K - $4.62K
|
1.24K
$32.1K
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
BUY
|
- |
83+ 0.24% |
$4.18K - $4.36K
|
34.2K
$883K
|
|
Nov 03, 2023
Q3 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
83+ 0.74% |
$4.18K - $4.36K
|
11.2K
$290K
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
BUY
|
- |
79New |
$3.98K - $4.15K
|
79
$2.04K
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
BUY
|
- |
78+ 2.72% |
$3.93K - $4.09K
|
2.95K
$76K
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
76+ 33.04% |
$3.83K - $3.99K
|
306
$7.89K
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
75+ 0.49% |
$3.78K - $3.94K
|
15.4K
$397K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
68New |
$3.43K - $3.57K
|
68
$1.75K
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
68+ 0.4% |
$3.43K - $3.57K
|
16.9K
$435K
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
66New |
$3.32K - $3.46K
|
66
$1.7K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
66+ 440.0% |
$3.32K - $3.46K
|
81
$2.09K
|
|
Oct 05, 2023
Q3 2023
|
Ahl Investment Management, Inc.
|
BUY
|
- |
60+ 0.37% |
$3.02K - $3.15K
|
16.2K
$418K
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
58+ 5.66% |
$2.92K - $3.04K
|
1.08K
$27.9K
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
52New |
$2.62K - $2.73K
|
52
$1.34K
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
50+ 0.4% |
$2.52K - $2.62K
|
12.6K
$324K
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
46+ 1.07% |
$2.32K - $2.41K
|
4.35K
$112K
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
45+ 0.49% |
$2.27K - $2.36K
|
9.21K
$238K
|
|
Jan 12, 2024
Q3 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
37+ 0.57% |
$1.86K - $1.94K
|
6.51K
$168K
|
|
Nov 01, 2023
Q3 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
35+ 0.35% |
$1.76K - $1.84K
|
9.94K
$256K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
31New |
$1.56K - $1.63K
|
31
$800
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
31+ 63.27% |
$1.56K - $1.63K
|
80
$2.06K
|
|
Oct 18, 2023
Q3 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
30+ 0.06% |
$1.51K - $1.57K
|
53.6K
$1.38M
|
|
Nov 07, 2023
Q3 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
26+ 0.19% |
$1.31K - $1.36K
|
13.9K
$358K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
26+ 1.03% |
$1.31K - $1.36K
|
2.56K
$66.1K
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
25New |
$1.26K - $1.31K
|
25
$645
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
23New |
$1.16K - $1.21K
|
23
$593
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
16+ 2.93% |
$806 - $840
|
562
$14.5K
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
15+ 0.65% |
$756 - $787
|
2.32K
$59.7K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
14+ 107.69% |
$705 - $735
|
27
$697
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
13+ 1.8% |
$655 - $682
|
736
$19K
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
11+ 0.24% |
$554 - $577
|
4.51K
$116K
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
10New |
$504 - $525
|
10
$258
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
10New |
$504 - $525
|
10
$258
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
10New |
$504 - $525
|
10
$258
|