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 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
8+ 114.29% |
$403 - $420
|
15
$387
|
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
8+ 1.4% |
$403 - $420
|
578
$14.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4+ 0.17% |
$201 - $210
|
2.39K
$61.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
3+ 13.64% |
$151 - $157
|
25
$645
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
2+ 1.06% |
$101 - $105
|
191
$4.93K
|
|
|
Nov 01, 2023
Q3 2023
|
Emfo, LLC
|
BUY
|
- |
2+ 0.96% |
$101 - $105
|
211
$5.44K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2+ 5.41% |
$101 - $105
|
39
$1.01K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 1.33% |
$50.4 - $52.5
|
76
$1.96K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 1.52% |
$50.4 - $52.5
|
67
$1.73K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
1+ 1.49% |
$50.4 - $52.5
|
68
$1.75K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.21% |
$50.4 - $52.5
|
487
$12.6K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$50.4 - $52.5
|
1
$25.8
|
|
|
Oct 20, 2023
Q3 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-3- 11.54% |
$151 - $157
|
23
$593
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-3- 0.67% |
$151 - $157
|
448
$11.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-5- 3.73% |
$252 - $262
|
129
$3.33K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-8Closed |
$403 - $420
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-13- 12.75% |
$655 - $682
|
89
$2.3K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-14- 46.67% |
$705 - $735
|
16
$413
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-21- 0.12% |
$1.06K - $1.1K
|
18.1K
$467K
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-21- 0.32% |
$1.06K - $1.1K
|
6.54K
$169K
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-22- 3.46% |
$1.11K - $1.15K
|
614
$15.8K
|
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-22- 28.57% |
$1.11K - $1.15K
|
55
$1.42K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-29- 7.71% |
$1.46K - $1.52K
|
347
$8.95K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-36- 7.06% |
$1.81K - $1.89K
|
474
$12.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-40- 1.75% |
$2.01K - $2.1K
|
2.24K
$57.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-48- 92.31% |
$2.42K - $2.52K
|
4
$103
|
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-61- 0.22% |
$3.07K - $3.2K
|
27.7K
$715K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-65- 3.57% |
$3.27K - $3.41K
|
1.75K
$45.3K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-65- 23.64% |
$3.27K - $3.41K
|
210
$5.42K
|
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-66- 0.53% |
$3.32K - $3.46K
|
12.5K
$322K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-68- 0.15% |
$3.43K - $3.57K
|
46K
$1.19M
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-73- 27.97% |
$3.68K - $3.83K
|
188
$4.85K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-80- 1.73% |
$4.03K - $4.2K
|
4.54K
$117K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-96- 16.52% |
$4.84K - $5.04K
|
485
$12.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-106- 4.72% |
$5.34K - $5.56K
|
2.14K
$55.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-107- 40.84% |
$5.39K - $5.62K
|
155
$4K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-134- 31.53% |
$6.75K - $7.03K
|
291
$7.51K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-141- 4.95% |
$7.1K - $7.4K
|
2.71K
$69.8K
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-141- 61.04% |
$7.1K - $7.4K
|
90
$2.32K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-141- 4.95% |
$7.1K - $7.4K
|
2.71K
$69.8K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-143- 2.24% |
$7.2K - $7.5K
|
6.24K
$161K
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-162- 0.96% |
$8.16K - $8.5K
|
16.8K
$433K
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-181- 0.24% |
$9.12K - $9.5K
|
76.6K
$1.98M
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-191- 27.56% |
$9.62K - $10K
|
502
$13K
|
|
|
Oct 17, 2023
Q3 2023
|
Shearwater Capital LLC
|
SELL
|
- |
-194- 1.79% |
$9.77K - $10.2K
|
10.6K
$275K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-197- 38.4% |
$9.92K - $10.3K
|
316
$8.15K
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-207- 4.85% |
$10.4K - $10.9K
|
4.06K
$105K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-219- 1.31% |
$11K - $11.5K
|
16.5K
$425K
|
|
|
Nov 16, 2023
Q3 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-224- 1.49% |
$11.3K - $11.8K
|
14.8K
$383K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-234- 2.98% |
$11.8K - $12.3K
|
7.61K
$196K
|