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 |
|---|---|---|---|---|---|---|---|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-234- 2.98% |
$11.8K - $12.3K
|
7.61K
$196K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-242- 28.81% |
$12.2K - $12.7K
|
598
$15.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-246- 0.7% |
$12.4K - $12.9K
|
35K
$903K
|
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-246- 5.17% |
$12.4K - $12.9K
|
4.51K
$116K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-250- 16.06% |
$12.6K - $13.1K
|
1.31K
$33.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-256- 0.99% |
$12.9K - $13.4K
|
25.6K
$662K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-273- 2.76% |
$13.8K - $14.3K
|
9.63K
$248K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-279- 13.46% |
$14.1K - $14.6K
|
1.79K
$46.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-280- 6.5% |
$14.1K - $14.7K
|
4.03K
$104K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-282- 9.19% |
$14.2K - $14.8K
|
2.79K
$71.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-284- 0.86% |
$14.3K - $14.9K
|
32.7K
$843K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-287- 2.27% |
$14.5K - $15.1K
|
12.4K
$319K
|
|
|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-337- 0.84% |
$17K - $17.7K
|
39.7K
$1.02M
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-348- 1.26% |
$17.5K - $18.3K
|
27.3K
$704K
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-350- 3.21% |
$17.6K - $18.4K
|
10.6K
$273K
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-352- 4.87% |
$17.7K - $18.5K
|
6.87K
$177K
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-380- 7.28% |
$19.1K - $19.9K
|
4.84K
$125K
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-382- 1.26% |
$19.2K - $20K
|
29.8K
$769K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-397- 62.82% |
$20K - $20.8K
|
235
$6.06K
|
|
|
Oct 18, 2023
Q3 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-400- 5.77% |
$20.1K - $21K
|
6.53K
$169K
|
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
SELL
|
- |
-436- 4.69% |
$22K - $22.9K
|
8.86K
$229K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-438- 3.17% |
$22.1K - $23K
|
13.4K
$345K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-445- 25.75% |
$22.4K - $23.4K
|
1.28K
$33.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-448- 0.98% |
$22.6K - $23.5K
|
45.2K
$1.17M
|
|
|
Oct 10, 2023
Q3 2023
|
First Community Trust Na
|
SELL
|
- |
-450- 30.0% |
$22.7K - $23.6K
|
1.05K
$27.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-461- 3.94% |
$23.2K - $24.2K
|
11.2K
$290K
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-466- 1.77% |
$23.5K - $24.5K
|
25.8K
$667K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-497- 2.68% |
$25K - $26.1K
|
18.1K
$466K
|
|
|
Oct 18, 2023
Q3 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-500- 4.39% |
$25.2K - $26.2K
|
10.9K
$281K
|
|
|
Oct 10, 2023
Q3 2023
|
Fruth Investment Management
|
SELL
|
- |
-500- 4.0% |
$25.2K - $26.2K
|
12K
$310K
|
|
|
Oct 31, 2023
Q3 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-514- 0.47% |
$25.9K - $27K
|
109K
$2.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-531- 4.65% |
$26.7K - $27.9K
|
10.9K
$281K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-560- 0.75% |
$28.2K - $29.4K
|
74K
$1.91M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-566- 8.06% |
$28.5K - $29.7K
|
6.46K
$167K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-574- 30.42% |
$28.9K - $30.1K
|
1.31K
$33.9K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-576- 25.27% |
$29K - $30.2K
|
1.7K
$43.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-591- 6.8% |
$29.8K - $31K
|
8.1K
$209K
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-670- 7.58% |
$33.7K - $35.2K
|
8.17K
$211K
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-704- 1.29% |
$35.5K - $36.9K
|
53.9K
$1.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-710- 9.65% |
$35.8K - $37.3K
|
6.65K
$171K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-720- 13.66% |
$36.3K - $37.8K
|
4.55K
$117K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-737- 57.8% |
$37.1K - $38.7K
|
538
$13.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-762- 10.49% |
$38.4K - $40K
|
6.5K
$168K
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-770- 14.07% |
$38.8K - $40.4K
|
4.7K
$121K
|
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-781- 63.03% |
$39.3K - $41K
|
458
$11.8K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-784- 2.07% |
$39.5K - $41.1K
|
37K
$955K
|
|
|
Oct 27, 2023
Q3 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-790- 2.22% |
$39.8K - $41.5K
|
34.8K
$897K
|
|
|
Nov 09, 2023
Q3 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-800- 1.02% |
$40.3K - $42K
|
77.3K
$1.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-802- 3.66% |
$40.4K - $42.1K
|
21.1K
$545K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-805- 27.18% |
$40.5K - $42.2K
|
2.16K
$55.7K
|