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 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-835- 5.06% |
$42.1K - $43.8K
|
15.7K
$404K
|
|
|
Nov 07, 2023
Q3 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-866- 1.65% |
$43.6K - $45.4K
|
51.6K
$1.33M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-875- 1.44% |
$44.1K - $45.9K
|
59.8K
$1.54M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-876- 2.59% |
$44.1K - $46K
|
33K
$851K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-876- 9.85% |
$44.1K - $46K
|
8.02K
$207K
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-900- 80.57% |
$45.3K - $47.2K
|
217
$5.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-900- 13.24% |
$45.3K - $47.2K
|
5.9K
$152K
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-951- 58.31% |
$47.9K - $49.9K
|
680
$17.5K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-958- 1.0% |
$48.3K - $50.3K
|
95.3K
$2.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1K- 81.23% |
$50.4K - $52.5K
|
231
$5.96K
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1K- 10.36% |
$50.5K - $52.6K
|
8.68K
$224K
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1K- 6.35% |
$50.6K - $52.7K
|
14.8K
$382K
|
|
|
Oct 04, 2023
Q3 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-1.02K- 4.21% |
$51.3K - $53.4K
|
23.2K
$598K
|
|
|
Nov 08, 2023
Q3 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-1.05K- 3.52% |
$52.9K - $55.1K
|
28.8K
$742K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.06K- 2.68% |
$53.1K - $55.4K
|
38.3K
$987K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.08K- 46.35% |
$54.3K - $56.6K
|
1.25K
$32.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.09K- 15.15% |
$55.1K - $57.4K
|
6.12K
$158K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.11K- 10.76% |
$55.7K - $58K
|
9.16K
$236K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.12K- 5.29% |
$56.6K - $59K
|
20.1K
$519K
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-1.21K- 11.07% |
$60.8K - $63.4K
|
9.7K
$250K
|
|
|
Nov 14, 2023
Q3 2023
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-1.21K- 1.93% |
$60.9K - $63.5K
|
61.4K
$1.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.22K- 7.36% |
$61.5K - $64K
|
15.4K
$396K
|
|
|
Oct 20, 2023
Q3 2023
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-1.24K- 0.75% |
$62.2K - $64.8K
|
163K
$4.21M
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.26K- 6.53% |
$63.5K - $66.1K
|
18K
$466K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.26K- 13.8% |
$63.5K - $66.1K
|
7.87K
$203K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.29K- 15.96% |
$64.7K - $67.4K
|
6.77K
$175K
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.36K- 0.42% |
$68.7K - $71.6K
|
322K
$8.32M
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.39K- 12.04% |
$69.8K - $72.7K
|
10.1K
$261K
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.41K- 2.92% |
$70.8K - $73.8K
|
46.8K
$1.21M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.42K- 38.77% |
$71.6K - $74.6K
|
2.25K
$57.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-1.43K- 18.35% |
$72K - $75K
|
6.36K
$164K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.46K- 24.6% |
$73.6K - $76.7K
|
4.48K
$116K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.5K- 6.42% |
$75.5K - $78.7K
|
21.8K
$564K
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.58K- 22.62% |
$79.3K - $82.7K
|
5.39K
$139K
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.64K- 9.85% |
$82.4K - $85.9K
|
15K
$386K
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1.64K- 27.79% |
$82.8K - $86.3K
|
4.27K
$110K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.66K- 16.91% |
$83.4K - $86.9K
|
8.14K
$210K
|
|
|
Oct 23, 2023
Q3 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-1.67K- 3.07% |
$84.2K - $87.7K
|
52.8K
$1.36M
|
|
|
Oct 26, 2023
Q3 2023
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-1.75K- 8.81% |
$87.9K - $91.6K
|
18.1K
$466K
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.76K- 16.03% |
$88.8K - $92.5K
|
9.24K
$238K
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.83K- 0.05% |
$92.1K - $96K
|
3.42M
$88.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.97K- 50.58% |
$99.3K - $103K
|
1.93K
$49.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-2K- 5.12% |
$101K - $105K
|
37K
$954K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.01K- 7.28% |
$101K - $105K
|
25.5K
$659K
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-2.01K- 11.9% |
$101K - $105K
|
14.9K
$384K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.02K- 6.35% |
$102K - $106K
|
29.8K
$769K
|
|
|
Nov 07, 2023
Q3 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-2.11K- 23.1% |
$106K - $111K
|
7.02K
$181K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.11K- 9.29% |
$106K - $111K
|
20.6K
$532K
|
|
|
Nov 09, 2023
Q3 2023
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-2.23K- 20.04% |
$112K - $117K
|
8.91K
$230K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.33K- 4.53% |
$117K - $122K
|
49.1K
$1.27M
|