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 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-2.36K- 47.87% |
$119K - $124K
|
2.57K
$66.3K
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-2.38K- 6.8% |
$120K - $125K
|
32.6K
$842K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.42K- 36.2% |
$122K - $127K
|
4.26K
$110K
|
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-2.49K- 15.17% |
$125K - $131K
|
13.9K
$359K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.5K- 4.89% |
$126K - $131K
|
48.6K
$1.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-2.61K- 0.88% |
$132K - $137K
|
294K
$7.58M
|
|
|
Oct 30, 2023
Q3 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.7K- 4.47% |
$136K - $142K
|
57.7K
$1.49M
|
|
|
Nov 09, 2023
Q3 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-2.8K- 8.9% |
$141K - $147K
|
28.7K
$741K
|
|
|
Nov 13, 2023
Q3 2023
|
Resource Planning Group
|
SELL
|
- |
-2.88K- 2.2% |
$145K - $151K
|
128K
$3.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Tran Capital Management, L.P.
|
SELL
|
- |
-2.92K- 10.14% |
$147K - $153K
|
25.9K
$668K
|
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-2.98K- 13.07% |
$150K - $156K
|
19.8K
$511K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-3.01K- 25.28% |
$152K - $158K
|
8.91K
$230K
|
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-3.08K- 2.43% |
$155K - $162K
|
124K
$3.19M
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-3.1K- 8.85% |
$156K - $163K
|
31.9K
$824K
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-3.12K- 22.76% |
$157K - $163K
|
10.6K
$273K
|
|
|
Nov 07, 2023
Q3 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-3.25K- 35.85% |
$164K - $170K
|
5.81K
$150K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.35K- 13.69% |
$169K - $176K
|
21.1K
$545K
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-3.36K- 13.59% |
$169K - $176K
|
21.3K
$550K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-3.36K- 73.6% |
$169K - $176K
|
1.21K
$31.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-3.54K- 3.74% |
$178K - $186K
|
91K
$2.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.56K- 99.14% |
$179K - $187K
|
31
$800
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.57K- 2.82% |
$180K - $187K
|
123K
$3.18M
|
|
|
Oct 16, 2023
Q3 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-3.57K- 8.95% |
$180K - $187K
|
36.3K
$937K
|
|
|
Nov 13, 2023
Q3 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-3.6K- 35.29% |
$181K - $189K
|
6.6K
$170K
|
|
|
Oct 10, 2023
Q3 2023
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-3.65K- 32.1% |
$184K - $191K
|
7.72K
$199K
|
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-3.69K- 19.34% |
$186K - $193K
|
15.4K
$397K
|
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-3.69K- 9.21% |
$186K - $194K
|
36.4K
$939K
|
|
|
Oct 19, 2023
Q3 2023
|
Olio Financial Planning
|
SELL
|
- |
-3.73K- 4.45% |
$188K - $196K
|
80K
$2.07M
|
|
|
Sep 25, 2024
Q3 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-3.95K- 6.29% |
$199K - $207K
|
58.9K
$1.52M
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-4.18K- 8.99% |
$210K - $219K
|
42.3K
$1.09M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.34K- 13.9% |
$218K - $228K
|
26.9K
$693K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.47K- 24.73% |
$225K - $235K
|
13.6K
$351K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-4.62K- 41.3% |
$233K - $242K
|
6.56K
$169K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.65K- 8.76% |
$234K - $244K
|
48.5K
$1.25M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-5.03K- 60.53% |
$253K - $264K
|
3.28K
$84.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-5.08K- 39.34% |
$256K - $266K
|
7.83K
$202K
|
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-5.12K- 2.54% |
$258K - $268K
|
196K
$5.06M
|
|
|
Oct 17, 2023
Q3 2023
|
Friedenthal Financial
|
SELL
|
- |
-5.23K- 17.0% |
$264K - $275K
|
25.6K
$659K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-5.28K- 8.69% |
$266K - $277K
|
55.4K
$1.43M
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-5.4K- 28.2% |
$272K - $283K
|
13.8K
$355K
|
|
|
Oct 10, 2023
Q3 2023
|
Gen Trust, LLC
|
SELL
|
- |
-5.42K- 3.39% |
$273K - $284K
|
154K
$3.98M
|
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-5.47K- 5.79% |
$276K - $287K
|
89K
$2.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-5.5K- 24.7% |
$277K - $289K
|
16.8K
$432K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-5.54K- 9.53% |
$279K - $291K
|
52.6K
$1.36M
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-5.58K- 9.4% |
$281K - $293K
|
53.8K
$1.39M
|
|
|
Oct 10, 2023
Q3 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-5.63K- 15.01% |
$284K - $295K
|
31.9K
$823K
|
|
|
Nov 14, 2023
Q3 2023
|
Verde Capital Management
|
SELL
|
- |
-5.63K- 6.15% |
$284K - $296K
|
86K
$2.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.68K- 16.63% |
$286K - $298K
|
28.5K
$734K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-5.8K- 6.31% |
$292K - $304K
|
86.1K
$2.22M
|
|
|
Oct 25, 2023
Q3 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-5.83K- 51.98% |
$294K - $306K
|
5.39K
$139K
|