Purchases and Sales Made in Q3 2024 in Schwab Strategic Us Tips ETF (SCHP)
This table provides information about the institutional ownership of Schwab Strategic Us Tips ETF (SCHP) during Q3 2024. 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 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
2.52M+ 31526.77% |
$130M - $136M
|
2.53M
$65.3M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.46M+ 17.14% |
$75.2M - $78.5M
|
9.97M
$257M
|
|
Oct 10, 2024
Q3 2024
|
Quadratic Capital Management LLC
|
BUY
|
- |
1.3M+ 12.86% |
$67.2M - $70.1M
|
11.4M
$295M
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
857K+ 5.08% |
$44.2M - $46.1M
|
17.7M
$458M
|
|
Nov 14, 2024
Q3 2024
|
Temasek Holdings (Private) LTD
Singapore, U0 |
BUY
|
- |
705KNew |
$36.4M - $37.9M
|
705K
$18.2M
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
648K+ 19.8% |
$33.4M - $34.9M
|
3.92M
$101M
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
489K+ 68.45% |
$25.2M - $26.3M
|
1.2M
$31.1M
|
|
Nov 14, 2024
Q3 2024
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
BUY
|
- |
385K+ 179.05% |
$19.8M - $20.7M
|
599K
$15.5M
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
275KNew |
$14.2M - $14.8M
|
275K
$7.09M
|
|
Nov 14, 2024
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
230K+ 4.46% |
$11.8M - $12.4M
|
5.38M
$139M
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
227K+ 87.75% |
$11.7M - $12.2M
|
487K
$12.6M
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
217K+ 7.66% |
$11.2M - $11.7M
|
3.05M
$78.8M
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
120K+ 107.55% |
$6.18M - $6.44M
|
231K
$5.96M
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
106K+ 343.49% |
$5.47M - $5.7M
|
137K
$3.53M
|
|
Nov 06, 2024
Q3 2024
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
105K+ 17.3% |
$5.4M - $5.64M
|
710K
$18.3M
|
|
Nov 07, 2024
Q3 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
102KNew |
$5.28M - $5.51M
|
102K
$2.64M
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
101K+ 16.77% |
$5.19M - $5.41M
|
700K
$18.1M
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
98.3K+ 315.44% |
$5.07M - $5.29M
|
129K
$3.34M
|
|
Nov 14, 2024
Q3 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
88.2K+ 2.38% |
$4.55M - $4.75M
|
3.8M
$98.1M
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
87.6K+ 46.75% |
$4.52M - $4.71M
|
275K
$7.09M
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
83.2K+ 395.84% |
$4.29M - $4.47M
|
104K
$2.69M
|
|
Oct 09, 2024
Q3 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
75.9K+ 10.14% |
$3.91M - $4.08M
|
824K
$21.3M
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
74.1K+ 6.46% |
$3.82M - $3.99M
|
1.22M
$31.5M
|
|
Nov 14, 2024
Q3 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
64.1K+ 141.76% |
$3.3M - $3.45M
|
109K
$2.82M
|
|
Oct 07, 2024
Q3 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
58.5K+ 8.53% |
$3.02M - $3.15M
|
744K
$19.2M
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
55.7K+ 2393.77% |
$2.87M - $3M
|
58K
$1.5M
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
52K+ 109.39% |
$2.68M - $2.8M
|
99.6K
$2.57M
|
|
Nov 14, 2024
Q3 2024
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
50.4K+ 87.87% |
$2.6M - $2.71M
|
108K
$2.78M
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
48.5K+ 7.92% |
$2.5M - $2.61M
|
661K
$17.1M
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
47.7K+ 262.73% |
$2.46M - $2.56M
|
65.8K
$1.7M
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
47.1K+ 1.77% |
$2.43M - $2.53M
|
2.7M
$69.8M
|
|
Oct 15, 2024
Q3 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
46.4K+ 116.26% |
$2.4M - $2.5M
|
86.4K
$2.23M
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
43.7K+ 108.77% |
$2.26M - $2.35M
|
83.9K
$2.17M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
43.4K+ 12.19% |
$2.24M - $2.33M
|
399K
$10.3M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
41.6K+ 48.82% |
$2.14M - $2.24M
|
127K
$3.27M
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
41.5K+ 1.15% |
$2.14M - $2.23M
|
3.65M
$94.1M
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
41.5K+ 6.28% |
$2.14M - $2.23M
|
702K
$18.1M
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
35.4KNew |
$1.83M - $1.9M
|
35.4K
$914K
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
35.1K+ 119.31% |
$1.81M - $1.89M
|
64.5K
$1.66M
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
33.3K+ 3.9% |
$1.72M - $1.79M
|
887K
$22.9M
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
31.9K+ 3.38% |
$1.65M - $1.72M
|
976K
$25.2M
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
30.7K+ 86.04% |
$1.59M - $1.65M
|
66.5K
$1.72M
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
30.2K+ 94.11% |
$1.56M - $1.62M
|
62.2K
$1.6M
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
29.5K+ 0.55% |
$1.52M - $1.58M
|
5.38M
$139M
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
29.1K+ 6.03% |
$1.5M - $1.57M
|
512K
$13.2M
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
29KNew |
$1.5M - $1.56M
|
29K
$749K
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
28K+ 7.02% |
$1.45M - $1.51M
|
428K
$11M
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
25.4K+ 1.73% |
$1.31M - $1.37M
|
1.5M
$38.6M
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
25.3K+ 24.29% |
$1.3M - $1.36M
|
129K
$3.33M
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
24.9K+ 11.72% |
$1.28M - $1.34M
|
237K
$6.11M
|