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 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-6.07K- 14.63% |
$313K - $327K
|
35.4K
$914K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-6.18K- 18.57% |
$319K - $332K
|
27.1K
$699K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-6.36KClosed |
$328K - $342K
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.56K- 2.6% |
$339K - $353K
|
246K
$6.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-6.6K- 39.77% |
$341K - $355K
|
10K
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-7.08K- 37.93% |
$365K - $381K
|
11.6K
$299K
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
SELL
|
- |
-7.73K- 33.99% |
$399K - $416K
|
15K
$387K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.21K- 14.49% |
$423K - $442K
|
48.5K
$1.25M
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-8.43K- 13.05% |
$435K - $453K
|
56.2K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.86K- 12.16% |
$457K - $476K
|
64K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-9.09K- 53.52% |
$469K - $489K
|
7.89K
$204K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-9.47K- 69.88% |
$489K - $510K
|
4.08K
$105K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-9.51K- 30.01% |
$491K - $512K
|
22.2K
$572K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-9.63K- 15.19% |
$497K - $518K
|
53.8K
$1.39M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.1K- 11.79% |
$519K - $541K
|
75.2K
$1.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.2K- 21.93% |
$525K - $548K
|
36.3K
$936K
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-10.3K- 26.15% |
$531K - $554K
|
29.1K
$750K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10.3K- 1.08% |
$531K - $554K
|
940K
$24.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-10.6K- 33.34% |
$548K - $571K
|
21.2K
$548K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-11.5K- 9.55% |
$593K - $618K
|
109K
$2.81M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-11.7K- 52.64% |
$605K - $631K
|
10.6K
$272K
|
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-11.8K- 44.82% |
$609K - $635K
|
14.5K
$375K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-14.4K- 93.66% |
$742K - $773K
|
973
$25.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-14.5K- 60.64% |
$748K - $780K
|
9.41K
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-14.7K- 66.78% |
$756K - $789K
|
7.3K
$188K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-15.2K- 4.73% |
$784K - $818K
|
307K
$7.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-15.5K- 26.68% |
$800K - $835K
|
42.7K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-16.5K- 65.24% |
$850K - $887K
|
8.79K
$227K
|
|
|
Nov 13, 2024
Q3 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-17.7K- 26.56% |
$911K - $950K
|
48.8K
$1.26M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-17.8K- 64.91% |
$918K - $957K
|
9.62K
$248K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-19.3K- 29.01% |
$995K - $1.04M
|
47.2K
$1.22M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-20.9K- 6.68% |
$1.08M - $1.12M
|
292K
$7.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-26.1K- 3.68% |
$1.35M - $1.4M
|
684K
$17.6M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-27.7K- 74.75% |
$1.43M - $1.49M
|
9.37K
$242K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-28.7K- 27.81% |
$1.48M - $1.54M
|
74.4K
$1.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-28.9K- 17.52% |
$1.49M - $1.55M
|
136K
$3.51M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-29.2K- 38.96% |
$1.51M - $1.57M
|
45.8K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-29.9K- 15.49% |
$1.54M - $1.61M
|
163K
$4.21M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-31.3K- 7.45% |
$1.61M - $1.68M
|
388K
$10M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-33.4K- 22.91% |
$1.72M - $1.8M
|
112K
$2.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-37.3K- 5.15% |
$1.92M - $2M
|
687K
$17.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-38.6K- 27.45% |
$1.99M - $2.07M
|
102K
$2.63M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-39K- 3.82% |
$2.01M - $2.1M
|
982K
$25.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-51.4K- 75.29% |
$2.65M - $2.76M
|
16.9K
$435K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-53.5K- 27.56% |
$2.76M - $2.88M
|
141K
$3.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-56.4K- 3.23% |
$2.91M - $3.04M
|
1.69M
$43.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-83K- 53.32% |
$4.28M - $4.47M
|
72.7K
$1.88M
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-88.6K- 5.04% |
$4.57M - $4.77M
|
1.67M
$43M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-88.9K- 37.84% |
$4.58M - $4.78M
|
146K
$3.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-98.6K- 5.69% |
$5.09M - $5.3M
|
1.64M
$42.2M
|