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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-114K- 96.43% |
$5.9M - $6.15M
|
4.24K
$109K
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-120K- 14.03% |
$6.21M - $6.48M
|
738K
$19M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-133K- 20.63% |
$6.87M - $7.16M
|
512K
$13.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-143K- 30.93% |
$7.35M - $7.67M
|
318K
$8.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-163K- 76.06% |
$8.41M - $8.77M
|
51.3K
$1.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-169K- 11.55% |
$8.74M - $9.11M
|
1.3M
$33.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-257K- 74.81% |
$13.3M - $13.8M
|
86.6K
$2.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-265K- 10.19% |
$13.7M - $14.3M
|
2.34M
$60.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-273K- 98.64% |
$14.1M - $14.7M
|
3.75K
$96.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-324K- 43.35% |
$16.7M - $17.4M
|
424K
$10.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-409K- 97.94% |
$21.1M - $22M
|
8.59K
$222K
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-625K- 89.31% |
$32.2M - $33.6M
|
74.8K
$1.93M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-656K- 43.41% |
$33.9M - $35.3M
|
856K
$22.1M
|