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
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
7.79K+ 4.89% |
$402K - $419K
|
167K
$4.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.31K+ 14.9% |
$377K - $393K
|
56.4K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
7.15K+ 6.38% |
$369K - $384K
|
119K
$3.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
6.82K+ 1.19% |
$352K - $367K
|
579K
$14.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
6.71KNew |
$346K - $361K
|
6.71K
$173K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
6.56K+ 2.57% |
$338K - $353K
|
262K
$6.76M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.34K+ 132.34% |
$327K - $341K
|
11.1K
$287K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
6.16KNew |
$318K - $331K
|
6.16K
$159K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.13K+ 3.66% |
$316K - $330K
|
173K
$4.47M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
6.06KNew |
$312K - $326K
|
6.06K
$156K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
6.02KNew |
$310K - $324K
|
6.02K
$155K
|
|
|
Nov 13, 2024
Q3 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
5.94K+ 1.59% |
$306K - $319K
|
379K
$9.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
5.87K+ 4.87% |
$303K - $316K
|
126K
$3.26M
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
5.86KNew |
$302K - $315K
|
5.86K
$151K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.83K+ 0.88% |
$301K - $313K
|
671K
$17.3M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
5.79K+ 68.21% |
$299K - $312K
|
14.3K
$369K
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
5.79KNew |
$298K - $311K
|
5.79K
$149K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.76K+ 16.94% |
$297K - $310K
|
39.7K
$1.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.66KNew |
$292K - $305K
|
5.66K
$146K
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
5.53K+ 2.43% |
$285K - $297K
|
233K
$6M
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
5.48K+ 1.1% |
$283K - $295K
|
503K
$13M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
5.46K+ 2.41% |
$282K - $294K
|
232K
$5.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
5.32K+ 8.18% |
$275K - $286K
|
70.4K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
5.31KNew |
$274K - $286K
|
5.31K
$137K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
5.31KNew |
$274K - $285K
|
5.31K
$137K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.16K+ 4.07% |
$266K - $278K
|
132K
$3.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
5.12KNew |
$264K - $275K
|
5.12K
$132K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
5.09K+ 1.46% |
$262K - $274K
|
354K
$9.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
4.99K+ 27.7% |
$257K - $268K
|
23K
$593K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.71K+ 42.18% |
$243K - $253K
|
15.9K
$410K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
4.41K+ 13.22% |
$228K - $237K
|
37.8K
$975K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
4.3K+ 12.68% |
$222K - $231K
|
38.2K
$986K
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
4.29K+ 7.47% |
$221K - $231K
|
61.8K
$1.59M
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
4.28K+ 13.28% |
$221K - $230K
|
36.5K
$943K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.22K+ 430.38% |
$218K - $227K
|
5.2K
$134K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.22K+ 127.49% |
$217K - $227K
|
7.52K
$194K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4.16KNew |
$214K - $224K
|
4.16K
$107K
|
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
4.08KNew |
$210K - $219K
|
4.08K
$105K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.93K+ 26.78% |
$203K - $211K
|
18.6K
$480K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
3.89KNew |
$201K - $209K
|
3.89K
$100K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
3.86KNew |
$199K - $208K
|
3.86K
$99.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
3.82KNew |
$197K - $205K
|
3.82K
$98.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
3.82KNew |
$197K - $205K
|
3.82K
$98.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.79KNew |
$195K - $204K
|
3.79K
$97.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.76KNew |
$194K - $202K
|
3.76K
$97K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.67K+ 6.23% |
$189K - $197K
|
62.6K
$1.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Verde Capital Management
|
BUY
|
- |
3.3K+ 4.85% |
$170K - $177K
|
71.3K
$1.84M
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
3.3K+ 10.83% |
$170K - $177K
|
33.7K
$870K
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.07K+ 3.34% |
$158K - $165K
|
94.8K
$2.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
3.03K+ 8.3% |
$156K - $163K
|
39.5K
$1.02M
|