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 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
2.81K+ 0.79% |
$145K - $151K
|
359K
$9.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
2.8K+ 10.25% |
$144K - $151K
|
30.1K
$777K
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
2.77K+ 8.95% |
$143K - $149K
|
33.7K
$870K
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.69K+ 11.83% |
$139K - $145K
|
25.5K
$657K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.68K+ 46.18% |
$138K - $144K
|
8.48K
$219K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
2.6K+ 0.9% |
$134K - $140K
|
292K
$7.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
2.55KNew |
$132K - $137K
|
2.55K
$65.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
2.52K+ 3.06% |
$130K - $136K
|
84.8K
$2.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
2.38K+ 9.93% |
$123K - $128K
|
26.3K
$679K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2.31K+ 73.77% |
$119K - $124K
|
5.43K
$140K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
2.25K+ 1.42% |
$116K - $121K
|
161K
$4.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.17K+ 32.64% |
$112K - $117K
|
8.82K
$228K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.01K+ 92.45% |
$104K - $108K
|
4.18K
$108K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.98K+ 4.79% |
$102K - $106K
|
43.2K
$1.12M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.9K+ 3.78% |
$97.8K - $102K
|
52K
$1.34M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.9K+ 40.23% |
$97.8K - $102K
|
6.61K
$171K
|
|
|
Oct 21, 2024
Q3 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
1.89K+ 2.46% |
$97.3K - $101K
|
78.4K
$2.02M
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.89K+ 4.67% |
$97.2K - $101K
|
42.2K
$1.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.84K+ 0.66% |
$95K - $99K
|
282K
$7.28M
|
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
1.82K+ 2.19% |
$93.7K - $97.7K
|
84.8K
$2.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
BUY
|
- |
1.74K+ 16.25% |
$89.5K - $93.3K
|
12.4K
$320K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
1.71K+ 7.66% |
$88.3K - $92K
|
24K
$620K
|
|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
1.69K+ 5.83% |
$87.2K - $90.9K
|
30.7K
$792K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.66K+ 2.19% |
$85.6K - $89.3K
|
77.4K
$2M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.51K+ 11.29% |
$78.1K - $81.4K
|
14.9K
$385K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.51K+ 3.95% |
$77.6K - $81K
|
39.6K
$1.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
1.45K+ 0.26% |
$75K - $78.2K
|
553K
$14.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
1.35K+ 4.26% |
$69.8K - $72.8K
|
33.2K
$856K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1.35K+ 27.75% |
$69.4K - $72.3K
|
6.19K
$160K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.32K+ 1.6% |
$68.1K - $71K
|
83.7K
$2.16M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.25K+ 3.8% |
$64.5K - $67.2K
|
34.2K
$882K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.18K+ 18.28% |
$61.1K - $63.7K
|
7.66K
$198K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.18KNew |
$61K - $63.6K
|
1.18K
$30.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.12K+ 2.0% |
$57.9K - $60.4K
|
57.1K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.06K+ 10.3% |
$54.8K - $57.1K
|
11.4K
$293K
|
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.04K+ 1.76% |
$53.5K - $55.8K
|
59.9K
$1.54M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
985+ 5.27% |
$50.8K - $53K
|
19.7K
$508K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
905+ 0.23% |
$46.7K - $48.7K
|
397K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
880+ 4.65% |
$45.4K - $47.3K
|
19.8K
$511K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
850+ 18.17% |
$43.8K - $45.7K
|
5.53K
$143K
|
|
|
Nov 12, 2024
Q3 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
840+ 7.74% |
$43.3K - $45.2K
|
11.7K
$302K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
828+ 6.75% |
$42.7K - $44.5K
|
13.1K
$338K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
808+ 1.72% |
$41.7K - $43.5K
|
47.7K
$1.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
782+ 13.9% |
$40.3K - $42.1K
|
6.41K
$165K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
713+ 14.84% |
$36.8K - $38.4K
|
5.52K
$142K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
706+ 0.63% |
$36.4K - $38K
|
113K
$2.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
706+ 17.8% |
$36.4K - $38K
|
4.67K
$121K
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
620+ 3.49% |
$32K - $33.3K
|
18.4K
$474K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
611+ 3.2% |
$31.5K - $32.9K
|
19.7K
$508K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
590+ 0.52% |
$30.4K - $31.7K
|
115K
$2.96M
|