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 06, 2024
Q3 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
582+ 4.33% |
$30K - $31.3K
|
14K
$362K
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
563+ 0.93% |
$29K - $30.3K
|
61.3K
$1.58M
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
555+ 34.11% |
$28.6K - $29.9K
|
2.18K
$56.3K
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
552+ 2.92% |
$28.5K - $29.7K
|
19.4K
$502K
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
494+ 6.58% |
$25.5K - $26.6K
|
8K
$206K
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
490+ 350.0% |
$25.3K - $26.4K
|
630
$16.3K
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
484+ 1.27% |
$25K - $26K
|
38.7K
$998K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
454+ 0.61% |
$23.4K - $24.4K
|
75K
$1.93M
|
|
Nov 13, 2024
Q3 2024
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
430+ 2.95% |
$22.2K - $23.1K
|
15K
$387K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
421New |
$21.7K - $22.6K
|
421
$10.9K
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
408+ 7.25% |
$21K - $21.9K
|
6.04K
$156K
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
406+ 1.07% |
$20.9K - $21.8K
|
38.4K
$990K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
392+ 8.93% |
$20.2K - $21.1K
|
4.78K
$123K
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
388+ 7.41% |
$20K - $20.9K
|
5.63K
$145K
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
385+ 15.53% |
$19.9K - $20.7K
|
2.86K
$73.9K
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
364+ 2.41% |
$18.8K - $19.6K
|
15.5K
$400K
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
359+ 403.37% |
$18.5K - $19.3K
|
448
$11.6K
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
353+ 8.72% |
$18.2K - $19K
|
4.4K
$113K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
344+ 13.95% |
$17.7K - $18.5K
|
2.81K
$72.5K
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
332+ 2.65% |
$17.1K - $17.9K
|
12.9K
$332K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
323+ 384.52% |
$16.7K - $17.4K
|
407
$10.5K
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
318+ 757.14% |
$16.4K - $17.1K
|
360
$9.29K
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
316+ 0.91% |
$16.3K - $17K
|
35K
$902K
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
314+ 6.68% |
$16.2K - $16.9K
|
5.02K
$129K
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
312+ 3.24% |
$16.1K - $16.8K
|
9.94K
$256K
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
298+ 7.63% |
$15.4K - $16K
|
4.21K
$108K
|
|
Nov 14, 2024
Q3 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
280+ 0.33% |
$14.4K - $15.1K
|
84.7K
$2.18M
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
269+ 5.02% |
$13.9K - $14.5K
|
5.63K
$145K
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
268+ 0.83% |
$13.8K - $14.4K
|
32.4K
$836K
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
254+ 3.17% |
$13.1K - $13.7K
|
8.27K
$213K
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
236+ 1.23% |
$12.2K - $12.7K
|
19.4K
$501K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
225+ 144.23% |
$11.6K - $12.1K
|
381
$9.83K
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
187New |
$9.65K - $10.1K
|
187
$4.82K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
176New |
$9.08K - $9.47K
|
176
$4.54K
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
166+ 15.81% |
$8.56K - $8.93K
|
1.22K
$31.4K
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
153+ 1.87% |
$7.89K - $8.23K
|
8.36K
$216K
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
148+ 123.33% |
$7.63K - $7.96K
|
268
$6.91K
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
135+ 0.46% |
$6.96K - $7.26K
|
29.5K
$761K
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
130+ 100.0% |
$6.71K - $6.99K
|
260
$6.71K
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
125New |
$6.45K - $6.72K
|
125
$3.23K
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
108New |
$5.57K - $5.81K
|
108
$2.79K
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
107+ 0.71% |
$5.52K - $5.76K
|
15.2K
$393K
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
105+ 9.92% |
$5.42K - $5.65K
|
1.16K
$30K
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
104+ 6.07% |
$5.36K - $5.59K
|
1.82K
$46.9K
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
103+ 0.11% |
$5.31K - $5.54K
|
97.5K
$2.52M
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
101New |
$5.21K - $5.43K
|
101
$2.61K
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
83New |
$4.28K - $4.46K
|
83
$2.14K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
80New |
$4.13K - $4.3K
|
80
$2.06K
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
76New |
$3.92K - $4.09K
|
76
$1.96K
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
69+ 1.04% |
$3.56K - $3.71K
|
6.71K
$173K
|