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 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-28- 10.85% |
$1.44K - $1.51K
|
230
$5.93K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-33- 37.5% |
$1.7K - $1.78K
|
55
$1.42K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-33- 19.64% |
$1.7K - $1.78K
|
135
$3.48K
|
|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-34- 0.16% |
$1.75K - $1.83K
|
20.6K
$533K
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-36- 3.72% |
$1.86K - $1.94K
|
932
$24K
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-36- 0.88% |
$1.86K - $1.94K
|
4.06K
$105K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-51- 0.28% |
$2.63K - $2.74K
|
17.9K
$463K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-57- 1.9% |
$2.94K - $3.07K
|
2.95K
$76K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-58- 1.03% |
$2.99K - $3.12K
|
5.57K
$144K
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
SELL
|
- |
-60- 1.11% |
$3.09K - $3.23K
|
5.35K
$138K
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-61- 57.01% |
$3.15K - $3.28K
|
46
$1.19K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-61- 1.47% |
$3.15K - $3.28K
|
4.09K
$106K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-63- 85.14% |
$3.25K - $3.39K
|
11
$284
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-77- 1.87% |
$3.97K - $4.14K
|
4.05K
$104K
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-78- 32.23% |
$4.02K - $4.2K
|
164
$4.23K
|
|
|
Nov 04, 2024
Q3 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-95- 0.14% |
$4.9K - $5.11K
|
66K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-105- 25.74% |
$5.42K - $5.65K
|
303
$7.82K
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-108- 0.11% |
$5.57K - $5.81K
|
101K
$2.62M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-122- 0.33% |
$6.29K - $6.56K
|
36.4K
$938K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-127- 0.08% |
$6.55K - $6.83K
|
152K
$3.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-130- 1.68% |
$6.71K - $6.99K
|
7.63K
$197K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-146- 25.98% |
$7.53K - $7.85K
|
416
$10.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-159- 1.94% |
$8.2K - $8.55K
|
8.03K
$207K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-160- 0.47% |
$8.25K - $8.61K
|
33.6K
$867K
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-160- 3.0% |
$8.25K - $8.61K
|
5.17K
$133K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-169- 30.18% |
$8.72K - $9.09K
|
391
$10.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-177- 0.83% |
$9.13K - $9.52K
|
21.2K
$547K
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-182- 0.23% |
$9.39K - $9.79K
|
79K
$2.04M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-209- 0.68% |
$10.8K - $11.2K
|
30.6K
$790K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-241- 96.79% |
$12.4K - $13K
|
8
$206
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-248- 0.73% |
$12.8K - $13.3K
|
33.9K
$874K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-254- 1.67% |
$13.1K - $13.7K
|
14.9K
$385K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-265- 0.95% |
$13.7K - $14.3K
|
27.7K
$715K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-274- 17.91% |
$14.1K - $14.7K
|
1.26K
$32.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-275- 6.22% |
$14.2K - $14.8K
|
4.14K
$107K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-316- 2.86% |
$16.3K - $17K
|
10.7K
$277K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-351- 82.78% |
$18.1K - $18.9K
|
73
$1.88K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-361- 60.37% |
$18.6K - $19.4K
|
237
$6.11K
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-370- 3.12% |
$19.1K - $19.9K
|
11.5K
$297K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-377- 2.65% |
$19.4K - $20.3K
|
13.8K
$357K
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-385- 0.83% |
$19.9K - $20.7K
|
45.9K
$1.18M
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-400- 0.42% |
$20.6K - $21.5K
|
95.5K
$2.46M
|
|
|
Nov 05, 2024
Q3 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-400- 0.68% |
$20.6K - $21.5K
|
58.1K
$1.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-405- 1.33% |
$20.9K - $21.8K
|
29.9K
$773K
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-421- 0.46% |
$21.7K - $22.6K
|
91.5K
$2.36M
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-442- 1.11% |
$22.8K - $23.8K
|
39.5K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-445- 96.74% |
$23K - $23.9K
|
15
$387
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-457- 1.28% |
$23.6K - $24.6K
|
35.4K
$913K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-463- 0.77% |
$23.9K - $24.9K
|
59.6K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-472- 1.03% |
$24.3K - $25.4K
|
45.4K
$1.17M
|