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
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-475- 1.91% |
$24.5K - $25.6K
|
24.4K
$629K
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-499- 3.7% |
$25.7K - $26.8K
|
13K
$335K
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-505- 10.96% |
$26K - $27.2K
|
4.1K
$106K
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-528- 1.73% |
$27.2K - $28.4K
|
29.9K
$772K
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-538- 52.13% |
$27.8K - $28.9K
|
494
$12.7K
|
|
Oct 31, 2024
Q3 2024
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-594- 11.98% |
$30.6K - $32K
|
4.36K
$113K
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-618- 12.99% |
$31.9K - $33.2K
|
4.14K
$107K
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-662- 8.95% |
$34.1K - $35.6K
|
6.74K
$174K
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-679- 99.85% |
$35K - $36.5K
|
1
$25.8
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-699- 4.61% |
$36.1K - $37.6K
|
14.5K
$373K
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-726- 7.44% |
$37.4K - $39.1K
|
9.03K
$233K
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-736- 4.95% |
$38K - $39.6K
|
14.1K
$365K
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-760- 4.91% |
$39.2K - $40.9K
|
14.7K
$380K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-772- 28.33% |
$39.8K - $41.5K
|
1.95K
$50.4K
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-808- 20.67% |
$41.7K - $43.5K
|
3.1K
$80K
|
|
Nov 12, 2024
Q3 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-809- 15.62% |
$41.7K - $43.5K
|
4.37K
$113K
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-818- 6.13% |
$42.2K - $44K
|
12.5K
$323K
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-911- 17.41% |
$47K - $49K
|
4.32K
$112K
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-927- 0.7% |
$47.8K - $49.9K
|
131K
$3.37M
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-965- 1.14% |
$49.8K - $51.9K
|
83.7K
$2.16M
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-981- 17.08% |
$50.6K - $52.8K
|
4.76K
$123K
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-1K- 23.46% |
$51.7K - $54K
|
3.27K
$84.4K
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.04K- 8.69% |
$53.5K - $55.8K
|
10.9K
$281K
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.1K- 80.41% |
$56.9K - $59.4K
|
269
$6.94K
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-1.11K- 17.37% |
$57.3K - $59.7K
|
5.28K
$136K
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.14K- 0.95% |
$58.9K - $61.4K
|
119K
$3.08M
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-1.16K- 1.26% |
$59.8K - $62.4K
|
91.2K
$2.35M
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-1.18K- 2.19% |
$60.8K - $63.4K
|
52.6K
$1.36M
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1.19K- 37.88% |
$61.3K - $63.9K
|
1.95K
$50.3K
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.27K- 2.1% |
$65.2K - $68K
|
58.9K
$1.52M
|
|
Oct 30, 2024
Q3 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-1.3K- 8.11% |
$67K - $69.9K
|
14.7K
$380K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.38K- 11.63% |
$71.1K - $74.1K
|
10.5K
$270K
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.39K- 6.59% |
$71.6K - $74.7K
|
19.7K
$508K
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.43K- 4.95% |
$73.6K - $76.8K
|
27.4K
$707K
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.55K- 0.85% |
$79.9K - $83.3K
|
181K
$4.67M
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1.6K- 26.67% |
$82.5K - $86.1K
|
4.4K
$114K
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-1.65K- 14.65% |
$85.1K - $88.8K
|
9.61K
$248K
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.66K- 27.84% |
$85.7K - $89.3K
|
4.31K
$111K
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.69K- 3.48% |
$87.2K - $91K
|
46.9K
$1.21M
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.69K- 10.99% |
$87.2K - $91K
|
13.7K
$353K
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.7K- 1.78% |
$87.8K - $91.6K
|
93.8K
$2.42M
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.79K- 31.46% |
$92.3K - $96.3K
|
3.9K
$101K
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-1.8K- 4.4% |
$92.6K - $96.6K
|
39K
$1.01M
|
|
Oct 21, 2024
Q3 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-1.81K- 0.47% |
$93.3K - $97.3K
|
382K
$9.86M
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.82K- 11.42% |
$93.6K - $97.6K
|
14.1K
$363K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.86K- 1.97% |
$96K - $100K
|
92.4K
$2.38M
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.86K- 47.66% |
$96.1K - $100K
|
2.05K
$52.8K
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.87K- 7.17% |
$96.3K - $100K
|
24.2K
$623K
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-1.88K- 5.45% |
$96.8K - $101K
|
32.6K
$840K
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.92K- 16.82% |
$98.9K - $103K
|
9.48K
$245K
|