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 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-1.93K- 8.92% |
$99.7K - $104K
|
19.7K
$509K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.96K- 13.2% |
$101K - $105K
|
12.9K
$333K
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-2.03K- 19.5% |
$105K - $109K
|
8.39K
$217K
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-2.05K- 9.32% |
$105K - $110K
|
19.9K
$513K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.09K- 1.88% |
$108K - $112K
|
109K
$2.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.17K- 34.23% |
$112K - $117K
|
4.17K
$108K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-2.17K- 27.97% |
$112K - $117K
|
5.59K
$144K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.21K- 15.03% |
$114K - $119K
|
12.5K
$322K
|
|
|
Nov 01, 2024
Q3 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-2.23K- 9.35% |
$115K - $120K
|
21.6K
$557K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-2.23K- 24.91% |
$115K - $120K
|
6.72K
$173K
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-2.28K- 7.83% |
$117K - $123K
|
26.8K
$692K
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-2.4K- 6.27% |
$124K - $129K
|
35.9K
$927K
|
|
|
Oct 18, 2024
Q3 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-2.46K- 13.53% |
$127K - $132K
|
15.7K
$406K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-2.52K- 3.57% |
$130K - $136K
|
68.2K
$1.76M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.53K- 21.84% |
$130K - $136K
|
9.06K
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-2.58K- 83.07% |
$133K - $139K
|
526
$13.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2.72K- 5.16% |
$140K - $146K
|
50.1K
$1.29M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.73K- 11.79% |
$141K - $147K
|
20.4K
$527K
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.77K- 2.12% |
$143K - $149K
|
128K
$3.31M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.83K- 23.96% |
$146K - $152K
|
8.97K
$232K
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-2.85K- 10.3% |
$147K - $154K
|
24.9K
$642K
|
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-2.87K- 9.99% |
$148K - $154K
|
25.8K
$667K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.88K- 29.35% |
$148K - $155K
|
6.93K
$179K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.88K- 17.75% |
$149K - $155K
|
13.4K
$345K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.94K- 37.14% |
$152K - $158K
|
4.97K
$128K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-3K- 38.71% |
$155K - $162K
|
4.75K
$123K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.03K- 18.81% |
$156K - $163K
|
13.1K
$337K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-3.1K- 7.18% |
$160K - $167K
|
40.1K
$1.03M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.34K- 42.19% |
$172K - $180K
|
4.57K
$118K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.39K- 20.57% |
$175K - $182K
|
13.1K
$338K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.55K- 6.96% |
$183K - $191K
|
47.4K
$1.22M
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-3.58K- 5.1% |
$185K - $193K
|
66.7K
$1.72M
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-3.72K- 6.26% |
$192K - $200K
|
55.7K
$1.44M
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-4.04K- 10.91% |
$208K - $217K
|
33K
$850K
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-4.1K- 13.28% |
$211K - $220K
|
26.8K
$690K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
SELL
|
- |
-4.27K- 15.63% |
$220K - $230K
|
23K
$595K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.28K- 11.07% |
$221K - $230K
|
34.4K
$888K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-4.32K- 2.44% |
$223K - $232K
|
172K
$4.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.49K- 8.08% |
$231K - $241K
|
51.1K
$1.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.49K- 3.45% |
$232K - $242K
|
126K
$3.24M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.61K- 2.6% |
$238K - $248K
|
173K
$4.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-4.71K- 1.81% |
$243K - $253K
|
255K
$6.58M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-4.75K- 6.19% |
$245K - $255K
|
71.9K
$1.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-5.26K- 44.4% |
$271K - $283K
|
6.58K
$170K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-5.52K- 8.45% |
$285K - $297K
|
59.8K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.59K- 44.07% |
$288K - $300K
|
7.09K
$183K
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-5.7K- 6.5% |
$294K - $307K
|
82K
$2.12M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.94K- 7.04% |
$306K - $320K
|
78.4K
$2.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
SELL
|
- |
-6.03K- 4.32% |
$311K - $324K
|
134K
$3.45M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-6.04K- 56.71% |
$311K - $325K
|
4.61K
$119K
|