Purchases and Sales Made in Q4 2023 in Schwab Strategic Us Tips ETF (SCHP)
This table provides information about the institutional ownership of Schwab Strategic Us Tips ETF (SCHP) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.3M+ 327.07% |
$509M - $538M
|
13.4M
$345M
|
|
|
Feb 14, 2024
Q4 2023
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
2.53MNew |
$126M - $133M
|
2.53M
$65.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
1.97MNew |
$98.1M - $104M
|
1.97M
$50.9M
|
|
|
Feb 20, 2024
Q4 2023
|
Nepc LLC
Boston, MA |
BUY
|
- |
1.5MNew |
$74.6M - $78.8M
|
1.5M
$38.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
960K+ 330.17% |
$47.7M - $50.4M
|
1.25M
$32.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
839K+ 92.75% |
$41.7M - $44M
|
1.74M
$45M
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
548K+ 4899.22% |
$27.2M - $28.7M
|
559K
$14.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
482KNew |
$24M - $25.3M
|
482K
$12.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
397K+ 7.32% |
$19.7M - $20.8M
|
5.83M
$150M
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
301KNew |
$15M - $15.8M
|
301K
$7.77M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
272K+ 31.96% |
$13.5M - $14.3M
|
1.12M
$28.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Elm Partners Management LLC
|
BUY
|
- |
254K+ 27.71% |
$12.6M - $13.3M
|
1.17M
$30.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
249K+ 84.71% |
$12.4M - $13.1M
|
543K
$14M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
248K+ 1.44% |
$12.3M - $13M
|
17.5M
$452M
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
227KNew |
$11.3M - $11.9M
|
227K
$5.87M
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
222KNew |
$11M - $11.7M
|
222K
$5.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
161K+ 2525.26% |
$7.99M - $8.43M
|
167K
$4.31M
|
|
|
Jan 10, 2024
Q4 2023
|
Quadratic Capital Management LLC
|
BUY
|
- |
154K+ 1.08% |
$7.64M - $8.06M
|
14.4M
$372M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
148K+ 6.82% |
$7.34M - $7.75M
|
2.31M
$59.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
148KNew |
$7.33M - $7.74M
|
148K
$3.81M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
145KNew |
$7.2M - $7.6M
|
145K
$3.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
141K+ 287.49% |
$7.01M - $7.41M
|
190K
$4.91M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
131K+ 20.09% |
$6.49M - $6.86M
|
781K
$20.2M
|
|
|
Mar 15, 2024
Q4 2023
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
129KNew |
$6.39M - $6.75M
|
129K
$3.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
112KNew |
$5.59M - $5.9M
|
112K
$2.9M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
110K+ 7.76% |
$5.48M - $5.79M
|
1.53M
$39.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
109K+ 4.49% |
$5.43M - $5.73M
|
2.54M
$65.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
101K+ 4.12% |
$5.02M - $5.3M
|
2.55M
$65.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
99.8KNew |
$4.96M - $5.24M
|
99.8K
$2.58M
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
96.9KNew |
$4.82M - $5.08M
|
96.9K
$2.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
93.4KNew |
$4.64M - $4.9M
|
93.4K
$2.41M
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
93.4KNew |
$4.64M - $4.9M
|
93.4K
$2.41M
|
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
90.1KNew |
$4.48M - $4.72M
|
90.1K
$2.32M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
86.5KNew |
$4.3M - $4.54M
|
86.5K
$2.23M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
80.5K+ 64.22% |
$4M - $4.22M
|
206K
$5.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
75.5KNew |
$3.75M - $3.96M
|
75.5K
$1.95M
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
74.9KNew |
$3.72M - $3.93M
|
74.9K
$1.93M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
68.1K+ 58.73% |
$3.38M - $3.57M
|
184K
$4.75M
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
65.5K+ 8.62% |
$3.25M - $3.44M
|
825K
$21.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
63.2KNew |
$3.14M - $3.31M
|
63.2K
$1.63M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
55.2K+ 10.27% |
$2.74M - $2.9M
|
593K
$15.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
53.1K+ 263.62% |
$2.64M - $2.78M
|
73.2K
$1.89M
|
|
|
Mar 15, 2024
Q4 2023
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
51.9KNew |
$2.58M - $2.72M
|
51.9K
$1.34M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
50.6K+ 531.13% |
$2.52M - $2.66M
|
60.2K
$1.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
49.9K+ 65.08% |
$2.48M - $2.62M
|
127K
$3.27M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
49.5K+ 25.16% |
$2.46M - $2.59M
|
246K
$6.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
45.9K+ 3.97% |
$2.28M - $2.41M
|
1.2M
$31M
|
|
|
Jan 23, 2024
Q4 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
45.6KNew |
$2.26M - $2.39M
|
45.6K
$1.18M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
45.5KNew |
$2.26M - $2.39M
|
45.5K
$1.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
45KNew |
$2.23M - $2.36M
|
45K
$1.16M
|