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 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-4.45K- 16.07% |
$221K - $233K
|
23.2K
$600K
|
|
|
Feb 13, 2024
Q4 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-4.46K- 4.9% |
$222K - $234K
|
86.6K
$2.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-4.48K- 22.52% |
$223K - $235K
|
15.4K
$398K
|
|
|
Feb 14, 2024
Q4 2023
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-4.7K- 7.66% |
$234K - $247K
|
56.7K
$1.46M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.84K- 13.19% |
$241K - $254K
|
31.9K
$822K
|
|
|
Feb 14, 2024
Q4 2023
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-4.9K- 2.61% |
$243K - $257K
|
183K
$4.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.93K- 53.77% |
$245K - $258K
|
4.24K
$109K
|
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
SELL
|
- |
-4.97K- 2.16% |
$247K - $261K
|
225K
$5.82M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-5.05K- 13.5% |
$251K - $265K
|
32.3K
$834K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-5.2K- 20.12% |
$258K - $273K
|
20.6K
$533K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-5.3K- 1.94% |
$263K - $278K
|
267K
$6.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5.3K- 32.2% |
$263K - $278K
|
11.2K
$288K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.34K- 4.34% |
$265K - $280K
|
118K
$3.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.38K- 34.99% |
$267K - $282K
|
9.99K
$258K
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
SELL
|
- |
-5.73K- 16.73% |
$285K - $300K
|
28.5K
$735K
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
SELL
|
- |
-5.76K- 3.88% |
$286K - $302K
|
143K
$3.69M
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-6.12K- 10.61% |
$304K - $321K
|
51.5K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-6.26K- 0.12% |
$311K - $329K
|
5.27M
$136M
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-6.37K- 30.31% |
$316K - $334K
|
14.6K
$378K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-6.62K- 93.17% |
$329K - $347K
|
485
$12.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-6.71K- 33.85% |
$333K - $352K
|
13.1K
$338K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-6.72K- 31.81% |
$334K - $353K
|
14.4K
$372K
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-7.14K- 51.38% |
$355K - $375K
|
6.76K
$174K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.52K- 2.09% |
$374K - $395K
|
352K
$9.09M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-7.63K- 6.45% |
$379K - $400K
|
111K
$2.85M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-7.68K- 16.02% |
$382K - $403K
|
40.3K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-7.7K- 30.99% |
$383K - $404K
|
17.1K
$442K
|
|
|
Feb 07, 2024
Q4 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-8.1K- 15.11% |
$402K - $425K
|
45.5K
$1.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.76K- 30.08% |
$435K - $460K
|
20.4K
$526K
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-9.11K- 10.24% |
$453K - $478K
|
79.9K
$2.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-9.29K- 51.7% |
$462K - $488K
|
8.68K
$224K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-9.35K- 12.2% |
$464K - $490K
|
67.2K
$1.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.51K- 9.02% |
$473K - $499K
|
96K
$2.48M
|
|
|
Jan 19, 2024
Q4 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-9.53K- 26.23% |
$473K - $500K
|
26.8K
$691K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-9.66K- 9.81% |
$480K - $507K
|
88.8K
$2.29M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-9.85K- 13.31% |
$489K - $517K
|
64.1K
$1.65M
|
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
SELL
|
- |
-10.3K- 12.92% |
$514K - $543K
|
69.7K
$1.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-10.9K- 16.3% |
$540K - $570K
|
55.8K
$1.44M
|
|
|
Feb 06, 2024
Q4 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-10.9K- 14.1% |
$542K - $572K
|
66.4K
$1.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.9K- 16.64% |
$542K - $572K
|
54.7K
$1.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-11K- 36.79% |
$545K - $576K
|
18.9K
$486K
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-11K- 35.37% |
$547K - $577K
|
20.1K
$519K
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-11.2K- 66.75% |
$556K - $587K
|
5.57K
$144K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-11.3K- 54.79% |
$561K - $593K
|
9.32K
$240K
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-11.6K- 18.73% |
$575K - $607K
|
50.3K
$1.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-11.6K- 8.38% |
$577K - $610K
|
127K
$3.28M
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-12K- 22.3% |
$596K - $629K
|
41.8K
$1.08M
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-12.1K- 52.72% |
$603K - $637K
|
10.9K
$281K
|
|
|
Jan 12, 2024
Q4 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-12.3K- 38.67% |
$613K - $647K
|
19.6K
$505K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-12.4K- 16.52% |
$617K - $651K
|
62.7K
$1.62M
|