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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-12.5K- 24.31% |
$623K - $658K
|
39K
$1.01M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-13.1K- 26.31% |
$649K - $685K
|
36.6K
$944K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-13.1K- 24.7% |
$651K - $687K
|
39.9K
$1.03M
|
|
|
Jan 08, 2024
Q4 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-13.5K- 21.19% |
$669K - $706K
|
50.1K
$1.29M
|
|
|
Jan 12, 2024
Q4 2023
|
Verde Capital Management
|
SELL
|
- |
-14.2K- 16.5% |
$705K - $744K
|
71.8K
$1.85M
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-14.3K- 5.83% |
$711K - $751K
|
231K
$5.96M
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-15.2K- 5.77% |
$756K - $798K
|
249K
$6.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-15.3K- 42.52% |
$763K - $805K
|
20.7K
$535K
|
|
|
Jan 22, 2024
Q4 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-15.6K- 66.15% |
$774K - $817K
|
7.97K
$206K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-16.1K- 56.91% |
$801K - $845K
|
12.2K
$315K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-16.2K- 57.1% |
$807K - $852K
|
12.2K
$315K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-16.2K- 33.09% |
$807K - $852K
|
32.8K
$848K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-16.4K- 12.16% |
$817K - $863K
|
119K
$3.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-16.5K- 58.04% |
$821K - $866K
|
11.9K
$308K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-17K- 15.47% |
$845K - $892K
|
92.9K
$2.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-17.9K- 37.16% |
$888K - $938K
|
30.2K
$780K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-18.1K- 30.89% |
$900K - $950K
|
40.5K
$1.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-19.3K- 32.52% |
$957K - $1.01M
|
40K
$1.03M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-19.6K- 72.87% |
$972K - $1.03M
|
7.29K
$188K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-19.7K- 14.26% |
$981K - $1.04M
|
119K
$3.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-19.9K- 8.02% |
$991K - $1.05M
|
229K
$5.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-20.1K- 38.02% |
$998K - $1.05M
|
32.7K
$844K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-20.2K- 21.52% |
$1M - $1.06M
|
73.7K
$1.9M
|
|
|
Sep 25, 2024
Q4 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-20.8K- 35.33% |
$1.03M - $1.09M
|
38.1K
$983K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-20.9K- 2.66% |
$1.04M - $1.1M
|
764K
$19.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-23.1K- 33.3% |
$1.15M - $1.21M
|
46.2K
$1.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-24.3K- 13.07% |
$1.21M - $1.28M
|
162K
$4.18M
|
|
|
Jan 09, 2024
Q4 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-25.1K- 10.61% |
$1.25M - $1.32M
|
211K
$5.45M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-25.7K- 13.12% |
$1.27M - $1.35M
|
170K
$4.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-25.9K- 10.07% |
$1.29M - $1.36M
|
231K
$5.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-28.6K- 21.9% |
$1.42M - $1.5M
|
102K
$2.63M
|
|
|
Nov 19, 2024
Q4 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-30.6K- 81.26% |
$1.52M - $1.6M
|
7.05K
$182K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-33.2K- 10.07% |
$1.65M - $1.74M
|
297K
$7.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-34.1K- 34.1% |
$1.69M - $1.79M
|
65.9K
$1.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Matrix Trust CO
|
SELL
|
- |
-35K- 6.06% |
$1.74M - $1.83M
|
542K
$14M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-38.2K- 99.75% |
$1.9M - $2M
|
97
$2.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-38.6K- 30.87% |
$1.92M - $2.02M
|
86.4K
$2.23M
|
|
|
Jan 18, 2024
Q4 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-39.3K- 9.64% |
$1.95M - $2.06M
|
368K
$9.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-39.4K- 7.86% |
$1.96M - $2.07M
|
462K
$11.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-41.6K- 7.67% |
$2.07M - $2.18M
|
501K
$12.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-42K- 32.82% |
$2.09M - $2.2M
|
86K
$2.22M
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-43K- 4.25% |
$2.14M - $2.25M
|
968K
$25M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-43.3K- 75.55% |
$2.15M - $2.27M
|
14K
$361K
|
|
|
Feb 06, 2024
Q4 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-47.9K- 31.47% |
$2.38M - $2.51M
|
104K
$2.69M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-51.2K- 47.48% |
$2.54M - $2.69M
|
56.6K
$1.46M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-51.4K- 85.95% |
$2.56M - $2.7M
|
8.41K
$217K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-54K- 25.66% |
$2.68M - $2.83M
|
156K
$4.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-54.8K- 21.42% |
$2.72M - $2.87M
|
201K
$5.18M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-55.8K- 64.81% |
$2.77M - $2.93M
|
30.3K
$781K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-56.5K- 14.68% |
$2.81M - $2.96M
|
328K
$8.47M
|