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 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-56.9K- 22.01% |
$2.83M - $2.98M
|
202K
$5.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-58.5K- 10.72% |
$2.91M - $3.07M
|
487K
$12.6M
|
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-58.7K- 35.06% |
$2.92M - $3.08M
|
109K
$2.81M
|
|
|
Feb 02, 2024
Q4 2023
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-59.8K- 4.15% |
$2.97M - $3.14M
|
1.38M
$35.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-60K- 16.67% |
$2.98M - $3.15M
|
300K
$7.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-62.9K- 46.91% |
$3.13M - $3.3M
|
71.2K
$1.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-65K- 22.2% |
$3.23M - $3.41M
|
228K
$5.88M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-72.1K- 23.39% |
$3.58M - $3.78M
|
236K
$6.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-76.8K- 10.4% |
$3.82M - $4.03M
|
662K
$17.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-77.3K- 90.91% |
$3.84M - $4.06M
|
7.73K
$200K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-78.2K- 51.91% |
$3.88M - $4.1M
|
72.4K
$1.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-89.8K- 78.3% |
$4.46M - $4.71M
|
24.9K
$642K
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-94.4K- 28.4% |
$4.69M - $4.95M
|
238K
$6.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-101K- 58.73% |
$5.04M - $5.32M
|
71.2K
$1.84M
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-109K- 96.46% |
$5.41M - $5.71M
|
3.99K
$103K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-115K- 39.54% |
$5.71M - $6.03M
|
176K
$4.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-155K- 9.16% |
$7.68M - $8.11M
|
1.53M
$39.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-184K- 51.28% |
$9.14M - $9.65M
|
175K
$4.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-196K- 99.95% |
$9.74M - $10.3M
|
104
$2.68K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-215K- 43.73% |
$10.7M - $11.3M
|
276K
$7.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-247K- 1.97% |
$12.3M - $13M
|
12.3M
$317M
|
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-248K- 73.84% |
$12.3M - $13M
|
87.7K
$2.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-286K- 24.01% |
$14.2M - $15M
|
904K
$23.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-293K- 19.51% |
$14.6M - $15.4M
|
1.21M
$31.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-309K- 18.78% |
$15.4M - $16.2M
|
1.34M
$34.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-313K- 49.79% |
$15.6M - $16.4M
|
316K
$8.15M
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-314K- 49.03% |
$15.6M - $16.5M
|
326K
$8.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-354K- 43.95% |
$17.6M - $18.5M
|
451K
$11.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-380K- 98.58% |
$18.9M - $19.9M
|
5.47K
$141K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-406K- 81.78% |
$20.2M - $21.3M
|
90.4K
$2.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-481K- 20.38% |
$23.9M - $25.2M
|
1.88M
$48.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-513K- 89.8% |
$25.5M - $26.9M
|
58.3K
$1.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-562K- 93.85% |
$27.9M - $29.5M
|
36.8K
$950K
|
|
|
Feb 14, 2024
Q4 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-588K- 34.04% |
$29.2M - $30.8M
|
1.14M
$29.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-932K- 22.57% |
$46.3M - $48.9M
|
3.2M
$82.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-963K- 18.23% |
$47.8M - $50.5M
|
4.32M
$111M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.3M- 79.32% |
$64.6M - $68.2M
|
339K
$8.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.29M- 31.29% |
$114M - $120M
|
5.02M
$130M
|
|
|
Jun 10, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-2.64M- 99.66% |
$131M - $139M
|
9.14K
$236K
|