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 |
|---|---|---|---|---|---|---|---|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
44.8K+ 14.46% |
$2.22M - $2.35M
|
354K
$9.14M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
44.3KNew |
$2.2M - $2.33M
|
44.3K
$1.14M
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
41.9K+ 23.35% |
$2.08M - $2.2M
|
221K
$5.71M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
41KNew |
$2.04M - $2.15M
|
41K
$1.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
39.4KNew |
$1.96M - $2.07M
|
39.4K
$1.02M
|
|
|
Jan 09, 2024
Q4 2023
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
38.7KNew |
$1.93M - $2.03M
|
38.7K
$1M
|
|
|
Feb 13, 2024
Q4 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
35.8KNew |
$1.78M - $1.88M
|
35.8K
$924K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
35.3KNew |
$1.75M - $1.85M
|
35.3K
$911K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
34.7K+ 41.61% |
$1.72M - $1.82M
|
118K
$3.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
34.2K+ 2452.44% |
$1.7M - $1.79M
|
35.6K
$918K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
33.9K+ 55.65% |
$1.69M - $1.78M
|
94.9K
$2.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
32.9K+ 23.34% |
$1.64M - $1.73M
|
174K
$4.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
30.2K+ 532.03% |
$1.5M - $1.59M
|
35.9K
$927K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
27K+ 1203.83% |
$1.34M - $1.42M
|
29.3K
$756K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
26.9K+ 22.68% |
$1.34M - $1.41M
|
146K
$3.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
26.8KNew |
$1.33M - $1.41M
|
26.8K
$692K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
25.7K+ 8.95% |
$1.28M - $1.35M
|
312K
$8.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
24.6K+ 13.58% |
$1.22M - $1.29M
|
206K
$5.3M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
23.7KNew |
$1.18M - $1.24M
|
23.7K
$612K
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
22.7K+ 0.43% |
$1.13M - $1.19M
|
5.25M
$135M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
22.5K+ 180.21% |
$1.12M - $1.18M
|
35K
$904K
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
22K+ 142.92% |
$1.09M - $1.15M
|
37.4K
$964K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
21.4K+ 65.63% |
$1.06M - $1.12M
|
53.9K
$1.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
20.5K+ 201.71% |
$1.02M - $1.07M
|
30.6K
$790K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20.3K+ 92.79% |
$1.01M - $1.06M
|
42.1K
$1.09M
|
|
|
Jan 19, 2024
Q4 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
20K+ 9.87% |
$992K - $1.05M
|
222K
$5.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
19.5K+ 0.57% |
$969K - $1.02M
|
3.44M
$88.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18.9K+ 31.31% |
$940K - $992K
|
79.3K
$2.05M
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
18.6KNew |
$925K - $976K
|
18.6K
$480K
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
BUY
|
- |
18.6KNew |
$923K - $975K
|
18.6K
$479K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
18.2K+ 27.18% |
$903K - $953K
|
85K
$2.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Services & Investments, LLC
|
BUY
|
- |
17.6K+ 227.46% |
$872K - $921K
|
25.3K
$652K
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
17.1KNew |
$850K - $898K
|
17.1K
$442K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
16.9K+ 117.93% |
$841K - $888K
|
31.3K
$807K
|
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
16.5K+ 6.71% |
$821K - $867K
|
263K
$6.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.4K+ 26.86% |
$817K - $862K
|
77.6K
$2M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
16.4KNew |
$815K - $861K
|
16.4K
$423K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
16K+ 12.2% |
$796K - $840K
|
147K
$3.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
15.7K+ 15.63% |
$780K - $824K
|
116K
$3M
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
15.3KNew |
$763K - $805K
|
15.3K
$396K
|
|
|
Jan 16, 2024
Q4 2023
|
Prairiewood Capital, LLC
|
BUY
|
- |
15K+ 14.14% |
$748K - $789K
|
121K
$3.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
14.3K+ 16.6% |
$709K - $749K
|
100K
$2.59M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
13.3K+ 330.44% |
$661K - $698K
|
17.3K
$447K
|
|
|
Jan 16, 2024
Q4 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
13.1KNew |
$650K - $686K
|
13.1K
$337K
|
|
|
Feb 12, 2024
Q4 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
12.7K+ 2.15% |
$630K - $665K
|
601K
$15.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
12.2K+ 6.1% |
$607K - $640K
|
212K
$5.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
11.7KNew |
$579K - $612K
|
11.7K
$301K
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
11.2K+ 30.07% |
$556K - $587K
|
48.4K
$1.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
10.4K+ 36.44% |
$515K - $544K
|
38.8K
$1M
|
|
|
Feb 07, 2024
Q4 2023
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
10.4KNew |
$515K - $544K
|
10.4K
$267K
|