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
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
3.84KNew |
$191K - $201K
|
3.84K
$99K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
3.83KNew |
$190K - $201K
|
3.83K
$98.7K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.77KNew |
$187K - $198K
|
3.77K
$97.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
3.66KNew |
$182K - $192K
|
3.66K
$94.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.62KNew |
$180K - $190K
|
3.62K
$93.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
BUY
|
- |
3.5K+ 0.96% |
$174K - $183K
|
369K
$9.51M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
3.36K+ 17.75% |
$167K - $176K
|
22.3K
$576K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
3.13KNew |
$155K - $164K
|
3.13K
$80.7K
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
3.02K+ 5.1% |
$150K - $158K
|
62.3K
$1.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.99K+ 1295.67% |
$149K - $157K
|
3.22K
$83.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.86K+ 65.75% |
$142K - $150K
|
7.2K
$186K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.61K+ 7.53% |
$130K - $137K
|
37.3K
$962K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.58K+ 9.45% |
$128K - $135K
|
29.9K
$770K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
2.58KNew |
$128K - $135K
|
2.58K
$66.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
2.57K+ 5.26% |
$128K - $135K
|
51.3K
$1.32M
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
2.54K+ 20.38% |
$126K - $133K
|
15K
$387K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.47K+ 39.38% |
$123K - $130K
|
8.76K
$226K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.36K+ 24.96% |
$117K - $124K
|
11.8K
$305K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.19K+ 26.9% |
$109K - $115K
|
10.3K
$266K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2.17KNew |
$108K - $114K
|
2.17K
$55.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.13K+ 22.16% |
$106K - $112K
|
11.8K
$303K
|
|
|
Jan 16, 2024
Q4 2023
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
2.12K+ 3.07% |
$105K - $111K
|
71K
$1.83M
|
|
|
Jan 26, 2024
Q4 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
2.1K+ 5.45% |
$104K - $110K
|
40.6K
$1.05M
|
|
|
Jan 25, 2024
Q4 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
2.07K+ 1.27% |
$103K - $108K
|
165K
$4.26M
|
|
|
Jan 12, 2024
Q4 2023
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
1.96K+ 0.27% |
$97.3K - $103K
|
739K
$19.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.93K+ 42.77% |
$95.9K - $101K
|
6.44K
$166K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.91K+ 1017.02% |
$95K - $100K
|
2.1K
$54.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.88K+ 5.7% |
$93.6K - $98.8K
|
34.9K
$901K
|
|
|
Jan 23, 2024
Q4 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
1.75K+ 0.5% |
$86.9K - $91.8K
|
352K
$9.08M
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.73K+ 7.66% |
$85.9K - $90.7K
|
24.3K
$627K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
1.67K+ 8.1% |
$83.1K - $87.7K
|
22.3K
$576K
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.58K+ 8.77% |
$78.7K - $83K
|
19.6K
$506K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.49KNew |
$74.2K - $78.3K
|
1.49K
$38.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
1.42K+ 12.42% |
$70.5K - $74.4K
|
12.8K
$331K
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1.38K+ 0.75% |
$68.4K - $72.2K
|
186K
$4.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
1.32KNew |
$65.5K - $69.2K
|
1.32K
$34K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.3K+ 5.3% |
$64.7K - $68.4K
|
25.9K
$667K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
989+ 0.92% |
$49.1K - $51.9K
|
108K
$2.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
976+ 2.58% |
$48.5K - $51.2K
|
38.7K
$999K
|
|
|
Jan 16, 2024
Q4 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
956+ 5.29% |
$47.5K - $50.2K
|
19K
$491K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
939+ 14.02% |
$46.7K - $49.3K
|
7.64K
$197K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
909+ 20.0% |
$45.2K - $47.7K
|
5.45K
$141K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
886New |
$44K - $46.5K
|
886
$22.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
865+ 1.35% |
$43K - $45.4K
|
64.9K
$1.67M
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
BUY
|
- |
843+ 5.1% |
$41.9K - $44.2K
|
17.4K
$448K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
737New |
$36.6K - $38.7K
|
737
$19K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
695+ 295.74% |
$34.5K - $36.5K
|
930
$24K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
668New |
$33.2K - $35K
|
668
$17.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
610+ 23.75% |
$30.3K - $32K
|
3.18K
$82K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
577New |
$28.7K - $30.3K
|
577
$14.9K
|