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 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
577New |
$28.7K - $30.3K
|
577
$14.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
550+ 4.14% |
$27.3K - $28.9K
|
13.8K
$357K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
549+ 32.58% |
$27.3K - $28.8K
|
2.23K
$57.6K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
494New |
$24.5K - $25.9K
|
494
$12.7K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
465New |
$23.1K - $24.4K
|
465
$12K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
445+ 3.24% |
$22.1K - $23.3K
|
14.2K
$366K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
432+ 24.08% |
$21.5K - $22.7K
|
2.23K
$57.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
419New |
$20.8K - $22K
|
419
$10.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
416+ 4.67% |
$20.7K - $21.8K
|
9.32K
$241K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
400New |
$19.9K - $21K
|
400
$10.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
396+ 1466.67% |
$19.7K - $20.8K
|
423
$10.9K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
386+ 0.42% |
$19.2K - $20.2K
|
93.3K
$2.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
380New |
$18.9K - $19.9K
|
380
$9.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
353+ 0.32% |
$17.5K - $18.5K
|
111K
$2.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
331New |
$16.4K - $17.4K
|
331
$8.54K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
303+ 1.52% |
$15.1K - $15.9K
|
20.3K
$523K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
281+ 1873.33% |
$14K - $14.7K
|
296
$7.64K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
275New |
$13.7K - $14.4K
|
275
$7.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
270+ 1.59% |
$13.4K - $14.2K
|
17.3K
$445K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
256+ 3.16% |
$12.7K - $13.4K
|
8.36K
$216K
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
252+ 2.24% |
$12.5K - $13.2K
|
11.5K
$297K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
251New |
$12.5K - $13.2K
|
251
$6.48K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
243+ 867.86% |
$12.1K - $12.7K
|
271
$6.99K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
242New |
$12K - $12.7K
|
242
$6.24K
|
|
|
Feb 07, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
237+ 2.64% |
$11.8K - $12.4K
|
9.2K
$237K
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
233+ 3.21% |
$11.6K - $12.2K
|
7.49K
$193K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
217+ 7233.33% |
$10.8K - $11.4K
|
220
$5.68K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
212New |
$10.5K - $11.1K
|
212
$5.47K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
205+ 3.99% |
$10.2K - $10.8K
|
5.34K
$138K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
201New |
$9.99K - $10.5K
|
201
$5.19K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
200New |
$9.94K - $10.5K
|
200
$5.16K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
193+ 0.76% |
$9.59K - $10.1K
|
25.7K
$664K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
186+ 4.8% |
$9.24K - $9.76K
|
4.06K
$105K
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
175+ 1.56% |
$8.7K - $9.18K
|
11.4K
$294K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
174New |
$8.65K - $9.13K
|
174
$4.49K
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
171+ 0.46% |
$8.5K - $8.97K
|
37.2K
$959K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
170New |
$8.45K - $8.92K
|
170
$4.39K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
166New |
$8.25K - $8.71K
|
166
$4.28K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
153+ 1.02% |
$7.6K - $8.03K
|
15.1K
$390K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
152+ 1.42% |
$7.55K - $7.97K
|
10.9K
$281K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
151+ 10.63% |
$7.5K - $7.92K
|
1.57K
$40.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
150+ 0.52% |
$7.45K - $7.87K
|
28.9K
$746K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
131New |
$6.51K - $6.87K
|
131
$3.38K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
128+ 0.95% |
$6.36K - $6.71K
|
13.6K
$350K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
116New |
$5.76K - $6.09K
|
116
$2.99K
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
115+ 0.61% |
$5.71K - $6.03K
|
18.9K
$488K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
108New |
$5.37K - $5.67K
|
108
$2.79K
|
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
107+ 1.68% |
$5.32K - $5.61K
|
6.47K
$167K
|
|
|
Jan 22, 2024
Q4 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
100+ 0.49% |
$4.97K - $5.25K
|
20.3K
$525K
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
82New |
$4.07K - $4.3K
|
82
$2.12K
|