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 22, 2024
                  Q4 2023
                 | 
      Veracity Capital LLC
      
   | BUY | - | 843+ 5.1% |                   
                  $41.9K - $44.2K
                 |                   
                17.4K
                $470K
               | |
| 
                  Aug 08, 2024
                  Q4 2023
                 | 
      Abound Wealth Management
       Franklin, TN | BUY | - | 737New |                   
                  $36.6K - $38.7K
                 |                   
                737
                $20K
               | |
| 
                  Feb 09, 2024
                  Q4 2023
                 | 
      Crewe Advisors LLC
      
   | BUY | - | 695+ 295.74% |                   
                  $34.5K - $36.5K
                 |                   
                930
                $25.2K
               | |
| 
                  Feb 05, 2024
                  Q4 2023
                 | 
      Castleview Partners, LLC
       Dallas, TX | BUY | - | 668New |                   
                  $33.2K - $35K
                 |                   
                668
                $18.1K
               | |
| 
                  Feb 01, 2024
                  Q4 2023
                 | 
      Larson Financial Group LLC
      
   | BUY | - | 610+ 23.75% |                   
                  $30.3K - $32K
                 |                   
                3.18K
                $86K
               | |
| 
                  Feb 13, 2024
                  Q4 2023
                 | 
      Dynamic Wealth Strategies, LLC
       Granite Bay, CA | BUY | - | 577New |                   
                  $28.7K - $30.3K
                 |                   
                577
                $15.6K
               | |
| 
                  Feb 15, 2024
                  Q4 2023
                 | 
      Dagco, Inc.
      
   | BUY | - | 577New |                   
                  $28.7K - $30.3K
                 |                   
                577
                $15.6K
               | |
| 
                  Jan 24, 2024
                  Q4 2023
                 | 
      Arkadios Wealth Advisors
      
   | BUY | - | 550+ 4.14% |                   
                  $27.3K - $28.9K
                 |                   
                13.8K
                $374K
               | |
| 
                  Feb 07, 2024
                  Q4 2023
                 | 
      Smithfield Trust CO
       Pittsburgh, PA | BUY | - | 549+ 32.58% |                   
                  $27.3K - $28.8K
                 |                   
                2.23K
                $60.5K
               | |
| 
                  Mar 01, 2024
                  Q4 2023
                 | 
      Transcendent Capital Group LLC
       Edmond, OK | BUY | - | 494New |                   
                  $24.5K - $25.9K
                 |                   
                494
                $13.4K
               | |
| 
                  Nov 12, 2024
                  Q4 2023
                 | 
      Mid Atlantic Capital Management, Inc.
       Richmond, VA | BUY | - | 465New |                   
                  $23.1K - $24.4K
                 |                   
                465
                $12.6K
               | |
| 
                  Feb 27, 2025
                  Q4 2023
                 | 
      Reap Financial Group, LLC
       Austin, TX | BUY | - | 451New |                   
                  $22.4K - $23.7K
                 |                   
                451
                $12.2K
               | |
| 
                  Feb 12, 2024
                  Q4 2023
                 | 
      Journey Advisory Group, LLC
      
   | BUY | - | 445+ 3.24% |                   
                  $22.1K - $23.3K
                 |                   
                14.2K
                $384K
               | |
| 
                  Feb 01, 2024
                  Q4 2023
                 | 
      Cwm, LLC
      
   | BUY | - | 432+ 24.08% |                   
                  $21.5K - $22.7K
                 |                   
                2.23K
                $60.3K
               | |
| 
                  Feb 12, 2024
                  Q4 2023
                 | 
      Richardson Capital Management LLC
       Menomonee Falls, WI | BUY | - | 419New |                   
                  $20.8K - $22K
                 |                   
                419
                $11.3K
               | |
| 
                  Feb 12, 2024
                  Q4 2023
                 | 
      Rinkey Investments
       San Diego, CA | BUY | - | 416+ 4.67% |                   
                  $20.7K - $21.8K
                 |                   
                9.32K
                $252K
               | |
| 
                  Feb 09, 2024
                  Q4 2023
                 | 
      Bessemer Group Inc
       Woodbridge, NJ | BUY | - | 400New |                   
                  $19.9K - $21K
                 |                   
                400
                $10.8K
               | |
| 
                  Jan 30, 2024
                  Q4 2023
                 | 
      Capital Analysts, LLC
       Fort Washington, PA | BUY | - | 396+ 1466.67% |                   
                  $19.7K - $20.8K
                 |                   
                423
                $11.5K
               | |
| 
                  Feb 13, 2025
                  Q4 2023
                 | 
      Nfp Retirement, Inc.
       Aliso Viejo, CA | BUY | - | 393+ 0.66% |                   
                  $19.5K - $20.6K
                 |                   
                60.1K
                $1.63M
               | |
| 
                  Feb 29, 2024
                  Q4 2023
                 | 
      Tortoise Investment Management, LLC
      
   | BUY | - | 386+ 0.42% |                   
                  $19.2K - $20.2K
                 |                   
                93.3K
                $2.53M
               | |
| 
                  Feb 14, 2024
                  Q4 2023
                 | 
      Coppell Advisory Solutions LLC
       Coppell, TX | BUY | - | 380New |                   
                  $18.9K - $19.9K
                 |                   
                380
                $10.3K
               | |
| 
                  Jan 16, 2024
                  Q4 2023
                 | 
      Cliftonlarsonallen Wealth Advisors, LLC
      
   | BUY | - | 353+ 0.32% |                   
                  $17.5K - $18.5K
                 |                   
                111K
                $3M
               | |
| 
                  Feb 14, 2024
                  Q4 2023
                 | 
      Bokf, Na
       Tulsa, OK | BUY | - | 331New |                   
                  $16.4K - $17.4K
                 |                   
                331
                $8.96K
               | |
| 
                  Jan 16, 2024
                  Q4 2023
                 | 
      Security Financial Services, Inc.
      
   | BUY | - | 303+ 1.52% |                   
                  $15.1K - $15.9K
                 |                   
                20.3K
                $548K
               | |
| 
                  Jan 18, 2024
                  Q4 2023
                 | 
      Gradient Investments LLC
      
   | BUY | - | 281+ 1873.33% |                   
                  $14K - $14.7K
                 |                   
                296
                $8.01K
               | |
| 
                  Apr 12, 2024
                  Q4 2023
                 | 
      Game Plan Financial Advisors, LLC
      
   | BUY | - | 275New |                   
                  $13.7K - $14.4K
                 |                   
                275
                $7.44K
               | |
| 
                  Jan 22, 2024
                  Q4 2023
                 | 
      Mayflower Financial Advisors, LLC
      
   | BUY | - | 270+ 1.59% |                   
                  $13.4K - $14.2K
                 |                   
                17.3K
                $467K
               | |
| 
                  Feb 14, 2024
                  Q4 2023
                 | 
      Mgo One Seven LLC
       Beachwood, OH | BUY | - | 256+ 3.16% |                   
                  $12.7K - $13.4K
                 |                   
                8.36K
                $226K
               | |
| 
                  Feb 05, 2024
                  Q4 2023
                 | 
      Jackson Creek Investment Advisors LLC
      
   | BUY | - | 252+ 2.24% |                   
                  $12.5K - $13.2K
                 |                   
                11.5K
                $311K
               | |
| 
                  Jan 12, 2024
                  Q4 2023
                 | 
      Fortitude Family Office, LLC
       Scottsdale, AZ | BUY | - | 251New |                   
                  $12.5K - $13.2K
                 |                   
                251
                $6.79K
               | |
| 
                  Feb 14, 2024
                  Q4 2023
                 | 
      Davis Capital Management
       Jacksonville, FL | BUY | - | 243+ 867.86% |                   
                  $12.1K - $12.7K
                 |                   
                271
                $7.34K
               | |
| 
                  Jan 26, 2024
                  Q4 2023
                 | 
      Keener Financial Planning LLC
       Keller, TX | BUY | - | 242New |                   
                  $12K - $12.7K
                 |                   
                242
                $6.55K
               | |
| 
                  Feb 07, 2024
                  Q4 2023
                 | 
      Mid American Wealth Advisory Group, Inc.
       Kansas City, MO | BUY | - | 237+ 2.64% |                   
                  $11.8K - $12.4K
                 |                   
                9.2K
                $249K
               | |
| 
                  Feb 13, 2024
                  Q4 2023
                 | 
      Vista Private Wealth Partners. LLC
      
   | BUY | - | 233+ 3.21% |                   
                  $11.6K - $12.2K
                 |                   
                7.49K
                $203K
               | |
| 
                  Mar 04, 2024
                  Q4 2023
                 | 
      Vima LLC
       Troy, MI | BUY | - | 217+ 7233.33% |                   
                  $10.8K - $11.4K
                 |                   
                220
                $5.96K
               | |
| 
                  Jan 18, 2024
                  Q4 2023
                 | 
      Mc Glone Suttner Wealth Management, Inc.
       Appleton, WI | BUY | - | 212New |                   
                  $10.5K - $11.1K
                 |                   
                212
                $5.74K
               | |
| 
                  Feb 09, 2024
                  Q4 2023
                 | 
      Gyl Financial Synergies, LLC
      
   | BUY | - | 205+ 3.99% |                   
                  $10.2K - $10.8K
                 |                   
                5.34K
                $144K
               | |
| 
                  Feb 14, 2024
                  Q4 2023
                 | 
      Foster Dykema Cabot & Partners, LLC
       Waltham, MA | BUY | - | 201New |                   
                  $9.99K - $10.5K
                 |                   
                201
                $5.44K
               | |
| 
                  Jan 10, 2024
                  Q4 2023
                 | 
      Bkm Wealth Management, LLC
       Brookfield, WI | BUY | - | 200New |                   
                  $9.94K - $10.5K
                 |                   
                200
                $5.41K
               | |
| 
                  Jan 29, 2024
                  Q4 2023
                 | 
      Friedenthal Financial
      
   | BUY | - | 193+ 0.76% |                   
                  $9.59K - $10.1K
                 |                   
                25.7K
                $697K
               | |
| 
                  Feb 09, 2024
                  Q4 2023
                 | 
      Covestor LTD
       Boston, MA | BUY | - | 186+ 4.8% |                   
                  $9.24K - $9.76K
                 |                   
                4.06K
                $110K
               | |
| 
                  Jan 31, 2024
                  Q4 2023
                 | 
      Gradient Capital Advisors, LLC
      
   | BUY | - | 175+ 1.56% |                   
                  $8.7K - $9.18K
                 |                   
                11.4K
                $309K
               | |
| 
                  Feb 20, 2024
                  Q4 2023
                 | 
      Able Wealth Management LLC
       Lakewood, NJ | BUY | - | 174New |                   
                  $8.65K - $9.13K
                 |                   
                174
                $4.71K
               | |
| 
                  Jan 29, 2024
                  Q4 2023
                 | 
      Kades & Cheifetz LLC
       Berwyn, PA | BUY | - | 171+ 0.46% |                   
                  $8.5K - $8.97K
                 |                   
                37.2K
                $1.01M
               | |
| 
                  Feb 05, 2024
                  Q4 2023
                 | 
      Plante Moran Financial Advisors, LLC
      
   | BUY | - | 170New |                   
                  $8.45K - $8.92K
                 |                   
                170
                $4.6K
               | |
| 
                  Mar 01, 2024
                  Q4 2023
                 | 
      Creekmur Asset Management LLC
       Morton, IL | BUY | - | 166New |                   
                  $8.25K - $8.71K
                 |                   
                166
                $4.49K
               | |
| 
                  Feb 14, 2024
                  Q4 2023
                 | 
      Buckingham Strategic Partners
       Saint Louis, MO | BUY | - | 153+ 1.02% |                   
                  $7.6K - $8.03K
                 |                   
                15.1K
                $409K
               | |
| 
                  Jan 25, 2024
                  Q4 2023
                 | 
      Pinkerton Retirement Specialists, LLC
       Coeur D Alene, ID | BUY | - | 152+ 1.42% |                   
                  $7.55K - $7.97K
                 |                   
                10.9K
                $295K
               | |
| 
                  Jan 22, 2024
                  Q4 2023
                 | 
      Private Ocean, LLC
      
   | BUY | - | 151+ 10.63% |                   
                  $7.5K - $7.92K
                 |                   
                1.57K
                $42.6K
               | |
| 
                  Jan 18, 2024
                  Q4 2023
                 | 
      Van Strum & Towne Inc.
       San Francisco, CA | BUY | - | 150+ 0.52% |                   
                  $7.45K - $7.87K
                 |                   
                28.9K
                $783K
               |