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
|
Geneos Wealth Management Inc.
|
BUY
|
- |
81+ 66.39% |
$4.02K - $4.25K
|
203
$5.24K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
78New |
$3.88K - $4.09K
|
78
$2.01K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
76+ 6.09% |
$3.78K - $3.99K
|
1.32K
$34.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
71+ 0.92% |
$3.53K - $3.72K
|
7.79K
$201K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
55New |
$2.73K - $2.89K
|
55
$1.42K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
50+ 1.34% |
$2.48K - $2.62K
|
3.79K
$97.9K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
50+ 1.34% |
$2.48K - $2.62K
|
3.79K
$97.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
45New |
$2.24K - $2.36K
|
45
$1.16K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
43+ 0.67% |
$2.14K - $2.26K
|
6.5K
$168K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
40+ 0.64% |
$1.99K - $2.1K
|
6.3K
$162K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
35New |
$1.74K - $1.84K
|
35
$903
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
35+ 5.69% |
$1.74K - $1.84K
|
650
$16.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
30New |
$1.49K - $1.57K
|
30
$774
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
30New |
$1.49K - $1.57K
|
30
$774
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
29+ 0.19% |
$1.44K - $1.52K
|
15.4K
$398K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
21New |
$1.04K - $1.1K
|
21
$542
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
20+ 29.85% |
$994 - $1.05K
|
87
$2.24K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
18+ 3.93% |
$894 - $944
|
476
$12.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
16+ 20.0% |
$795 - $839
|
96
$2.48K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
15New |
$745 - $787
|
15
$387
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
15New |
$745 - $787
|
15
$387
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
BUY
|
- |
10+ 12.66% |
$497 - $525
|
89
$2.3K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
9+ 1.22% |
$447 - $472
|
745
$19.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
5+ 0.09% |
$248 - $262
|
5.53K
$143K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
4+ 17.39% |
$199 - $210
|
27
$697
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
3+ 0.71% |
$149 - $157
|
428
$11K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
3New |
$149 - $157
|
3
$77.4
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
BUY
|
- |
3+ 1.42% |
$149 - $157
|
214
$5.52K
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
BUY
|
- |
2+ 1.05% |
$99.4 - $105
|
193
$4.98K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
2New |
$99.4 - $105
|
2
$51.6
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2+ 0.02% |
$99.4 - $105
|
10.6K
$273K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.21% |
$49.7 - $52.5
|
488
$12.6K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1+ 100.0% |
$49.7 - $52.5
|
2
$51.6
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-1- 4.0% |
$49.7 - $52.5
|
24
$619
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-4- 0.59% |
$199 - $210
|
676
$17.4K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-4- 4.0% |
$199 - $210
|
96
$2.48K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-4- 25.0% |
$199 - $210
|
12
$310
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-7- 9.21% |
$348 - $367
|
69
$1.78K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-10- 3.16% |
$497 - $525
|
306
$7.89K
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-12- 21.82% |
$596 - $630
|
43
$1.11K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-17- 3.79% |
$845 - $892
|
431
$11.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-18- 9.57% |
$894 - $944
|
170
$4.39K
|
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
SELL
|
- |
-19- 0.01% |
$944 - $997
|
154K
$3.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-22- 2.03% |
$1.09K - $1.15K
|
1.06K
$27.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-24- 7.59% |
$1.19K - $1.26K
|
292
$7.53K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-27- 17.42% |
$1.34K - $1.42K
|
128
$3.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-30- 10.31% |
$1.49K - $1.57K
|
261
$6.73K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-34- 0.03% |
$1.69K - $1.78K
|
122K
$3.14M
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
SELL
|
- |
-41- 0.03% |
$2.04K - $2.15K
|
125K
$3.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-53- 2.36% |
$2.63K - $2.78K
|
2.19K
$56.5K
|