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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-414- 6.12% |
$20.6K - $21.7K
|
6.35K
$164K
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-418- 9.18% |
$20.8K - $21.9K
|
4.13K
$107K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-426- 69.38% |
$21.2K - $22.3K
|
188
$4.85K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-436- 2.38% |
$21.7K - $22.9K
|
17.9K
$462K
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-462- 0.86% |
$23K - $24.2K
|
53.4K
$1.38M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-505- 18.12% |
$25.1K - $26.5K
|
2.28K
$58.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-515- 6.77% |
$25.6K - $27K
|
7.09K
$183K
|
|
|
Feb 05, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-531- 5.59% |
$26.4K - $27.9K
|
8.96K
$231K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-550- 10.53% |
$27.3K - $28.9K
|
4.67K
$121K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-559- 98.76% |
$27.8K - $29.3K
|
7
$181
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-563- 20.8% |
$28K - $29.5K
|
2.14K
$55.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-564- 10.23% |
$28K - $29.6K
|
4.95K
$128K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-569- 1.63% |
$28.3K - $29.8K
|
34.4K
$889K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-641- 8.14% |
$31.9K - $33.6K
|
7.23K
$187K
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-649- 3.85% |
$32.2K - $34K
|
16.2K
$418K
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-650- 0.65% |
$32.3K - $34.1K
|
99.2K
$2.56M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-657- 10.53% |
$32.6K - $34.5K
|
5.58K
$144K
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-708- 1.68% |
$35.2K - $37.1K
|
41.6K
$1.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-712- 33.29% |
$35.4K - $37.4K
|
1.43K
$36.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-738- 11.7% |
$36.7K - $38.7K
|
5.57K
$144K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-769- 39.93% |
$38.2K - $40.3K
|
1.16K
$29.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-795- 0.83% |
$39.5K - $41.7K
|
94.5K
$2.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-816- 11.62% |
$40.5K - $42.8K
|
6.21K
$160K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-823- 9.99% |
$40.9K - $43.2K
|
7.42K
$191K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-870- 10.65% |
$43.2K - $45.6K
|
7.3K
$188K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-889- 67.71% |
$44.2K - $46.6K
|
424
$10.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-905- 5.18% |
$45K - $47.5K
|
16.6K
$427K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-908- 51.77% |
$45.1K - $47.6K
|
846
$21.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-910- 13.98% |
$45.2K - $47.7K
|
5.6K
$144K
|
|
|
Jan 24, 2024
Q4 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-910- 9.15% |
$45.2K - $47.7K
|
9.03K
$233K
|
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-938- 6.32% |
$46.6K - $49.2K
|
13.9K
$358K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-963- 5.55% |
$47.9K - $50.5K
|
16.4K
$423K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-965- 21.53% |
$48K - $50.6K
|
3.52K
$90.7K
|
|
|
Feb 23, 2024
Q4 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-975- 2.16% |
$48.4K - $51.1K
|
44.2K
$1.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-988- 8.07% |
$49.1K - $51.8K
|
11.3K
$290K
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-992- 4.59% |
$49.3K - $52K
|
20.6K
$532K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-1K- 3.07% |
$49.7K - $52.5K
|
31.6K
$816K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.05K- 18.93% |
$52K - $54.9K
|
4.49K
$116K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.07K- 15.27% |
$53K - $56K
|
5.92K
$153K
|
|
|
Jan 18, 2024
Q4 2023
|
Fruth Investment Management
|
SELL
|
- |
-1.15K- 9.58% |
$57.1K - $60.3K
|
10.9K
$280K
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-1.15K- 19.49% |
$57.1K - $60.3K
|
4.75K
$123K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.2K- 3.68% |
$59.7K - $63.1K
|
31.5K
$812K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.24K- 2.7% |
$61.7K - $65.2K
|
44.8K
$1.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
SELL
|
- |
-1.28K- 14.49% |
$63.8K - $67.4K
|
7.58K
$195K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.3K- 3.46% |
$64.5K - $68.1K
|
36.2K
$933K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.3K- 3.07% |
$64.5K - $68.1K
|
41K
$1.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.3K- 66.31% |
$64.5K - $68.1K
|
660
$17K
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-1.3K- 2.29% |
$64.6K - $68.2K
|
55.4K
$1.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.34K- 10.69% |
$66.7K - $70.5K
|
11.2K
$290K
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-1.38K- 14.23% |
$68.6K - $72.4K
|
8.32K
$215K
|