Purchases and Sales Made in Q4 2024 in Schwab Strategic Us Tips ETF (SCHP)
This table provides information about the institutional ownership of Schwab Strategic Us Tips ETF (SCHP) during Q4 2024. 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 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
747+ 246.53% |
$19.2K - $40.2K
|
1.05K
$27.7K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
721New |
$18.6K - $38.8K
|
721
$19K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
700+ 100.0% |
$18K - $37.6K
|
1.4K
$36.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
658New |
$16.9K - $35.4K
|
658
$17.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
655+ 101.87% |
$16.9K - $35.2K
|
1.3K
$34.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
642+ 107.0% |
$16.5K - $34.5K
|
1.24K
$32.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
621New |
$16K - $33.4K
|
621
$16.4K
|
|
|
Feb 12, 2025
Q4 2024
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
618New |
$15.9K - $33.2K
|
618
$16.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
564+ 100.0% |
$14.5K - $30.3K
|
1.13K
$29.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
554+ 112.15% |
$14.3K - $29.8K
|
1.05K
$27.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
BUY
|
- |
526+ 100.0% |
$13.5K - $28.3K
|
1.05K
$27.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
506+ 91.83% |
$13K - $27.2K
|
1.06K
$27.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
500New |
$12.9K - $26.9K
|
500
$13.2K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
494New |
$12.7K - $26.6K
|
494
$13K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
480+ 292.68% |
$12.4K - $25.8K
|
644
$17K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
470+ 175.37% |
$12.1K - $25.3K
|
738
$19.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
409+ 2.0% |
$10.5K - $22K
|
20.8K
$550K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
392+ 100.0% |
$10.1K - $21.1K
|
784
$20.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
378New |
$9.73K - $20.3K
|
378
$9.98K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
371+ 75.87% |
$9.55K - $20K
|
860
$22.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
370New |
$9.52K - $19.9K
|
370
$9.76K
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
366+ 100.0% |
$9.42K - $19.7K
|
732
$19.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
365+ 2.43% |
$9.4K - $19.6K
|
15.4K
$406K
|
|
|
Feb 06, 2025
Q4 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
364+ 0.43% |
$9.37K - $19.6K
|
84.3K
$2.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
352New |
$9.06K - $18.9K
|
352
$9.29K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
326+ 90.56% |
$8.39K - $17.5K
|
686
$18.1K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
313New |
$8.06K - $16.8K
|
313
$8.26K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
306+ 106.62% |
$7.88K - $16.5K
|
593
$15.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
295+ 101.72% |
$7.59K - $15.9K
|
585
$15.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
276New |
$7.1K - $14.8K
|
276
$7.28K
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
275+ 100.0% |
$7.08K - $14.8K
|
550
$14.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
257+ 100.0% |
$6.62K - $13.8K
|
514
$13.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
257+ 120.66% |
$6.62K - $13.8K
|
470
$12.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
248+ 288.37% |
$6.38K - $13.3K
|
334
$8.81K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
241+ 831.03% |
$6.2K - $13K
|
270
$7.13K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
229New |
$5.89K - $12.3K
|
229
$6.04K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
224New |
$5.77K - $12K
|
224
$5.91K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
223+ 71.94% |
$5.74K - $12K
|
533
$14.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
207+ 90.0% |
$5.33K - $11.1K
|
437
$11.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
205+ 100.0% |
$5.28K - $11K
|
410
$10.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
199+ 100.0% |
$5.12K - $10.7K
|
398
$10.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
189+ 168.75% |
$4.86K - $10.2K
|
301
$7.94K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
186+ 4.42% |
$4.79K - $10K
|
4.39K
$116K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
184+ 15.13% |
$4.74K - $9.9K
|
1.4K
$36.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
172+ 101.18% |
$4.43K - $9.25K
|
342
$9.03K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
167+ 101.83% |
$4.3K - $8.98K
|
331
$8.74K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
162+ 100.0% |
$4.17K - $8.71K
|
324
$8.55K
|
|
|
Feb 10, 2025
Q4 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
157+ 100.0% |
$4.04K - $8.44K
|
314
$8.29K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
155+ 100.0% |
$3.99K - $8.34K
|
310
$8.18K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
154+ 320.83% |
$3.96K - $8.28K
|
202
$5.33K
|