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 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-350- 55.56% |
$9.01K - $18.8K
|
280
$7.39K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-364- 2.6% |
$9.37K - $19.6K
|
13.7K
$360K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-369- 90.66% |
$9.5K - $19.8K
|
38
$1K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-476- 94.82% |
$12.3K - $25.6K
|
26
$686
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-530- 94.31% |
$13.6K - $28.5K
|
32
$844
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-614- 99.84% |
$15.8K - $33K
|
1
$26.4
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-673- 5.15% |
$17.3K - $36.2K
|
12.4K
$327K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-698- 22.51% |
$18K - $37.5K
|
2.4K
$63.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.17K- 1.88% |
$30.1K - $62.8K
|
61K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.61K- 2.41% |
$41.3K - $86.3K
|
64.9K
$1.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.17K- 33.67% |
$81.6K - $170K
|
6.24K
$165K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.39K- 20.67% |
$87.3K - $182K
|
13K
$344K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-6.94K- 92.28% |
$179K - $373K
|
581
$15.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-7.3K- 29.35% |
$188K - $392K
|
17.6K
$464K
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-15.8K- 28.14% |
$407K - $850K
|
40.4K
$1.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-22K- 64.99% |
$565K - $1.18M
|
11.8K
$312K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-24.5K- 37.23% |
$631K - $1.32M
|
41.3K
$1.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-54.9K- 63.54% |
$1.41M - $2.95M
|
31.5K
$831K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-62.7K- 45.85% |
$1.61M - $3.37M
|
74.1K
$1.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-93.7K- 33.2% |
$2.41M - $5.04M
|
188K
$4.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-146K- 84.34% |
$3.77M - $7.87M
|
27.2K
$717K
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-312K- 64.07% |
$8.02M - $16.8M
|
175K
$4.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-435K- 96.11% |
$11.2M - $23.4M
|
17.6K
$465K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-637K- 86.29% |
$16.4M - $34.2M
|
101K
$2.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.66M- 86.87% |
$223M - $466M
|
1.31M
$34.6M
|