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 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
481K+ 133.98% |
$12.4M - $25.9M
|
841K
$22.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
469K+ 91.45% |
$12.1M - $25.2M
|
981K
$25.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
444K+ 5171.31% |
$11.4M - $23.9M
|
453K
$11.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
428K+ 112.01% |
$11M - $23M
|
810K
$21.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
421K+ 98.43% |
$10.8M - $22.6M
|
849K
$22.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
402K+ 100.61% |
$10.3M - $21.6M
|
801K
$21.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
402K+ 109.68% |
$10.3M - $21.6M
|
768K
$20.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
401K+ 79.72% |
$10.3M - $21.6M
|
904K
$23.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
394K+ 99.38% |
$10.1M - $21.2M
|
791K
$20.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
373K+ 397.66% |
$9.6M - $20.1M
|
467K
$12.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
372K+ 100.78% |
$9.57M - $20M
|
741K
$19.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
360K+ 101.77% |
$9.27M - $19.4M
|
714K
$18.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
341K+ 87.67% |
$8.77M - $18.3M
|
729K
$19.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
334KNew |
$8.6M - $18M
|
334K
$8.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
306KNew |
$7.87M - $16.5M
|
306K
$8.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
306K+ 80.72% |
$7.87M - $16.5M
|
685K
$18.1M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
293K+ 100.54% |
$7.55M - $15.8M
|
585K
$15.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
285K+ 89.55% |
$7.34M - $15.3M
|
603K
$15.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
280K+ 95.86% |
$7.21M - $15.1M
|
572K
$15.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
272K+ 88.86% |
$7.01M - $14.7M
|
579K
$15.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
266K+ 105.67% |
$6.86M - $14.3M
|
519K
$13.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
262K+ 102.89% |
$6.75M - $14.1M
|
517K
$13.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
260K+ 138.39% |
$6.69M - $14M
|
448K
$11.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
259K+ 109.24% |
$6.66M - $13.9M
|
496K
$13.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
248K+ 94.76% |
$6.39M - $13.4M
|
511K
$13.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
244K+ 99.26% |
$6.29M - $13.1M
|
490K
$12.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
244K+ 105.39% |
$6.29M - $13.1M
|
476K
$12.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
240K+ 103.09% |
$6.17M - $12.9M
|
472K
$12.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
239KNew |
$6.16M - $12.9M
|
239K
$6.32M
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
BUY
|
- |
237K+ 96.81% |
$6.11M - $12.8M
|
483K
$12.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
232K+ 125.94% |
$5.97M - $12.5M
|
416K
$11M
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
230K+ 116.5% |
$5.91M - $12.4M
|
427K
$11.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
229K+ 665.36% |
$5.89M - $12.3M
|
263K
$6.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
229K+ 158.8% |
$5.89M - $12.3M
|
373K
$9.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
226K+ 310.99% |
$5.82M - $12.2M
|
299K
$7.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
222KNew |
$5.71M - $11.9M
|
222K
$5.85M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
218K+ 126.15% |
$5.61M - $11.7M
|
390K
$10.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
214K+ 9.17% |
$5.52M - $11.5M
|
2.55M
$67.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
207K+ 117.14% |
$5.34M - $11.2M
|
385K
$10.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
199K+ 131.08% |
$5.12M - $10.7M
|
351K
$9.26M
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
198KNew |
$5.09M - $10.6M
|
198K
$5.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
193K+ 185.15% |
$4.96M - $10.4M
|
297K
$7.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
190K+ 282.98% |
$4.9M - $10.2M
|
258K
$6.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
187K+ 108.45% |
$4.81M - $10.1M
|
359K
$9.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
179K+ 107.04% |
$4.61M - $9.64M
|
347K
$9.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
178K+ 1780.12% |
$4.58M - $9.57M
|
188K
$4.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
165K+ 108.44% |
$4.25M - $8.88M
|
317K
$8.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
160K+ 99.61% |
$4.13M - $8.62M
|
321K
$8.48M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
155K+ 108.9% |
$3.98M - $8.31M
|
297K
$7.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
153K+ 93.66% |
$3.94M - $8.22M
|
316K
$8.34M
|