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
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
150K+ 89.52% |
$3.85M - $8.04M
|
317K
$8.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
147K+ 640.98% |
$3.79M - $7.92M
|
170K
$4.49M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
145KNew |
$3.73M - $7.79M
|
145K
$3.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
144K+ 102.5% |
$3.71M - $7.75M
|
285K
$7.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
144K+ 109.27% |
$3.7M - $7.73M
|
275K
$7.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
143K+ 141.32% |
$3.69M - $7.71M
|
245K
$6.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
140K+ 205.82% |
$3.61M - $7.55M
|
209K
$5.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
140K+ 107.04% |
$3.6M - $7.53M
|
271K
$7.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
140K+ 109.82% |
$3.6M - $7.52M
|
267K
$7.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
139K+ 116.71% |
$3.58M - $7.48M
|
258K
$6.81M
|
|
|
Feb 03, 2025
Q4 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
137KNew |
$3.52M - $7.36M
|
137K
$3.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
133K+ 103.78% |
$3.43M - $7.16M
|
261K
$6.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
131K+ 101.46% |
$3.37M - $7.05M
|
260K
$6.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
126K+ 100.06% |
$3.24M - $6.78M
|
252K
$6.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
125K+ 88.84% |
$3.22M - $6.73M
|
266K
$7.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
121K+ 106.65% |
$3.11M - $6.49M
|
234K
$6.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
120KNew |
$3.1M - $6.48M
|
120K
$3.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
118K+ 77.08% |
$3.04M - $6.36M
|
272K
$7.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
118K+ 92.7% |
$3.02M - $6.32M
|
244K
$6.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
115K+ 518.93% |
$2.96M - $6.19M
|
137K
$3.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
114KNew |
$2.94M - $6.13M
|
114K
$3.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
113K+ 89.83% |
$2.9M - $6.07M
|
238K
$6.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
111K+ 83.28% |
$2.87M - $5.99M
|
245K
$6.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
111K+ 92.92% |
$2.85M - $5.96M
|
230K
$6.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
110K+ 107.0% |
$2.82M - $5.89M
|
212K
$5.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
108K+ 85.36% |
$2.77M - $5.79M
|
234K
$6.17M
|
|
|
Feb 14, 2025
Q4 2024
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
107K+ 99.46% |
$2.76M - $5.77M
|
215K
$5.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
105K+ 159.65% |
$2.71M - $5.67M
|
171K
$4.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
99.8K+ 205.84% |
$2.57M - $5.36M
|
148K
$3.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
99.7K+ 87.0% |
$2.57M - $5.36M
|
214K
$5.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
99.5K+ 251.1% |
$2.56M - $5.35M
|
139K
$3.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
98.7K+ 99.13% |
$2.54M - $5.31M
|
198K
$5.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
96.6K+ 94.8% |
$2.49M - $5.2M
|
199K
$5.24M
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
95.4KNew |
$2.45M - $5.13M
|
95.4K
$2.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
95K+ 99.48% |
$2.45M - $5.11M
|
191K
$5.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
95K+ 87.24% |
$2.45M - $5.11M
|
204K
$5.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
93.6K+ 83.31% |
$2.41M - $5.03M
|
206K
$5.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
90.4K+ 1239.65% |
$2.33M - $4.86M
|
97.7K
$2.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
89.4K+ 97.7% |
$2.3M - $4.81M
|
181K
$4.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
86.5K+ 91.85% |
$2.23M - $4.65M
|
181K
$4.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Rock Creek Group, LP
|
BUY
|
- |
85.9K+ 214.66% |
$2.21M - $4.62M
|
126K
$3.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
84.9K+ 87.13% |
$2.19M - $4.57M
|
182K
$4.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
84.4K+ 112.63% |
$2.17M - $4.54M
|
159K
$4.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
84K+ 92.1% |
$2.16M - $4.52M
|
175K
$4.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
82.7K+ 111.28% |
$2.13M - $4.44M
|
157K
$4.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
82.5K+ 97.48% |
$2.12M - $4.44M
|
167K
$4.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
82.2K+ 116.8% |
$2.12M - $4.42M
|
153K
$4.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
81.9K+ 104.42% |
$2.11M - $4.4M
|
160K
$4.23M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
81.6K+ 230.46% |
$2.1M - $4.39M
|
117K
$3.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
80K+ 100.0% |
$2.06M - $4.3M
|
160K
$4.22M
|