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 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
79.8K+ 60.51% |
$2.05M - $4.29M
|
212K
$5.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
78.8K+ 72.21% |
$2.03M - $4.24M
|
188K
$4.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
BUY
|
- |
75.7K+ 106.28% |
$1.95M - $4.07M
|
147K
$3.88M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
73.5K+ 87.84% |
$1.89M - $3.95M
|
157K
$4.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
71.2K+ 90.77% |
$1.83M - $3.83M
|
150K
$3.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
71K+ 100.0% |
$1.83M - $3.82M
|
142K
$3.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
70.6K+ 214.12% |
$1.82M - $3.8M
|
104K
$2.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
70.3K+ 89.05% |
$1.81M - $3.78M
|
149K
$3.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
70K+ 83.53% |
$1.8M - $3.76M
|
154K
$4.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
68.6K+ 431.99% |
$1.77M - $3.69M
|
84.5K
$2.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
68.4K+ 95.08% |
$1.76M - $3.68M
|
140K
$3.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
65.5K+ 44.82% |
$1.68M - $3.52M
|
211K
$5.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
65.2K+ 109.31% |
$1.68M - $3.5M
|
125K
$3.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
64.3KNew |
$1.66M - $3.46M
|
64.3K
$1.7M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
63.4K+ 102.61% |
$1.63M - $3.41M
|
125K
$3.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
62.2K+ 101.36% |
$1.6M - $3.34M
|
123K
$3.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
62.1K+ 103.68% |
$1.6M - $3.34M
|
122K
$3.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
61.8K+ 22.49% |
$1.59M - $3.33M
|
337K
$8.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
61.3K+ 8.92% |
$1.58M - $3.29M
|
748K
$19.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
60.9K+ 430.81% |
$1.57M - $3.28M
|
75.1K
$1.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
60.7K+ 80.66% |
$1.56M - $3.26M
|
136K
$3.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
60.6K+ 101.33% |
$1.56M - $3.26M
|
120K
$3.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
59.7K+ 101.27% |
$1.54M - $3.21M
|
119K
$3.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
59.2K+ 105.05% |
$1.52M - $3.19M
|
116K
$3.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
58.5K+ 102.43% |
$1.51M - $3.15M
|
116K
$3.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
57.1K+ 109.71% |
$1.47M - $3.07M
|
109K
$2.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
56.4K+ 147.59% |
$1.45M - $3.03M
|
94.6K
$2.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
56.3K+ 181.59% |
$1.45M - $3.03M
|
87.3K
$2.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
56KNew |
$1.44M - $3.01M
|
56K
$1.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
55.5K+ 95.57% |
$1.43M - $2.99M
|
114K
$3M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
55K+ 115.16% |
$1.42M - $2.96M
|
103K
$2.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
54.6K+ 85.33% |
$1.4M - $2.93M
|
119K
$3.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
52.7K+ 251.6% |
$1.36M - $2.83M
|
73.6K
$1.94M
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
52.6KNew |
$1.35M - $2.83M
|
52.6K
$1.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
51.9KNew |
$1.34M - $2.79M
|
51.9K
$1.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
51.6K+ 103.09% |
$1.33M - $2.78M
|
102K
$2.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
51.6K+ 105.71% |
$1.33M - $2.78M
|
100K
$2.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
51.5K+ 119.02% |
$1.32M - $2.77M
|
94.7K
$2.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
50.9K+ 81.27% |
$1.31M - $2.74M
|
113K
$2.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
50.9KNew |
$1.31M - $2.74M
|
50.9K
$1.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
50.7K+ 98.89% |
$1.31M - $2.73M
|
102K
$2.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
49.9K+ 89.5% |
$1.28M - $2.68M
|
106K
$2.79M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
49.5K+ 117.29% |
$1.27M - $2.66M
|
91.7K
$2.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
48.9K+ 106.67% |
$1.26M - $2.63M
|
94.7K
$2.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
48.6K+ 37.57% |
$1.25M - $2.62M
|
178K
$4.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
48K+ 93.98% |
$1.24M - $2.58M
|
99.1K
$2.61M
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
47.7K+ 131.24% |
$1.23M - $2.57M
|
84.1K
$2.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
46.7K+ 62.78% |
$1.2M - $2.51M
|
121K
$3.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
46.2K+ 101.87% |
$1.19M - $2.49M
|
91.6K
$2.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
45.8K+ 140.01% |
$1.18M - $2.46M
|
78.5K
$2.07M
|