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
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
27.1KNew |
$699K - $1.46M
|
27.1K
$716K
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
27K+ 102.48% |
$694K - $1.45M
|
53.3K
$1.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
26.2KNew |
$675K - $1.41M
|
26.2K
$692K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
26.1K+ 108.65% |
$672K - $1.4M
|
50.2K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
25.8K+ 79.66% |
$664K - $1.39M
|
58.2K
$1.54M
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
25.3KNew |
$652K - $1.36M
|
25.3K
$668K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
24.9K+ 95.0% |
$642K - $1.34M
|
51.2K
$1.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
24.4KNew |
$627K - $1.31M
|
24.4K
$643K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
24.3K+ 90.63% |
$626K - $1.31M
|
51.1K
$1.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
24.1K+ 113.73% |
$621K - $1.3M
|
45.4K
$1.2M
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
24.1K+ 158.43% |
$621K - $1.3M
|
39.3K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
23.9K+ 128.41% |
$615K - $1.28M
|
42.5K
$1.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
23.8K+ 87.74% |
$612K - $1.28M
|
50.9K
$1.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
23.6KNew |
$608K - $1.27M
|
23.6K
$623K
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
23.6K+ 119.2% |
$607K - $1.27M
|
43.4K
$1.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
23.5K+ 96.43% |
$605K - $1.26M
|
47.9K
$1.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
23.2K+ 100.85% |
$598K - $1.25M
|
46.3K
$1.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
23.1KNew |
$594K - $1.24M
|
23.1K
$609K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
23K+ 83.92% |
$592K - $1.24M
|
50.4K
$1.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
22.7K+ 115.14% |
$584K - $1.22M
|
42.4K
$1.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
22.4K+ 167.05% |
$578K - $1.21M
|
35.9K
$947K
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
22.3K+ 108.18% |
$575K - $1.2M
|
43K
$1.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
21.4K+ 108.96% |
$552K - $1.15M
|
41.1K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
21.4KNew |
$551K - $1.15M
|
21.4K
$565K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
21.2KNew |
$546K - $1.14M
|
21.2K
$560K
|
|
|
Feb 12, 2025
Q4 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
20.7K+ 100.0% |
$533K - $1.11M
|
41.4K
$1.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
20.6KNew |
$529K - $1.11M
|
20.6K
$542K
|
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
20.5KNew |
$528K - $1.1M
|
20.5K
$542K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
20.5KNew |
$527K - $1.1M
|
20.5K
$541K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
20.2K+ 139.15% |
$520K - $1.09M
|
34.7K
$916K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
20.1K+ 101.04% |
$518K - $1.08M
|
40K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
20K+ 353.55% |
$515K - $1.08M
|
25.7K
$678K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
19.7K+ 127.05% |
$507K - $1.06M
|
35.2K
$928K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
19.7K+ 100.0% |
$507K - $1.06M
|
39.4K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
19.6KNew |
$504K - $1.05M
|
19.6K
$516K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
19.6K+ 100.61% |
$503K - $1.05M
|
39K
$1.03M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
19.5K+ 105.4% |
$502K - $1.05M
|
38K
$1M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
19.2K+ 455.28% |
$493K - $1.03M
|
23.4K
$617K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
19K+ 71.01% |
$489K - $1.02M
|
45.8K
$1.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
18.9K+ 49.06% |
$487K - $1.02M
|
57.5K
$1.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
17.7KNew |
$456K - $952K
|
17.7K
$467K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
17.5K+ 181.94% |
$450K - $941K
|
27.1K
$716K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
17.4K+ 96.33% |
$448K - $937K
|
35.5K
$937K
|
|
|
Feb 14, 2025
Q4 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
17.4K+ 67.33% |
$448K - $936K
|
43.2K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
17.2KNew |
$441K - $922K
|
17.2K
$453K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
17K+ 86.34% |
$437K - $914K
|
36.7K
$968K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
17K+ 70.31% |
$437K - $914K
|
41.1K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
16.7KNew |
$430K - $898K
|
16.7K
$441K
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
16.3K+ 75.29% |
$418K - $874K
|
37.8K
$999K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
16.2K+ 140.49% |
$416K - $869K
|
27.6K
$730K
|