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
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
16.1K+ 122.77% |
$414K - $864K
|
29.2K
$769K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
16K+ 820.43% |
$412K - $862K
|
18K
$474K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
16K+ 258.64% |
$412K - $861K
|
22.2K
$586K
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
15.8K+ 86.17% |
$407K - $851K
|
34.2K
$903K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
15.8K+ 87.85% |
$405K - $847K
|
33.7K
$889K
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
15.4K+ 97.94% |
$396K - $828K
|
31.1K
$821K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
15.4K+ 52.89% |
$396K - $827K
|
44.4K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
15.2K+ 101.66% |
$392K - $820K
|
30.2K
$798K
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
15.2K+ 108.5% |
$391K - $818K
|
29.2K
$771K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
15.1K+ 285.35% |
$390K - $814K
|
20.4K
$539K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
14.9K+ 99.82% |
$383K - $801K
|
29.8K
$787K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
14.6KNew |
$375K - $783K
|
14.6K
$384K
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
14.5KNew |
$373K - $779K
|
14.5K
$382K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
14.2K+ 211.36% |
$366K - $764K
|
20.9K
$553K
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
13.5K+ 105.16% |
$348K - $727K
|
26.4K
$696K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
13.4KNew |
$345K - $722K
|
13.4K
$354K
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
13.4K+ 67.83% |
$345K - $720K
|
33.1K
$874K
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
12.8K+ 191.43% |
$330K - $690K
|
19.5K
$516K
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
12.7K+ 86.5% |
$328K - $685K
|
27.5K
$725K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12.7K+ 182.66% |
$326K - $681K
|
19.6K
$517K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
12.6K+ 58.11% |
$325K - $678K
|
34.3K
$906K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
12.1K+ 97.6% |
$312K - $651K
|
24.5K
$647K
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
12K+ 273.61% |
$308K - $643K
|
16.3K
$431K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
11.9KNew |
$307K - $642K
|
11.9K
$315K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
11.8K+ 81.48% |
$303K - $634K
|
26.2K
$693K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
11.7K+ 85.75% |
$302K - $632K
|
25.4K
$671K
|
|
|
Feb 12, 2025
Q4 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
11.7KNew |
$301K - $629K
|
11.7K
$309K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
11.7KNew |
$301K - $629K
|
11.7K
$309K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
11.6K+ 86.55% |
$298K - $622K
|
24.9K
$658K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
11.5K+ 17.31% |
$297K - $621K
|
78.2K
$2.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
11.5K+ 100.0% |
$296K - $618K
|
23K
$607K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
11.5K+ 91.61% |
$295K - $617K
|
24K
$633K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.4K+ 102.82% |
$294K - $615K
|
22.6K
$596K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
11.3K+ 78.04% |
$292K - $610K
|
25.9K
$682K
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
11.3K+ 86.99% |
$291K - $608K
|
24.3K
$641K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
11.2K+ 100.0% |
$289K - $604K
|
22.4K
$592K
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
11.2K+ 4.84% |
$288K - $602K
|
242K
$6.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
11.1KNew |
$286K - $597K
|
11.1K
$293K
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
10.9KNew |
$280K - $585K
|
10.9K
$287K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
10.8K+ 94.59% |
$277K - $579K
|
22.1K
$584K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
10.7K+ 100.0% |
$276K - $577K
|
21.5K
$566K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.7K+ 72.59% |
$275K - $575K
|
25.4K
$670K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
10.7K+ 161.16% |
$274K - $573K
|
17.3K
$455K
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
BUY
|
- |
10.6K+ 99.96% |
$274K - $572K
|
21.3K
$562K
|
|
|
Feb 13, 2025
Q4 2024
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
10.5KNew |
$271K - $567K
|
10.5K
$278K
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
10.5K+ 100.0% |
$271K - $566K
|
21K
$555K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.2K+ 115.91% |
$262K - $548K
|
19K
$501K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.2K+ 108.39% |
$261K - $546K
|
19.5K
$515K
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
10K+ 100.0% |
$257K - $538K
|
20K
$528K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9.89K+ 74.44% |
$255K - $532K
|
23.2K
$612K
|