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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
9.79K+ 224.34% |
$252K - $527K
|
14.2K
$374K
|
|
|
Feb 13, 2025
Q4 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
9.78K+ 83.57% |
$252K - $526K
|
21.5K
$567K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.75K+ 7.17% |
$251K - $524K
|
146K
$3.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
9.68K+ 97.47% |
$249K - $521K
|
19.6K
$518K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9.64K+ 22.6% |
$248K - $518K
|
52.3K
$1.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
9.64K+ 101.4% |
$248K - $518K
|
19.1K
$505K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
9.61K+ 158.61% |
$247K - $517K
|
15.7K
$413K
|
|
|
Jan 21, 2025
Q4 2024
|
Tran Capital Management, L.P.
|
BUY
|
- |
9.58K+ 100.0% |
$247K - $515K
|
19.2K
$506K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
9.57K+ 3.48% |
$246K - $515K
|
285K
$7.51M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
9.34K+ 100.0% |
$240K - $502K
|
18.7K
$493K
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
9.26K+ 223.69% |
$238K - $498K
|
13.4K
$354K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
9.25K+ 97.51% |
$238K - $497K
|
18.7K
$494K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
9.2K+ 100.0% |
$237K - $495K
|
18.4K
$486K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.15K+ 46.49% |
$235K - $492K
|
28.8K
$761K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
9.13K+ 70.81% |
$235K - $491K
|
22K
$581K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9.06K+ 69.2% |
$233K - $487K
|
22.2K
$585K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
9.01K+ 99.8% |
$232K - $485K
|
18K
$476K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
9K+ 100.0% |
$232K - $484K
|
18K
$475K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.95K+ 116.89% |
$230K - $482K
|
16.6K
$438K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
8.81KNew |
$227K - $474K
|
8.81K
$233K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
8.71K+ 100.0% |
$224K - $469K
|
17.4K
$460K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
8.6K+ 104.84% |
$221K - $463K
|
16.8K
$444K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8.39K+ 77.01% |
$216K - $451K
|
19.3K
$509K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
8.33K+ 104.11% |
$214K - $448K
|
16.3K
$431K
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
8.23K+ 100.0% |
$212K - $443K
|
16.5K
$435K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
8.13K+ 147.02% |
$209K - $437K
|
13.7K
$360K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
8.12KNew |
$209K - $436K
|
8.12K
$214K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
8.1K+ 100.0% |
$208K - $435K
|
16.2K
$427K
|
|
|
Feb 14, 2025
Q4 2024
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
8.07KNew |
$208K - $434K
|
8.07K
$213K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
8.03K+ 100.0% |
$207K - $432K
|
16.1K
$424K
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
7.98K+ 95.49% |
$205K - $429K
|
16.3K
$431K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.88K+ 99.84% |
$203K - $424K
|
15.8K
$416K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
7.84K+ 12.15% |
$202K - $422K
|
72.3K
$1.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
7.83KNew |
$201K - $421K
|
7.83K
$207K
|
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
7.77KNew |
$200K - $418K
|
7.77K
$205K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
7.69KNew |
$198K - $414K
|
7.69K
$203K
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
7.64K+ 90.96% |
$197K - $411K
|
16K
$423K
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
7.6K+ 100.32% |
$196K - $409K
|
15.2K
$401K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
7.5K+ 117.04% |
$193K - $403K
|
13.9K
$367K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
7.35K+ 100.0% |
$189K - $395K
|
14.7K
$388K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.34K+ 121.87% |
$189K - $395K
|
13.4K
$353K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.1K+ 136.38% |
$183K - $382K
|
12.3K
$325K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
7.09K+ 105.76% |
$183K - $381K
|
13.8K
$364K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
7.01K+ 84.83% |
$181K - $377K
|
15.3K
$403K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
6.9K+ 119.2% |
$178K - $371K
|
12.7K
$335K
|
|
|
Jan 27, 2025
Q4 2024
|
Fruth Investment Management
|
BUY
|
- |
6.85K+ 63.13% |
$176K - $368K
|
17.7K
$467K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
6.74K+ 263.92% |
$173K - $362K
|
9.29K
$245K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
6.66KNew |
$171K - $358K
|
6.66K
$176K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
6.56KNew |
$169K - $353K
|
6.56K
$173K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
6.41K+ 106.23% |
$165K - $345K
|
12.5K
$329K
|