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 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
6.4K+ 113.71% |
$165K - $344K
|
12K
$318K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.34K+ 89.48% |
$163K - $341K
|
13.4K
$355K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
6.32K+ 135.27% |
$163K - $340K
|
11K
$290K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
6.28K+ 111.61% |
$162K - $338K
|
11.9K
$314K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
6.28K+ 105.02% |
$162K - $338K
|
12.3K
$323K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.27K+ 29.56% |
$161K - $337K
|
27.5K
$725K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.21K+ 95.48% |
$160K - $334K
|
12.7K
$336K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
6.04K+ 31.05% |
$155K - $325K
|
25.5K
$672K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.95K+ 35.28% |
$153K - $320K
|
22.8K
$602K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
5.93K+ 69.89% |
$153K - $319K
|
14.4K
$380K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
5.86K+ 89.0% |
$151K - $315K
|
12.4K
$328K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
5.86KNew |
$151K - $315K
|
5.86K
$155K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.77K+ 72.96% |
$148K - $310K
|
13.7K
$361K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.63K+ 39.96% |
$145K - $303K
|
19.7K
$520K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
5.49K+ 98.23% |
$141K - $295K
|
11.1K
$292K
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
5.39K+ 101.6% |
$139K - $290K
|
10.7K
$282K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
5.29K+ 111.07% |
$136K - $284K
|
10K
$265K
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
BUY
|
- |
5.23K+ 97.83% |
$135K - $281K
|
10.6K
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.16K+ 107.99% |
$133K - $278K
|
9.95K
$262K
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
5.16K+ 100.0% |
$133K - $277K
|
10.3K
$272K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
5.09K+ 100.0% |
$131K - $274K
|
10.2K
$269K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
5.08K+ 130.37% |
$131K - $273K
|
8.98K
$237K
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
5.06K+ 129.99% |
$130K - $272K
|
8.95K
$236K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
5.05K+ 81.99% |
$130K - $271K
|
11.2K
$296K
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
5.03K+ 99.98% |
$130K - $271K
|
10.1K
$266K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5K+ 100.08% |
$129K - $269K
|
10K
$264K
|
|
|
Feb 13, 2025
Q4 2024
|
Vpr Management LLC
Houston, TX |
BUY
|
- |
5K+ 100.0% |
$129K - $269K
|
10K
$264K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.86K+ 54.17% |
$125K - $261K
|
13.8K
$365K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.83K+ 118.02% |
$124K - $260K
|
8.92K
$235K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.75K+ 99.92% |
$122K - $255K
|
9.5K
$251K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.74K+ 109.96% |
$122K - $255K
|
9.04K
$239K
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
4.65K+ 100.0% |
$120K - $250K
|
9.29K
$245K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.56K+ 111.07% |
$117K - $245K
|
8.66K
$229K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.5K+ 104.07% |
$116K - $242K
|
8.82K
$233K
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
4.4K+ 100.0% |
$113K - $237K
|
8.8K
$232K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.4K+ 49.54% |
$113K - $236K
|
13.3K
$350K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
4.34K+ 107.7% |
$112K - $233K
|
8.36K
$221K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.31K+ 64.05% |
$111K - $232K
|
11K
$292K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.28K+ 28.67% |
$110K - $230K
|
19.2K
$507K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
4.18K+ 100.0% |
$108K - $225K
|
8.36K
$221K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
4.16K+ 98.11% |
$107K - $224K
|
8.4K
$222K
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
4.12K+ 100.98% |
$106K - $222K
|
8.2K
$216K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
4.04K+ 99.95% |
$104K - $217K
|
8.09K
$213K
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
4K+ 100.0% |
$103K - $215K
|
8K
$211K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
4K+ 100.0% |
$103K - $215K
|
8K
$211K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.88K+ 102.64% |
$99.9K - $209K
|
7.66K
$202K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3.8K+ 68.27% |
$97.8K - $204K
|
9.37K
$247K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.78K+ 41.69% |
$97.2K - $203K
|
12.8K
$339K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.7K+ 101.15% |
$95.2K - $199K
|
7.35K
$194K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.69K+ 88.97% |
$94.9K - $198K
|
7.83K
$207K
|