Purchases and Sales Made in Q2 2023 in Schwab Strategic Us Tips ETF (SCHP)
This table provides information about the institutional ownership of Schwab Strategic Us Tips ETF (SCHP) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
118+ 45.74% |
$6.16K - $6.37K
|
376
$9.87K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
101+ 1.35% |
$5.27K - $5.46K
|
7.6K
$200K
|
|
|
Jul 24, 2023
Q2 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
100New |
$5.22K - $5.4K
|
100
$2.63K
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
87+ 1.34% |
$4.54K - $4.7K
|
6.56K
$172K
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
78+ 1.09% |
$4.07K - $4.21K
|
7.22K
$190K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
65+ 30.95% |
$3.39K - $3.51K
|
275
$7.22K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
63+ 17.4% |
$3.29K - $3.4K
|
425
$11.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
62+ 0.72% |
$3.24K - $3.35K
|
8.69K
$228K
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
60+ 0.49% |
$3.13K - $3.24K
|
12.2K
$321K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
55+ 0.6% |
$2.87K - $2.97K
|
9.17K
$241K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
55+ 0.46% |
$2.87K - $2.97K
|
11.9K
$313K
|
|
|
Jul 31, 2023
Q2 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
49+ 0.8% |
$2.56K - $2.65K
|
6.14K
$161K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
46+ 460.0% |
$2.4K - $2.48K
|
56
$1.47K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
46New |
$2.4K - $2.48K
|
46
$1.21K
|
|
|
Aug 10, 2023
Q2 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
42+ 0.7% |
$2.19K - $2.27K
|
6.05K
$159K
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
42+ 0.81% |
$2.19K - $2.27K
|
5.22K
$137K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
39New |
$2.04K - $2.11K
|
39
$1.02K
|
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
36+ 0.69% |
$1.88K - $1.94K
|
5.27K
$138K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
34+ 0.76% |
$1.77K - $1.84K
|
4.5K
$118K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
34+ 0.8% |
$1.77K - $1.84K
|
4.3K
$113K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
30New |
$1.57K - $1.62K
|
30
$788
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
20New |
$1.04K - $1.08K
|
20
$525
|
|
|
Aug 09, 2023
Q2 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
19+ 0.14% |
$991 - $1.03K
|
13.9K
$364K
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
17+ 7.94% |
$887 - $918
|
231
$6.06K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
17+ 3.92% |
$887 - $918
|
451
$11.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
17+ 0.4% |
$887 - $918
|
4.26K
$112K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
17New |
$887 - $918
|
17
$446
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
16+ 48.48% |
$835 - $864
|
49
$1.29K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
15New |
$783 - $810
|
15
$394
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
13+ 2.3% |
$678 - $702
|
578
$15.2K
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
13New |
$678 - $702
|
13
$341
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
13+ 14.61% |
$678 - $702
|
102
$2.68K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
13+ 0.81% |
$678 - $702
|
1.62K
$42.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
12+ 0.78% |
$626 - $648
|
1.56K
$40.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
11+ 0.61% |
$574 - $594
|
1.82K
$47.7K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
10New |
$522 - $540
|
10
$263
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
10+ 0.58% |
$522 - $540
|
1.74K
$45.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
9New |
$470 - $486
|
9
$236
|
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
8+ 0.11% |
$417 - $432
|
7.14K
$187K
|
|
|
Aug 02, 2023
Q2 2023
|
Jacobsen Capital Management
|
BUY
|
- |
8+ 0.21% |
$417 - $432
|
3.83K
$100K
|
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
8+ 0.02% |
$417 - $432
|
50.3K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 0.98% |
$261 - $270
|
513
$13.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Ade, LLC
|
BUY
|
- |
3+ 0.04% |
$157 - $162
|
8.38K
$220K
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
BUY
|
- |
2+ 1.07% |
$104 - $108
|
189
$4.96K
|
|
|
Aug 03, 2023
Q2 2023
|
Emfo, LLC
|
BUY
|
- |
2+ 0.97% |
$104 - $108
|
209
$5.49K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1New |
$52.2 - $54
|
1
$26.3
|
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1+ 0.01% |
$52.2 - $54
|
8.07K
$212K
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1+ 0.01% |
$52.2 - $54
|
7.42K
$195K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
1+ 1.52% |
$52.2 - $54
|
67
$1.76K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.32% |
$52.2 - $54
|
316
$8.3K
|