Purchases and Sales Made in Q3 2023 in Schwab Strategic Us Tips ETF (SCHP)
This table provides information about the institutional ownership of Schwab Strategic Us Tips ETF (SCHP) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 24, 2023
Q3 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
3.36K+ 5.58% |
$169K - $176K
|
63.5K
$1.64M
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
3.25K+ 22.12% |
$164K - $171K
|
17.9K
$463K
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.2K+ 8.71% |
$161K - $168K
|
39.9K
$1.03M
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3.17K+ 6.17% |
$160K - $167K
|
54.6K
$1.41M
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
3K+ 300.0% |
$151K - $157K
|
4K
$103K
|
|
Nov 03, 2023
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
3K+ 300.0% |
$151K - $157K
|
4K
$103K
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.93K+ 23.24% |
$147K - $154K
|
15.5K
$400K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.9K+ 5.21% |
$146K - $152K
|
58.7K
$1.51M
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.88K+ 42.66% |
$145K - $151K
|
9.63K
$248K
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.63K+ 5.6% |
$132K - $138K
|
49.6K
$1.28M
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
2.43K+ 1.8% |
$122K - $128K
|
137K
$3.54M
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.34K+ 5082.61% |
$118K - $123K
|
2.38K
$61.5K
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
1.87K+ 19.61% |
$94.3K - $98.2K
|
11.4K
$295K
|
|
Nov 09, 2023
Q3 2023
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
1.8K+ 9.57% |
$90.8K - $94.6K
|
20.6K
$533K
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.69KNew |
$84.9K - $88.4K
|
1.69K
$43.5K
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.65K+ 0.46% |
$83K - $86.4K
|
359K
$9.26M
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.64K+ 4.03% |
$82.5K - $86K
|
42.3K
$1.09M
|
|
Nov 01, 2023
Q3 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1.55K+ 7.74% |
$78.2K - $81.5K
|
21.6K
$557K
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
1.49K+ 16.66% |
$75K - $78.1K
|
10.4K
$269K
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.23KNew |
$61.8K - $64.4K
|
1.23K
$31.7K
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.22K+ 10.01% |
$61.7K - $64.2K
|
13.5K
$347K
|
|
Nov 02, 2023
Q3 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.22K+ 6.93% |
$61.4K - $63.9K
|
18.8K
$485K
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.13K+ 1.38% |
$57.1K - $59.5K
|
83.4K
$2.15M
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.11K+ 3.05% |
$55.7K - $58K
|
37.4K
$964K
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1KNew |
$50.4K - $52.5K
|
1K
$25.8K
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1K+ 432.9% |
$50.4K - $52.5K
|
1.23K
$31.8K
|
|
Nov 03, 2023
Q3 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
995+ 5.17% |
$50.1K - $52.2K
|
20.2K
$522K
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
845+ 1.31% |
$42.6K - $44.3K
|
65.6K
$1.69M
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
838+ 21.83% |
$42.2K - $44K
|
4.68K
$121K
|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
810+ 16.62% |
$40.8K - $42.5K
|
5.68K
$147K
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
689+ 94.13% |
$34.7K - $36.2K
|
1.42K
$36.7K
|
|
Oct 16, 2023
Q3 2023
|
Fc Advisory LLC
|
BUY
|
- |
686+ 0.55% |
$34.6K - $36K
|
125K
$3.23M
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
678+ 9.23% |
$34.2K - $35.6K
|
8.02K
$207K
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
649+ 1.76% |
$32.7K - $34.1K
|
37.5K
$967K
|
|
Nov 13, 2023
Q3 2023
|
Addison Capital CO
|
BUY
|
- |
645+ 11.89% |
$32.5K - $33.8K
|
6.07K
$157K
|
|
Oct 19, 2023
Q3 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
634+ 2.89% |
$31.9K - $33.3K
|
22.6K
$583K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
616+ 5.3% |
$31K - $32.3K
|
12.2K
$316K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
615New |
$31K - $32.3K
|
615
$15.9K
|
|
Oct 26, 2023
Q3 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
561+ 1.67% |
$28.3K - $29.4K
|
34.2K
$883K
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
549+ 3229.41% |
$27.7K - $28.8K
|
566
$14.6K
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
549+ 0.8% |
$27.7K - $28.8K
|
69.2K
$1.79M
|
|
Nov 09, 2023
Q3 2023
|
Hardy Reed LLC
|
BUY
|
- |
546+ 8.53% |
$27.5K - $28.7K
|
6.95K
$179K
|
|
Nov 17, 2023
Q3 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
523+ 4.77% |
$26.3K - $27.4K
|
11.5K
$296K
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
413+ 425.77% |
$20.8K - $21.7K
|
510
$13.2K
|
|
Nov 13, 2023
Q3 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
370+ 3.57% |
$18.6K - $19.4K
|
10.7K
$277K
|
|
Oct 26, 2023
Q3 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
342+ 6.44% |
$17.2K - $17.9K
|
5.66K
$146K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
302+ 0.94% |
$15.2K - $15.8K
|
32.5K
$840K
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
277+ 3.02% |
$14K - $14.5K
|
9.46K
$244K
|
|
Nov 13, 2023
Q3 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
256+ 4.23% |
$12.9K - $13.4K
|
6.31K
$163K
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
241+ 2.99% |
$12.1K - $12.6K
|
8.31K
$214K
|