Purchases and Sales Made in Q3 2025 in Schwab Strategic Us Tips ETF (SCHP)
This table provides information about the institutional ownership of Schwab Strategic Us Tips ETF (SCHP) during Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
9.54K+ 4336.82% |
$252K - $259K
|
9.76K
$262K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.54KNew |
$252K - $259K
|
9.54K
$256K
|
|
|
Nov 12, 2025
Q3 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
9.54KNew |
$252K - $259K
|
9.54K
$256K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
9.5KNew |
$251K - $257K
|
9.5K
$255K
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
9.41K+ 1.01% |
$249K - $255K
|
937K
$25.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
9.32KNew |
$246K - $253K
|
9.32K
$250K
|
|
|
Nov 10, 2025
Q3 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
8.99KNew |
$238K - $244K
|
8.99K
$241K
|
|
|
Nov 04, 2025
Q3 2025
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
8.8KNew |
$233K - $239K
|
8.8K
$236K
|
|
|
Oct 29, 2025
Q3 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
8.79K+ 2.38% |
$232K - $238K
|
378K
$10.1M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
8.74KNew |
$231K - $237K
|
8.74K
$234K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
8.68KNew |
$230K - $235K
|
8.68K
$233K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.66K+ 3.06% |
$229K - $235K
|
291K
$7.81M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
8.61KNew |
$228K - $233K
|
8.61K
$231K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
8.57K+ 4.9% |
$227K - $232K
|
184K
$4.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
8.39KNew |
$222K - $227K
|
8.39K
$225K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
8.28K+ 23.09% |
$219K - $224K
|
44.2K
$1.18M
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
8.28KNew |
$219K - $224K
|
8.28K
$222K
|
|
|
Oct 30, 2025
Q3 2025
|
Birch Financial Group, LLC
Keene, NH |
BUY
|
- |
8.11K+ 14.82% |
$215K - $220K
|
62.8K
$1.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.09K+ 77.21% |
$214K - $219K
|
18.6K
$498K
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
7.95K+ 2.73% |
$210K - $215K
|
299K
$8.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
7.92K+ 6.27% |
$209K - $215K
|
134K
$3.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
7.89K+ 2.09% |
$209K - $214K
|
386K
$10.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
7.45KNew |
$197K - $202K
|
7.45K
$200K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.38K+ 8.35% |
$195K - $200K
|
95.7K
$2.56M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.29K+ 0.47% |
$193K - $198K
|
1.57M
$42.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
6.82K+ 3.72% |
$180K - $185K
|
190K
$5.1M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
6.59K+ 30.73% |
$174K - $179K
|
28K
$752K
|
|
|
Nov 04, 2025
Q3 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
6.59K+ 35.61% |
$174K - $178K
|
25.1K
$672K
|
|
|
Nov 06, 2025
Q3 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
6.55K+ 1.68% |
$173K - $177K
|
397K
$10.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.45K+ 46.43% |
$170K - $175K
|
20.3K
$545K
|
|
|
Nov 12, 2025
Q3 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
6.36K+ 6.35% |
$168K - $172K
|
107K
$2.86M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
6.36K+ 1.12% |
$168K - $172K
|
573K
$15.3M
|
|
|
Nov 10, 2025
Q3 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
6.28K+ 1.31% |
$166K - $170K
|
486K
$13M
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
6.2K+ 7.98% |
$164K - $168K
|
84K
$2.25M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
6.02K+ 7.38% |
$159K - $163K
|
87.6K
$2.35M
|
|
|
Oct 15, 2025
Q3 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
6.02K+ 12.2% |
$159K - $163K
|
55.4K
$1.48M
|
|
|
Nov 06, 2025
Q3 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
6.01K+ 9.21% |
$159K - $163K
|
71.3K
$1.91M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.96K+ 25.99% |
$158K - $161K
|
28.9K
$774K
|
|
|
Oct 08, 2025
Q3 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
5.89K+ 1.39% |
$156K - $160K
|
429K
$11.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
5.79K+ 1.01% |
$153K - $157K
|
578K
$15.5M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.76K+ 7.31% |
$152K - $156K
|
84.5K
$2.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.73K+ 22.31% |
$152K - $155K
|
31.4K
$842K
|
|
|
Oct 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
5.62K+ 5.42% |
$149K - $152K
|
109K
$2.93M
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
5.57K+ 5.21% |
$147K - $151K
|
112K
$3.01M
|
|
|
Oct 20, 2025
Q3 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
5.31K+ 6.41% |
$140K - $144K
|
88.1K
$2.36M
|
|
|
Nov 13, 2025
Q3 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
5.17K+ 4.1% |
$137K - $140K
|
131K
$3.51M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
5.12K+ 5.05% |
$135K - $139K
|
107K
$2.86M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
5.04K+ 11.41% |
$133K - $136K
|
49.2K
$1.32M
|
|
|
Nov 12, 2025
Q3 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
4.92K+ 6.27% |
$130K - $133K
|
83.4K
$2.24M
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
4.92K+ 1.7% |
$130K - $133K
|
295K
$7.91M
|
|