Purchases and Sales Made in Q1 2022 in Schwab Strategic Us Tips ETF (SCHP)
This table provides information about the institutional ownership of Schwab Strategic Us Tips ETF (SCHP) during Q1 2022. 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 |
---|---|---|---|---|---|---|---|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-106Closed |
$6.35K - $6.68K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-111Closed |
$6.65K - $6.99K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-114Closed |
$6.83K - $7.18K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-117- 11.81% |
$7.01K - $7.37K
|
874
$23K
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-117Closed |
$7.01K - $7.37K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-126Closed |
$7.55K - $7.94K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-134- 79.29% |
$8.03K - $8.44K
|
35
$923
|
|
May 16, 2022
Q1 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-136Closed |
$8.15K - $8.57K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-141- 3.13% |
$8.45K - $8.88K
|
4.37K
$115K
|
|
May 13, 2022
Q1 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-146- 3.84% |
$8.75K - $9.2K
|
3.66K
$96.5K
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-156Closed |
$9.35K - $9.83K
|
0
$0
|
|
May 24, 2022
Q1 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-157- 0.22% |
$9.41K - $9.89K
|
71.3K
$1.88M
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-159- 1.4% |
$9.53K - $10K
|
11.2K
$295K
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-165- 1.59% |
$9.89K - $10.4K
|
10.2K
$270K
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-170- 1.05% |
$10.2K - $10.7K
|
16.1K
$424K
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-173- 76.21% |
$10.4K - $10.9K
|
54
$1.42K
|
|
Apr 21, 2022
Q1 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-177- 1.87% |
$10.6K - $11.1K
|
9.31K
$245K
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-198Closed |
$11.9K - $12.5K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-200- 1.06% |
$12K - $12.6K
|
18.6K
$492K
|
|
Apr 25, 2022
Q1 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-219- 0.9% |
$13.1K - $13.8K
|
24.2K
$639K
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-241Closed |
$14.4K - $15.2K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-245- 68.06% |
$14.7K - $15.4K
|
115
$3.03K
|
|
Apr 20, 2022
Q1 2022
|
Financial Life Advisors
|
SELL
|
- |
-245- 1.08% |
$14.7K - $15.4K
|
22.5K
$594K
|
|
May 02, 2022
Q1 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-247- 6.83% |
$14.8K - $15.6K
|
3.37K
$88.8K
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-256- 3.96% |
$15.3K - $16.1K
|
6.21K
$164K
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-266- 2.36% |
$15.9K - $16.8K
|
11K
$290K
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-271Closed |
$16.2K - $17.1K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-280- 2.68% |
$16.8K - $17.6K
|
10.2K
$268K
|
|
May 16, 2022
Q1 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-280- 1.25% |
$16.8K - $17.6K
|
22.1K
$582K
|
|
May 25, 2022
Q1 2022
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-282- 3.27% |
$16.9K - $17.8K
|
8.34K
$220K
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-287Closed |
$17.2K - $18.1K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-288Closed |
$17.3K - $18.1K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-319Closed |
$19.1K - $20.1K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-326- 59.93% |
$19.5K - $20.5K
|
218
$5.75K
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-331- 3.67% |
$19.8K - $20.8K
|
8.69K
$229K
|
|
Apr 14, 2022
Q1 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-345- 4.89% |
$20.7K - $21.7K
|
6.71K
$177K
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-366Closed |
$21.9K - $23.1K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-387- 8.39% |
$23.2K - $24.4K
|
4.23K
$111K
|
|
May 16, 2022
Q1 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-395- 45.09% |
$23.7K - $24.9K
|
481
$12.7K
|
|
Apr 13, 2022
Q1 2022
|
Walker Asset Management, LLC
|
SELL
|
- |
-400- 2.62% |
$24K - $25.2K
|
14.9K
$392K
|
|
May 17, 2022
Q1 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-410- 2.15% |
$24.6K - $25.8K
|
18.7K
$492K
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-410- 97.39% |
$24.6K - $25.8K
|
11
$290
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-433- 30.39% |
$26K - $27.3K
|
992
$26.1K
|
|
May 03, 2022
Q1 2022
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-463- 0.32% |
$27.8K - $29.2K
|
145K
$3.83M
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-488Closed |
$29.3K - $30.7K
|
0
$0
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-511Closed |
$30.6K - $32.2K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-517Closed |
$31K - $32.6K
|
0
$0
|
|
Apr 04, 2022
Q1 2022
|
Fc Advisory LLC
|
SELL
|
- |
-525- 0.4% |
$31.5K - $33.1K
|
132K
$3.49M
|
|
Apr 26, 2022
Q1 2022
|
Belmont Capital, LLC
|
SELL
|
- |
-556Closed |
$33.3K - $35K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-562- 10.45% |
$33.7K - $35.4K
|
4.82K
$127K
|