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 |
---|---|---|---|---|---|---|---|
May 26, 2022
Q1 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-4.9K- 47.62% |
$294K - $309K
|
5.39K
$142K
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-4.99K- 12.36% |
$299K - $315K
|
35.4K
$933K
|
|
Apr 18, 2022
Q1 2022
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-5KClosed |
$300K - $315K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-5.08KClosed |
$305K - $320K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-5.12KClosed |
$307K - $323K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-5.12K- 44.07% |
$307K - $323K
|
6.5K
$171K
|
|
Apr 25, 2022
Q1 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-5.2K- 47.41% |
$312K - $328K
|
5.77K
$152K
|
|
May 12, 2022
Q1 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-5.46KClosed |
$327K - $344K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-5.59K- 3.25% |
$335K - $352K
|
167K
$4.39M
|
|
Apr 21, 2022
Q1 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-5.6K- 15.6% |
$336K - $353K
|
30.3K
$799K
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-5.61KClosed |
$336K - $353K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-5.62K- 1.7% |
$337K - $354K
|
325K
$8.56M
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-5.68K- 0.4% |
$341K - $358K
|
1.41M
$37.1M
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-5.76K- 98.51% |
$345K - $363K
|
87
$2.29K
|
|
May 04, 2022
Q1 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-5.9KClosed |
$354K - $372K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.2K- 4.81% |
$371K - $390K
|
123K
$3.23M
|
|
May 16, 2022
Q1 2022
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-6.2K- 3.77% |
$372K - $391K
|
158K
$4.17M
|
|
May 10, 2022
Q1 2022
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-6.49KClosed |
$389K - $409K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
SELL
|
- |
-7.03KClosed |
$421K - $443K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Adams Wealth Management
|
SELL
|
- |
-7.18K- 10.14% |
$430K - $452K
|
63.6K
$1.68M
|
|
Apr 05, 2022
Q1 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-7.27K- 7.49% |
$436K - $458K
|
89.8K
$2.37M
|
|
May 12, 2022
Q1 2022
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-7.32K- 43.88% |
$439K - $461K
|
9.36K
$247K
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-7.6K- 12.79% |
$455K - $479K
|
51.8K
$1.37M
|
|
May 03, 2022
Q1 2022
|
Firestone Capital Management
|
SELL
|
- |
-7.64KClosed |
$458K - $481K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-7.78K- 11.7% |
$466K - $490K
|
58.7K
$1.55M
|
|
May 10, 2022
Q1 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-7.81K- 9.04% |
$468K - $492K
|
78.6K
$2.07M
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-7.82K- 5.43% |
$468K - $492K
|
136K
$3.59M
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-7.91KClosed |
$474K - $498K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-7.94KClosed |
$476K - $500K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-8KClosed |
$480K - $504K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-8.41K- 30.64% |
$504K - $530K
|
19K
$502K
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-8.51KClosed |
$510K - $536K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Olio Financial Planning
|
SELL
|
- |
-8.83K- 4.26% |
$529K - $556K
|
199K
$5.23M
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-9.02K- 61.04% |
$541K - $568K
|
5.76K
$152K
|
|
May 11, 2022
Q1 2022
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-9.3K- 17.55% |
$558K - $586K
|
43.7K
$1.15M
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-9.35K- 18.17% |
$560K - $589K
|
42.1K
$1.11M
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-9.55K- 16.5% |
$572K - $602K
|
48.3K
$1.27M
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-9.71K- 33.06% |
$582K - $612K
|
19.7K
$518K
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-9.96K- 7.86% |
$597K - $628K
|
117K
$3.08M
|
|
May 12, 2022
Q1 2022
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-10.5K- 4.89% |
$628K - $660K
|
204K
$5.38M
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-10.7K- 65.0% |
$640K - $672K
|
5.75K
$151K
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-11K- 85.65% |
$658K - $692K
|
1.84K
$48.5K
|
|
May 06, 2022
Q1 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-11.2K- 25.45% |
$670K - $704K
|
32.7K
$863K
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-11.2KClosed |
$671K - $705K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-11.5K- 65.47% |
$691K - $726K
|
6.08K
$160K
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-11.6KClosed |
$693K - $728K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-11.9K- 37.19% |
$711K - $747K
|
20K
$528K
|
|
May 09, 2022
Q1 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-11.9KClosed |
$712K - $748K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-11.9K- 29.7% |
$715K - $751K
|
28.2K
$744K
|
|
May 16, 2022
Q1 2022
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-12KClosed |
$719K - $756K
|
0
$0
|