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 02, 2022
Q1 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
16.9K+ 4.1% |
$1.01M - $1.07M
|
430K
$11.3M
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
15.9K+ 5.05% |
$953K - $1M
|
331K
$8.67M
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15.3K+ 2.61% |
$915K - $962K
|
601K
$15.8M
|
|
Apr 27, 2022
Q1 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
14.8K+ 84.38% |
$889K - $934K
|
32.4K
$850K
|
|
Apr 11, 2022
Q1 2022
|
Titan Capital Management, LLC
|
BUY
|
- |
14.3K+ 13.76% |
$857K - $900K
|
118K
$3.1M
|
|
Apr 18, 2022
Q1 2022
|
Curbstone Financial Management Corp
|
BUY
|
- |
13.7K+ 11.4% |
$822K - $864K
|
134K
$3.52M
|
|
Apr 27, 2022
Q1 2022
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
13.4KNew |
$805K - $846K
|
13.4K
$352K
|
|
Apr 20, 2022
Q1 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
13.2K+ 6.5% |
$789K - $829K
|
216K
$5.65M
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
12.9K+ 111.87% |
$774K - $813K
|
24.4K
$641K
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
12.5KNew |
$750K - $788K
|
12.5K
$328K
|
|
Apr 27, 2022
Q1 2022
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
12.4K+ 2.66% |
$744K - $782K
|
478K
$12.5M
|
|
Apr 18, 2022
Q1 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
12.2K+ 3.57% |
$732K - $770K
|
355K
$9.3M
|
|
Apr 11, 2022
Q1 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
12K+ 7.26% |
$721K - $758K
|
178K
$4.66M
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.4K+ 104.59% |
$684K - $718K
|
22.3K
$585K
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
11.1K+ 6.97% |
$667K - $701K
|
171K
$4.48M
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
11K+ 6.13% |
$660K - $693K
|
191K
$5M
|
|
May 13, 2022
Q1 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
10.8K+ 14.81% |
$647K - $679K
|
83.6K
$2.19M
|
|
May 10, 2022
Q1 2022
|
Citizens National Bank Trust Department
|
BUY
|
- |
10.7K+ 16.11% |
$639K - $672K
|
76.9K
$2.02M
|
|
May 13, 2022
Q1 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
10.4K+ 25.18% |
$624K - $655K
|
51.7K
$1.36M
|
|
May 16, 2022
Q1 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.2KNew |
$612K - $643K
|
10.2K
$268K
|
|
Apr 29, 2022
Q1 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
10.2K+ 6.06% |
$612K - $643K
|
179K
$4.69M
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
10.1K+ 4385.65% |
$605K - $635K
|
10.3K
$271K
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.82K+ 49.65% |
$589K - $619K
|
29.6K
$777K
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.81K+ 122575.0% |
$588K - $618K
|
9.81K
$257K
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.63K+ 65.09% |
$577K - $607K
|
24.4K
$641K
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
9.62K+ 354.98% |
$577K - $606K
|
12.3K
$323K
|
|
Apr 12, 2022
Q1 2022
|
Solitude Financial Services
|
BUY
|
- |
9.49K+ 7.01% |
$569K - $598K
|
145K
$3.8M
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
9.3K+ 21.86% |
$557K - $586K
|
51.8K
$1.36M
|
|
May 16, 2022
Q1 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
9.2K+ 4.61% |
$551K - $579K
|
209K
$5.47M
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.01K+ 167.48% |
$540K - $568K
|
14.4K
$378K
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.89K+ 222.13% |
$533K - $560K
|
12.9K
$338K
|
|
May 12, 2022
Q1 2022
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
8.88K+ 18.74% |
$532K - $559K
|
56.3K
$1.48M
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
8.84K+ 1885.71% |
$530K - $557K
|
9.31K
$244K
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.65K+ 12.75% |
$518K - $545K
|
76.5K
$2.01M
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
8.33K+ 10.62% |
$499K - $525K
|
86.8K
$2.28M
|
|
Apr 28, 2022
Q1 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
8.25KNew |
$495K - $520K
|
8.25K
$216K
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.17K+ 9.25% |
$490K - $514K
|
96.4K
$2.53M
|
|
Apr 19, 2022
Q1 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
8.16K+ 9.31% |
$489K - $514K
|
95.8K
$2.51M
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
8.11KNew |
$486K - $511K
|
8.11K
$213K
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.99K+ 15.95% |
$479K - $503K
|
58.1K
$1.52M
|
|
May 12, 2022
Q1 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
7.8K+ 128.79% |
$467K - $491K
|
13.9K
$363K
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
7.72K+ 26.43% |
$463K - $486K
|
36.9K
$968K
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.56K+ 2.3% |
$453K - $476K
|
336K
$8.83M
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.44K+ 3.2% |
$446K - $469K
|
240K
$6.3M
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
7.43KNew |
$446K - $468K
|
7.43K
$195K
|
|
Aug 23, 2023
Q1 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
7.43KNew |
$445K - $468K
|
7.43K
$195K
|
|
May 10, 2022
Q1 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
7.38K+ 2.1% |
$442K - $465K
|
358K
$9.4M
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.14K+ 16.67% |
$428K - $450K
|
50K
$1.31M
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
7.12K+ 2.47% |
$427K - $449K
|
295K
$7.74M
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
7.1KNew |
$426K - $447K
|
7.1K
$186K
|