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 16, 2022
Q1 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
7.06K+ 3.1% |
$423K - $444K
|
235K
$6.16M
|
|
|
Apr 26, 2022
Q1 2022
|
First National Corp
|
BUY
|
- |
6.98K+ 13.88% |
$418K - $440K
|
57.3K
$1.5M
|
|
|
Apr 26, 2022
Q1 2022
|
Columbus Macro, LLC
|
BUY
|
- |
6.91K+ 4.09% |
$414K - $435K
|
176K
$4.61M
|
|
|
Apr 29, 2022
Q1 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
6.65K+ 28.72% |
$399K - $419K
|
29.8K
$782K
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.65K+ 5.33% |
$399K - $419K
|
131K
$3.45M
|
|
|
Apr 11, 2022
Q1 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
6.54KNew |
$392K - $412K
|
6.54K
$172K
|
|
|
Apr 20, 2022
Q1 2022
|
Prairiewood Capital, LLC
|
BUY
|
- |
6.48K+ 10.88% |
$388K - $408K
|
66K
$1.73M
|
|
|
Apr 14, 2022
Q1 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
6.46K+ 29.55% |
$387K - $407K
|
28.3K
$743K
|
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
6.42K+ 1.73% |
$385K - $405K
|
377K
$9.9M
|
|
|
May 11, 2022
Q1 2022
|
Q3 Asset Management
|
BUY
|
- |
6.41K+ 17.01% |
$384K - $404K
|
44.1K
$1.16M
|
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
6.2KNew |
$371K - $390K
|
6.2K
$163K
|
|
|
May 02, 2022
Q1 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
5.81KNew |
$348K - $366K
|
5.81K
$152K
|
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
5.72KNew |
$343K - $360K
|
5.72K
$150K
|
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
5.67K+ 2.77% |
$340K - $357K
|
210K
$5.51M
|
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5.64KNew |
$338K - $355K
|
5.64K
$148K
|
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
BUY
|
- |
5.54KNew |
$332K - $349K
|
5.54K
$145K
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
5.39KNew |
$323K - $340K
|
5.39K
$141K
|
|
|
May 13, 2022
Q1 2022
|
Natixis
Paris, I0 |
BUY
|
- |
5.28K+ 10.63% |
$317K - $333K
|
55K
$1.44M
|
|
|
May 18, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5.26KNew |
$315K - $331K
|
5.26K
$138K
|
|
|
Apr 20, 2022
Q1 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
5.17KNew |
$310K - $326K
|
5.17K
$136K
|
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
5.13K+ 33.32% |
$307K - $323K
|
20.5K
$538K
|
|
|
Apr 19, 2022
Q1 2022
|
Burt Wealth Advisors
|
BUY
|
- |
5.06K+ 1.77% |
$303K - $319K
|
291K
$7.63M
|
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.93KNew |
$296K - $311K
|
4.93K
$129K
|
|
|
Apr 27, 2022
Q1 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
4.88K+ 13.13% |
$293K - $307K
|
42.1K
$1.1M
|
|
|
Apr 12, 2022
Q1 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
4.84K+ 2.76% |
$290K - $305K
|
180K
$4.73M
|
|
|
Apr 19, 2022
Q1 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
4.83KNew |
$290K - $304K
|
4.83K
$127K
|
|
|
May 05, 2022
Q1 2022
|
Human Investing LLC
|
BUY
|
- |
4.69KNew |
$281K - $295K
|
4.69K
$123K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
4.59K+ 469.6% |
$275K - $289K
|
5.57K
$146K
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.59K+ 14.45% |
$275K - $289K
|
36.3K
$953K
|
|
|
Apr 19, 2022
Q1 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
4.56K+ 70.83% |
$273K - $287K
|
11K
$289K
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.54K+ 68.62% |
$272K - $286K
|
11.1K
$292K
|
|
|
May 11, 2022
Q1 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
4.45KNew |
$267K - $280K
|
4.45K
$117K
|
|
|
Apr 29, 2022
Q1 2022
|
Aaf Wealth Management, LLC
|
BUY
|
- |
4.43KNew |
$266K - $279K
|
4.43K
$116K
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
4.4K+ 6.1% |
$263K - $277K
|
76.4K
$2M
|
|
|
Apr 15, 2022
Q1 2022
|
Resolute Financial, LLC
|
BUY
|
- |
4.33K+ 75.6% |
$259K - $273K
|
10.1K
$264K
|
|
|
Apr 14, 2022
Q1 2022
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
4.32K+ 1.0% |
$259K - $272K
|
437K
$11.5M
|
|
|
Apr 21, 2022
Q1 2022
|
Jacobsen Capital Management
|
BUY
|
- |
4.28KNew |
$257K - $270K
|
4.28K
$112K
|
|
|
Apr 27, 2022
Q1 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
4.22KNew |
$253K - $266K
|
4.22K
$111K
|
|
|
Apr 14, 2022
Q1 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4.21KNew |
$252K - $265K
|
4.21K
$110K
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.2K+ 2.12% |
$252K - $265K
|
202K
$5.3M
|
|
|
Apr 18, 2022
Q1 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
4.16K+ 4.8% |
$249K - $262K
|
90.7K
$2.38M
|
|
|
May 09, 2022
Q1 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
4.16KNew |
$249K - $262K
|
4.16K
$109K
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.14KNew |
$248K - $261K
|
4.14K
$109K
|
|
|
Apr 25, 2022
Q1 2022
|
Meritage Portfolio Management
|
BUY
|
- |
4.12K+ 2.07% |
$247K - $260K
|
203K
$5.32M
|
|
|
Apr 08, 2022
Q1 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
4.08KNew |
$244K - $257K
|
4.08K
$107K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
4.08K+ 26.2% |
$244K - $257K
|
19.6K
$515K
|
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
BUY
|
- |
4.06KNew |
$243K - $256K
|
4.06K
$106K
|
|
|
Apr 29, 2022
Q1 2022
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
4.05K+ 5.13% |
$243K - $255K
|
83K
$2.18M
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
4.02K+ 1.4% |
$241K - $253K
|
292K
$7.65M
|
|
|
Apr 19, 2022
Q1 2022
|
Lincoln Capital Corp
|
BUY
|
- |
3.92K+ 3.08% |
$235K - $247K
|
131K
$3.44M
|