Purchases and Sales Made in Q2 2021 in Schwab Strategic Us Tips ETF (SCHP)
This table provides information about the institutional ownership of Schwab Strategic Us Tips ETF (SCHP) during Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Aug 09, 2021
Q2 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.11KClosed |
$129K - $132K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Adams Wealth Management
|
SELL
|
- |
-2.13K- 3.04% |
$130K - $133K
|
67.9K
$1.78M
|
|
Jul 26, 2021
Q2 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.14K- 9.59% |
$130K - $134K
|
20.1K
$528K
|
|
Jul 22, 2021
Q2 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-2.17KClosed |
$132K - $136K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-2.24K- 22.88% |
$137K - $140K
|
7.55K
$198K
|
|
Aug 09, 2021
Q2 2021
|
Financial Life Advisors
|
SELL
|
- |
-2.29K- 8.84% |
$139K - $143K
|
23.5K
$618K
|
|
Jul 16, 2021
Q2 2021
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-2.38K- 39.42% |
$145K - $149K
|
3.65K
$95.7K
|
|
Mar 11, 2024
Q2 2021
|
Nepc LLC
Boston, MA |
SELL
|
- |
-2.45K- 22.22% |
$150K - $153K
|
8.58K
$225K
|
|
Aug 12, 2021
Q2 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-2.6K- 38.4% |
$159K - $163K
|
4.17K
$109K
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.81K- 2.61% |
$172K - $176K
|
105K
$2.76M
|
|
Jul 21, 2021
Q2 2021
|
Santori & Peters, Inc.
|
SELL
|
- |
-3.3KClosed |
$201K - $206K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-3.48KClosed |
$212K - $218K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-3.55K- 1.98% |
$216K - $222K
|
176K
$4.6M
|
|
Aug 04, 2021
Q2 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-3.55K- 10.94% |
$216K - $222K
|
28.9K
$757K
|
|
Aug 10, 2021
Q2 2021
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-3.6KClosed |
$220K - $225K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.61KClosed |
$220K - $226K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.8K- 46.37% |
$232K - $238K
|
4.39K
$115K
|
|
Aug 16, 2021
Q2 2021
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-3.86KClosed |
$236K - $241K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-3.94KClosed |
$240K - $246K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-3.97K- 3.65% |
$242K - $248K
|
105K
$2.75M
|
|
Aug 16, 2021
Q2 2021
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-4.09KClosed |
$249K - $255K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-4.35KClosed |
$266K - $272K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Capital Advisors Inc
|
SELL
|
- |
-4.65KClosed |
$284K - $291K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4.7KClosed |
$287K - $294K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.94K- 15.01% |
$302K - $309K
|
28K
$734K
|
|
Aug 02, 2021
Q2 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-6.16KClosed |
$376K - $385K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-6.34K- 35.95% |
$387K - $396K
|
11.3K
$296K
|
|
Jul 29, 2021
Q2 2021
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-6.41K- 7.32% |
$391K - $401K
|
81.2K
$2.13M
|
|
Jul 28, 2021
Q2 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-6.42K- 49.55% |
$392K - $402K
|
6.54K
$172K
|
|
Jul 30, 2021
Q2 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-6.76K- 3.99% |
$412K - $423K
|
162K
$4.26M
|
|
Aug 05, 2021
Q2 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.9K- 4.04% |
$421K - $431K
|
164K
$4.3M
|
|
Aug 12, 2021
Q2 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.25KClosed |
$443K - $454K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-7.88K- 21.57% |
$481K - $492K
|
28.6K
$751K
|
|
Jul 30, 2021
Q2 2021
|
First National Corp
|
SELL
|
- |
-7.98K- 19.54% |
$487K - $499K
|
32.8K
$862K
|
|
Aug 03, 2021
Q2 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-8.25KClosed |
$503K - $516K
|
0
$0
|
|
Jul 23, 2021
Q2 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-8.29K- 3.15% |
$506K - $518K
|
255K
$6.68M
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.8K- 3.57% |
$537K - $550K
|
238K
$6.23M
|
|
Aug 10, 2021
Q2 2021
|
Matrix Trust CO
|
SELL
|
- |
-10K- 3.78% |
$611K - $626K
|
255K
$6.69M
|
|
Jul 20, 2021
Q2 2021
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-11.4K- 14.97% |
$696K - $713K
|
64.8K
$1.7M
|
|
Aug 24, 2021
Q2 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-11.8KClosed |
$720K - $738K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-12.8K- 8.17% |
$781K - $800K
|
144K
$3.77M
|
|
Aug 06, 2021
Q2 2021
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-13.1K- 24.41% |
$796K - $816K
|
40.4K
$1.06M
|
|
Jul 27, 2021
Q2 2021
|
Heritage Wealth Advisors
|
SELL
|
- |
-13.3KClosed |
$812K - $832K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-13.7K- 52.42% |
$834K - $854K
|
12.4K
$325K
|
|
Aug 12, 2021
Q2 2021
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-15K- 21.02% |
$918K - $940K
|
56.5K
$1.48M
|
|
Aug 03, 2021
Q2 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-17K- 43.87% |
$1.04M - $1.07M
|
21.8K
$572K
|
|
Jul 29, 2021
Q2 2021
|
Rhs Financial, LLC
|
SELL
|
- |
-19.4K- 22.4% |
$1.19M - $1.22M
|
67.3K
$1.77M
|
|
Aug 13, 2021
Q2 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-20.3K- 12.17% |
$1.24M - $1.27M
|
146K
$3.84M
|
|
Mar 23, 2023
Q2 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-21.1K- 41.78% |
$1.28M - $1.32M
|
29.3K
$770K
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-22.2K- 62.86% |
$1.35M - $1.39M
|
13.1K
$344K
|