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 13, 2021
Q2 2021
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-24.5KClosed |
$1.49M - $1.53M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Keystone Financial Group
|
SELL
|
- |
-25K- 43.94% |
$1.53M - $1.57M
|
32K
$838K
|
|
|
Jul 16, 2021
Q2 2021
|
Northern Capital Management, Inc.
|
SELL
|
- |
-27.2K- 54.16% |
$1.66M - $1.7M
|
23K
$604K
|
|
|
Aug 02, 2021
Q2 2021
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-29.7KClosed |
$1.81M - $1.86M
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-30.9K- 90.02% |
$1.88M - $1.93M
|
3.42K
$89.7K
|
|
|
Aug 04, 2021
Q2 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-33.6K- 37.95% |
$2.05M - $2.1M
|
54.9K
$1.44M
|
|
|
Aug 13, 2021
Q2 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-34.2KClosed |
$2.09M - $2.14M
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-36.5K- 53.09% |
$2.22M - $2.28M
|
32.2K
$845K
|
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-36.6K- 38.9% |
$2.23M - $2.29M
|
57.5K
$1.51M
|
|
|
Aug 13, 2021
Q2 2021
|
Natixis
Paris, I0 |
SELL
|
- |
-40.2KClosed |
$2.45M - $2.51M
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-44.4K- 34.1% |
$2.71M - $2.78M
|
85.8K
$2.25M
|
|
|
Aug 06, 2021
Q2 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-45.2K- 98.44% |
$2.76M - $2.83M
|
719
$18.9K
|
|
|
Jul 26, 2021
Q2 2021
|
Q3 Asset Management
|
SELL
|
- |
-50.3KClosed |
$3.07M - $3.14M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-55KClosed |
$3.36M - $3.44M
|
0
$0
|
|
|
Jul 09, 2021
Q2 2021
|
Marotta Asset Management
|
SELL
|
- |
-58.9K- 20.91% |
$3.59M - $3.68M
|
223K
$5.84M
|
|
|
Aug 06, 2024
Q2 2021
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-62.5KClosed |
$3.81M - $3.91M
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-64KClosed |
$3.91M - $4M
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Ddd Partners, LLC
|
SELL
|
- |
-70.4K- 94.91% |
$4.3M - $4.4M
|
3.78K
$99K
|
|
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-72.2KClosed |
$4.41M - $4.51M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-72.5KClosed |
$4.42M - $4.53M
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-78.7K- 60.32% |
$4.8M - $4.92M
|
51.8K
$1.36M
|
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-89.4K- 60.23% |
$5.46M - $5.59M
|
59.1K
$1.55M
|
|
|
Aug 13, 2021
Q2 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-99.8K- 93.15% |
$6.09M - $6.24M
|
7.34K
$192K
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-102K- 30.08% |
$6.2M - $6.35M
|
236K
$6.2M
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
SELL
|
- |
-128K- 4.14% |
$7.82M - $8.01M
|
2.97M
$77.8M
|
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-135K- 60.43% |
$8.21M - $8.41M
|
88.1K
$2.31M
|
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-141K- 8.26% |
$8.62M - $8.83M
|
1.57M
$41.1M
|
|
|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
SELL
|
- |
-253K- 32.28% |
$15.4M - $15.8M
|
531K
$13.9M
|
|
|
Aug 09, 2021
Q2 2021
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-363K- 75.06% |
$22.1M - $22.7M
|
121K
$3.16M
|
|
|
Aug 09, 2021
Q2 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-365K- 54.18% |
$22.3M - $22.9M
|
309K
$8.11M
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.75M- 43.74% |
$168M - $172M
|
3.53M
$92.7M
|
|
|
Aug 16, 2021
Q2 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-10.7M- 10.57% |
$655M - $671M
|
90.7M
$2.38B
|