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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q2 2021
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
64.4K+ 37.6% |
$3.93M - $4.03M
|
236K
$12.6M
|
|
Jul 26, 2021
Q2 2021
|
Lutz Financial Services LLC
|
BUY
|
- |
63.4K+ 9.8% |
$3.87M - $3.97M
|
711K
$38.1M
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
57.6KNew |
$3.52M - $3.6M
|
57.6K
$3.09M
|
|
Aug 05, 2021
Q2 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
56.6K+ 185.26% |
$3.45M - $3.54M
|
87.1K
$4.67M
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
49.5K+ 26.56% |
$3.02M - $3.09M
|
236K
$12.6M
|
|
Jul 27, 2021
Q2 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
49.2K+ 9.28% |
$3M - $3.08M
|
579K
$31M
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
47.8K+ 46.58% |
$2.92M - $2.99M
|
150K
$8.06M
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
46.8K+ 155.6% |
$2.86M - $2.93M
|
76.9K
$4.12M
|
|
Aug 11, 2021
Q2 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
45.6K+ 174.47% |
$2.78M - $2.85M
|
71.8K
$3.85M
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
44.6K+ 24.7% |
$2.72M - $2.79M
|
225K
$12.1M
|
|
Aug 12, 2021
Q2 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
43.3KNew |
$2.64M - $2.71M
|
43.3K
$2.32M
|
|
Aug 10, 2021
Q2 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
42.7K+ 4.66% |
$2.61M - $2.67M
|
960K
$51.5M
|
|
Aug 05, 2021
Q2 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
42.7K+ 18.78% |
$2.61M - $2.67M
|
270K
$14.5M
|
|
Jan 02, 2024
Q2 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
42.1K+ 32.7% |
$2.57M - $2.63M
|
171K
$9.15M
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
BUY
|
- |
41.4K+ 9.44% |
$2.52M - $2.59M
|
480K
$25.7M
|
|
Jul 09, 2021
Q2 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
41.2K+ 15.32% |
$2.51M - $2.58M
|
310K
$16.6M
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
39.1K+ 75.31% |
$2.38M - $2.44M
|
91K
$4.88M
|
|
Aug 16, 2021
Q2 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
38.8K+ 10.84% |
$2.37M - $2.43M
|
397K
$21.3M
|
|
Aug 02, 2021
Q2 2021
|
Mc Adam, LLC
|
BUY
|
- |
38.1K+ 21.81% |
$2.32M - $2.38M
|
213K
$11.4M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
37.7K+ 536.43% |
$2.3M - $2.36M
|
44.8K
$2.4M
|
|
Jul 13, 2021
Q2 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
37.5KNew |
$2.29M - $2.34M
|
37.5K
$2.01M
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
36.8K+ 116.07% |
$2.24M - $2.3M
|
68.4K
$3.67M
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
34.2KNew |
$2.09M - $2.14M
|
34.2K
$1.84M
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
32.7K+ 453.86% |
$2M - $2.04M
|
39.9K
$2.14M
|
|
Jul 28, 2021
Q2 2021
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
32.2K+ 342.38% |
$1.97M - $2.02M
|
41.7K
$2.23M
|
|
Aug 02, 2021
Q2 2021
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
31.9K+ 7.84% |
$1.95M - $2M
|
439K
$23.5M
|
|
Aug 13, 2021
Q2 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
31.7K+ 843.56% |
$1.94M - $1.98M
|
35.5K
$1.9M
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
31.1K+ 401.32% |
$1.9M - $1.94M
|
38.8K
$2.08M
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
30.7K+ 3.36% |
$1.87M - $1.92M
|
945K
$50.7M
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
BUY
|
- |
28.5K+ 36.15% |
$1.74M - $1.78M
|
107K
$5.75M
|
|
Aug 12, 2021
Q2 2021
|
Monumental Financial Group Inc.
|
BUY
|
- |
28.4K+ 20.49% |
$1.73M - $1.78M
|
167K
$8.95M
|
|
Jul 28, 2021
Q2 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
28K+ 10.6% |
$1.71M - $1.75M
|
293K
$15.7M
|
|
Jul 21, 2021
Q2 2021
|
Covenant Asset Management, LLC
|
BUY
|
- |
27.6KNew |
$1.68M - $1.73M
|
27.6K
$1.48M
|
|
Jul 20, 2021
Q2 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
27.1K+ 5.98% |
$1.66M - $1.7M
|
481K
$25.8M
|
|
Aug 12, 2021
Q2 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
26K+ 15.52% |
$1.59M - $1.63M
|
194K
$10.4M
|
|
Jul 19, 2021
Q2 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
24.9KNew |
$1.52M - $1.56M
|
24.9K
$1.33M
|
|
Aug 09, 2021
Q2 2021
|
Next Capital Advisers, Inc.
|
BUY
|
- |
24.8K+ 0.93% |
$1.51M - $1.55M
|
2.69M
$144M
|
|
Jul 16, 2021
Q2 2021
|
Liberty Capital Management, Inc.
|
BUY
|
- |
24.7KNew |
$1.51M - $1.54M
|
24.7K
$1.32M
|
|
Nov 16, 2021
Q2 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
24.3K+ 32.28% |
$1.48M - $1.52M
|
99.6K
$5.34M
|
|
Aug 04, 2021
Q2 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
22.5KNew |
$1.37M - $1.41M
|
22.5K
$1.21M
|
|
Jul 15, 2021
Q2 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
22.4K+ 4.09% |
$1.37M - $1.4M
|
571K
$30.6M
|
|
Aug 06, 2021
Q2 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
22.1K+ 329.22% |
$1.35M - $1.38M
|
28.9K
$1.55M
|
|
Aug 26, 2021
Q2 2021
|
Comerica Bank
|
BUY
|
- |
21K+ 353.01% |
$1.28M - $1.31M
|
26.9K
$1.44M
|
|
Aug 04, 2021
Q2 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
20.1KNew |
$1.23M - $1.26M
|
20.1K
$1.08M
|
|
Aug 04, 2021
Q2 2021
|
Savant Capital, LLC
|
BUY
|
- |
19.2K+ 15.94% |
$1.17M - $1.2M
|
140K
$7.5M
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
19.1K+ 2541.15% |
$1.16M - $1.19M
|
19.8K
$1.06M
|
|
Jul 15, 2021
Q2 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
18.7KNew |
$1.14M - $1.17M
|
18.7K
$1M
|
|
Aug 16, 2021
Q2 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
18.4K+ 117.05% |
$1.12M - $1.15M
|
34K
$1.82M
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
17.8K+ 22.95% |
$1.08M - $1.11M
|
95.2K
$5.1M
|
|
Jul 27, 2021
Q2 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
17.8K+ 11.16% |
$1.08M - $1.11M
|
177K
$9.48M
|