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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2021
Q2 2021
|
Reitz Capital Advisors LLC
|
BUY
|
- |
17.7K+ 62.01% |
$1.08M - $1.11M
|
46.3K
$1.21M
|
|
|
Aug 06, 2021
Q2 2021
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
16.9KNew |
$1.03M - $1.05M
|
16.9K
$442K
|
|
|
Jul 22, 2021
Q2 2021
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
16.6K+ 8.33% |
$1.02M - $1.04M
|
217K
$5.68M
|
|
|
Aug 13, 2021
Q2 2021
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
15.9KNew |
$968K - $992K
|
15.9K
$416K
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.6K+ 7.62% |
$951K - $974K
|
220K
$5.77M
|
|
|
Aug 24, 2021
Q2 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15.6K+ 84.15% |
$950K - $973K
|
34.1K
$893K
|
|
|
Jul 12, 2021
Q2 2021
|
Dagco, Inc.
|
BUY
|
- |
15K+ 42.17% |
$918K - $941K
|
50.7K
$1.33M
|
|
|
Aug 12, 2021
Q2 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
14.9K+ 8.92% |
$909K - $932K
|
182K
$4.77M
|
|
|
Jul 13, 2021
Q2 2021
|
Moody National Bank Trust Division
|
BUY
|
- |
14.8K+ 39.9% |
$900K - $922K
|
51.7K
$1.36M
|
|
|
Aug 13, 2021
Q2 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
14.7K+ 63.09% |
$899K - $921K
|
38.1K
$998K
|
|
|
Aug 13, 2021
Q2 2021
|
Navalign, LLC
|
BUY
|
- |
14.6K+ 7.07% |
$893K - $915K
|
222K
$5.82M
|
|
|
Aug 06, 2021
Q2 2021
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
14.6K+ 19.68% |
$890K - $912K
|
88.7K
$2.33M
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14.6K+ 211.73% |
$888K - $910K
|
21.4K
$562K
|
|
|
Jul 30, 2021
Q2 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
14.4KNew |
$880K - $902K
|
14.4K
$378K
|
|
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
14.3KNew |
$871K - $892K
|
14.3K
$374K
|
|
|
Aug 13, 2024
Q2 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
14.1K+ 2329.47% |
$859K - $880K
|
14.7K
$385K
|
|
|
Aug 13, 2021
Q2 2021
|
Resource Planning Group
|
BUY
|
- |
13.8K+ 8.61% |
$842K - $863K
|
174K
$4.57M
|
|
|
Aug 06, 2021
Q2 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
13.8K+ 16.98% |
$841K - $862K
|
95K
$2.49M
|
|
|
Aug 09, 2021
Q2 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
13.3KNew |
$812K - $832K
|
13.3K
$349K
|
|
|
Jul 14, 2021
Q2 2021
|
Friedenthal Financial
|
BUY
|
- |
13.3K+ 20.93% |
$811K - $831K
|
76.8K
$2.01M
|
|
|
Jul 28, 2021
Q2 2021
|
Iron Financial, LLC
|
BUY
|
- |
13.2K+ 9.15% |
$807K - $827K
|
158K
$4.14M
|
|
|
Aug 16, 2021
Q2 2021
|
Sage Financial Group Inc
|
BUY
|
- |
12.9K+ 4.13% |
$786K - $806K
|
325K
$8.52M
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.6K+ 25.05% |
$769K - $788K
|
62.9K
$1.65M
|
|
|
Jul 23, 2021
Q2 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
12.3K+ 28.98% |
$749K - $767K
|
54.6K
$1.43M
|
|
|
Aug 13, 2021
Q2 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
12.2K+ 12.99% |
$745K - $764K
|
106K
$2.79M
|
|
|
Jul 13, 2021
Q2 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
12.1K+ 3.39% |
$738K - $756K
|
369K
$9.67M
|
|
|
Jul 28, 2021
Q2 2021
|
Planning Directions Inc
|
BUY
|
- |
11.8KNew |
$718K - $736K
|
11.8K
$309K
|
|
|
Jul 15, 2021
Q2 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
11.6K+ 1.7% |
$708K - $726K
|
695K
$18.2M
|
|
|
Aug 16, 2021
Q2 2021
|
Bts Asset Management, Inc.
|
BUY
|
- |
11.5KNew |
$700K - $717K
|
11.5K
$301K
|
|
|
Aug 10, 2021
Q2 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
11.3K+ 23.0% |
$690K - $707K
|
60.5K
$1.59M
|
|
|
Aug 04, 2021
Q2 2021
|
Peak Financial Management, Inc.
|
BUY
|
- |
10.7K+ 5.91% |
$654K - $670K
|
192K
$5.04M
|
|
|
Dec 13, 2023
Q2 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
10.7K+ 59.56% |
$653K - $670K
|
28.7K
$752K
|
|
|
Jul 26, 2021
Q2 2021
|
Meritage Portfolio Management
|
BUY
|
- |
10.4K+ 5.89% |
$633K - $648K
|
186K
$4.89M
|
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
10.3K+ 63.31% |
$628K - $643K
|
26.5K
$696K
|
|
|
Aug 02, 2021
Q2 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10.2K+ 16.64% |
$620K - $635K
|
71.2K
$1.87M
|
|
|
Aug 13, 2021
Q2 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
10K+ 6.86% |
$610K - $625K
|
156K
$4.08M
|
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.85K+ 13.08% |
$601K - $616K
|
85.1K
$2.23M
|
|
|
Jul 20, 2021
Q2 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
9.79KNew |
$597K - $612K
|
9.79K
$257K
|
|
|
Jul 23, 2021
Q2 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
9.72K+ 31.44% |
$593K - $608K
|
40.6K
$1.07M
|
|
|
Aug 02, 2021
Q2 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
9.64K+ 11.8% |
$589K - $603K
|
91.4K
$2.4M
|
|
|
Jul 28, 2021
Q2 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
9.48KNew |
$578K - $593K
|
9.48K
$249K
|
|
|
Aug 06, 2021
Q2 2021
|
Fagan Associates, Inc.
|
BUY
|
- |
9.43K+ 22.42% |
$576K - $590K
|
51.5K
$1.35M
|
|
|
Jul 29, 2021
Q2 2021
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
9.06K+ 15.61% |
$553K - $566K
|
67.1K
$1.76M
|
|
|
Aug 10, 2021
Q2 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
9KNew |
$549K - $562K
|
9K
$236K
|
|
|
Aug 10, 2021
Q2 2021
|
Brighton Jones LLC
|
BUY
|
- |
8.95K+ 98.98% |
$546K - $560K
|
18K
$472K
|
|
|
Aug 04, 2021
Q2 2021
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
8.73K+ 19.94% |
$533K - $546K
|
52.5K
$1.38M
|
|
|
Jul 22, 2021
Q2 2021
|
Advisory Services & Investments, LLC
|
BUY
|
- |
8.36K+ 47.39% |
$510K - $523K
|
26K
$682K
|
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.21K+ 25.98% |
$501K - $514K
|
39.8K
$1.04M
|
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.77K+ 61.27% |
$474K - $486K
|
20.4K
$536K
|
|
|
Jul 22, 2021
Q2 2021
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
7.67K+ 34.09% |
$468K - $479K
|
30.2K
$791K
|