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
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.62K+ 26.98% |
$465K - $477K
|
35.9K
$941K
|
|
|
Jul 13, 2021
Q2 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
7.21K+ 4.83% |
$440K - $451K
|
157K
$4.11M
|
|
|
Aug 11, 2021
Q2 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
7.07KNew |
$431K - $442K
|
7.07K
$185K
|
|
|
Jul 20, 2021
Q2 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
7KNew |
$427K - $438K
|
7K
$184K
|
|
|
Jul 29, 2021
Q2 2021
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
6.94K+ 3.43% |
$423K - $434K
|
209K
$5.49M
|
|
|
Aug 11, 2021
Q2 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.68K+ 4.85% |
$408K - $418K
|
144K
$3.79M
|
|
|
Aug 04, 2021
Q2 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
6.61KNew |
$403K - $413K
|
6.61K
$173K
|
|
|
Aug 16, 2024
Q2 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6.55K+ 212.38% |
$400K - $410K
|
9.64K
$253K
|
|
|
Jul 15, 2021
Q2 2021
|
Fc Advisory LLC
|
BUY
|
- |
6.52K+ 5.85% |
$398K - $408K
|
118K
$3.09M
|
|
|
Aug 06, 2021
Q2 2021
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
6.51KNew |
$397K - $407K
|
6.51K
$171K
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.46K+ 26.88% |
$394K - $404K
|
30.5K
$800K
|
|
|
Aug 06, 2021
Q2 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6.38K+ 27.61% |
$389K - $399K
|
29.5K
$774K
|
|
|
Jul 22, 2021
Q2 2021
|
Busey Wealth Management
|
BUY
|
- |
6.25KNew |
$381K - $391K
|
6.25K
$164K
|
|
|
Jul 14, 2021
Q2 2021
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
6.25K+ 23.52% |
$381K - $390K
|
32.8K
$860K
|
|
|
Aug 10, 2021
Q2 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
6.21K+ 8.89% |
$379K - $388K
|
76.1K
$2M
|
|
|
Aug 12, 2021
Q2 2021
|
Flc Capital Advisors
|
BUY
|
- |
6.06K+ 31.48% |
$370K - $379K
|
25.3K
$663K
|
|
|
Jul 16, 2021
Q2 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
6K+ 8.13% |
$366K - $375K
|
79.8K
$2.09M
|
|
|
Aug 16, 2021
Q2 2021
|
Fortis Capital Management LLC
|
BUY
|
- |
5.84K+ 19.84% |
$356K - $365K
|
35.3K
$925K
|
|
|
Aug 04, 2021
Q2 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.61K+ 64.56% |
$342K - $350K
|
14.3K
$375K
|
|
|
Aug 11, 2021
Q2 2021
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
5.55K+ 3.25% |
$339K - $347K
|
176K
$4.62M
|
|
|
Aug 11, 2021
Q2 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
5.18K+ 89.8% |
$316K - $324K
|
10.9K
$287K
|
|
|
Jul 27, 2021
Q2 2021
|
Seelaus Asset Management LLC
|
BUY
|
- |
5.16KNew |
$315K - $323K
|
5.16K
$135K
|
|
|
Aug 04, 2021
Q2 2021
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
5.13K+ 21.45% |
$313K - $321K
|
29K
$762K
|
|
|
Jul 14, 2021
Q2 2021
|
Verde Capital Management
|
BUY
|
- |
5.08K+ 19.59% |
$310K - $318K
|
31K
$814K
|
|
|
Aug 10, 2021
Q2 2021
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
5KNew |
$305K - $313K
|
5K
$131K
|
|
|
Aug 17, 2021
Q2 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.95KNew |
$302K - $310K
|
4.95K
$130K
|
|
|
Jul 26, 2021
Q2 2021
|
Parsec Financial Management, Inc.
|
BUY
|
- |
4.89K+ 15.77% |
$299K - $306K
|
35.9K
$942K
|
|
|
Aug 03, 2021
Q2 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
4.83K+ 5.5% |
$295K - $302K
|
92.6K
$2.43M
|
|
|
Aug 09, 2021
Q2 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
4.74KNew |
$289K - $296K
|
4.74K
$124K
|
|
|
Jul 15, 2021
Q2 2021
|
Fulcrum Equity Management
|
BUY
|
- |
4.7KNew |
$287K - $294K
|
4.7K
$123K
|
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.66K+ 14.96% |
$285K - $292K
|
35.8K
$940K
|
|
|
Jul 20, 2021
Q2 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
4.61KNew |
$281K - $288K
|
4.61K
$121K
|
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.53K+ 8.33% |
$276K - $283K
|
58.9K
$1.54M
|
|
|
Aug 13, 2021
Q2 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.47KNew |
$273K - $279K
|
4.47K
$117K
|
|
|
Jul 09, 2021
Q2 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
4.45K+ 4.81% |
$272K - $278K
|
97K
$2.54M
|
|
|
Jul 27, 2021
Q2 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
4.42K+ 54.06% |
$270K - $276K
|
12.6K
$330K
|
|
|
Jul 13, 2021
Q2 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
4.36KNew |
$266K - $273K
|
4.36K
$114K
|
|
|
Jul 13, 2021
Q2 2021
|
Cva Family Office, LLC
|
BUY
|
- |
4.24K+ 13.5% |
$258K - $265K
|
35.6K
$934K
|
|
|
Jul 26, 2021
Q2 2021
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
4.2K+ 5.53% |
$256K - $263K
|
80.2K
$2.1M
|
|
|
Jul 27, 2021
Q2 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
4.19K+ 5.97% |
$256K - $262K
|
74.3K
$1.95M
|
|
|
Jul 13, 2021
Q2 2021
|
Ellevest, Inc.
|
BUY
|
- |
4.18K+ 7.5% |
$255K - $261K
|
59.8K
$1.57M
|
|
|
Aug 16, 2021
Q2 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4.16KNew |
$254K - $260K
|
4.16K
$109K
|
|
|
Aug 11, 2021
Q2 2021
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
4.15KNew |
$253K - $259K
|
4.15K
$109K
|
|
|
Dec 11, 2023
Q2 2021
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
4.12K+ 16.65% |
$251K - $257K
|
28.8K
$756K
|
|
|
Aug 12, 2021
Q2 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
4.11KNew |
$251K - $257K
|
4.11K
$108K
|
|
|
Aug 13, 2021
Q2 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.98K+ 34.85% |
$243K - $249K
|
15.4K
$404K
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
3.94K+ 312.45% |
$240K - $246K
|
5.2K
$136K
|
|
|
Jul 21, 2021
Q2 2021
|
Patron Partners, LLC
|
BUY
|
- |
3.91KNew |
$238K - $244K
|
3.91K
$102K
|
|
|
Jul 21, 2021
Q2 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
3.9K+ 21.52% |
$238K - $244K
|
22K
$577K
|
|
|
Jul 20, 2021
Q2 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
3.83KNew |
$234K - $239K
|
3.83K
$100K
|