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 03, 2021
Q2 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
3.73KNew |
$228K - $233K
|
3.73K
$200K
|
|
Aug 16, 2021
Q2 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
3.72KNew |
$227K - $233K
|
3.72K
$199K
|
|
Jul 22, 2021
Q2 2021
|
Lincoln Capital Corp
|
BUY
|
- |
3.68K+ 2.91% |
$224K - $230K
|
130K
$6.97M
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.67K+ 3.9% |
$224K - $230K
|
97.8K
$5.24M
|
|
Aug 03, 2021
Q2 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
3.66K+ 48.2% |
$224K - $229K
|
11.3K
$604K
|
|
Aug 04, 2021
Q2 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
3.65K+ 1.18% |
$223K - $228K
|
314K
$16.8M
|
|
Jul 16, 2021
Q2 2021
|
Diversified, LLC
|
BUY
|
- |
3.65K+ 33.25% |
$223K - $228K
|
14.6K
$783K
|
|
Jul 22, 2021
Q2 2021
|
Ridgewood Investments LLC
|
BUY
|
- |
3.5KNew |
$214K - $219K
|
3.5K
$188K
|
|
Aug 13, 2021
Q2 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
3.49KNew |
$213K - $218K
|
3.49K
$187K
|
|
Aug 16, 2021
Q2 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.4KNew |
$208K - $213K
|
3.4K
$182K
|
|
Jul 20, 2021
Q2 2021
|
Transform Wealth, LLC
|
BUY
|
- |
3.32KNew |
$203K - $208K
|
3.32K
$178K
|
|
Aug 09, 2021
Q2 2021
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
3.29K+ 19.35% |
$201K - $206K
|
20.3K
$1.09M
|
|
Jul 21, 2021
Q2 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
3.26KNew |
$199K - $204K
|
3.26K
$175K
|
|
Jul 20, 2021
Q2 2021
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
3.23K+ 2.98% |
$197K - $202K
|
112K
$5.99M
|
|
Jul 14, 2021
Q2 2021
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
3.14K+ 13.28% |
$192K - $196K
|
26.8K
$1.43M
|
|
Jul 17, 2024
Q2 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3.13K+ 6252.0% |
$191K - $195K
|
3.18K
$170K
|
|
Aug 12, 2021
Q2 2021
|
Cambria Investment Management, L.P.
|
BUY
|
- |
3.04K+ 5.21% |
$185K - $190K
|
61.3K
$3.29M
|
|
Jul 26, 2021
Q2 2021
|
Alaska Permanent Capital Management
|
BUY
|
- |
3.02K+ 2.59% |
$184K - $189K
|
119K
$6.39M
|
|
Aug 16, 2021
Q2 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
3.01K+ 1.56% |
$184K - $188K
|
196K
$10.5M
|
|
Aug 05, 2021
Q2 2021
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
2.99K+ 21.15% |
$183K - $187K
|
17.2K
$919K
|
|
Aug 09, 2021
Q2 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
2.95K+ 152.82% |
$180K - $185K
|
4.89K
$262K
|
|
Jul 27, 2021
Q2 2021
|
Ade, LLC
|
BUY
|
- |
2.94K+ 99.09% |
$179K - $184K
|
5.91K
$317K
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.91K+ 0.63% |
$177K - $182K
|
465K
$24.9M
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.89K+ 23.17% |
$177K - $181K
|
15.4K
$825K
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.85K+ 3.73% |
$174K - $178K
|
79.2K
$4.25M
|
|
Aug 03, 2021
Q2 2021
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2.84K+ 7.55% |
$173K - $177K
|
40.4K
$2.17M
|
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
BUY
|
- |
2.81K+ 23.46% |
$171K - $176K
|
14.8K
$793K
|
|
Aug 11, 2021
Q2 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.81K+ 7.04% |
$171K - $176K
|
42.7K
$2.29M
|
|
Jul 30, 2021
Q2 2021
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
2.66K+ 24.5% |
$162K - $166K
|
13.5K
$724K
|
|
Jul 29, 2021
Q2 2021
|
Bfsg, LLC
|
BUY
|
- |
2.65K+ 1.6% |
$162K - $166K
|
168K
$9.01M
|
|
Jul 26, 2021
Q2 2021
|
Zhang Financial LLC
|
BUY
|
- |
2.61K+ 15.51% |
$159K - $163K
|
19.4K
$1.04M
|
|
Jul 16, 2021
Q2 2021
|
Tran Capital Management, L.P.
|
BUY
|
- |
2.56K+ 12.06% |
$156K - $160K
|
23.8K
$1.27M
|
|
Jul 19, 2021
Q2 2021
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
2.55K+ 31.93% |
$156K - $159K
|
10.5K
$565K
|
|
Jul 19, 2021
Q2 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.5K+ 7.16% |
$152K - $156K
|
37.3K
$2M
|
|
Aug 16, 2021
Q2 2021
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
2.47K+ 62.7% |
$151K - $155K
|
6.41K
$344K
|
|
Jul 30, 2021
Q2 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.41K+ 14.33% |
$147K - $151K
|
19.2K
$1.03M
|
|
Aug 19, 2021
Q2 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.39K+ 20.89% |
$146K - $149K
|
13.8K
$741K
|
|
Aug 02, 2021
Q2 2021
|
Solitude Financial Services
|
BUY
|
- |
2.36K+ 4.22% |
$144K - $147K
|
58.2K
$3.12M
|
|
Jul 01, 2021
Q2 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
2.35K+ 3.78% |
$143K - $147K
|
64.5K
$3.46M
|
|
Aug 09, 2021
Q2 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.35K+ 11.07% |
$143K - $147K
|
23.6K
$1.26M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.27K+ 9.09% |
$138K - $142K
|
27.2K
$1.46M
|
|
Jul 21, 2021
Q2 2021
|
Bcs Wealth Management
|
BUY
|
- |
2.2K+ 44.53% |
$135K - $138K
|
7.15K
$384K
|
|
Aug 04, 2021
Q2 2021
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
2.19K+ 3.47% |
$134K - $137K
|
65.5K
$3.51M
|
|
Aug 05, 2021
Q2 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2.18K+ 2.28% |
$133K - $136K
|
97.9K
$5.25M
|
|
Aug 13, 2021
Q2 2021
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
2.12K+ 6.26% |
$129K - $132K
|
35.9K
$1.92M
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2K+ 21.27% |
$122K - $125K
|
11.4K
$612K
|
|
Jul 29, 2021
Q2 2021
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
1.99K+ 0.78% |
$122K - $125K
|
256K
$13.7M
|
|
Jul 30, 2021
Q2 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.98KNew |
$121K - $124K
|
1.98K
$106K
|
|
Jul 26, 2021
Q2 2021
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.92K+ 1.58% |
$117K - $120K
|
124K
$6.64M
|
|
Aug 12, 2021
Q2 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.91K+ 6.46% |
$116K - $119K
|
31.5K
$1.69M
|