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 11, 2021
Q2 2021
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
1.9K+ 0.53% |
$116K - $119K
|
361K
$9.47M
|
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.86K+ 5.95% |
$114K - $116K
|
33.2K
$871K
|
|
|
Jul 29, 2021
Q2 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.86K+ 3.7% |
$114K - $116K
|
52.1K
$1.37M
|
|
|
Jul 09, 2021
Q2 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.73K+ 380.88% |
$106K - $108K
|
2.19K
$57.4K
|
|
|
Jul 21, 2021
Q2 2021
|
Valicenti Advisory Services Inc
|
BUY
|
- |
1.67K+ 2.28% |
$102K - $104K
|
74.7K
$1.96M
|
|
|
Jul 29, 2021
Q2 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.6KNew |
$97.8K - $100K
|
1.6K
$42K
|
|
|
Jul 14, 2021
Q2 2021
|
Burt Wealth Advisors
|
BUY
|
- |
1.6K+ 0.6% |
$97.6K - $100K
|
267K
$6.99M
|
|
|
Aug 13, 2021
Q2 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.6K+ 23.24% |
$97.4K - $99.8K
|
8.46K
$222K
|
|
|
Dec 19, 2023
Q2 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.55KNew |
$94.4K - $96.7K
|
1.55K
$40.6K
|
|
|
Aug 10, 2021
Q2 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.54K+ 2.83% |
$93.7K - $96K
|
55.9K
$1.47M
|
|
|
Aug 16, 2021
Q2 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.54K+ 2.31% |
$93.7K - $96K
|
68K
$1.78M
|
|
|
Jul 28, 2021
Q2 2021
|
Pfg Advisors
|
BUY
|
- |
1.52K+ 40.06% |
$92.8K - $95.1K
|
5.32K
$139K
|
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.43K+ 29.06% |
$87.5K - $89.7K
|
6.37K
$167K
|
|
|
Aug 10, 2021
Q2 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.37K+ 6.1% |
$83.6K - $85.7K
|
23.8K
$625K
|
|
|
Jul 30, 2021
Q2 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.32KNew |
$80.3K - $82.3K
|
1.32K
$34.5K
|
|
|
Jul 29, 2021
Q2 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.3K+ 11.07% |
$79K - $81K
|
13K
$341K
|
|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.28K+ 4.23% |
$78.3K - $80.2K
|
31.6K
$830K
|
|
|
Aug 04, 2021
Q2 2021
|
Rice Partnership, LLC
|
BUY
|
- |
1.25KNew |
$76.4K - $78.3K
|
1.25K
$32.8K
|
|
|
Aug 10, 2021
Q2 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.25K+ 7.51% |
$76.3K - $78.2K
|
17.9K
$469K
|
|
|
Nov 15, 2022
Q2 2021
|
Values First Advisors, Inc.
|
BUY
|
- |
1.2K+ 8.97% |
$73.2K - $75K
|
14.6K
$383K
|
|
|
Jul 26, 2021
Q2 2021
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
BUY
|
- |
1.15K+ 0.69% |
$69.9K - $71.6K
|
166K
$4.36M
|
|
|
Jul 29, 2021
Q2 2021
|
Slow Capital, Inc.
|
BUY
|
- |
1.13K+ 4.08% |
$69K - $70.7K
|
28.8K
$756K
|
|
|
Aug 12, 2021
Q2 2021
|
Stephens Inc
|
BUY
|
- |
1.12K+ 10.76% |
$68.5K - $70.2K
|
11.5K
$303K
|
|
|
Aug 10, 2021
Q2 2021
|
Xml Financial, LLC
|
BUY
|
- |
1.1K+ 5.39% |
$67.2K - $68.8K
|
21.5K
$565K
|
|
|
Jul 26, 2021
Q2 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.1KNew |
$66.8K - $68.5K
|
1.1K
$28.7K
|
|
|
Jul 13, 2021
Q2 2021
|
Prairiewood Capital, LLC
|
BUY
|
- |
1.05K+ 1.66% |
$63.8K - $65.4K
|
64K
$1.68M
|
|
|
Jul 26, 2021
Q2 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.05K+ 8.77% |
$63.8K - $65.4K
|
13K
$340K
|
|
|
Aug 12, 2021
Q2 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.04K+ 3.79% |
$63.2K - $64.8K
|
28.4K
$745K
|
|
|
Aug 10, 2021
Q2 2021
|
Heron Bay Capital Management
|
BUY
|
- |
982+ 17.46% |
$59.9K - $61.4K
|
6.61K
$173K
|
|
|
Aug 13, 2021
Q2 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
978+ 115.06% |
$59.7K - $61.2K
|
1.83K
$47.9K
|
|
|
Jul 30, 2021
Q2 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
954+ 38.5% |
$58.2K - $59.7K
|
3.43K
$90K
|
|
|
Jul 26, 2021
Q2 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
900+ 48.99% |
$54.9K - $56.3K
|
2.74K
$71.8K
|
|
|
Jul 30, 2021
Q2 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
893+ 14.15% |
$54.5K - $55.8K
|
7.2K
$189K
|
|
|
Aug 03, 2021
Q2 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
886+ 11.17% |
$54.1K - $55.4K
|
8.82K
$231K
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
881+ 36.11% |
$53.8K - $55.1K
|
3.32K
$87.1K
|
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
864New |
$52.7K - $54K
|
864
$22.7K
|
|
|
Aug 06, 2024
Q2 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
860+ 761.06% |
$52.5K - $53.8K
|
973
$25.5K
|
|
|
Aug 06, 2021
Q2 2021
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
846+ 2.99% |
$51.6K - $52.9K
|
29.1K
$764K
|
|
|
Jul 08, 2021
Q2 2021
|
First Hawaiian Bank
|
BUY
|
- |
818+ 3.14% |
$49.9K - $51.1K
|
26.9K
$705K
|
|
|
Aug 10, 2021
Q2 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
800+ 100.0% |
$48.8K - $50K
|
1.6K
$42K
|
|
|
Aug 06, 2021
Q2 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
796New |
$48.6K - $49.8K
|
796
$20.9K
|
|
|
Aug 13, 2021
Q2 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
787+ 4.38% |
$48K - $49.2K
|
18.8K
$492K
|
|
|
Jul 19, 2021
Q2 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
758+ 3.79% |
$46.3K - $47.4K
|
20.7K
$544K
|
|
|
Jul 22, 2021
Q2 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
726+ 7.8% |
$44.3K - $45.4K
|
10K
$263K
|
|
|
Aug 06, 2021
Q2 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
719New |
$43.9K - $45K
|
719
$18.9K
|
|
|
Aug 06, 2021
Q2 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
710+ 3.79% |
$43.3K - $44.4K
|
19.4K
$510K
|
|
|
Aug 16, 2021
Q2 2021
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
689New |
$42K - $43.1K
|
689
$18.1K
|
|
|
Aug 16, 2021
Q2 2021
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
634+ 3.58% |
$38.7K - $39.6K
|
18.3K
$481K
|
|
|
Aug 12, 2021
Q2 2021
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
600+ 0.86% |
$36.6K - $37.5K
|
70K
$1.84M
|
|
|
Aug 13, 2021
Q2 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
594New |
$36.3K - $37.1K
|
594
$15.6K
|