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 09, 2021
Q2 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
574New |
$35K - $35.9K
|
574
$30.8K
|
|
Jul 14, 2021
Q2 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
567+ 4.55% |
$34.6K - $35.5K
|
13K
$698K
|
|
Aug 03, 2021
Q2 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
559+ 0.3% |
$34.1K - $35K
|
185K
$9.9M
|
|
Aug 11, 2021
Q2 2021
|
Arjuna Capital
|
BUY
|
- |
547New |
$33.4K - $34.2K
|
547
$29.3K
|
|
Aug 12, 2021
Q2 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
517+ 1055.1% |
$31.6K - $32.3K
|
566
$30.3K
|
|
Aug 05, 2021
Q2 2021
|
Ckw Financial Group
|
BUY
|
- |
483New |
$29.5K - $30.2K
|
483
$25.9K
|
|
Jul 29, 2021
Q2 2021
|
Clear Investment Research, LLC
|
BUY
|
- |
438+ 105.04% |
$26.7K - $27.4K
|
855
$45.8K
|
|
Jul 26, 2021
Q2 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
426+ 0.9% |
$26K - $26.6K
|
48K
$2.57M
|
|
Jul 19, 2021
Q2 2021
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
400+ 7.84% |
$24.4K - $25K
|
5.5K
$295K
|
|
Jul 19, 2021
Q2 2021
|
Wt Wealth Management
|
BUY
|
- |
389+ 3.84% |
$23.7K - $24.3K
|
10.5K
$564K
|
|
Aug 02, 2021
Q2 2021
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
366New |
$22.3K - $22.9K
|
366
$19.6K
|
|
Aug 02, 2021
Q2 2021
|
Key F Inancial Inc
|
BUY
|
- |
361New |
$22K - $22.6K
|
361
$19.4K
|
|
Aug 11, 2021
Q2 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
360+ 10.89% |
$22K - $22.5K
|
3.67K
$197K
|
|
Jul 09, 2021
Q2 2021
|
Savior LLC
|
BUY
|
- |
347+ 17.73% |
$21.2K - $21.7K
|
2.3K
$124K
|
|
Jul 26, 2021
Q2 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
346+ 5.08% |
$21.1K - $21.6K
|
7.15K
$383K
|
|
Aug 06, 2021
Q2 2021
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
344+ 0.48% |
$21K - $21.5K
|
71.9K
$3.85M
|
|
Jul 15, 2021
Q2 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
334+ 2.95% |
$20.4K - $20.9K
|
11.7K
$625K
|
|
Aug 09, 2021
Q2 2021
|
Spears Abacus Advisors LLC
|
BUY
|
- |
323+ 6.37% |
$19.7K - $20.2K
|
5.4K
$289K
|
|
Aug 06, 2021
Q2 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
322+ 8.11% |
$19.7K - $20.1K
|
4.29K
$230K
|
|
Aug 17, 2021
Q2 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
295New |
$18K - $18.4K
|
295
$15.8K
|
|
Jul 27, 2021
Q2 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
289+ 2.21% |
$17.6K - $18.1K
|
13.4K
$717K
|
|
Aug 09, 2021
Q2 2021
|
Hc Advisors, LLC
|
BUY
|
- |
281+ 0.32% |
$17.1K - $17.6K
|
88.8K
$4.76M
|
|
Jul 23, 2021
Q2 2021
|
Aprio Wealth Management, LLC
|
BUY
|
- |
279+ 4.43% |
$17K - $17.4K
|
6.58K
$353K
|
|
Jul 20, 2021
Q2 2021
|
Ballast Advisors LLC
|
BUY
|
- |
279+ 22.5% |
$17K - $17.4K
|
1.52K
$81.4K
|
|
Aug 13, 2021
Q2 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
277+ 9.07% |
$16.9K - $17.3K
|
3.33K
$179K
|
|
Jul 27, 2021
Q2 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
270+ 0.51% |
$16.5K - $16.9K
|
53.7K
$2.88M
|
|
Aug 06, 2021
Q2 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
257New |
$15.7K - $16.1K
|
257
$13.8K
|
|
Aug 13, 2021
Q2 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
250+ 0.36% |
$15.3K - $15.6K
|
69.9K
$3.75M
|
|
Nov 18, 2021
Q2 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
239+ 5.87% |
$14.6K - $14.9K
|
4.31K
$231K
|
|
Jul 15, 2021
Q2 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
236+ 5.24% |
$14.4K - $14.8K
|
4.74K
$254K
|
|
Aug 10, 2021
Q2 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
230+ 4.99% |
$14K - $14.4K
|
4.84K
$259K
|
|
Aug 12, 2021
Q2 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
227+ 37.83% |
$13.9K - $14.2K
|
827
$44.3K
|
|
Jul 14, 2021
Q2 2021
|
Prism Advisors, Inc.
|
BUY
|
- |
189+ 2.96% |
$11.5K - $11.8K
|
6.57K
$352K
|
|
Jul 20, 2021
Q2 2021
|
Emfo, LLC
|
BUY
|
- |
187New |
$11.4K - $11.7K
|
187
$10K
|
|
Jul 28, 2021
Q2 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
185+ 2.6% |
$11.3K - $11.6K
|
7.3K
$391K
|
|
Jul 15, 2021
Q2 2021
|
Founders Capital Management
|
BUY
|
- |
173New |
$10.6K - $10.8K
|
173
$9.27K
|
|
Aug 11, 2021
Q2 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
170New |
$10.4K - $10.6K
|
170
$9.11K
|
|
Jul 20, 2021
Q2 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
151+ 3.9% |
$9.22K - $9.44K
|
4.02K
$216K
|
|
Aug 16, 2021
Q2 2021
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
126+ 0.07% |
$7.69K - $7.88K
|
183K
$9.81M
|
|
Aug 10, 2021
Q2 2021
|
Larson Financial Group LLC
|
BUY
|
- |
124+ 3.83% |
$7.57K - $7.75K
|
3.36K
$180K
|
|
Aug 12, 2021
Q2 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
119+ 3.52% |
$7.26K - $7.44K
|
3.5K
$188K
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
114New |
$6.96K - $7.13K
|
114
$6.11K
|
|
Aug 09, 2021
Q2 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
109+ 0.07% |
$6.65K - $6.82K
|
154K
$8.26M
|
|
Mar 09, 2022
Q2 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
103+ 7.09% |
$6.29K - $6.44K
|
1.56K
$83.4K
|
|
Aug 10, 2021
Q2 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
100+ 0.88% |
$6.1K - $6.25K
|
11.5K
$615K
|
|
Jul 28, 2021
Q2 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
93+ 1.81% |
$5.68K - $5.82K
|
5.23K
$280K
|
|
Jul 19, 2021
Q2 2021
|
Country Trust Bank
|
BUY
|
- |
87New |
$5.31K - $5.44K
|
87
$4.66K
|
|
Jul 22, 2021
Q2 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
83+ 2.43% |
$5.07K - $5.19K
|
3.5K
$187K
|
|
Jul 29, 2021
Q2 2021
|
Beck Bode, LLC
|
BUY
|
- |
79New |
$4.82K - $4.94K
|
79
$4.24K
|
|
Aug 04, 2021
Q2 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
67New |
$4.09K - $4.19K
|
67
$3.59K
|