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 10, 2021
Q2 2021
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-130- 2.71% |
$7.93K - $8.13K
|
4.67K
$123K
|
|
Jul 15, 2021
Q2 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-138Closed |
$8.42K - $8.63K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-139- 7.69% |
$8.48K - $8.69K
|
1.67K
$43.8K
|
|
Dec 01, 2022
Q2 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-157- 16.47% |
$9.58K - $9.82K
|
796
$20.9K
|
|
Jul 26, 2021
Q2 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-162- 1.5% |
$9.89K - $10.1K
|
10.7K
$280K
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-178- 96.22% |
$10.9K - $11.1K
|
7
$184
|
|
Jul 23, 2021
Q2 2021
|
Cra Financial Services, LLC
|
SELL
|
- |
-181- 4.66% |
$11K - $11.3K
|
3.7K
$97.1K
|
|
Jul 27, 2021
Q2 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-200- 16.0% |
$12.2K - $12.5K
|
1.05K
$27.5K
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-218Closed |
$13.3K - $13.6K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-243- 2.56% |
$14.8K - $15.2K
|
9.24K
$242K
|
|
Aug 17, 2021
Q2 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-253- 96.93% |
$15.4K - $15.8K
|
8
$210
|
|
Jul 21, 2021
Q2 2021
|
Corbenic Partners LLC
|
SELL
|
- |
-266Closed |
$16.2K - $16.6K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-267- 46.43% |
$16.3K - $16.7K
|
308
$8.08K
|
|
Aug 13, 2021
Q2 2021
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-270- 4.1% |
$16.5K - $16.9K
|
6.32K
$166K
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-290Closed |
$17.7K - $18.1K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-315- 0.6% |
$19.2K - $19.7K
|
52.4K
$1.38M
|
|
Jul 30, 2021
Q2 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-324- 8.31% |
$19.8K - $20.3K
|
3.57K
$93.7K
|
|
Jul 20, 2021
Q2 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-327- 0.25% |
$20K - $20.4K
|
131K
$3.43M
|
|
Jul 01, 2021
Q2 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-343- 0.33% |
$20.9K - $21.4K
|
103K
$2.7M
|
|
Jan 03, 2023
Q2 2021
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-360- 9.74% |
$22K - $22.5K
|
3.34K
$87.5K
|
|
Aug 16, 2021
Q2 2021
|
Townsquare Capital LLC
|
SELL
|
- |
-361- 9.08% |
$22K - $22.6K
|
3.61K
$94.8K
|
|
Aug 05, 2021
Q2 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-369- 41.69% |
$22.5K - $23.1K
|
516
$13.5K
|
|
Jul 12, 2021
Q2 2021
|
Cooper Financial Group
|
SELL
|
- |
-387- 7.56% |
$23.6K - $24.2K
|
4.73K
$124K
|
|
Aug 05, 2021
Q2 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-402Closed |
$24.5K - $25.1K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-419Closed |
$25.6K - $26.2K
|
0
$0
|
|
Aug 17, 2021
Q2 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-464- 1.59% |
$28.3K - $29K
|
28.7K
$752K
|
|
Aug 13, 2021
Q2 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-473- 4.24% |
$28.9K - $29.6K
|
10.7K
$280K
|
|
Aug 13, 2021
Q2 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-500- 94.34% |
$30.5K - $31.3K
|
30
$787
|
|
Aug 03, 2021
Q2 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-576- 77.32% |
$35.2K - $36K
|
169
$4.43K
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-736Closed |
$44.9K - $46K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
SELL
|
- |
-780- 0.03% |
$47.6K - $48.8K
|
2.93M
$76.7M
|
|
Aug 02, 2021
Q2 2021
|
Capital Insight Partners, LLC
|
SELL
|
- |
-789- 1.61% |
$48.2K - $49.3K
|
48.2K
$1.26M
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-821- 6.77% |
$50.1K - $51.3K
|
11.3K
$296K
|
|
Aug 16, 2021
Q2 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-900- 14.02% |
$54.9K - $56.3K
|
5.52K
$145K
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.01KClosed |
$61.7K - $63.2K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.05K- 18.8% |
$64.3K - $65.9K
|
4.55K
$119K
|
|
Aug 13, 2021
Q2 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.1K- 4.38% |
$66.9K - $68.5K
|
23.9K
$628K
|
|
Aug 09, 2021
Q2 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.1K- 37.62% |
$67.1K - $68.8K
|
1.82K
$47.8K
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.1K- 5.83% |
$67.3K - $69K
|
17.8K
$467K
|
|
Aug 11, 2021
Q2 2021
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.22K- 0.87% |
$74.5K - $76.3K
|
140K
$3.67M
|
|
Aug 11, 2021
Q2 2021
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.26K- 8.2% |
$76.9K - $78.8K
|
14.1K
$370K
|
|
Aug 12, 2021
Q2 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-1.3K- 96.58% |
$79.3K - $81.3K
|
46
$1.21K
|
|
Aug 13, 2021
Q2 2021
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-1.45K- 20.49% |
$88.5K - $90.7K
|
5.63K
$148K
|
|
Jul 22, 2021
Q2 2021
|
Private Capital Management LLC
|
SELL
|
- |
-1.57K- 13.68% |
$95.8K - $98.2K
|
9.91K
$260K
|
|
Aug 09, 2021
Q2 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.65K- 12.85% |
$101K - $103K
|
11.2K
$293K
|
|
Aug 09, 2021
Q2 2021
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-1.8K- 12.68% |
$110K - $113K
|
12.4K
$325K
|
|
Aug 02, 2021
Q2 2021
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-1.87KClosed |
$114K - $117K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.93K- 1.7% |
$118K - $121K
|
112K
$2.94M
|
|
Aug 13, 2021
Q2 2021
|
Greystone Financial Group, LLC
|
SELL
|
- |
-1.99K- 0.64% |
$122K - $125K
|
311K
$8.17M
|
|
Jul 20, 2021
Q2 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-2.01K- 35.15% |
$123K - $126K
|
3.71K
$97.2K
|