Purchases and Sales Made in Q2 2022 in Schwab Strategic Us Tips ETF (SCHP)
This table provides information about the institutional ownership of Schwab Strategic Us Tips ETF (SCHP) during Q2 2022. 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 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
3.72MNew |
$207M - $224M
|
3.72M
$97.4M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.84M+ 572.71% |
$158M - $171M
|
3.33M
$87.2M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.84M+ 572.71% |
$158M - $171M
|
3.33M
$87.2M
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.59M+ 27.58% |
$144M - $156M
|
12M
$313M
|
|
Aug 15, 2022
Q2 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
1.79MNew |
$99.6M - $108M
|
1.79M
$46.9M
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
986K+ 70.02% |
$54.8M - $59.3M
|
2.39M
$62.6M
|
|
Aug 15, 2022
Q2 2022
|
Temasek Holdings (Private) LTD
Singapore, U0 |
BUY
|
- |
930K+ 10.16% |
$51.7M - $55.9M
|
10.1M
$264M
|
|
May 15, 2023
Q2 2022
|
Temasek Holdings (Private) LTD
Singapore, U0 |
BUY
|
- |
930K+ 10.16% |
$51.7M - $55.9M
|
10.1M
$264M
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
842K+ 5669.62% |
$46.8M - $50.7M
|
857K
$22.4M
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
736K+ 693.17% |
$40.9M - $44.2M
|
842K
$22M
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
589K+ 57.69% |
$32.7M - $35.4M
|
1.61M
$42.1M
|
|
Aug 04, 2022
Q2 2022
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
530K+ 73.02% |
$29.5M - $31.9M
|
1.26M
$32.9M
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
367K+ 8.55% |
$20.4M - $22M
|
4.65M
$122M
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
365K+ 5.62% |
$20.3M - $22M
|
6.87M
$180M
|
|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
337K+ 11.15% |
$18.7M - $20.3M
|
3.36M
$87.9M
|
|
Jul 19, 2022
Q2 2022
|
Diversified, LLC
|
BUY
|
- |
332K+ 5920.42% |
$18.5M - $20M
|
338K
$8.84M
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
236K+ 196.77% |
$13.1M - $14.2M
|
355K
$9.3M
|
|
Jul 12, 2022
Q2 2022
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
207K+ 82.02% |
$11.5M - $12.5M
|
460K
$12M
|
|
Aug 10, 2022
Q2 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
177KNew |
$9.84M - $10.6M
|
177K
$4.63M
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
175K+ 12.82% |
$9.73M - $10.5M
|
1.54M
$40.3M
|
|
Aug 12, 2022
Q2 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
157K+ 74.68% |
$8.74M - $9.45M
|
368K
$9.62M
|
|
Aug 01, 2022
Q2 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
144K+ 115.5% |
$8M - $8.66M
|
268K
$7.02M
|
|
Aug 15, 2022
Q2 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
128K+ 305.66% |
$7.12M - $7.7M
|
170K
$4.45M
|
|
Aug 15, 2022
Q2 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
116K+ 43.76% |
$6.43M - $6.96M
|
380K
$9.94M
|
|
Jul 21, 2022
Q2 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
116K+ 15.35% |
$6.42M - $6.95M
|
868K
$22.7M
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
96K+ 12.71% |
$5.34M - $5.78M
|
852K
$22.3M
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
91.6KNew |
$5.09M - $5.51M
|
91.6K
$2.4M
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
89.6KNew |
$4.98M - $5.39M
|
89.6K
$2.35M
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
88.8K+ 67.59% |
$4.94M - $5.34M
|
220K
$5.76M
|
|
Jul 08, 2022
Q2 2022
|
Next Capital Advisers, Inc.
|
BUY
|
- |
84.2K+ 2.33% |
$4.68M - $5.07M
|
3.7M
$96.8M
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
75.6K+ 43.58% |
$4.2M - $4.55M
|
249K
$6.52M
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
72.8K+ 13.44% |
$4.05M - $4.38M
|
614K
$16.1M
|
|
Jul 15, 2022
Q2 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
66.7KNew |
$3.71M - $4.01M
|
66.7K
$1.75M
|
|
Aug 01, 2022
Q2 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
65.2K+ 53.2% |
$3.62M - $3.92M
|
188K
$4.91M
|
|
Feb 14, 2023
Q2 2022
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
64.5K+ 49.62% |
$3.58M - $3.88M
|
194K
$5.09M
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
63.4K+ 124.91% |
$3.52M - $3.81M
|
114K
$2.99M
|
|
Jul 27, 2022
Q2 2022
|
Navalign, LLC
|
BUY
|
- |
58.5K+ 21.03% |
$3.25M - $3.52M
|
336K
$8.8M
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
58.2K+ 17.69% |
$3.23M - $3.5M
|
387K
$10.1M
|
|
Jul 28, 2022
Q2 2022
|
Verde Capital Management
|
BUY
|
- |
58.1K+ 201.18% |
$3.23M - $3.5M
|
87K
$2.28M
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
58.1KNew |
$3.23M - $3.49M
|
58.1K
$1.52M
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
58.1K+ 98.88% |
$3.23M - $3.49M
|
117K
$3.05M
|
|
Jul 18, 2022
Q2 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
55.3KNew |
$3.07M - $3.33M
|
55.3K
$1.45M
|
|
Aug 05, 2022
Q2 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
54.4K+ 26.11% |
$3.03M - $3.27M
|
263K
$6.88M
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
52.9K+ 5.26% |
$2.94M - $3.18M
|
1.06M
$27.7M
|
|
Jul 20, 2022
Q2 2022
|
Cypress Financial Planning LLC
|
BUY
|
- |
52KNew |
$2.89M - $3.13M
|
52K
$1.36M
|
|
Aug 09, 2022
Q2 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
51.7KNew |
$2.87M - $3.11M
|
51.7K
$1.35M
|
|
Aug 04, 2022
Q2 2022
|
Highland Financial Advisors, LLC
|
BUY
|
- |
50KNew |
$2.78M - $3.01M
|
50K
$1.31M
|
|
Aug 15, 2022
Q2 2022
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
BUY
|
- |
49K+ 30.95% |
$2.72M - $2.95M
|
207K
$5.42M
|
|
Oct 04, 2022
Q2 2022
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
43.6K+ 135.1% |
$2.42M - $2.62M
|
75.8K
$1.98M
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
40.9K+ 2.24% |
$2.27M - $2.46M
|
1.86M
$48.7M
|