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 15, 2022
Q2 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
40.1K+ 60.16% |
$2.23M - $2.41M
|
107K
$2.79M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
40KNew |
$2.22M - $2.41M
|
40K
$1.05M
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
37K+ 130.0% |
$2.06M - $2.23M
|
65.5K
$1.71M
|
|
Aug 15, 2022
Q2 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
31.9KNew |
$1.78M - $1.92M
|
31.9K
$835K
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
30.8KNew |
$1.71M - $1.85M
|
30.8K
$805K
|
|
Aug 03, 2022
Q2 2022
|
Matrix Trust CO
|
BUY
|
- |
29.3K+ 5.62% |
$1.63M - $1.76M
|
550K
$14.4M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28.7K+ 11.93% |
$1.59M - $1.72M
|
269K
$7.03M
|
|
Aug 16, 2022
Q2 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
27.5K+ 17.04% |
$1.53M - $1.65M
|
189K
$4.94M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.3K+ 6.54% |
$1.52M - $1.64M
|
445K
$11.6M
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
27KNew |
$1.5M - $1.62M
|
27K
$706K
|
|
Aug 16, 2022
Q2 2022
|
Merk Investments LLC
Menlo Park, CA |
BUY
|
- |
26.4KNew |
$1.46M - $1.59M
|
26.4K
$689K
|
|
Aug 09, 2022
Q2 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
24.3K+ 6.08% |
$1.35M - $1.46M
|
423K
$11.1M
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
23.3K+ 4.55% |
$1.29M - $1.4M
|
535K
$14M
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
23K+ 6.48% |
$1.28M - $1.38M
|
378K
$9.88M
|
|
Aug 10, 2022
Q2 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
22.8K+ 7.8% |
$1.27M - $1.37M
|
315K
$8.23M
|
|
Aug 15, 2022
Q2 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
22.6K+ 42.84% |
$1.25M - $1.36M
|
75.3K
$1.97M
|
|
Jul 20, 2022
Q2 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
20.9K+ 77.54% |
$1.16M - $1.25M
|
47.7K
$1.25M
|
|
Jul 20, 2022
Q2 2022
|
Reitz Capital Advisors LLC
|
BUY
|
- |
20.3K+ 12.32% |
$1.13M - $1.22M
|
185K
$4.84M
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
20.2K+ 25.41% |
$1.12M - $1.21M
|
99.6K
$2.61M
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
19.6K+ 7.54% |
$1.09M - $1.18M
|
280K
$7.31M
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
19.4K+ 11.35% |
$1.08M - $1.17M
|
190K
$4.97M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
18.1K+ 75.22% |
$1.01M - $1.09M
|
42.2K
$1.11M
|
|
Aug 09, 2022
Q2 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
17.9KNew |
$996K - $1.08M
|
17.9K
$469K
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
17.6K+ 5.66% |
$981K - $1.06M
|
330K
$8.62M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.6K+ 4.88% |
$978K - $1.06M
|
378K
$9.88M
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
16.9K+ 32.2% |
$938K - $1.01M
|
69.3K
$1.81M
|
|
Jul 27, 2022
Q2 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
16.8K+ 76.7% |
$934K - $1.01M
|
38.7K
$1.01M
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
16.8K+ 17.45% |
$933K - $1.01M
|
113K
$2.95M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16K+ 14.75% |
$890K - $963K
|
125K
$3.26M
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15.8K+ 8.92% |
$881K - $953K
|
193K
$5.06M
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
15.8K+ 4.18% |
$877K - $949K
|
393K
$10.3M
|
|
Aug 10, 2022
Q2 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
15.8K+ 7.45% |
$876K - $948K
|
227K
$5.95M
|
|
Jul 13, 2022
Q2 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
15.2KNew |
$846K - $915K
|
15.2K
$398K
|
|
Jul 14, 2022
Q2 2022
|
Zhang Financial LLC
|
BUY
|
- |
14.6K+ 22.39% |
$814K - $881K
|
80.1K
$2.09M
|
|
Jul 25, 2022
Q2 2022
|
Tnf LLC
|
BUY
|
- |
14.2K+ 39.32% |
$792K - $857K
|
50.5K
$1.32M
|
|
Jul 20, 2022
Q2 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
14.1K+ 2.36% |
$781K - $845K
|
610K
$16M
|
|
Jul 25, 2022
Q2 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
14KNew |
$780K - $844K
|
14K
$367K
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
13.7K+ 19.05% |
$762K - $825K
|
85.7K
$2.24M
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
13.7K+ 37.91% |
$759K - $822K
|
49.7K
$1.3M
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
13.4K+ 82.36% |
$744K - $805K
|
29.6K
$775K
|
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
BUY
|
- |
12.8K+ 62.07% |
$713K - $771K
|
33.5K
$876K
|
|
Jul 21, 2022
Q2 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
12.7KNew |
$704K - $762K
|
12.7K
$331K
|
|
Aug 09, 2022
Q2 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
12.5KNew |
$694K - $751K
|
12.5K
$327K
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
12.4KNew |
$691K - $748K
|
12.4K
$325K
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11.8K+ 9.4% |
$657K - $711K
|
138K
$3.6M
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.7K+ 15.31% |
$651K - $704K
|
88.2K
$2.31M
|
|
Jul 15, 2022
Q2 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
11.7K+ 36.4% |
$649K - $702K
|
43.7K
$1.14M
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
11.5K+ 33.78% |
$640K - $692K
|
45.6K
$1.19M
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
11.1KNew |
$619K - $669K
|
11.1K
$291K
|
|
Aug 15, 2022
Q2 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
10.7K+ 4.57% |
$597K - $646K
|
246K
$6.42M
|