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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
33+ 2.18% |
$1.83K - $1.98K
|
1.55K
$40.4K
|
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
33+ 0.84% |
$1.83K - $1.98K
|
3.98K
$104K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
30New |
$1.67K - $1.8K
|
30
$785
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
27New |
$1.5K - $1.62K
|
27
$706
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
25+ 2.2% |
$1.39K - $1.5K
|
1.16K
$30.4K
|
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
BUY
|
- |
25New |
$1.39K - $1.5K
|
25
$654
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
23New |
$1.28K - $1.38K
|
23
$602
|
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
22+ 0.16% |
$1.22K - $1.32K
|
14.1K
$370K
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
22+ 0.39% |
$1.22K - $1.32K
|
5.63K
$147K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
21+ 1.95% |
$1.17K - $1.26K
|
1.1K
$28.7K
|
|
|
Aug 04, 2022
Q2 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
20+ 0.45% |
$1.11K - $1.2K
|
4.47K
$117K
|
|
|
Aug 04, 2022
Q2 2022
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
20+ 0.04% |
$1.11K - $1.2K
|
56.3K
$1.47M
|
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
17+ 0.05% |
$945 - $1.02K
|
36.8K
$962K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
13New |
$723 - $782
|
13
$340
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
12+ 2.12% |
$667 - $722
|
577
$15.1K
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6+ 0.54% |
$334 - $361
|
1.13K
$29.5K
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
6New |
$334 - $361
|
6
$157
|
|
|
Jul 21, 2022
Q2 2022
|
Ogorek Anthony Joseph
|
BUY
|
- |
5+ 2.39% |
$278 - $301
|
214
$5.6K
|
|
|
Jul 27, 2022
Q2 2022
|
Emfo, LLC
|
BUY
|
- |
4+ 0.08% |
$222 - $241
|
4.9K
$128K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
4+ 0.34% |
$222 - $241
|
1.2K
$31.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2+ 0.05% |
$111 - $120
|
4.37K
$114K
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 3.64% |
$111 - $120
|
57
$1.49K
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 5.56% |
$55.6 - $60.2
|
19
$497
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1+ 12.5% |
$55.6 - $60.2
|
9
$235
|
|
|
Aug 15, 2022
Q2 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1+ 3.23% |
$55.6 - $60.2
|
32
$837
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
1+ 1.59% |
$55.6 - $60.2
|
64
$1.67K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 2.86% |
$55.6 - $60.2
|
36
$942
|
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-1Closed |
$55.6 - $60.2
|
0
$0
|
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-2- 3.77% |
$111 - $120
|
51
$1.33K
|
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-4- 3.45% |
$222 - $241
|
112
$2.93K
|
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5- 8.2% |
$278 - $301
|
56
$1.46K
|
|
|
Aug 10, 2022
Q2 2022
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-5- 0.1% |
$278 - $301
|
4.94K
$129K
|
|
|
Aug 05, 2022
Q2 2022
|
Seelaus Asset Management LLC
|
SELL
|
- |
-8- 0.17% |
$445 - $481
|
4.71K
$123K
|
|
|
Aug 12, 2022
Q2 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-8- 0.04% |
$445 - $481
|
22.1K
$577K
|
|
|
Jul 25, 2022
Q2 2022
|
Cubic Asset Management, LLC
|
SELL
|
- |
-11- 0.16% |
$611 - $662
|
7.08K
$185K
|
|
|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-11- 0.06% |
$611 - $662
|
18.6K
$487K
|
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-18- 0.44% |
$1K - $1.08K
|
4.06K
$106K
|
|
|
Jul 18, 2022
Q2 2022
|
Well Done, LLC
|
SELL
|
- |
-20- 0.5% |
$1.11K - $1.2K
|
4K
$105K
|
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-21- 0.43% |
$1.17K - $1.26K
|
4.85K
$127K
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-21- 29.58% |
$1.17K - $1.26K
|
50
$1.31K
|
|
|
Jul 19, 2022
Q2 2022
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-23- 0.28% |
$1.28K - $1.38K
|
8.32K
$218K
|
|
|
Aug 04, 2022
Q2 2022
|
Bts Asset Management, Inc.
|
SELL
|
- |
-25- 0.22% |
$1.39K - $1.5K
|
11.5K
$302K
|
|
|
Jul 18, 2022
Q2 2022
|
Elm Partners Management LLC
|
SELL
|
- |
-26Closed |
$1.45K - $1.56K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
First National Corp
|
SELL
|
- |
-32- 0.06% |
$1.78K - $1.92K
|
57.2K
$1.5M
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-34Closed |
$1.89K - $2.05K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Shearwater Capital LLC
|
SELL
|
- |
-34- 8.0% |
$1.89K - $2.05K
|
391
$10.2K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-35- 0.78% |
$1.95K - $2.11K
|
4.43K
$116K
|
|
|
Aug 10, 2022
Q2 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-40- 5.62% |
$2.22K - $2.41K
|
672
$17.6K
|
|
|
Jul 13, 2022
Q2 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-40- 0.7% |
$2.22K - $2.41K
|
5.68K
$149K
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-43Closed |
$2.39K - $2.59K
|
0
$0
|