Purchases and Sales Made in Q3 2021 in Schwab Strategic Us Tips ETF (SCHP)
This table provides information about the institutional ownership of Schwab Strategic Us Tips ETF (SCHP) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Ckw Financial Group
|
SELL
|
- |
-483Closed |
$30.1K - $30.9K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Patron Partners, LLC
|
SELL
|
- |
-486- 12.45% |
$30.3K - $31.1K
|
3.42K
$89.4K
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-491- 86.75% |
$30.6K - $31.4K
|
75
$1.96K
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-500- 37.99% |
$31.1K - $31.9K
|
816
$21.3K
|
|
Nov 08, 2021
Q3 2021
|
Arjuna Capital
|
SELL
|
- |
-547Closed |
$34.1K - $34.9K
|
0
$0
|
|
Oct 07, 2021
Q3 2021
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-574Closed |
$35.7K - $36.7K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-600- 2.04% |
$37.4K - $38.3K
|
28.8K
$753K
|
|
Oct 25, 2021
Q3 2021
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-601- 4.26% |
$37.4K - $38.4K
|
13.5K
$353K
|
|
Oct 26, 2021
Q3 2021
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-620- 2.06% |
$38.6K - $39.6K
|
29.5K
$773K
|
|
Oct 18, 2021
Q3 2021
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-633- 6.1% |
$39.4K - $40.4K
|
9.75K
$255K
|
|
Oct 08, 2021
Q3 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-646- 0.63% |
$40.2K - $41.3K
|
102K
$2.68M
|
|
Nov 15, 2021
Q3 2021
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-689Closed |
$42.9K - $44K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-700- 35.43% |
$43.6K - $44.7K
|
1.28K
$33.4K
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-719Closed |
$44.8K - $45.9K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-743- 0.87% |
$46.3K - $47.5K
|
84.4K
$2.21M
|
|
Nov 10, 2021
Q3 2021
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-839- 9.08% |
$52.2K - $53.6K
|
8.4K
$220K
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-850- 11.25% |
$52.9K - $54.3K
|
6.7K
$175K
|
|
Oct 26, 2021
Q3 2021
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-872- 1.42% |
$54.3K - $55.7K
|
60.4K
$1.58M
|
|
Aug 06, 2024
Q3 2021
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-877- 90.13% |
$54.6K - $56K
|
96
$2.51K
|
|
Oct 13, 2021
Q3 2021
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-959- 0.86% |
$59.7K - $61.3K
|
111K
$2.9M
|
|
Nov 04, 2021
Q3 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-988- 4.19% |
$61.5K - $63.1K
|
22.6K
$591K
|
|
Nov 10, 2021
Q3 2021
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-1.1K- 8.87% |
$68.5K - $70.3K
|
11.3K
$296K
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
SELL
|
- |
-1.16K- 4.3% |
$72K - $73.9K
|
25.7K
$674K
|
|
Nov 12, 2021
Q3 2021
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-1.16K- 2.06% |
$72.3K - $74.2K
|
55.3K
$1.45M
|
|
Oct 22, 2021
Q3 2021
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.2K- 9.2% |
$74.4K - $76.3K
|
11.8K
$309K
|
|
Nov 01, 2021
Q3 2021
|
Dagco, Inc.
|
SELL
|
- |
-1.25K- 2.47% |
$77.9K - $79.9K
|
49.5K
$1.29M
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-1.33KClosed |
$83K - $85.2K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-1.34K- 7.3% |
$83.3K - $85.5K
|
17K
$444K
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.34K- 73.88% |
$83.5K - $85.7K
|
474
$12.4K
|
|
Nov 12, 2021
Q3 2021
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-1.38K- 24.55% |
$86K - $88.2K
|
4.25K
$111K
|
|
Oct 29, 2021
Q3 2021
|
Hc Advisors, LLC
|
SELL
|
- |
-1.42K- 1.6% |
$88.4K - $90.7K
|
87.4K
$2.29M
|
|
Oct 20, 2021
Q3 2021
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.42K- 2.97% |
$88.6K - $90.9K
|
46.5K
$1.22M
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.47K- 2.43% |
$91.4K - $93.8K
|
59K
$1.54M
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.55KClosed |
$96.2K - $98.8K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-1.57K- 0.89% |
$97.9K - $100K
|
175K
$4.57M
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.68K- 13.55% |
$105K - $107K
|
10.7K
$280K
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-1.78K- 77.3% |
$111K - $114K
|
523
$13.7K
|
|
Oct 21, 2021
Q3 2021
|
Slow Capital, Inc.
|
SELL
|
- |
-1.89K- 6.55% |
$118K - $121K
|
26.9K
$705K
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.96K- 17.17% |
$122K - $125K
|
9.46K
$247K
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.98K- 6.98% |
$123K - $127K
|
26.4K
$691K
|
|
Nov 12, 2021
Q3 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-1.99K- 12.87% |
$124K - $127K
|
13.5K
$352K
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.01K- 28.43% |
$125K - $128K
|
5.06K
$132K
|
|
Oct 12, 2021
Q3 2021
|
Private Capital Management LLC
|
SELL
|
- |
-2.03K- 20.45% |
$126K - $129K
|
7.88K
$206K
|
|
Nov 15, 2021
Q3 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-2.04K- 36.53% |
$127K - $130K
|
3.54K
$92.6K
|
|
Nov 08, 2021
Q3 2021
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.06K- 32.54% |
$128K - $131K
|
4.26K
$111K
|
|
Nov 12, 2021
Q3 2021
|
Bts Asset Management, Inc.
|
SELL
|
- |
-2.31K- 20.17% |
$144K - $148K
|
9.16K
$240K
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-2.78K- 2.1% |
$173K - $177K
|
129K
$3.39M
|
|
Oct 19, 2021
Q3 2021
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-2.97K- 10.21% |
$185K - $189K
|
26.1K
$682K
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.1K- 2.11% |
$193K - $198K
|
143K
$3.75M
|
|
Nov 10, 2021
Q3 2021
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-3.12K- 18.5% |
$194K - $199K
|
13.7K
$359K
|