Purchases and Sales Made in Q3 2022 in Schwab Strategic Us Tips ETF (SCHP)
This table provides information about the institutional ownership of Schwab Strategic Us Tips ETF (SCHP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2022
Q3 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-7.8K- 1.49% |
$404K - $452K
|
517K
$13.5M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-8.23K- 34.47% |
$426K - $476K
|
15.6K
$409K
|
|
|
Oct 17, 2022
Q3 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-8.27K- 18.93% |
$429K - $479K
|
35.4K
$927K
|
|
|
Oct 12, 2022
Q3 2022
|
Tnf LLC
|
SELL
|
- |
-8.37K- 16.59% |
$434K - $485K
|
42.1K
$1.1M
|
|
|
Oct 20, 2022
Q3 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-8.56K- 60.95% |
$444K - $496K
|
5.49K
$144K
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-8.62K- 94.66% |
$446K - $499K
|
486
$12.7K
|
|
|
Oct 25, 2022
Q3 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-8.67K- 4.4% |
$449K - $502K
|
188K
$4.93M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.9K- 10.53% |
$461K - $515K
|
75.6K
$1.98M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8.9K- 25.55% |
$461K - $515K
|
25.9K
$679K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-9.4K- 82.51% |
$487K - $544K
|
1.99K
$52.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-9.94K- 68.36% |
$515K - $575K
|
4.6K
$120K
|
|
|
Oct 21, 2022
Q3 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-10.2K- 33.76% |
$529K - $591K
|
20K
$524K
|
|
|
Nov 10, 2022
Q3 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-10.6K- 56.54% |
$550K - $615K
|
8.16K
$214K
|
|
|
Oct 12, 2022
Q3 2022
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-10.9K- 19.66% |
$563K - $629K
|
44.4K
$1.16M
|
|
|
Nov 09, 2022
Q3 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-11K- 26.9% |
$569K - $636K
|
29.8K
$781K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11.1K- 17.21% |
$574K - $642K
|
53.3K
$1.39M
|
|
|
Nov 04, 2022
Q3 2022
|
Empowered Funds, LLC
|
SELL
|
- |
-11.1K- 52.44% |
$577K - $644K
|
10.1K
$264K
|
|
|
Nov 02, 2022
Q3 2022
|
Navalign, LLC
|
SELL
|
- |
-11.5K- 3.42% |
$595K - $665K
|
325K
$8.5M
|
|
|
Oct 18, 2022
Q3 2022
|
Olio Financial Planning
|
SELL
|
- |
-11.7K- 5.9% |
$606K - $677K
|
186K
$4.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-11.9K- 4.76% |
$614K - $686K
|
237K
$6.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-11.9K- 2.88% |
$615K - $687K
|
400K
$10.5M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-12K- 62.7% |
$620K - $692K
|
7.12K
$186K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-12.3K- 12.46% |
$639K - $714K
|
86.7K
$2.27M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-12.4K- 24.97% |
$641K - $717K
|
37.2K
$974K
|
|
|
Nov 01, 2022
Q3 2022
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-12.5K- 16.41% |
$649K - $725K
|
63.8K
$1.67M
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-12.6K- 9.7% |
$655K - $731K
|
118K
$3.08M
|
|
|
Nov 10, 2022
Q3 2022
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-13K- 31.7% |
$671K - $750K
|
27.9K
$731K
|
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-13K- 59.97% |
$673K - $752K
|
8.67K
$227K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-13.2K- 22.75% |
$682K - $762K
|
44.7K
$1.17M
|
|
|
Nov 08, 2022
Q3 2022
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-13.3K- 31.52% |
$688K - $769K
|
28.9K
$755K
|
|
|
Mar 23, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-13.5KClosed |
$701K - $784K
|
0
$0
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-13.8K- 31.75% |
$713K - $797K
|
29.6K
$775K
|
|
|
Oct 11, 2022
Q3 2022
|
Fc Advisory LLC
|
SELL
|
- |
-14K- 10.21% |
$727K - $812K
|
123K
$3.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-14.2K- 28.31% |
$737K - $824K
|
36K
$943K
|
|
|
Oct 28, 2022
Q3 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-14.7K- 12.87% |
$761K - $850K
|
99.4K
$2.6M
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-14.8K- 20.68% |
$764K - $854K
|
56.6K
$1.48M
|
|
|
Nov 08, 2022
Q3 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-15K- 18.75% |
$777K - $868K
|
65K
$1.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-15.1K- 72.74% |
$784K - $876K
|
5.67K
$148K
|
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-15.2K- 78.79% |
$785K - $878K
|
4.08K
$107K
|
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-15.7K- 46.69% |
$813K - $908K
|
17.9K
$469K
|
|
|
Oct 21, 2022
Q3 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-16.4K- 19.22% |
$851K - $950K
|
69K
$1.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-16.9K- 8.78% |
$873K - $975K
|
175K
$4.58M
|
|
|
Nov 14, 2022
Q3 2022
|
United Bank
Vienna, VA |
SELL
|
- |
-16.9K- 2.03% |
$874K - $977K
|
817K
$21.4M
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-17.7K- 25.51% |
$915K - $1.02M
|
51.6K
$1.35M
|
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-17.7K- 37.04% |
$916K - $1.02M
|
30.1K
$786K
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-17.8K- 15.75% |
$921K - $1.03M
|
95.2K
$2.49M
|
|
|
Nov 09, 2022
Q3 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-18.3K- 43.66% |
$946K - $1.06M
|
23.6K
$616K
|
|
|
Oct 12, 2022
Q3 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-19K- 13.79% |
$983K - $1.1M
|
119K
$3.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Adams Wealth Management
|
SELL
|
- |
-19.3K- 31.98% |
$1M - $1.12M
|
41.1K
$1.07M
|
|
|
Nov 09, 2022
Q3 2022
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-19.4K- 11.36% |
$1M - $1.12M
|
151K
$3.96M
|