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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-298- 0.81% |
$15.4K - $17.2K
|
36.5K
$954K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-298- 9.33% |
$15.4K - $17.2K
|
2.9K
$75.8K
|
|
|
Nov 08, 2022
Q3 2022
|
Bts Asset Management, Inc.
|
SELL
|
- |
-303- 2.62% |
$15.7K - $17.5K
|
11.2K
$294K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-323- 27.77% |
$16.7K - $18.7K
|
840
$22K
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-335- 35.68% |
$17.4K - $19.4K
|
604
$15.8K
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-335- 2.99% |
$17.4K - $19.4K
|
10.9K
$284K
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-343- 8.17% |
$17.8K - $19.9K
|
3.86K
$101K
|
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-348- 3.04% |
$18K - $20.1K
|
11.1K
$290K
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
SELL
|
- |
-361- 62.89% |
$18.7K - $20.9K
|
213
$5.57K
|
|
|
Oct 25, 2022
Q3 2022
|
Friedenthal Financial
|
SELL
|
- |
-361- 1.19% |
$18.7K - $20.9K
|
30.1K
$787K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-390- 1.29% |
$20.2K - $22.6K
|
29.8K
$779K
|
|
|
Oct 13, 2022
Q3 2022
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-400- 1.46% |
$20.7K - $23.2K
|
27.1K
$708K
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-407Closed |
$21.1K - $23.6K
|
0
$0
|
|
|
Oct 13, 2022
Q3 2022
|
Monumental Financial Group Inc.
|
SELL
|
- |
-409- 5.51% |
$21.2K - $23.7K
|
7.01K
$183K
|
|
|
Nov 02, 2022
Q3 2022
|
Rice Partnership, LLC
|
SELL
|
- |
-411- 32.83% |
$21.3K - $23.8K
|
841
$22K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-414- 2.4% |
$21.4K - $24K
|
16.8K
$440K
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-430- 4.3% |
$22.3K - $24.9K
|
9.57K
$250K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-470- 10.62% |
$24.3K - $27.2K
|
3.96K
$103K
|
|
|
Nov 14, 2022
Q3 2022
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-470- 1.72% |
$24.3K - $27.2K
|
26.9K
$703K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-485Closed |
$25.1K - $28.1K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-485- 0.72% |
$25.1K - $28.1K
|
66.6K
$1.74M
|
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-486- 6.05% |
$25.2K - $28.1K
|
7.55K
$198K
|
|
|
Oct 12, 2022
Q3 2022
|
Addison Capital CO
|
SELL
|
- |
-500- 6.09% |
$25.9K - $28.9K
|
7.71K
$202K
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-509- 9.05% |
$26.4K - $29.5K
|
5.12K
$134K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-527- 9.61% |
$27.3K - $30.5K
|
4.96K
$130K
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-540- 13.11% |
$28K - $31.3K
|
3.58K
$93.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-540- 0.62% |
$28K - $31.3K
|
87K
$2.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-541- 3.18% |
$28K - $31.3K
|
16.5K
$431K
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-547- 47.86% |
$28.3K - $31.7K
|
596
$15.6K
|
|
|
Nov 07, 2022
Q3 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-568- 7.34% |
$29.4K - $32.9K
|
7.17K
$188K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-575- 19.81% |
$29.8K - $33.3K
|
2.33K
$60.9K
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-590- 0.07% |
$30.6K - $34.1K
|
851K
$22.3M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-630- 0.14% |
$32.6K - $36.5K
|
445K
$11.6M
|
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-653- 13.27% |
$33.8K - $37.8K
|
4.27K
$112K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-669- 98.82% |
$34.7K - $38.7K
|
8
$209
|
|
|
Oct 12, 2022
Q3 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-678- 3.68% |
$35.1K - $39.2K
|
17.7K
$464K
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-686- 1.5% |
$35.5K - $39.7K
|
45.1K
$1.18M
|
|
|
Oct 18, 2022
Q3 2022
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-737- 14.43% |
$38.2K - $42.7K
|
4.37K
$114K
|
|
|
Oct 24, 2022
Q3 2022
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-749- 0.96% |
$38.8K - $43.4K
|
77.1K
$2.02M
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-755- 18.51% |
$39.1K - $43.7K
|
3.32K
$87K
|
|
|
Oct 21, 2022
Q3 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-777- 8.3% |
$40.2K - $45K
|
8.59K
$225K
|
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
SELL
|
- |
-778- 9.74% |
$40.3K - $45K
|
7.21K
$189K
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-803- 1.41% |
$41.6K - $46.5K
|
56.3K
$1.47M
|
|
|
Oct 17, 2022
Q3 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-850- 7.93% |
$44K - $49.2K
|
9.87K
$258K
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-865- 15.94% |
$44.8K - $50.1K
|
4.56K
$119K
|
|
|
Oct 14, 2022
Q3 2022
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-901- 1.53% |
$46.7K - $52.1K
|
58K
$1.52M
|
|
|
Oct 19, 2022
Q3 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-917- 13.93% |
$47.5K - $53.1K
|
5.67K
$148K
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
SELL
|
- |
-925- 14.96% |
$47.9K - $53.5K
|
5.26K
$138K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-952- 9.39% |
$49.3K - $55.1K
|
9.19K
$240K
|
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-986- 8.92% |
$51.1K - $57.1K
|
10.1K
$264K
|