Purchases and Sales Made in Q4 2021 in Schwab Strategic Us Tips ETF (SCHP)
This table provides information about the institutional ownership of Schwab Strategic Us Tips ETF (SCHP) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
SELL
|
- |
-34- 0.99% |
$2.12K - $2.17K
|
3.4K
$89K
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-47- 95.92% |
$2.93K - $3K
|
2
$52.3
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-48- 0.17% |
$2.99K - $3.07K
|
27.7K
$724K
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-52Closed |
$3.24K - $3.32K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-54- 0.99% |
$3.36K - $3.45K
|
5.38K
$141K
|
|
Feb 07, 2022
Q4 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-63- 1.48% |
$3.92K - $4.03K
|
4.19K
$110K
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-70- 8.15% |
$4.36K - $4.47K
|
789
$20.6K
|
|
Feb 14, 2022
Q4 2021
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-70- 0.27% |
$4.36K - $4.47K
|
25.7K
$673K
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-74- 1.94% |
$4.61K - $4.73K
|
3.74K
$97.7K
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-75Closed |
$4.67K - $4.79K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
SELL
|
- |
-87Closed |
$5.42K - $5.56K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-87Closed |
$5.42K - $5.56K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-93- 2.63% |
$5.79K - $5.94K
|
3.45K
$90.2K
|
|
Feb 07, 2022
Q4 2021
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-100- 0.88% |
$6.23K - $6.39K
|
11.2K
$293K
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-100- 4.35% |
$6.23K - $6.39K
|
2.2K
$57.5K
|
|
Jan 20, 2022
Q4 2021
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-112- 0.14% |
$6.97K - $7.16K
|
82.5K
$2.16M
|
|
Jan 31, 2022
Q4 2021
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-127- 0.39% |
$7.91K - $8.11K
|
32.5K
$851K
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-129Closed |
$8.03K - $8.24K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-131- 1.7% |
$8.15K - $8.37K
|
7.59K
$199K
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-133Closed |
$8.28K - $8.5K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-149- 38.21% |
$9.28K - $9.52K
|
241
$6.3K
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-158Closed |
$9.84K - $10.1K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
SELL
|
- |
-160Closed |
$9.96K - $10.2K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-170Closed |
$10.6K - $10.9K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-200- 6.1% |
$12.5K - $12.8K
|
3.08K
$80.5K
|
|
Feb 10, 2022
Q4 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-200- 1.58% |
$12.5K - $12.8K
|
12.5K
$327K
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-222- 17.1% |
$13.8K - $14.2K
|
1.08K
$28.1K
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-240- 3.58% |
$14.9K - $15.3K
|
6.46K
$169K
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
SELL
|
- |
-249- 87.37% |
$15.5K - $15.9K
|
36
$942
|
|
Jan 24, 2022
Q4 2021
|
Ddd Partners, LLC
|
SELL
|
- |
-249- 6.66% |
$15.5K - $15.9K
|
3.49K
$91.3K
|
|
Feb 04, 2022
Q4 2021
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-250- 0.62% |
$15.6K - $16K
|
40.2K
$1.05M
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-268- 5.3% |
$16.7K - $17.1K
|
4.79K
$125K
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-270- 36.54% |
$16.8K - $17.3K
|
469
$12.3K
|
|
Jan 26, 2022
Q4 2021
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-279- 4.15% |
$17.4K - $17.8K
|
6.44K
$168K
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-289- 2.96% |
$18K - $18.5K
|
9.48K
$248K
|
|
Feb 04, 2022
Q4 2021
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-302- 3.84% |
$18.8K - $19.3K
|
7.56K
$198K
|
|
Feb 14, 2022
Q4 2021
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-305- 1.8% |
$19K - $19.5K
|
16.7K
$436K
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-305Closed |
$19K - $19.5K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-320- 2.99% |
$19.9K - $20.4K
|
10.4K
$272K
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-329Closed |
$20.5K - $21K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Dagco, Inc.
|
SELL
|
- |
-331- 0.67% |
$20.6K - $21.1K
|
49.1K
$1.29M
|
|
Jan 13, 2022
Q4 2021
|
Northern Capital Management, Inc.
|
SELL
|
- |
-339- 1.46% |
$21.1K - $21.7K
|
22.8K
$598K
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-348- 0.58% |
$21.7K - $22.2K
|
59.4K
$1.55M
|
|
Feb 07, 2022
Q4 2021
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-363- 4.32% |
$22.6K - $23.2K
|
8.04K
$210K
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-379- 4.01% |
$23.6K - $24.2K
|
9.08K
$238K
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-400- 6.92% |
$24.9K - $25.6K
|
5.38K
$141K
|
|
Feb 09, 2022
Q4 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-401- 9.53% |
$25K - $25.6K
|
3.81K
$99.6K
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-428- 38.56% |
$26.6K - $27.3K
|
682
$17.8K
|
|
Dec 11, 2023
Q4 2021
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-432- 2.38% |
$26.9K - $27.6K
|
17.7K
$463K
|
|
Feb 25, 2022
Q4 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-467- 29.73% |
$29.1K - $29.8K
|
1.1K
$28.9K
|