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 |
|---|---|---|---|---|---|---|---|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-485- 1.85% |
$30.2K - $31K
|
25.7K
$672K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-501- 81.07% |
$31.2K - $32K
|
117
$3.06K
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-510Closed |
$31.7K - $32.6K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-520- 5.2% |
$32.4K - $33.2K
|
9.49K
$248K
|
|
|
Feb 08, 2022
Q4 2021
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-527- 1.78% |
$32.8K - $33.7K
|
29.1K
$760K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-528- 16.46% |
$32.9K - $33.7K
|
2.68K
$70.1K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-529- 5.29% |
$32.9K - $33.8K
|
9.48K
$248K
|
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-594Closed |
$37K - $38K
|
0
$0
|
|
|
Oct 02, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-611Closed |
$38K - $39K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-630- 4.09% |
$39.2K - $40.3K
|
14.8K
$387K
|
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-645- 15.14% |
$40.2K - $41.2K
|
3.62K
$94.6K
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-700Closed |
$43.6K - $44.7K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-704- 8.09% |
$43.8K - $45K
|
8K
$209K
|
|
|
Feb 11, 2022
Q4 2021
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-726- 3.57% |
$45.2K - $46.4K
|
19.6K
$514K
|
|
|
Feb 07, 2022
Q4 2021
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-761- 0.66% |
$47.4K - $48.6K
|
115K
$3M
|
|
|
Jan 31, 2022
Q4 2021
|
Financial Life Advisors
|
SELL
|
- |
-762- 3.24% |
$47.4K - $48.7K
|
22.8K
$596K
|
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-816Closed |
$50.8K - $52.1K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-827Closed |
$51.5K - $52.8K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Verde Capital Management
|
SELL
|
- |
-887- 3.18% |
$55.2K - $56.7K
|
27K
$705K
|
|
|
Feb 07, 2022
Q4 2021
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-947- 3.2% |
$59K - $60.5K
|
28.6K
$748K
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-961- 3.73% |
$59.8K - $61.4K
|
24.8K
$649K
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.02K- 35.7% |
$63.2K - $64.8K
|
1.83K
$47.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.09K- 41.88% |
$67.5K - $69.3K
|
1.51K
$39.4K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-1.2K- 1.99% |
$74.8K - $76.7K
|
59.2K
$1.55M
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.25K- 15.81% |
$77.8K - $79.9K
|
6.66K
$174K
|
|
|
Jan 14, 2022
Q4 2021
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.3K- 1.17% |
$80.6K - $82.7K
|
109K
$2.86M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.33K- 19.43% |
$82.9K - $85.1K
|
5.52K
$145K
|
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.34K- 9.91% |
$83.3K - $85.5K
|
12.2K
$318K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.48K- 62.17% |
$91.9K - $94.3K
|
898
$23.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-1.5K- 0.9% |
$93.4K - $95.8K
|
165K
$4.3M
|
|
|
Jan 25, 2022
Q4 2021
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-1.51K- 14.92% |
$94.1K - $96.6K
|
8.62K
$226K
|
|
|
Feb 07, 2022
Q4 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.51K- 3.09% |
$94.1K - $96.6K
|
47.4K
$1.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.63K- 28.73% |
$101K - $104K
|
4.03K
$106K
|
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.65K- 77.16% |
$103K - $105K
|
488
$12.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-1.66KClosed |
$104K - $106K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.67K- 3.25% |
$104K - $107K
|
49.6K
$1.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.67K- 3.23% |
$104K - $107K
|
50.1K
$1.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Natixis
Paris, I0 |
SELL
|
- |
-1.86K- 3.62% |
$116K - $119K
|
49.7K
$1.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-1.87KClosed |
$116K - $119K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Wt Wealth Management
|
SELL
|
- |
-2.05K- 19.76% |
$128K - $131K
|
8.32K
$218K
|
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-2.3K- 4.16% |
$143K - $147K
|
53K
$1.39M
|
|
|
Feb 09, 2022
Q4 2021
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-2.43K- 9.31% |
$151K - $155K
|
23.7K
$619K
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.54K- 12.63% |
$158K - $163K
|
17.6K
$461K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-2.64K- 9.28% |
$164K - $169K
|
25.8K
$675K
|
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
SELL
|
- |
-2.72K- 37.05% |
$169K - $174K
|
4.61K
$121K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.88KClosed |
$179K - $184K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-3.01K- 1.75% |
$187K - $192K
|
169K
$4.42M
|
|
|
Feb 01, 2022
Q4 2021
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-3.02K- 3.18% |
$188K - $193K
|
92K
$2.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.21KClosed |
$200K - $205K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-3.29KClosed |
$205K - $210K
|
0
$0
|