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 |
---|---|---|---|---|---|---|---|
Feb 04, 2022
Q4 2021
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-3.3K- 11.44% |
$205K - $211K
|
25.5K
$667K
|
|
Feb 09, 2022
Q4 2021
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-3.43K- 2.86% |
$213K - $219K
|
116K
$3.04M
|
|
Feb 09, 2022
Q4 2021
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-3.65KClosed |
$227K - $233K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.68KClosed |
$229K - $235K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-3.7K- 32.63% |
$230K - $236K
|
7.64K
$200K
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.7K- 4.13% |
$230K - $236K
|
85.8K
$2.25M
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-3.84K- 18.19% |
$239K - $245K
|
17.3K
$452K
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-3.84KClosed |
$239K - $246K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.88K- 2.19% |
$242K - $248K
|
174K
$4.54M
|
|
Feb 10, 2022
Q4 2021
|
Human Investing LLC
|
SELL
|
- |
-4.17KClosed |
$260K - $267K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Matrix Trust CO
|
SELL
|
- |
-4.22K- 1.51% |
$263K - $270K
|
275K
$7.18M
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-4.25K- 2.55% |
$264K - $271K
|
162K
$4.24M
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-4.3K- 35.02% |
$268K - $275K
|
7.98K
$209K
|
|
Jan 20, 2022
Q4 2021
|
Prairiewood Capital, LLC
|
SELL
|
- |
-4.31K- 6.75% |
$268K - $276K
|
59.5K
$1.56M
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.34KClosed |
$270K - $277K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-4.36K- 3.3% |
$272K - $279K
|
128K
$3.34M
|
|
Jan 20, 2022
Q4 2021
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-4.46KClosed |
$277K - $285K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-4.54KClosed |
$282K - $290K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-5.17K- 6.87% |
$322K - $330K
|
70K
$1.83M
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5.19KClosed |
$323K - $332K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Capital Insight Partners, LLC
|
SELL
|
- |
-5.31K- 12.89% |
$331K - $339K
|
35.9K
$939K
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-5.36K- 15.47% |
$334K - $342K
|
29.3K
$766K
|
|
Feb 01, 2022
Q4 2021
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-5.37K- 13.09% |
$334K - $343K
|
35.6K
$932K
|
|
Jan 04, 2022
Q4 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-5.39K- 5.26% |
$335K - $344K
|
97K
$2.54M
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-5.93KClosed |
$369K - $379K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.6K- 8.25% |
$411K - $422K
|
73.4K
$1.92M
|
|
Feb 14, 2022
Q4 2021
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-6.63K- 0.79% |
$413K - $424K
|
833K
$21.8M
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.93K- 4.07% |
$431K - $442K
|
163K
$4.27M
|
|
Feb 11, 2022
Q4 2021
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-7KClosed |
$436K - $447K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-7.6KClosed |
$473K - $486K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-8.9KClosed |
$554K - $569K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-9.44K- 41.81% |
$588K - $603K
|
13.1K
$344K
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-9.82K- 3.6% |
$611K - $627K
|
263K
$6.87M
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-10.1K- 68.12% |
$629K - $645K
|
4.73K
$124K
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-10.5KClosed |
$652K - $669K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-11.8K- 68.22% |
$735K - $754K
|
5.5K
$144K
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-11.9K- 74.83% |
$740K - $760K
|
4K
$105K
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-13.5K- 26.62% |
$841K - $863K
|
37.2K
$974K
|
|
Jan 19, 2022
Q4 2021
|
Peak Financial Advisors LLC
|
SELL
|
- |
-14.4K- 9.16% |
$898K - $922K
|
143K
$3.74M
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-15.2K- 43.1% |
$947K - $972K
|
20.1K
$525K
|
|
Feb 15, 2022
Q4 2021
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-15.7K- 14.15% |
$980K - $1.01M
|
95.6K
$2.5M
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-16.4KClosed |
$1.02M - $1.05M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-16.7K- 98.87% |
$1.04M - $1.07M
|
191
$5K
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-19.6K- 11.97% |
$1.22M - $1.25M
|
144K
$3.77M
|
|
Mar 10, 2022
Q4 2021
|
Friedenthal Financial
|
SELL
|
- |
-19.7K- 11.59% |
$1.22M - $1.26M
|
150K
$3.92M
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-20.9K- 55.96% |
$1.3M - $1.34M
|
16.5K
$431K
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-22.3K- 68.69% |
$1.39M - $1.42M
|
10.2K
$266K
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-24.2KClosed |
$1.51M - $1.55M
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-24.3K- 2.07% |
$1.51M - $1.55M
|
1.15M
$30M
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-24.9KClosed |
$1.55M - $1.59M
|
0
$0
|