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
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.53K+ 1413.97% |
$158K - $162K
|
2.71K
$70.9K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
2.53K+ 3.97% |
$157K - $162K
|
66.2K
$1.73M
|
|
|
Jan 27, 2022
Q4 2021
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.49K+ 8.77% |
$155K - $159K
|
30.8K
$806K
|
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2.41K+ 5.93% |
$150K - $154K
|
43K
$1.13M
|
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
2.39K+ 7.32% |
$149K - $152K
|
35K
$915K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.38KNew |
$148K - $152K
|
2.38K
$62.3K
|
|
|
Jan 18, 2022
Q4 2021
|
Tnf LLC
|
BUY
|
- |
2.36K+ 3.69% |
$147K - $151K
|
66.4K
$1.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.36K+ 37.4% |
$147K - $151K
|
8.67K
$227K
|
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
2.32K+ 14.01% |
$144K - $148K
|
18.8K
$493K
|
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2.3K+ 2.32% |
$143K - $147K
|
102K
$2.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.3K+ 1.89% |
$143K - $147K
|
124K
$3.25M
|
|
|
Feb 09, 2022
Q4 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.24K+ 70.09% |
$140K - $143K
|
5.44K
$142K
|
|
|
Feb 15, 2022
Q4 2021
|
Bts Asset Management, Inc.
|
BUY
|
- |
2.23K+ 24.39% |
$139K - $143K
|
11.4K
$298K
|
|
|
Feb 11, 2022
Q4 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.2K+ 10.52% |
$137K - $141K
|
23.2K
$606K
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
2.19KNew |
$136K - $140K
|
2.19K
$57.3K
|
|
|
Jan 12, 2022
Q4 2021
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
2.17KNew |
$135K - $139K
|
2.17K
$56.7K
|
|
|
Jan 26, 2022
Q4 2021
|
Kaizen Financial Strategies
|
BUY
|
- |
2.11K+ 5.05% |
$131K - $135K
|
43.9K
$1.15M
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2.11K+ 15.68% |
$131K - $135K
|
15.6K
$407K
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.1K+ 2.86% |
$131K - $134K
|
75.5K
$1.97M
|
|
|
Feb 11, 2022
Q4 2021
|
Iron Financial, LLC
|
BUY
|
- |
2.09K+ 1.38% |
$130K - $134K
|
154K
$4.03M
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.93KNew |
$120K - $124K
|
1.93K
$50.6K
|
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.92K+ 13.08% |
$119K - $123K
|
16.6K
$434K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.91KNew |
$119K - $122K
|
1.91K
$49.9K
|
|
|
Jan 18, 2022
Q4 2021
|
Addison Capital CO
|
BUY
|
- |
1.89K+ 29.08% |
$117K - $120K
|
8.37K
$219K
|
|
|
Feb 01, 2022
Q4 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.88K+ 17.64% |
$117K - $120K
|
12.5K
$328K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.79K+ 0.48% |
$111K - $114K
|
376K
$9.84M
|
|
|
Feb 09, 2022
Q4 2021
|
Adams Wealth Management
|
BUY
|
- |
1.78K+ 2.58% |
$111K - $114K
|
70.8K
$1.85M
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.71K+ 6.47% |
$106K - $109K
|
28.1K
$736K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
1.65KNew |
$103K - $105K
|
1.65K
$43.2K
|
|
|
Jan 25, 2022
Q4 2021
|
Q3 Asset Management
|
BUY
|
- |
1.54K+ 4.26% |
$95.9K - $98.4K
|
37.7K
$985K
|
|
|
Jan 21, 2022
Q4 2021
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
1.51K+ 5.64% |
$94.1K - $96.6K
|
28.3K
$741K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.51KNew |
$93.7K - $96.2K
|
1.51K
$39.4K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
1.5KNew |
$93.4K - $95.8K
|
1.5K
$39.2K
|
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.5K+ 8.24% |
$93.3K - $95.7K
|
19.7K
$515K
|
|
|
Jul 11, 2022
Q4 2021
|
Range Financial Group LLC
|
BUY
|
- |
1.45K+ 30.43% |
$90K - $92.3K
|
6.19K
$162K
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.41K+ 19.77% |
$87.5K - $89.8K
|
8.51K
$223K
|
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.39K+ 58.33% |
$86.3K - $88.6K
|
3.76K
$98.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.37K+ 2.33% |
$85.5K - $87.7K
|
60.4K
$1.58M
|
|
|
Feb 07, 2022
Q4 2021
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.34K+ 0.79% |
$83.3K - $85.5K
|
170K
$4.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
1.3K+ 35.36% |
$80.9K - $83.1K
|
4.98K
$130K
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
1.18K+ 4.59% |
$73.5K - $75.5K
|
26.9K
$704K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
1.17KNew |
$72.9K - $74.8K
|
1.17K
$30.6K
|
|
|
Jan 18, 2022
Q4 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.15K+ 1.74% |
$71.6K - $73.5K
|
67.1K
$1.76M
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.15K+ 13.03% |
$71.5K - $73.4K
|
9.97K
$261K
|
|
|
Jan 26, 2022
Q4 2021
|
Covenant Asset Management, LLC
|
BUY
|
- |
1.09K+ 2.88% |
$68K - $69.8K
|
39K
$1.02M
|
|
|
Jan 14, 2022
Q4 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
1.08K+ 4.91% |
$67.2K - $69K
|
23.1K
$604K
|
|
|
Feb 10, 2022
Q4 2021
|
Antonetti Capital Management LLC
|
BUY
|
- |
1.07K+ 9.06% |
$66.3K - $68K
|
12.8K
$336K
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.06K+ 21.25% |
$66K - $67.8K
|
6.06K
$158K
|
|
|
Jan 12, 2022
Q4 2021
|
Private Capital Management LLC
|
BUY
|
- |
1.06K+ 13.39% |
$65.7K - $67.4K
|
8.93K
$234K
|
|
|
Jan 05, 2022
Q4 2021
|
Spence Asset Management
|
BUY
|
- |
1K+ 918.35% |
$62.3K - $64K
|
1.11K
$29K
|