Purchases and Sales Made in Q4 2022 in Schwab Strategic Us Tips ETF (SCHP)
This table provides information about the institutional ownership of Schwab Strategic Us Tips ETF (SCHP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-3.37K- 8.31% |
$174K - $181K
|
37.2K
$958K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-3.49K- 21.86% |
$179K - $188K
|
12.5K
$321K
|
|
|
Jan 30, 2023
Q4 2022
|
Cypress Financial Planning LLC
|
SELL
|
- |
-3.59K- 17.85% |
$185K - $193K
|
16.5K
$426K
|
|
|
Jan 10, 2023
Q4 2022
|
Fc Advisory LLC
|
SELL
|
- |
-3.62K- 2.93% |
$186K - $195K
|
120K
$3.08M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.86K- 6.53% |
$199K - $208K
|
55.4K
$1.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.91K- 9.78% |
$201K - $210K
|
36K
$928K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4K- 46.34% |
$206K - $215K
|
4.64K
$119K
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-4.07K- 5.61% |
$210K - $219K
|
68.5K
$1.76M
|
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-4.09K- 7.37% |
$211K - $220K
|
51.4K
$1.32M
|
|
|
Jan 25, 2023
Q4 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-4.17K- 3.61% |
$215K - $224K
|
111K
$2.87M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.23K- 3.6% |
$218K - $228K
|
113K
$2.92M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.3K- 10.18% |
$221K - $231K
|
37.9K
$976K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.34K- 6.37% |
$224K - $234K
|
63.9K
$1.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-4.37K- 7.73% |
$225K - $235K
|
52.2K
$1.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-4.39K- 34.72% |
$226K - $236K
|
8.26K
$212K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-4.4K- 19.05% |
$226K - $237K
|
18.7K
$481K
|
|
|
Dec 11, 2023
Q4 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-4.44K- 40.55% |
$228K - $239K
|
6.51K
$167K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-4.59K- 6.58% |
$236K - $247K
|
65.2K
$1.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.67K- 3.57% |
$240K - $251K
|
126K
$3.25M
|
|
|
Feb 02, 2023
Q4 2022
|
Emfo, LLC
|
SELL
|
- |
-4.7K- 95.78% |
$242K - $253K
|
207
$5.33K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-4.7K- 6.05% |
$242K - $253K
|
73K
$1.88M
|
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-4.78K- 4.55% |
$246K - $257K
|
100K
$2.58M
|
|
|
Jan 24, 2023
Q4 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-4.79K- 11.4% |
$246K - $258K
|
37.2K
$957K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-4.8K- 1.62% |
$247K - $258K
|
292K
$7.51M
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-4.81K- 11.14% |
$247K - $259K
|
38.3K
$987K
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-5.06K- 1.26% |
$260K - $272K
|
395K
$10.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-5.06K- 53.56% |
$260K - $272K
|
4.39K
$113K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5.12K- 14.55% |
$263K - $275K
|
30K
$773K
|
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-5.33K- 16.79% |
$274K - $287K
|
26.4K
$680K
|
|
|
Jan 11, 2023
Q4 2022
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-5.33K- 1.2% |
$275K - $287K
|
439K
$11.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-5.39K- 29.44% |
$277K - $290K
|
12.9K
$333K
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-5.41K- 45.57% |
$278K - $291K
|
6.46K
$166K
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-5.43K- 18.31% |
$280K - $292K
|
24.2K
$624K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-5.43K- 18.31% |
$280K - $292K
|
24.2K
$624K
|
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-5.55K- 27.71% |
$286K - $299K
|
14.5K
$373K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.55K- 17.83% |
$286K - $299K
|
25.6K
$659K
|
|
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-5.58K- 17.64% |
$287K - $301K
|
26.1K
$671K
|
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-5.67K- 25.62% |
$292K - $305K
|
16.5K
$424K
|
|
|
Feb 07, 2023
Q4 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-5.81K- 11.84% |
$299K - $313K
|
43.2K
$1.11M
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-5.86K- 58.78% |
$301K - $315K
|
4.11K
$106K
|
|
|
Jan 17, 2023
Q4 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-5.87K- 17.84% |
$302K - $316K
|
27K
$696K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.92K- 13.14% |
$305K - $319K
|
39.2K
$1.01M
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-5.93K- 52.33% |
$305K - $319K
|
5.4K
$139K
|
|
|
Feb 08, 2023
Q4 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-5.95K- 46.0% |
$306K - $320K
|
6.98K
$180K
|
|
|
Jan 25, 2023
Q4 2022
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-6.22K- 10.33% |
$320K - $335K
|
54K
$1.39M
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-6.32K- 32.58% |
$325K - $340K
|
13.1K
$337K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-6.41K- 6.77% |
$330K - $345K
|
88.3K
$2.27M
|
|
|
Feb 06, 2023
Q4 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-6.58K- 57.14% |
$339K - $354K
|
4.94K
$127K
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-6.7K- 28.87% |
$345K - $360K
|
16.5K
$425K
|
|
|
Feb 14, 2023
Q4 2022
|
Iron Financial, LLC
|
SELL
|
- |
-6.73K- 3.71% |
$346K - $362K
|
175K
$4.5M
|