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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
51.2KNew |
$2.64M - $2.76M
|
51.2K
$1.32M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
48KNew |
$2.47M - $2.59M
|
48K
$1.24M
|
|
|
Feb 06, 2023
Q4 2022
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
45.5KNew |
$2.34M - $2.45M
|
45.5K
$1.17M
|
|
|
Jul 19, 2023
Q4 2022
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
44.2KNew |
$2.28M - $2.38M
|
44.2K
$1.14M
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
43.8K+ 174.99% |
$2.26M - $2.36M
|
68.9K
$1.78M
|
|
|
Feb 02, 2023
Q4 2022
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
39.4KNew |
$2.03M - $2.12M
|
39.4K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
38.2KNew |
$1.97M - $2.06M
|
38.2K
$984K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
37.7KNew |
$1.94M - $2.03M
|
37.7K
$970K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
35K+ 6.6% |
$1.8M - $1.88M
|
564K
$14.5M
|
|
|
May 11, 2023
Q4 2022
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
31.8KNew |
$1.64M - $1.71M
|
31.8K
$819K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
31K+ 8.95% |
$1.6M - $1.67M
|
377K
$9.72M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
30.6KNew |
$1.57M - $1.64M
|
30.6K
$788K
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
30.3K+ 38.64% |
$1.56M - $1.63M
|
109K
$2.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
28.1KNew |
$1.44M - $1.51M
|
28.1K
$723K
|
|
|
Feb 14, 2023
Q4 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
26.6KNew |
$1.37M - $1.43M
|
26.6K
$686K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
26.2K+ 7.93% |
$1.35M - $1.41M
|
356K
$9.18M
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
23.7KNew |
$1.22M - $1.28M
|
23.7K
$611K
|
|
|
Feb 10, 2023
Q4 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
22.9K+ 103.67% |
$1.18M - $1.23M
|
45K
$1.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
22.8KNew |
$1.17M - $1.23M
|
22.8K
$587K
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
22K+ 5.09% |
$1.13M - $1.18M
|
454K
$11.7M
|
|
|
Mar 02, 2023
Q4 2022
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
21.9KNew |
$1.13M - $1.18M
|
21.9K
$566K
|
|
|
Feb 09, 2023
Q4 2022
|
Advisory Services & Investments, LLC
|
BUY
|
- |
21.2K+ 306.85% |
$1.09M - $1.14M
|
28K
$723K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
20.7K+ 16.88% |
$1.07M - $1.12M
|
143K
$3.7M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
20.3KNew |
$1.04M - $1.09M
|
20.3K
$522K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
19.9K+ 80.7% |
$1.02M - $1.07M
|
44.5K
$1.15M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
19.5KNew |
$1M - $1.05M
|
19.5K
$502K
|
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
19.1KNew |
$981K - $1.03M
|
19.1K
$491K
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
19KNew |
$980K - $1.03M
|
19K
$491K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
18.8K+ 18.5% |
$966K - $1.01M
|
120K
$3.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
BUY
|
- |
18.6K+ 6.92% |
$959K - $1M
|
288K
$7.42M
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
17.5K+ 80.0% |
$900K - $942K
|
39.4K
$1.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
17.5K+ 223.02% |
$899K - $940K
|
25.3K
$652K
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
17.3KNew |
$891K - $932K
|
17.3K
$446K
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
17K+ 35.94% |
$876K - $916K
|
64.4K
$1.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
16.4KNew |
$846K - $884K
|
16.4K
$423K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
14.9K+ 30.37% |
$766K - $801K
|
63.9K
$1.65M
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
14.5K+ 65.09% |
$745K - $779K
|
36.7K
$946K
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
14.1K+ 3.96% |
$725K - $758K
|
370K
$9.52M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
13.8K+ 6.68% |
$710K - $742K
|
220K
$5.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
13.7K+ 65.69% |
$703K - $735K
|
34.5K
$888K
|
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
13.2KNew |
$680K - $711K
|
13.2K
$340K
|
|
|
Jan 12, 2023
Q4 2022
|
Solitude Financial Services
|
BUY
|
- |
12.9K+ 18.59% |
$664K - $695K
|
82.3K
$2.12M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
12.8KNew |
$660K - $691K
|
12.8K
$331K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12.7K+ 5.32% |
$653K - $683K
|
251K
$6.47M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.6K+ 50.78% |
$648K - $677K
|
37.4K
$963K
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
12.5K+ 12.9% |
$644K - $673K
|
109K
$2.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
12.4KNew |
$639K - $668K
|
12.4K
$320K
|
|
|
Feb 13, 2023
Q4 2022
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
12.1K+ 12.37% |
$624K - $653K
|
110K
$2.84M
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
11.6K+ 20.01% |
$597K - $624K
|
69.6K
$1.79M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
11.5KNew |
$590K - $617K
|
11.5K
$295K
|