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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.14KNew |
$265K - $277K
|
5.14K
$133K
|
|
|
Feb 06, 2023
Q4 2022
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
5.07K+ 20.62% |
$261K - $273K
|
29.7K
$765K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.04KNew |
$260K - $271K
|
5.04K
$130K
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
5.02KNew |
$259K - $270K
|
5.02K
$129K
|
|
|
Jan 23, 2023
Q4 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
5.02KNew |
$258K - $270K
|
5.02K
$129K
|
|
|
Feb 06, 2023
Q4 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
4.97K+ 69.25% |
$256K - $267K
|
12.1K
$313K
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
4.96K+ 1.84% |
$255K - $267K
|
275K
$7.09M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.95K+ 5.21% |
$255K - $267K
|
100K
$2.58M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4.95KNew |
$255K - $266K
|
4.95K
$128K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
4.94KNew |
$254K - $266K
|
4.94K
$127K
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.94KNew |
$254K - $266K
|
4.94K
$127K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
4.87KNew |
$251K - $262K
|
4.87K
$125K
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4.86KNew |
$250K - $262K
|
4.86K
$125K
|
|
|
Jan 30, 2023
Q4 2022
|
Resource Planning Group
|
BUY
|
- |
4.74K+ 3.0% |
$244K - $255K
|
163K
$4.19M
|
|
|
Feb 17, 2023
Q4 2022
|
Adams Wealth Management
|
BUY
|
- |
4.68K+ 11.39% |
$241K - $252K
|
45.8K
$1.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
4.6K+ 39.75% |
$237K - $248K
|
16.2K
$417K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.55K+ 4.06% |
$234K - $245K
|
117K
$3.01M
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
4.49K+ 25.06% |
$231K - $242K
|
22.4K
$578K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
4.42K+ 21.64% |
$228K - $238K
|
24.9K
$640K
|
|
|
Feb 03, 2023
Q4 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
4.37K+ 1.33% |
$225K - $235K
|
332K
$8.55M
|
|
|
Jan 19, 2023
Q4 2022
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
4.36KNew |
$224K - $235K
|
4.36K
$112K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
4.24KNew |
$218K - $228K
|
4.24K
$109K
|
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
BUY
|
- |
4.21KNew |
$217K - $227K
|
4.21K
$109K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.21K+ 1.38% |
$217K - $227K
|
310K
$7.99M
|
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
4.18KNew |
$215K - $225K
|
4.18K
$108K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.1KNew |
$211K - $221K
|
4.1K
$106K
|
|
|
Jan 20, 2023
Q4 2022
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
4.08KNew |
$210K - $220K
|
4.08K
$105K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.07KNew |
$209K - $219K
|
4.07K
$105K
|
|
|
Feb 08, 2023
Q4 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
4.05KNew |
$208K - $218K
|
4.05K
$104K
|
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
4.04KNew |
$208K - $217K
|
4.04K
$104K
|
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
4.01KNew |
$206K - $216K
|
4.01K
$103K
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
3.99KNew |
$206K - $215K
|
3.99K
$103K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
3.92KNew |
$202K - $211K
|
3.92K
$101K
|
|
|
Jan 20, 2023
Q4 2022
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
3.76K+ 2.47% |
$193K - $202K
|
156K
$4.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.66K+ 10.04% |
$188K - $197K
|
40.1K
$1.03M
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3.6K+ 88.09% |
$185K - $194K
|
7.68K
$198K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3.52KNew |
$181K - $190K
|
3.52K
$90.7K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
3.3K+ 62.26% |
$170K - $178K
|
8.61K
$222K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.91KNew |
$150K - $156K
|
2.91K
$74.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.89K+ 8.16% |
$149K - $156K
|
38.3K
$987K
|
|
|
Jan 19, 2023
Q4 2022
|
Wt Wealth Management
|
BUY
|
- |
2.52K+ 27.7% |
$130K - $136K
|
11.6K
$299K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.36KNew |
$121K - $127K
|
2.36K
$60.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
2.24K+ 5.01% |
$115K - $121K
|
47K
$1.21M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.21K+ 35.6% |
$113K - $119K
|
8.4K
$216K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
2.16KNew |
$111K - $116K
|
2.16K
$55.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
2.05K+ 2.36% |
$106K - $110K
|
89.1K
$2.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
2.05K+ 7865.38% |
$105K - $110K
|
2.07K
$53.4K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
2.01K+ 51.98% |
$103K - $108K
|
5.86K
$151K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.96K+ 84.14% |
$101K - $105K
|
4.29K
$110K
|
|
|
Aug 11, 2023
Q4 2022
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
1.86K+ 9.38% |
$95.7K - $100K
|
21.7K
$559K
|