Purchases and Sales Made in Q1 2022 in Schwab Strategic Us Tips ETF (SCHP)
This table provides information about the institutional ownership of Schwab Strategic Us Tips ETF (SCHP) during Q1 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 03, 2022
Q1 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-12.1K- 33.98% |
$726K - $762K
|
23.5K
$607K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.2K- 6.0% |
$730K - $768K
|
191K
$4.93M
|
|
|
Apr 20, 2022
Q1 2022
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-12.3K- 25.95% |
$739K - $777K
|
35.2K
$908K
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-13.7K- 15.96% |
$821K - $863K
|
72.1K
$1.86M
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-13.9KClosed |
$832K - $875K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-14.3K- 43.8% |
$858K - $902K
|
18.4K
$474K
|
|
|
May 02, 2022
Q1 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-15K- 4.02% |
$900K - $946K
|
359K
$9.26M
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-15.2KClosed |
$912K - $958K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-15.2K- 5.54% |
$913K - $960K
|
260K
$6.71M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-15.3K- 43.33% |
$917K - $963K
|
20K
$516K
|
|
|
May 02, 2022
Q1 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-15.5K- 60.89% |
$931K - $978K
|
9.98K
$257K
|
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
SELL
|
- |
-15.7K- 58.46% |
$942K - $990K
|
11.2K
$288K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-16.7K- 19.74% |
$998K - $1.05M
|
67.7K
$1.75M
|
|
|
May 10, 2022
Q1 2022
|
Wulff, Hansen & Co.
|
SELL
|
- |
-16.8KClosed |
$1.01M - $1.06M
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-17.1K- 22.09% |
$1.02M - $1.08M
|
60.3K
$1.56M
|
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-18K- 2.93% |
$1.08M - $1.13M
|
596K
$15.4M
|
|
|
Apr 12, 2022
Q1 2022
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-19.2KClosed |
$1.15M - $1.21M
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-20K- 8.67% |
$1.2M - $1.26M
|
210K
$5.43M
|
|
|
Apr 26, 2022
Q1 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-20.6K- 3.18% |
$1.23M - $1.29M
|
626K
$16.2M
|
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-21.7K- 74.23% |
$1.3M - $1.37M
|
7.55K
$195K
|
|
|
Apr 27, 2022
Q1 2022
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-22.2K- 76.46% |
$1.33M - $1.4M
|
6.84K
$176K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-22.4K- 29.95% |
$1.34M - $1.41M
|
52.4K
$1.35M
|
|
|
Apr 18, 2022
Q1 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-22.8K- 41.55% |
$1.37M - $1.43M
|
32K
$827K
|
|
|
Apr 26, 2022
Q1 2022
|
Northern Capital Management, Inc.
|
SELL
|
- |
-22.8KClosed |
$1.37M - $1.44M
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Diversified, LLC
|
SELL
|
- |
-23.1K- 80.44% |
$1.38M - $1.45M
|
5.61K
$145K
|
|
|
Apr 29, 2022
Q1 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-23.4KClosed |
$1.4M - $1.48M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-23.5K- 20.2% |
$1.41M - $1.48M
|
92.7K
$2.39M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-23.8K- 48.0% |
$1.43M - $1.5M
|
25.8K
$666K
|
|
|
May 09, 2022
Q1 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-24.8K- 37.0% |
$1.49M - $1.56M
|
42.3K
$1.09M
|
|
|
May 02, 2022
Q1 2022
|
Ntb Financial Corp
Centennial, CO |
SELL
|
- |
-25.6K- 49.11% |
$1.53M - $1.61M
|
26.5K
$685K
|
|
|
Apr 26, 2022
Q1 2022
|
Peterson Wealth Management
|
SELL
|
- |
-25.7K- 38.82% |
$1.54M - $1.62M
|
40.5K
$1.04M
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-27KClosed |
$1.62M - $1.7M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-27K- 32.36% |
$1.62M - $1.7M
|
56.5K
$1.46M
|
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-27K- 29.87% |
$1.62M - $1.7M
|
63.5K
$1.64M
|
|
|
May 06, 2022
Q1 2022
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-27.3K- 50.66% |
$1.64M - $1.72M
|
26.6K
$686K
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-28.2K- 69.74% |
$1.69M - $1.78M
|
12.2K
$316K
|
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-28.5K- 58.26% |
$1.71M - $1.8M
|
20.4K
$527K
|
|
|
Apr 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-29.2K- 52.06% |
$1.75M - $1.84M
|
26.9K
$694K
|
|
|
Apr 25, 2022
Q1 2022
|
Tnf LLC
|
SELL
|
- |
-30.1K- 45.41% |
$1.81M - $1.9M
|
36.2K
$935K
|
|
|
May 05, 2022
Q1 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-30.3K- 27.69% |
$1.82M - $1.91M
|
79.2K
$2.04M
|
|
|
May 12, 2022
Q1 2022
|
Staley Capital Advisers Inc
|
SELL
|
- |
-31KClosed |
$1.86M - $1.95M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-32.1K- 13.5% |
$1.92M - $2.02M
|
206K
$5.3M
|
|
|
May 16, 2022
Q1 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-32.6K- 32.85% |
$1.96M - $2.05M
|
66.7K
$1.72M
|
|
|
May 06, 2022
Q1 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-34.7K- 40.64% |
$2.08M - $2.19M
|
50.7K
$1.31M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-36.4K- 48.87% |
$2.18M - $2.29M
|
38.1K
$983K
|
|
|
Apr 27, 2022
Q1 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-37.7K- 28.34% |
$2.26M - $2.38M
|
95.4K
$2.46M
|
|
|
Oct 04, 2022
Q1 2022
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-38.9K- 54.66% |
$2.33M - $2.45M
|
32.3K
$832K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-39.1K- 41.01% |
$2.34M - $2.46M
|
56.2K
$1.45M
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-39.5K- 1.2% |
$2.37M - $2.49M
|
3.25M
$83.9M
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-39.6KClosed |
$2.37M - $2.49M
|
0
$0
|