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 13, 2022
Q1 2022
|
Keystone Financial Group
|
SELL
|
- |
-40.2KClosed |
$2.41M - $2.53M
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-40.7K- 58.12% |
$2.44M - $2.56M
|
29.3K
$756K
|
|
May 02, 2022
Q1 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-41.1KClosed |
$2.46M - $2.59M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-41.3K- 16.32% |
$2.48M - $2.6M
|
212K
$5.46M
|
|
May 02, 2022
Q1 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-42.6K- 46.32% |
$2.55M - $2.68M
|
49.4K
$1.27M
|
|
Apr 12, 2022
Q1 2022
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-43.9KClosed |
$2.63M - $2.77M
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-46.4K- 53.07% |
$2.78M - $2.92M
|
41.1K
$1.06M
|
|
Apr 21, 2022
Q1 2022
|
Dagco, Inc.
|
SELL
|
- |
-49.1KClosed |
$2.95M - $3.1M
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-49.4K- 65.41% |
$2.96M - $3.11M
|
26.1K
$673K
|
|
Oct 13, 2023
Q1 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-49.5K- 25.62% |
$2.97M - $3.12M
|
144K
$3.71M
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-51.8K- 56.42% |
$3.11M - $3.26M
|
40K
$1.03M
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-53.2K- 49.9% |
$3.19M - $3.35M
|
53.4K
$1.38M
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-53.4K- 98.68% |
$3.2M - $3.36M
|
715
$18.4K
|
|
May 09, 2022
Q1 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-54.1KClosed |
$3.25M - $3.41M
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-54.6KClosed |
$3.27M - $3.44M
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-55.3K- 22.12% |
$3.32M - $3.49M
|
195K
$5.03M
|
|
May 02, 2022
Q1 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-56.6K- 7.31% |
$3.39M - $3.57M
|
718K
$18.5M
|
|
Apr 28, 2022
Q1 2022
|
Friedenthal Financial
|
SELL
|
- |
-60K- 40.04% |
$3.6M - $3.78M
|
89.9K
$2.32M
|
|
Apr 27, 2022
Q1 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-64.8K- 34.58% |
$3.88M - $4.08M
|
123K
$3.16M
|
|
Apr 21, 2022
Q1 2022
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-67.3KClosed |
$4.04M - $4.24M
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-67.8K- 30.24% |
$4.06M - $4.27M
|
156K
$4.04M
|
|
Apr 04, 2022
Q1 2022
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-75KClosed |
$4.49M - $4.72M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-75.5K- 34.98% |
$4.52M - $4.75M
|
140K
$3.62M
|
|
Feb 14, 2023
Q1 2022
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-79.4K- 37.91% |
$4.76M - $5M
|
130K
$3.35M
|
|
Apr 21, 2022
Q1 2022
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-79.4K- 79.13% |
$4.76M - $5M
|
21K
$541K
|
|
May 05, 2022
Q1 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-81.1K- 50.95% |
$4.86M - $5.11M
|
78.1K
$2.02M
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-81.7K- 3.54% |
$4.9M - $5.15M
|
2.22M
$57.4M
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-86.4KClosed |
$5.18M - $5.44M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-95.6KClosed |
$5.73M - $6.02M
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Greystone Financial Group, LLC
|
SELL
|
- |
-95.7K- 30.41% |
$5.74M - $6.03M
|
219K
$5.65M
|
|
May 10, 2022
Q1 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-102K- 95.4% |
$6.1M - $6.41M
|
4.91K
$127K
|
|
May 16, 2022
Q1 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-102KClosed |
$6.12M - $6.43M
|
0
$0
|
|
Aug 31, 2022
Q1 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-102KClosed |
$6.12M - $6.43M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-112K- 68.52% |
$6.7M - $7.04M
|
51.3K
$1.32M
|
|
May 16, 2022
Q1 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-113KClosed |
$6.77M - $7.11M
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-117K- 53.16% |
$7M - $7.35M
|
103K
$2.65M
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-117K- 55.98% |
$7.04M - $7.4M
|
92.3K
$2.38M
|
|
Apr 08, 2022
Q1 2022
|
Alaska Permanent Capital Management
|
SELL
|
- |
-120KClosed |
$7.16M - $7.53M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-121K- 77.02% |
$7.23M - $7.59M
|
36K
$928K
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-131K- 51.23% |
$7.83M - $8.22M
|
124K
$3.21M
|
|
Apr 29, 2022
Q1 2022
|
Toews Corp
|
SELL
|
- |
-138K- 59.44% |
$8.24M - $8.66M
|
93.9K
$2.42M
|
|
Apr 22, 2022
Q1 2022
|
Peak Financial Advisors LLC
|
SELL
|
- |
-139K- 96.96% |
$8.31M - $8.74M
|
4.36K
$112K
|
|
May 03, 2022
Q1 2022
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-139KClosed |
$8.33M - $8.76M
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-158K- 7.96% |
$9.45M - $9.93M
|
1.82M
$47M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-159K- 42.78% |
$9.5M - $9.99M
|
212K
$5.47M
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-171K- 94.99% |
$10.2M - $10.7M
|
8.99K
$232K
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-177K- 67.58% |
$10.6M - $11.2M
|
85.1K
$2.2M
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-181K- 38.38% |
$10.8M - $11.4M
|
291K
$7.49M
|
|
May 11, 2022
Q1 2022
|
Monumental Financial Group Inc.
|
SELL
|
- |
-190K- 95.93% |
$11.4M - $11.9M
|
8.04K
$207K
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-193K- 28.04% |
$11.6M - $12.2M
|
496K
$12.8M
|