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 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
55.8K+ 14.84% |
$3.35M - $3.52M
|
432K
$11.1M
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
54.4K+ 503.49% |
$3.26M - $3.42M
|
65.2K
$1.68M
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
54.3K+ 104.98% |
$3.26M - $3.42M
|
106K
$2.74M
|
|
Jun 08, 2022
Q1 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
52.7KNew |
$3.16M - $3.32M
|
52.7K
$1.36M
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
45.6K+ 35.75% |
$2.73M - $2.87M
|
173K
$4.47M
|
|
May 11, 2022
Q1 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
45.2KNew |
$2.71M - $2.85M
|
45.2K
$1.17M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
43K+ 14.37% |
$2.58M - $2.71M
|
342K
$8.82M
|
|
Apr 25, 2022
Q1 2022
|
Flc Capital Advisors
|
BUY
|
- |
42.8K+ 26.31% |
$2.56M - $2.7M
|
205K
$5.3M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
41.8K+ 11.11% |
$2.5M - $2.63M
|
418K
$10.8M
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
41K+ 6.55% |
$2.46M - $2.58M
|
667K
$17.2M
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
40.8K+ 59.77% |
$2.44M - $2.57M
|
109K
$2.81M
|
|
May 04, 2022
Q1 2022
|
Iron Financial, LLC
|
BUY
|
- |
40.3K+ 26.2% |
$2.42M - $2.54M
|
194K
$5.01M
|
|
Apr 22, 2022
Q1 2022
|
Smart Money Group LLC
|
BUY
|
- |
39.9K+ 181.87% |
$2.39M - $2.51M
|
61.8K
$1.6M
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
36KNew |
$2.16M - $2.27M
|
36K
$930K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
34.1K+ 45.78% |
$2.04M - $2.15M
|
109K
$2.8M
|
|
May 02, 2022
Q1 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
33.8K+ 26.49% |
$2.03M - $2.13M
|
161K
$4.16M
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
33.4K+ 51.18% |
$2M - $2.1M
|
98.7K
$2.55M
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
33.4K+ 46.22% |
$2M - $2.1M
|
106K
$2.73M
|
|
Apr 29, 2022
Q1 2022
|
Navalign, LLC
|
BUY
|
- |
33.3K+ 13.61% |
$2M - $2.1M
|
278K
$7.17M
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
33.2K+ 521.17% |
$1.99M - $2.09M
|
39.6K
$1.02M
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
32.9K+ 816.51% |
$1.97M - $2.07M
|
37K
$954K
|
|
May 16, 2022
Q1 2022
|
United Bank
Vienna, VA |
BUY
|
- |
32.2K+ 4.07% |
$1.93M - $2.03M
|
824K
$21.3M
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
31.9KNew |
$1.91M - $2.01M
|
31.9K
$822K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
31.9KNew |
$1.91M - $2.01M
|
31.9K
$822K
|
|
Apr 22, 2022
Q1 2022
|
Econ Financial Services Corp
|
BUY
|
- |
30.9KNew |
$1.85M - $1.95M
|
30.9K
$797K
|
|
Apr 25, 2022
Q1 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
28K+ 3.52% |
$1.68M - $1.77M
|
825K
$21.3M
|
|
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
27.9KNew |
$1.67M - $1.76M
|
27.9K
$721K
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
26.6K+ 34.92% |
$1.59M - $1.67M
|
103K
$2.65M
|
|
May 16, 2022
Q1 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
26.4K+ 2254.48% |
$1.58M - $1.66M
|
27.6K
$711K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
25.7K+ 179.37% |
$1.54M - $1.62M
|
40K
$1.03M
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
23.5K+ 63.08% |
$1.41M - $1.48M
|
60.7K
$1.57M
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
23.4K+ 458.73% |
$1.4M - $1.47M
|
28.5K
$735K
|
|
May 09, 2022
Q1 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
22.5K+ 10.22% |
$1.35M - $1.41M
|
242K
$6.25M
|
|
May 16, 2022
Q1 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
22.3K+ 113.32% |
$1.33M - $1.4M
|
41.9K
$1.08M
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
22.1KNew |
$1.33M - $1.39M
|
22.1K
$571K
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
22.1KNew |
$1.32M - $1.39M
|
22.1K
$569K
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
21.9K+ 1.16% |
$1.31M - $1.38M
|
1.91M
$49.3M
|
|
Apr 21, 2022
Q1 2022
|
Zhang Financial LLC
|
BUY
|
- |
21.7K+ 49.47% |
$1.3M - $1.36M
|
65.4K
$1.69M
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
BUY
|
- |
21.5KNew |
$1.29M - $1.36M
|
21.5K
$555K
|
|
Apr 14, 2022
Q1 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
21.4K+ 15.34% |
$1.28M - $1.35M
|
161K
$4.15M
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
20.4KNew |
$1.22M - $1.29M
|
20.4K
$527K
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
20.3K+ 123.49% |
$1.22M - $1.28M
|
36.8K
$949K
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20.1K+ 27.32% |
$1.2M - $1.26M
|
93.5K
$2.41M
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
19.3K+ 9.71% |
$1.15M - $1.21M
|
218K
$5.62M
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
19.2K+ 12.45% |
$1.15M - $1.21M
|
174K
$4.48M
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
18.7KNew |
$1.12M - $1.18M
|
18.7K
$482K
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
18.6K+ 12.67% |
$1.11M - $1.17M
|
165K
$4.27M
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
18.6K+ 34.81% |
$1.11M - $1.17M
|
72K
$1.86M
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
17.8K+ 151.89% |
$1.06M - $1.12M
|
29.4K
$759K
|
|
May 13, 2022
Q1 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
17.3KNew |
$1.04M - $1.09M
|
17.3K
$446K
|