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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2022
Q1 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
3.88KNew |
$232K - $244K
|
3.88K
$100K
|
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.85KNew |
$231K - $243K
|
3.85K
$99.4K
|
|
|
May 04, 2022
Q1 2022
|
Souders Financial Advisors
|
BUY
|
- |
3.85K+ 4.32% |
$231K - $243K
|
93.1K
$2.4M
|
|
|
May 03, 2022
Q1 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
3.71KNew |
$222K - $234K
|
3.71K
$95.7K
|
|
|
May 06, 2022
Q1 2022
|
Qcm Cayman, Ltd.
|
BUY
|
- |
3.71KNew |
$222K - $233K
|
3.71K
$95.6K
|
|
|
May 13, 2022
Q1 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.66KNew |
$219K - $231K
|
3.66K
$94.4K
|
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.64KNew |
$218K - $229K
|
3.64K
$93.9K
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.64K+ 6.09% |
$218K - $229K
|
63.4K
$1.64M
|
|
|
May 04, 2022
Q1 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
3.62K+ 11.75% |
$217K - $228K
|
34.4K
$889K
|
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.62KNew |
$217K - $228K
|
3.62K
$93.4K
|
|
|
May 11, 2022
Q1 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
3.58K+ 63.62% |
$215K - $226K
|
9.21K
$238K
|
|
|
Apr 29, 2022
Q1 2022
|
Nbt Bank N A
|
BUY
|
- |
3.41KNew |
$204K - $215K
|
3.41K
$87.9K
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.4K+ 9.88% |
$204K - $214K
|
37.8K
$976K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
3.36K+ 42.77% |
$201K - $212K
|
11.2K
$289K
|
|
|
Apr 28, 2022
Q1 2022
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
3.35K+ 51.86% |
$201K - $211K
|
9.82K
$253K
|
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
3.33KNew |
$200K - $210K
|
3.33K
$85.9K
|
|
|
May 06, 2022
Q1 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
3.21K+ 2.78% |
$192K - $202K
|
119K
$3.06M
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.14K+ 39.09% |
$188K - $198K
|
11.2K
$288K
|
|
|
May 04, 2022
Q1 2022
|
Bfsg, LLC
|
BUY
|
- |
3.1K+ 1.72% |
$186K - $195K
|
183K
$4.73M
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.09K+ 42.69% |
$185K - $195K
|
10.3K
$267K
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.01K+ 1.35% |
$180K - $190K
|
226K
$5.83M
|
|
|
Apr 19, 2022
Q1 2022
|
Mjp Associates Inc
|
BUY
|
- |
3.01K+ 13.65% |
$180K - $190K
|
25.1K
$646K
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3K+ 27.05% |
$180K - $189K
|
14.1K
$364K
|
|
|
May 06, 2022
Q1 2022
|
Wt Wealth Management
|
BUY
|
- |
2.95K+ 35.49% |
$177K - $186K
|
11.3K
$291K
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.92K+ 9.18% |
$175K - $184K
|
34.7K
$896K
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.92K+ 15.47% |
$175K - $184K
|
21.8K
$561K
|
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.84K+ 32.81% |
$170K - $179K
|
11.5K
$297K
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.67K+ 7.99% |
$160K - $168K
|
36.1K
$931K
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
2.56K+ 10.31% |
$153K - $161K
|
27.4K
$706K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.48K+ 1297.91% |
$149K - $156K
|
2.67K
$68.9K
|
|
|
May 05, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
2.47KNew |
$148K - $156K
|
2.47K
$63.7K
|
|
|
Apr 29, 2022
Q1 2022
|
Covenant Asset Management, LLC
|
BUY
|
- |
2.44K+ 6.26% |
$146K - $154K
|
41.4K
$1.07M
|
|
|
May 10, 2022
Q1 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
2.44K+ 21.53% |
$146K - $154K
|
13.8K
$355K
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
2.41K+ 75.18% |
$144K - $151K
|
5.6K
$145K
|
|
|
May 12, 2022
Q1 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
2.34K+ 0.29% |
$140K - $147K
|
805K
$20.8M
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.29K+ 41.46% |
$137K - $144K
|
7.81K
$202K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.29K+ 28.16% |
$137K - $144K
|
10.4K
$268K
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
2.16K+ 1.69% |
$129K - $136K
|
130K
$3.35M
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.13K+ 23.45% |
$128K - $134K
|
11.2K
$289K
|
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
2.12K+ 1.84% |
$127K - $133K
|
117K
$3.02M
|
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
2.03K+ 30.43% |
$121K - $128K
|
8.68K
$224K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
2.01K+ 1.24% |
$121K - $127K
|
164K
$4.24M
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.95K+ 20.59% |
$117K - $123K
|
11.4K
$294K
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.94K+ 19.45% |
$116K - $122K
|
11.9K
$307K
|
|
|
Apr 18, 2022
Q1 2022
|
Verde Capital Management
|
BUY
|
- |
1.94K+ 7.18% |
$116K - $122K
|
28.9K
$746K
|
|
|
May 19, 2022
Q1 2022
|
Planning Directions Inc
|
BUY
|
- |
1.92K+ 8.17% |
$115K - $121K
|
25.4K
$656K
|
|
|
May 10, 2022
Q1 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
1.89K+ 8.0% |
$113K - $119K
|
25.5K
$659K
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
1.83K+ 2.5% |
$109K - $115K
|
74.9K
$1.93M
|
|
|
Apr 14, 2022
Q1 2022
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
1.79K+ 6.31% |
$107K - $113K
|
30.1K
$777K
|
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.79K+ 5.1% |
$107K - $112K
|
36.8K
$948K
|