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 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.77K+ 2.93% |
$106K - $111K
|
62.1K
$1.6M
|
|
Apr 29, 2022
Q1 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.74K+ 2.59% |
$104K - $109K
|
68.9K
$1.78M
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.72K+ 33.48% |
$103K - $108K
|
6.85K
$177K
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.72K+ 0.32% |
$103K - $108K
|
536K
$13.8M
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.68K+ 5.97% |
$101K - $106K
|
29.8K
$770K
|
|
May 11, 2022
Q1 2022
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
1.63K+ 32.76% |
$97.7K - $103K
|
6.61K
$170K
|
|
May 06, 2022
Q1 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.58K+ 1.38% |
$94.9K - $99.7K
|
116K
$3M
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.49K+ 5.38% |
$89.2K - $93.7K
|
29.2K
$752K
|
|
Apr 25, 2022
Q1 2022
|
Transform Wealth, LLC
|
BUY
|
- |
1.48K+ 35.11% |
$88.8K - $93.4K
|
5.7K
$147K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.47K+ 6.61% |
$88.1K - $92.6K
|
23.7K
$611K
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.3K+ 1.77% |
$77.7K - $81.7K
|
74.5K
$1.92M
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
1.28K+ 8.58% |
$77K - $80.9K
|
16.3K
$419K
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
1.26K+ 1.9% |
$75.2K - $79.1K
|
67.5K
$1.74M
|
|
May 16, 2022
Q1 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.25K+ 2.84% |
$74.7K - $78.5K
|
45.1K
$1.16M
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.24K+ 1.64% |
$74K - $77.8K
|
76.4K
$1.97M
|
|
May 10, 2022
Q1 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.19K+ 13.58% |
$71.4K - $75K
|
9.96K
$257K
|
|
May 16, 2022
Q1 2022
|
Cambria Investment Management, L.P.
|
BUY
|
- |
1.17K+ 1.98% |
$70.3K - $73.9K
|
60.4K
$1.56M
|
|
May 05, 2022
Q1 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
1.17K+ 5.05% |
$69.8K - $73.4K
|
24.2K
$626K
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.12KNew |
$67.1K - $70.5K
|
1.12K
$28.9K
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
1.08K+ 2.14% |
$64.6K - $67.9K
|
51.5K
$1.33M
|
|
May 06, 2022
Q1 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.08K+ 8.6% |
$64.6K - $67.9K
|
13.6K
$351K
|
|
May 03, 2022
Q1 2022
|
Values First Advisors, Inc.
|
BUY
|
- |
1.08K+ 5.3% |
$64.4K - $67.7K
|
21.3K
$551K
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.07KNew |
$64.1K - $67.3K
|
1.07K
$27.6K
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.06K+ 1.51% |
$63.8K - $67K
|
71.5K
$1.85M
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.06K+ 3.65% |
$63.6K - $66.8K
|
30.2K
$778K
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.05K+ 3.43% |
$63K - $66.2K
|
31.7K
$818K
|
|
May 10, 2022
Q1 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.04K+ 5.5% |
$62.3K - $65.5K
|
20K
$515K
|
|
Apr 11, 2022
Q1 2022
|
Ridgewood Investments LLC
|
BUY
|
- |
1.03K+ 15.95% |
$61.4K - $64.6K
|
7.45K
$192K
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.02K+ 26.05% |
$61K - $64.1K
|
4.92K
$127K
|
|
Apr 14, 2022
Q1 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
1K+ 6.29% |
$59.9K - $63K
|
16.9K
$436K
|
|
May 16, 2022
Q1 2022
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
998+ 12.63% |
$59.8K - $62.9K
|
8.9K
$230K
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
991+ 20.68% |
$59.4K - $62.4K
|
5.78K
$149K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
990+ 7.42% |
$59.3K - $62.4K
|
14.3K
$370K
|
|
Apr 22, 2022
Q1 2022
|
Ade, LLC
|
BUY
|
- |
980+ 13.32% |
$58.7K - $61.7K
|
8.34K
$215K
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
973New |
$58.3K - $61.3K
|
973
$25.1K
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
972+ 29.98% |
$58.3K - $61.2K
|
4.21K
$109K
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
972New |
$58.3K - $61.2K
|
972
$25.1K
|
|
Apr 19, 2022
Q1 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
925+ 13.21% |
$55.4K - $58.3K
|
7.93K
$204K
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
923+ 0.91% |
$55.3K - $58.1K
|
102K
$2.64M
|
|
Jun 13, 2022
Q1 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
922+ 29.95% |
$55.3K - $58.1K
|
4K
$103K
|
|
Apr 28, 2022
Q1 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
920+ 0.3% |
$55.1K - $58K
|
312K
$8.05M
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
BUY
|
- |
875+ 0.09% |
$52.4K - $55.1K
|
1.01M
$26M
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
868+ 2.53% |
$52K - $54.7K
|
35.2K
$908K
|
|
Apr 27, 2022
Q1 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
840+ 2.84% |
$50.3K - $52.9K
|
30.4K
$784K
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
827+ 23.06% |
$49.6K - $52.1K
|
4.41K
$114K
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
796+ 9.46% |
$47.7K - $50.1K
|
9.21K
$238K
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
730New |
$43.8K - $46K
|
730
$18.8K
|
|
Apr 25, 2022
Q1 2022
|
Cubic Asset Management, LLC
|
BUY
|
- |
694+ 10.84% |
$41.6K - $43.7K
|
7.1K
$183K
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
676New |
$40.5K - $42.6K
|
676
$17.4K
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
660+ 61.34% |
$39.6K - $41.6K
|
1.74K
$44.8K
|