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 |
---|---|---|---|---|---|---|---|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
658+ 2.3% |
$39.4K - $41.4K
|
29.2K
$754K
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
658+ 2.3% |
$39.4K - $41.4K
|
29.2K
$754K
|
|
Apr 28, 2022
Q1 2022
|
Bcs Wealth Management
|
BUY
|
- |
624+ 7.84% |
$37.4K - $39.3K
|
8.58K
$221K
|
|
Apr 14, 2022
Q1 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
600New |
$36K - $37.8K
|
600
$15.5K
|
|
Apr 20, 2022
Q1 2022
|
Boston Trust Walden Corp
|
BUY
|
- |
600+ 7.8% |
$36K - $37.8K
|
8.3K
$214K
|
|
Apr 28, 2022
Q1 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
600+ 6.33% |
$36K - $37.8K
|
10.1K
$260K
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
594+ 15.79% |
$35.6K - $37.4K
|
4.36K
$112K
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
569+ 185.95% |
$34.1K - $35.8K
|
875
$22.6K
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
567New |
$34K - $35.7K
|
567
$14.6K
|
|
Apr 26, 2022
Q1 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
560+ 4.15% |
$33.6K - $35.3K
|
14K
$362K
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
551+ 7.26% |
$33K - $34.7K
|
8.14K
$210K
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
544New |
$32.6K - $34.3K
|
544
$14K
|
|
May 10, 2022
Q1 2022
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
466+ 1.43% |
$27.9K - $29.4K
|
33K
$852K
|
|
Apr 20, 2022
Q1 2022
|
Well Done, LLC
|
BUY
|
- |
454+ 12.73% |
$27.2K - $28.6K
|
4.02K
$104K
|
|
May 09, 2022
Q1 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
449+ 2.28% |
$26.9K - $28.3K
|
20.1K
$519K
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
444+ 1.58% |
$26.6K - $28K
|
28.6K
$737K
|
|
Apr 18, 2022
Q1 2022
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
418+ 0.51% |
$25.1K - $26.3K
|
83K
$2.14M
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
407New |
$24.4K - $25.6K
|
407
$10.5K
|
|
May 10, 2022
Q1 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
402+ 7.39% |
$24.1K - $25.3K
|
5.85K
$151K
|
|
May 04, 2022
Q1 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
396+ 2.25% |
$23.7K - $24.9K
|
18K
$465K
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
389New |
$23.3K - $24.5K
|
389
$10K
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
381+ 11.62% |
$22.8K - $24K
|
3.66K
$94.4K
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
370+ 1.1% |
$22.2K - $23.3K
|
34.1K
$879K
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
369+ 8.92% |
$22.1K - $23.2K
|
4.5K
$116K
|
|
Apr 22, 2022
Q1 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
365+ 9.51% |
$21.9K - $23K
|
4.2K
$108K
|
|
May 10, 2022
Q1 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
364+ 7.07% |
$21.8K - $22.9K
|
5.51K
$142K
|
|
Apr 18, 2022
Q1 2022
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
350+ 3.06% |
$21K - $22K
|
11.8K
$304K
|
|
May 18, 2022
Q1 2022
|
Range Financial Group LLC
|
BUY
|
- |
322+ 5.2% |
$19.3K - $20.3K
|
6.52K
$168K
|
|
May 16, 2022
Q1 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
320+ 1.95% |
$19.2K - $20.2K
|
16.7K
$432K
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
300New |
$18K - $18.9K
|
300
$7.74K
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
292+ 0.17% |
$17.5K - $18.4K
|
174K
$4.48M
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
288New |
$17.3K - $18.1K
|
288
$7.43K
|
|
May 09, 2022
Q1 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
271+ 3.37% |
$16.2K - $17.1K
|
8.31K
$214K
|
|
Apr 25, 2022
Q1 2022
|
Prism Advisors, Inc.
|
BUY
|
- |
255+ 3.76% |
$15.3K - $16.1K
|
7.05K
$182K
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
240+ 6.48% |
$14.4K - $15.1K
|
3.94K
$102K
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
239New |
$14.3K - $15.1K
|
239
$6.17K
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
BUY
|
- |
206+ 5.51% |
$12.3K - $13K
|
3.94K
$102K
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
206+ 5.34% |
$12.3K - $13K
|
4.06K
$105K
|
|
Apr 25, 2022
Q1 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
203+ 0.25% |
$12.2K - $12.8K
|
82.7K
$2.13M
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
199New |
$11.9K - $12.5K
|
199
$5.13K
|
|
May 13, 2022
Q1 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
196New |
$11.7K - $12.3K
|
196
$5.06K
|
|
Apr 27, 2022
Q1 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
186+ 0.34% |
$11.1K - $11.7K
|
54.7K
$1.41M
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
184+ 511.11% |
$11K - $11.6K
|
220
$5.68K
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
BUY
|
- |
180+ 2.67% |
$10.8K - $11.3K
|
6.93K
$179K
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
BUY
|
- |
179+ 0.78% |
$10.7K - $11.3K
|
23.1K
$596K
|
|
May 13, 2022
Q1 2022
|
Bts Asset Management, Inc.
|
BUY
|
- |
178+ 1.56% |
$10.7K - $11.2K
|
11.6K
$298K
|
|
Apr 29, 2022
Q1 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
164+ 1.38% |
$9.83K - $10.3K
|
12K
$310K
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
151New |
$9.05K - $9.51K
|
151
$3.9K
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
144New |
$8.63K - $9.07K
|
144
$3.72K
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
128+ 1.53% |
$7.67K - $8.06K
|
8.47K
$219K
|