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 09, 2022
Q1 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
125New |
$7.49K - $7.87K
|
125
$3.23K
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
112+ 2800.0% |
$6.71K - $7.05K
|
116
$2.99K
|
|
|
Apr 14, 2022
Q1 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
109+ 2.05% |
$6.53K - $6.87K
|
5.42K
$140K
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
106+ 5.48% |
$6.35K - $6.68K
|
2.04K
$52.6K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
102+ 21.75% |
$6.11K - $6.42K
|
571
$14.7K
|
|
|
Apr 26, 2022
Q1 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
100+ 3.05% |
$5.99K - $6.3K
|
3.38K
$87.1K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
98+ 70.5% |
$5.87K - $6.17K
|
237
$6.11K
|
|
|
Apr 25, 2022
Q1 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
96+ 0.79% |
$5.75K - $6.05K
|
12.3K
$316K
|
|
|
Apr 21, 2022
Q1 2022
|
Ballast Advisors LLC
|
BUY
|
- |
96+ 4.72% |
$5.75K - $6.05K
|
2.13K
$55K
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
84New |
$5.03K - $5.29K
|
84
$2.17K
|
|
|
May 09, 2022
Q1 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
81+ 0.49% |
$4.86K - $5.1K
|
16.7K
$430K
|
|
|
May 13, 2022
Q1 2022
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
75+ 0.29% |
$4.5K - $4.72K
|
25.7K
$664K
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
72+ 240.0% |
$4.32K - $4.54K
|
102
$2.63K
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
68+ 2266.67% |
$4.08K - $4.28K
|
71
$1.83K
|
|
|
Apr 14, 2022
Q1 2022
|
Rhs Financial, LLC
|
BUY
|
- |
66+ 0.11% |
$3.96K - $4.16K
|
62.6K
$1.61M
|
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
63New |
$3.78K - $3.97K
|
63
$1.63K
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
57+ 0.24% |
$3.42K - $3.59K
|
24.1K
$622K
|
|
|
Apr 06, 2022
Q1 2022
|
Spence Asset Management
|
BUY
|
- |
55+ 4.95% |
$3.3K - $3.46K
|
1.17K
$30.1K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
53+ 2650.0% |
$3.18K - $3.34K
|
55
$1.42K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
52New |
$3.12K - $3.28K
|
52
$1.34K
|
|
|
Apr 14, 2022
Q1 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
51+ 0.12% |
$3.06K - $3.21K
|
43.1K
$1.11M
|
|
|
Apr 08, 2022
Q1 2022
|
Marotta Asset Management
|
BUY
|
- |
45+ 0.02% |
$2.7K - $2.83K
|
227K
$5.86M
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
43New |
$2.58K - $2.71K
|
43
$1.11K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
42+ 7.69% |
$2.52K - $2.65K
|
588
$15.2K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
40+ 23.95% |
$2.4K - $2.52K
|
207
$5.34K
|
|
|
May 16, 2022
Q1 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
35+ 0.29% |
$2.1K - $2.2K
|
12.1K
$311K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
34+ 28.33% |
$2.04K - $2.14K
|
154
$3.97K
|
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
BUY
|
- |
29+ 0.32% |
$1.74K - $1.83K
|
8.96K
$231K
|
|
|
May 04, 2022
Q1 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
26New |
$1.56K - $1.64K
|
26
$671
|
|
|
May 04, 2022
Q1 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
26+ 0.4% |
$1.56K - $1.64K
|
6.59K
$170K
|
|
|
Apr 21, 2022
Q1 2022
|
Elm Partners Management LLC
|
BUY
|
- |
26New |
$1.56K - $1.64K
|
26
$671
|
|
|
May 12, 2022
Q1 2022
|
S.A. Mason LLC
|
BUY
|
- |
25+ 3.05% |
$1.5K - $1.57K
|
845
$21.8K
|
|
|
May 10, 2022
Q1 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
24+ 0.08% |
$1.44K - $1.51K
|
31.2K
$806K
|
|
|
Apr 27, 2022
Q1 2022
|
Callahan Advisors, LLC
|
BUY
|
- |
22+ 0.39% |
$1.32K - $1.39K
|
5.72K
$148K
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
21+ 14.29% |
$1.26K - $1.32K
|
168
$4.33K
|
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
15New |
$899 - $945
|
15
$387
|
|
|
May 05, 2022
Q1 2022
|
Ddd Partners, LLC
|
BUY
|
- |
15+ 0.43% |
$899 - $945
|
3.5K
$90.4K
|
|
|
May 10, 2022
Q1 2022
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
15+ 0.3% |
$899 - $945
|
4.95K
$128K
|
|
|
May 04, 2022
Q1 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
13+ 0.31% |
$779 - $819
|
4.24K
$109K
|
|
|
May 12, 2022
Q1 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
13+ 0.38% |
$779 - $819
|
3.46K
$89.3K
|
|
|
May 09, 2022
Q1 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
11+ 1.57% |
$659 - $693
|
712
$18.4K
|
|
|
May 16, 2022
Q1 2022
|
Heron Bay Capital Management
|
BUY
|
- |
11+ 0.16% |
$659 - $693
|
6.76K
$174K
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
10+ 3.13% |
$599 - $630
|
329
$8.49K
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
9+ 100.0% |
$539 - $567
|
18
$464
|
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
8+ 0.04% |
$480 - $504
|
21.9K
$565K
|
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
7+ 0.08% |
$420 - $441
|
9.31K
$240K
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6+ 0.4% |
$360 - $378
|
1.51K
$39K
|
|
|
May 10, 2022
Q1 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
6New |
$360 - $378
|
6
$155
|
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
5+ 0.12% |
$300 - $315
|
4.09K
$105K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 0.35% |
$240 - $252
|
1.14K
$29.4K
|