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 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4+ 0.37% |
$240 - $252
|
1.08K
$27.8K
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
4+ 0.31% |
$240 - $252
|
1.28K
$33K
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 0.53% |
$180 - $189
|
565
$14.6K
|
|
Apr 26, 2022
Q1 2022
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 0.48% |
$59.9 - $63
|
209
$5.39K
|
|
Jan 03, 2023
Q1 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1+ 0.03% |
$59.9 - $63
|
3.34K
$86.2K
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
1+ 0.15% |
$59.9 - $63
|
683
$17.6K
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
1New |
$59.9 - $63
|
1
$25.8
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1New |
$59.9 - $63
|
1
$25.8
|
|
May 04, 2022
Q1 2022
|
Emfo, LLC
|
BUY
|
- |
1+ 0.02% |
$59.9 - $63
|
4.9K
$126K
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 1.85% |
$59.9 - $63
|
55
$1.42K
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.08% |
$59.9 - $63
|
1.19K
$30.8K
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.3% |
$59.9 - $63
|
337
$8.69K
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-1Closed |
$59.9 - $63
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2Closed |
$120 - $126
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
SELL
|
- |
-3Closed |
$180 - $189
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-7Closed |
$420 - $441
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10- 2.7% |
$599 - $630
|
360
$9.29K
|
|
Apr 27, 2022
Q1 2022
|
Shearwater Capital LLC
|
SELL
|
- |
-15- 3.41% |
$899 - $945
|
425
$11K
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-16- 8.51% |
$959 - $1.01K
|
172
$4.44K
|
|
Apr 14, 2022
Q1 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-18Closed |
$1.08K - $1.13K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-20Closed |
$1.2K - $1.26K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-25- 0.33% |
$1.5K - $1.57K
|
7.53K
$194K
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-26Closed |
$1.56K - $1.64K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-26Closed |
$1.56K - $1.64K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-30Closed |
$1.8K - $1.89K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-37- 0.69% |
$2.22K - $2.33K
|
5.34K
$138K
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-46Closed |
$2.76K - $2.9K
|
0
$0
|
|
Aug 25, 2022
Q1 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-47- 0.4% |
$2.82K - $2.96K
|
11.7K
$303K
|
|
May 10, 2022
Q1 2022
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-47- 1.0% |
$2.82K - $2.96K
|
4.67K
$121K
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
SELL
|
- |
-50- 2.53% |
$3K - $3.15K
|
1.93K
$49.7K
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-51- 68.92% |
$3.06K - $3.21K
|
23
$593
|
|
Apr 27, 2022
Q1 2022
|
Wespac Advisors, LLC
|
SELL
|
- |
-52- 0.75% |
$3.12K - $3.28K
|
6.84K
$177K
|
|
May 04, 2022
Q1 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-53- 0.11% |
$3.18K - $3.34K
|
47.4K
$1.22M
|
|
Apr 11, 2022
Q1 2022
|
Addison Capital CO
|
SELL
|
- |
-54- 0.65% |
$3.24K - $3.4K
|
8.31K
$215K
|
|
May 11, 2022
Q1 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-62Closed |
$3.72K - $3.91K
|
0
$0
|
|
Dec 11, 2023
Q1 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-63- 0.36% |
$3.78K - $3.97K
|
17.6K
$455K
|
|
Apr 27, 2022
Q1 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-67- 0.08% |
$4.02K - $4.22K
|
84K
$2.17M
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-70- 1.87% |
$4.2K - $4.41K
|
3.68K
$95K
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-73- 1.08% |
$4.38K - $4.6K
|
6.67K
$172K
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-75- 9.51% |
$4.5K - $4.72K
|
714
$18.4K
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
SELL
|
- |
-80- 2.13% |
$4.8K - $5.04K
|
3.67K
$94.7K
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-83- 0.25% |
$4.98K - $5.23K
|
33.6K
$866K
|
|
May 11, 2022
Q1 2022
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-90Closed |
$5.39K - $5.67K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-93Closed |
$5.57K - $5.86K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-94Closed |
$5.63K - $5.92K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-94Closed |
$5.63K - $5.92K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-96- 0.87% |
$5.75K - $6.05K
|
11K
$283K
|
|
Apr 14, 2022
Q1 2022
|
Gen Trust, LLC
|
SELL
|
- |
-97- 0.59% |
$5.81K - $6.11K
|
16.2K
$419K
|
|
Apr 14, 2022
Q1 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-106- 0.85% |
$6.35K - $6.68K
|
12.4K
$319K
|