Purchases and Sales Made in Q2 2021 in Schwab Strategic Us Tips ETF (SCHP)
This table provides information about the institutional ownership of Schwab Strategic Us Tips ETF (SCHP) during Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Jul 23, 2021
Q2 2021
|
Successful Portfolios LLC
|
BUY
|
- |
39+ 0.39% |
N/A
|
10.1K
$526K
|
|
Aug 16, 2021
Q2 2021
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
32New |
N/A
|
32
$1.66K
|
|
Aug 12, 2021
Q2 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
16+ 0.17% |
N/A
|
9.24K
$479K
|
|
Aug 05, 2021
Q2 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
15+ 9.55% |
N/A
|
172
$8.92K
|
|
Aug 09, 2021
Q2 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
15New |
N/A
|
15
$778
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
13+ 8.97% |
N/A
|
158
$8.2K
|
|
Aug 10, 2021
Q2 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
11+ 0.04% |
N/A
|
24.9K
$1.29M
|
|
Aug 12, 2021
Q2 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
11+ 0.83% |
N/A
|
1.33K
$69.2K
|
|
Aug 05, 2021
Q2 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
10+ 0.19% |
N/A
|
5.27K
$273K
|
|
Jul 21, 2021
Q2 2021
|
Asset Dedication, LLC
|
BUY
|
- |
10+ 0.8% |
N/A
|
1.27K
$65.7K
|
|
Aug 09, 2021
Q2 2021
|
Hudock, Inc.
|
BUY
|
- |
8+ 0.65% |
N/A
|
1.24K
$64.5K
|
|
Jul 27, 2021
Q2 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7New |
N/A
|
7
$363
|
|
Aug 30, 2021
Q2 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
6New |
N/A
|
6
$311
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5+ 2.87% |
N/A
|
179
$9.29K
|
|
Aug 13, 2021
Q2 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
4New |
N/A
|
4
$208
|
|
Aug 02, 2021
Q2 2021
|
Private Ocean, LLC
|
BUY
|
- |
3+ 0.15% |
N/A
|
1.97K
$102K
|
|
Jul 26, 2021
Q2 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.61% |
N/A
|
331
$17.2K
|
|
Aug 20, 2021
Q2 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1+ 0.87% |
N/A
|
116
$6.02K
|
|
Jul 14, 2021
Q2 2021
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 0.5% |
N/A
|
201
$10.4K
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.32% |
N/A
|
316
$16.4K
|
|
Aug 31, 2021
Q2 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-2- 1.67% |
N/A
|
118
$6.12K
|
|
Jul 14, 2021
Q2 2021
|
Belmont Capital, LLC
|
SELL
|
- |
-7- 1.85% |
N/A
|
372
$19.3K
|
|
Aug 09, 2021
Q2 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-13Closed |
N/A
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-13Closed |
N/A
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Gen Trust, LLC
|
SELL
|
- |
-18- 0.11% |
N/A
|
16.1K
$836K
|
|
Aug 04, 2021
Q2 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-18- 3.5% |
N/A
|
497
$25.8K
|
|
Aug 13, 2021
Q2 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-22- 6.11% |
N/A
|
338
$17.5K
|
|
Aug 13, 2021
Q2 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-24- 0.16% |
N/A
|
15.5K
$802K
|
|
Aug 02, 2021
Q2 2021
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-32- 0.3% |
N/A
|
10.8K
$560K
|
|
Aug 17, 2021
Q2 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-33- 0.74% |
N/A
|
4.43K
$230K
|
|
Aug 02, 2021
Q2 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-33- 32.35% |
N/A
|
69
$3.58K
|
|
Aug 16, 2021
Q2 2021
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-34- 0.12% |
N/A
|
29.4K
$1.53M
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-50- 0.65% |
N/A
|
7.59K
$394K
|
|
Jul 29, 2021
Q2 2021
|
Cordasco Financial Network
|
SELL
|
- |
-50Closed |
N/A
|
0
$0
|
|
Nov 12, 2021
Q2 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-51- 67.11% |
N/A
|
25
$1.3K
|
|
Jul 12, 2021
Q2 2021
|
Gradient Investments LLC
|
SELL
|
- |
-55- 10.48% |
N/A
|
470
$24.4K
|
|
Jul 20, 2021
Q2 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-64- 0.78% |
N/A
|
8.11K
$421K
|
|
Jul 27, 2021
Q2 2021
|
West Financial Advisors, LLC
|
SELL
|
- |
-67- 9.82% |
N/A
|
615
$31.9K
|
|
Jul 16, 2021
Q2 2021
|
Addison Capital CO
|
SELL
|
- |
-70- 1.04% |
N/A
|
6.64K
$344K
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-71Closed |
N/A
|
0
$0
|
|
Jan 28, 2022
Q2 2021
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-78- 0.94% |
N/A
|
8.19K
$425K
|
|
Aug 11, 2021
Q2 2021
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-81- 2.24% |
N/A
|
3.54K
$184K
|
|
Jul 19, 2021
Q2 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-85- 7.66% |
N/A
|
1.02K
$53.1K
|
|
Aug 05, 2021
Q2 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-100- 10.38% |
N/A
|
863
$44.8K
|
|
Aug 11, 2021
Q2 2021
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-105- 0.42% |
N/A
|
25K
$1.3M
|
|
Jul 29, 2021
Q2 2021
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-122- 2.76% |
N/A
|
4.31K
$223K
|
|
Aug 10, 2021
Q2 2021
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-130- 2.71% |
N/A
|
4.67K
$242K
|
|
Jul 15, 2021
Q2 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-138Closed |
N/A
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-139- 7.69% |
N/A
|
1.67K
$86.5K
|
|
Dec 01, 2022
Q2 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-157- 16.47% |
N/A
|
796
$41.3K
|