Purchases and Sales Made in Q2 2022 in Schwab Strategic Us Tips ETF (SCHP)
This table provides information about the institutional ownership of Schwab Strategic Us Tips ETF (SCHP) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.92KClosed |
$274K - $296K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.93KClosed |
$274K - $297K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-5.01K- 31.15% |
$278K - $301K
|
11.1K
$285K
|
|
Jul 20, 2022
Q2 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-5.01K- 16.52% |
$278K - $301K
|
25.3K
$653K
|
|
Jul 19, 2022
Q2 2022
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-5.17KClosed |
$287K - $311K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-5.18K- 5.59% |
$288K - $312K
|
87.5K
$2.26M
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-5.19KClosed |
$289K - $312K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.24K- 4.96% |
$291K - $315K
|
100K
$2.59M
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-5.28K- 3.19% |
$293K - $317K
|
160K
$4.13M
|
|
Jul 25, 2022
Q2 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-5.55K- 2.74% |
$308K - $334K
|
197K
$5.09M
|
|
Dec 11, 2023
Q2 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-5.63K- 31.92% |
$313K - $338K
|
12K
$310K
|
|
Aug 10, 2022
Q2 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-5.74K- 0.71% |
$319K - $345K
|
799K
$20.6M
|
|
Jul 19, 2022
Q2 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-5.77KClosed |
$321K - $347K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-5.81KClosed |
$323K - $349K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-5.86K- 23.57% |
$326K - $352K
|
19K
$490K
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-5.9K- 4.33% |
$328K - $355K
|
130K
$3.36M
|
|
Jul 07, 2022
Q2 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-6.17K- 6.54% |
$343K - $371K
|
88.1K
$2.27M
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-6.2K- 17.24% |
$345K - $373K
|
29.8K
$768K
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.29K- 2.97% |
$350K - $378K
|
206K
$5.31M
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
SELL
|
- |
-6.38K- 34.74% |
$355K - $384K
|
12K
$309K
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-6.4K- 57.4% |
$356K - $385K
|
4.75K
$123K
|
|
Jul 06, 2022
Q2 2022
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-6.54KClosed |
$364K - $394K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-6.57K- 35.77% |
$365K - $395K
|
11.8K
$305K
|
|
Jul 08, 2022
Q2 2022
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-6.58K- 7.93% |
$366K - $396K
|
76.4K
$1.97M
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-6.62K- 93.17% |
$368K - $398K
|
485
$12.5K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-6.73K- 26.09% |
$374K - $405K
|
19.1K
$492K
|
|
Aug 08, 2022
Q2 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-6.73K- 5.79% |
$374K - $405K
|
110K
$2.83M
|
|
Aug 05, 2022
Q2 2022
|
Curran Financial Partners, LLC
|
SELL
|
- |
-6.75K- 20.81% |
$375K - $406K
|
25.7K
$662K
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-6.82K- 3.9% |
$379K - $410K
|
168K
$4.33M
|
|
Aug 01, 2022
Q2 2022
|
Wespac Advisors, LLC
|
SELL
|
- |
-6.84KClosed |
$380K - $412K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-6.95K- 35.38% |
$386K - $418K
|
12.7K
$327K
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-7.23K- 65.84% |
$402K - $435K
|
3.75K
$96.8K
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-7.38K- 19.9% |
$410K - $444K
|
29.7K
$766K
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.42K- 9.95% |
$412K - $446K
|
67.1K
$1.73M
|
|
Jul 22, 2022
Q2 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-7.43KClosed |
$413K - $447K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-7.45K- 4.13% |
$414K - $448K
|
173K
$4.46M
|
|
Mar 23, 2023
Q2 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-7.5K- 35.66% |
$417K - $451K
|
13.5K
$349K
|
|
Aug 08, 2022
Q2 2022
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-7.53KClosed |
$419K - $453K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-7.71KClosed |
$429K - $464K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Values First Advisors, Inc.
|
SELL
|
- |
-7.96K- 37.3% |
$443K - $479K
|
13.4K
$345K
|
|
Aug 03, 2022
Q2 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-8.07K- 15.13% |
$449K - $485K
|
45.3K
$1.17M
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-8.14KClosed |
$453K - $490K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-8.27K- 24.63% |
$460K - $497K
|
25.3K
$653K
|
|
Jul 25, 2022
Q2 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-8.31K- 29.37% |
$462K - $500K
|
20K
$516K
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-8.41K- 16.24% |
$467K - $506K
|
43.4K
$1.12M
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-8.53K- 17.06% |
$474K - $513K
|
41.4K
$1.07M
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-8.99KClosed |
$500K - $541K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-9.31K- 41.37% |
$518K - $560K
|
13.2K
$340K
|
|
Aug 10, 2022
Q2 2022
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-9.36KClosed |
$520K - $563K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-9.46K- 28.92% |
$526K - $569K
|
23.3K
$600K
|