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 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-9.78K- 99.65% |
$544K - $588K
|
34
$877
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-9.84K- 31.02% |
$547K - $592K
|
21.9K
$565K
|
|
Aug 12, 2022
Q2 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-9.91K- 11.84% |
$551K - $596K
|
73.7K
$1.9M
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-9.97K- 10.11% |
$554K - $600K
|
88.7K
$2.29M
|
|
Jul 22, 2022
Q2 2022
|
Gen Trust, LLC
|
SELL
|
- |
-10K- 61.7% |
$556K - $602K
|
6.21K
$160K
|
|
Jul 07, 2022
Q2 2022
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-10.1K- 2.3% |
$559K - $605K
|
427K
$11M
|
|
Jul 27, 2022
Q2 2022
|
Iron Financial, LLC
|
SELL
|
- |
-10.2K- 5.25% |
$567K - $613K
|
184K
$4.75M
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-10.5K- 18.63% |
$583K - $630K
|
45.8K
$1.18M
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-10.7KClosed |
$595K - $644K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-11KClosed |
$609K - $659K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.1K- 11.46% |
$614K - $665K
|
85.4K
$2.2M
|
|
Jul 22, 2022
Q2 2022
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-11.2K- 31.92% |
$625K - $676K
|
24K
$618K
|
|
Jul 12, 2022
Q2 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-11.5K- 12.05% |
$642K - $694K
|
84.3K
$2.17M
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-11.6K- 88.34% |
$646K - $699K
|
1.54K
$39.6K
|
|
Aug 03, 2022
Q2 2022
|
Peterson Wealth Management
|
SELL
|
- |
-12.4K- 30.58% |
$689K - $745K
|
28.1K
$725K
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-12.7K- 30.13% |
$705K - $763K
|
29.4K
$759K
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-12.9KClosed |
$716K - $775K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-13K- 14.03% |
$720K - $779K
|
79.4K
$2.05M
|
|
Jul 29, 2022
Q2 2022
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-13.4KClosed |
$747K - $808K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-13.8K- 19.03% |
$769K - $832K
|
58.9K
$1.52M
|
|
Jul 22, 2022
Q2 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-13.9K- 40.43% |
$774K - $838K
|
20.5K
$529K
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-14.3K- 19.78% |
$793K - $858K
|
57.9K
$1.49M
|
|
Aug 15, 2022
Q2 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-14.6KClosed |
$810K - $876K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-15.4K- 4.73% |
$854K - $924K
|
309K
$7.98M
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-15.6K- 42.36% |
$867K - $938K
|
21.2K
$547K
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-16.2K- 63.1% |
$903K - $977K
|
9.5K
$245K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-17.1K- 48.43% |
$950K - $1.03M
|
18.2K
$470K
|
|
Jul 12, 2022
Q2 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-17.2K- 50.47% |
$955K - $1.03M
|
16.9K
$435K
|
|
Aug 12, 2022
Q2 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-17.3KClosed |
$960K - $1.04M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-17.8K- 15.21% |
$987K - $1.07M
|
99K
$2.55M
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-17.8K- 20.86% |
$987K - $1.07M
|
67.4K
$1.74M
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-18.9K- 77.19% |
$1.05M - $1.13M
|
5.58K
$144K
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-20KClosed |
$1.11M - $1.2M
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-20K- 77.97% |
$1.11M - $1.21M
|
5.66K
$146K
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-20.2K- 12.15% |
$1.12M - $1.22M
|
146K
$3.77M
|
|
Jul 27, 2022
Q2 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-20.6K- 12.71% |
$1.15M - $1.24M
|
141K
$3.65M
|
|
Jun 06, 2023
Q2 2022
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-20.7K- 3.02% |
$1.15M - $1.25M
|
666K
$17.2M
|
|
Aug 04, 2022
Q2 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-21.4K- 15.93% |
$1.19M - $1.28M
|
113K
$2.91M
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-21.8KClosed |
$1.21M - $1.31M
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-21.8K- 44.23% |
$1.21M - $1.31M
|
27.5K
$711K
|
|
Aug 09, 2022
Q2 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-22K- 77.86% |
$1.22M - $1.32M
|
6.25K
$161K
|
|
Aug 25, 2022
Q2 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-22.1KClosed |
$1.23M - $1.33M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-22.1K- 6.47% |
$1.23M - $1.33M
|
320K
$8.25M
|
|
Jul 14, 2022
Q2 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-22.3K- 85.57% |
$1.24M - $1.34M
|
3.77K
$97.2K
|
|
Jul 19, 2022
Q2 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-22.7K- 55.15% |
$1.26M - $1.36M
|
18.4K
$475K
|
|
Jul 22, 2022
Q2 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-23.3K- 3.24% |
$1.3M - $1.4M
|
695K
$17.9M
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-23.8K- 74.79% |
$1.33M - $1.43M
|
8.04K
$207K
|
|
Jul 19, 2022
Q2 2022
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-24.2K- 82.58% |
$1.35M - $1.46M
|
5.11K
$132K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-24.9K- 14.49% |
$1.39M - $1.5M
|
147K
$3.79M
|
|
Jul 11, 2022
Q2 2022
|
Mjp Associates Inc
|
SELL
|
- |
-25.1KClosed |
$1.39M - $1.51M
|
0
$0
|