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
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.4K+ 1.73% |
$578K - $626K
|
611K
$15.8M
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
9.74K+ 8.94% |
$541K - $586K
|
119K
$3.06M
|
|
Aug 12, 2022
Q2 2022
|
United Bank
Vienna, VA |
BUY
|
- |
9.49K+ 1.15% |
$528K - $571K
|
834K
$21.5M
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
9.03K+ 88.27% |
$502K - $543K
|
19.3K
$497K
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
8.61K+ 3.56% |
$479K - $518K
|
251K
$6.47M
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
BUY
|
- |
8.36KNew |
$465K - $503K
|
8.36K
$216K
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
8.25KNew |
$459K - $496K
|
8.25K
$213K
|
|
Jul 11, 2022
Q2 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
7.64KNew |
$425K - $460K
|
7.64K
$197K
|
|
Jul 27, 2022
Q2 2022
|
West Wealth Group, LLC
|
BUY
|
- |
7.32K+ 9.37% |
$407K - $440K
|
85.4K
$2.2M
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
7.22K+ 11.89% |
$401K - $434K
|
67.9K
$1.75M
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.06KNew |
$393K - $425K
|
7.06K
$182K
|
|
Aug 10, 2022
Q2 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
6.99K+ 15.47% |
$389K - $421K
|
52.2K
$1.35M
|
|
Jul 22, 2022
Q2 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
6.87K+ 16.33% |
$382K - $413K
|
48.9K
$1.26M
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
6.83K+ 8.07% |
$379K - $411K
|
91.4K
$2.36M
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.62K+ 63.64% |
$368K - $398K
|
17K
$439K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
6.34KNew |
$352K - $381K
|
6.34K
$164K
|
|
Jul 21, 2022
Q2 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
6.29KNew |
$350K - $379K
|
6.29K
$162K
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
6.27KNew |
$348K - $377K
|
6.27K
$162K
|
|
Aug 01, 2022
Q2 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
6.19KNew |
$344K - $372K
|
6.19K
$160K
|
|
Jul 11, 2022
Q2 2022
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
5.92K+ 19.66% |
$329K - $356K
|
36K
$929K
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.87KNew |
$326K - $353K
|
5.87K
$151K
|
|
Aug 16, 2022
Q2 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
5.74KNew |
$319K - $345K
|
5.74K
$148K
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.7K+ 10.17% |
$317K - $343K
|
61.7K
$1.59M
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.67K+ 14.89% |
$315K - $341K
|
43.8K
$1.13M
|
|
Jul 19, 2022
Q2 2022
|
Econ Financial Services Corp
|
BUY
|
- |
5.53K+ 17.89% |
$307K - $333K
|
36.4K
$940K
|
|
Jul 26, 2022
Q2 2022
|
Girard Partners Ltd.
|
BUY
|
- |
5.43KNew |
$302K - $326K
|
5.43K
$140K
|
|
Jul 11, 2022
Q2 2022
|
Range Financial Group LLC
|
BUY
|
- |
5.41K+ 83.06% |
$301K - $326K
|
11.9K
$308K
|
|
Aug 12, 2022
Q2 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.29KNew |
$294K - $318K
|
5.29K
$136K
|
|
Jul 27, 2022
Q2 2022
|
Tran Capital Management, L.P.
|
BUY
|
- |
5.26K+ 22.15% |
$293K - $317K
|
29K
$749K
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
5.22K+ 17.74% |
$290K - $314K
|
34.7K
$894K
|
|
Jul 11, 2022
Q2 2022
|
Fc Advisory LLC
|
BUY
|
- |
5.22K+ 3.95% |
$290K - $314K
|
137K
$3.55M
|
|
Aug 15, 2022
Q2 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
5.12KNew |
$285K - $308K
|
5.12K
$132K
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.08K+ 8.01% |
$283K - $306K
|
68.5K
$1.77M
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.02K+ 46.02% |
$279K - $302K
|
15.9K
$411K
|
|
Aug 10, 2022
Q2 2022
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
5.02K+ 3.03% |
$279K - $302K
|
171K
$4.41M
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.99KNew |
$277K - $300K
|
4.99K
$129K
|
|
Jul 29, 2022
Q2 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
4.96K+ 2.3% |
$276K - $299K
|
221K
$5.69M
|
|
Aug 11, 2022
Q2 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
4.93K+ 35.59% |
$274K - $297K
|
18.8K
$485K
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.87K+ 132.36% |
$271K - $293K
|
8.55K
$221K
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.7K+ 25.13% |
$261K - $283K
|
23.4K
$603K
|
|
Jul 07, 2022
Q2 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
4.58KNew |
$255K - $276K
|
4.58K
$118K
|
|
Aug 09, 2022
Q2 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
4.57KNew |
$254K - $275K
|
4.57K
$118K
|
|
Aug 12, 2022
Q2 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
4.52KNew |
$251K - $272K
|
4.52K
$117K
|
|
Jul 27, 2022
Q2 2022
|
Advisory Services & Investments, LLC
|
BUY
|
- |
4.48K+ 65.5% |
$249K - $269K
|
11.3K
$292K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.31K+ 22.0% |
$239K - $259K
|
23.9K
$616K
|
|
Jul 12, 2022
Q2 2022
|
Bennicas & Associates, Inc.
|
BUY
|
- |
4.27K+ 18.43% |
$238K - $257K
|
27.5K
$709K
|
|
Aug 09, 2022
Q2 2022
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
4.23K+ 22.2% |
$235K - $254K
|
23.3K
$600K
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.21KNew |
$234K - $253K
|
4.21K
$109K
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
4.2KNew |
$233K - $253K
|
4.2K
$108K
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
4.06K+ 664.81% |
$226K - $244K
|
4.67K
$121K
|