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
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
4.05KNew |
$225K - $244K
|
4.05K
$104K
|
|
Aug 03, 2022
Q2 2022
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
3.99K+ 2.75% |
$222K - $240K
|
149K
$3.85M
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
3.89K+ 5.09% |
$216K - $234K
|
80.3K
$2.07M
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.83K+ 1.89% |
$213K - $230K
|
206K
$5.32M
|
|
Jul 29, 2022
Q2 2022
|
Gratus Capital LLC
|
BUY
|
- |
3.67KNew |
$204K - $221K
|
3.67K
$94.6K
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
3.6K+ 81.93% |
$200K - $216K
|
7.99K
$206K
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
3.58K+ 38.39% |
$199K - $215K
|
12.9K
$333K
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3.55K+ 22.63% |
$197K - $214K
|
19.2K
$497K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.53K+ 14.89% |
$196K - $212K
|
27.2K
$702K
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
3.52K+ 12.34% |
$196K - $212K
|
32.1K
$828K
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.51K+ 1.61% |
$195K - $211K
|
221K
$5.71M
|
|
Aug 15, 2022
Q2 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
3.48K+ 64.61% |
$194K - $209K
|
8.87K
$229K
|
|
Aug 05, 2022
Q2 2022
|
Souders Financial Advisors
|
BUY
|
- |
3.29K+ 3.53% |
$183K - $198K
|
96.3K
$2.49M
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.17K+ 5.26% |
$176K - $191K
|
63.4K
$1.64M
|
|
Jul 28, 2022
Q2 2022
|
Citizens National Bank Trust Department
|
BUY
|
- |
3.12K+ 4.05% |
$173K - $187K
|
80K
$2.06M
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.06K+ 55.08% |
$170K - $184K
|
8.6K
$222K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3K+ 9.41% |
$167K - $180K
|
34.9K
$899K
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.97K+ 51.77% |
$165K - $179K
|
8.72K
$225K
|
|
Jul 22, 2022
Q2 2022
|
Western Financial Corporation
|
BUY
|
- |
2.96K+ 40.5% |
$165K - $178K
|
10.3K
$265K
|
|
Aug 03, 2022
Q2 2022
|
Planning Directions Inc
|
BUY
|
- |
2.9K+ 11.42% |
$161K - $174K
|
28.3K
$730K
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
2.9K+ 44.59% |
$161K - $174K
|
9.4K
$243K
|
|
Aug 08, 2022
Q2 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
2.82K+ 1.58% |
$157K - $170K
|
181K
$4.68M
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.62K+ 34.9% |
$146K - $158K
|
10.1K
$262K
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.62K+ 19.16% |
$146K - $158K
|
16.3K
$421K
|
|
Aug 12, 2022
Q2 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
2.42K+ 23.39% |
$135K - $146K
|
12.8K
$330K
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.4K+ 12.2% |
$133K - $144K
|
22.1K
$569K
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.33K+ 20.22% |
$129K - $140K
|
13.8K
$357K
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
2.3K+ 26.46% |
$128K - $138K
|
11K
$283K
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.15K+ 2465.52% |
$119K - $129K
|
2.23K
$57.6K
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.12K+ 53.89% |
$118K - $128K
|
6.07K
$156K
|
|
Jul 21, 2022
Q2 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
2.11K+ 3.07% |
$118K - $127K
|
71K
$1.83M
|
|
Jul 20, 2022
Q2 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
2.1K+ 21.61% |
$117K - $126K
|
11.8K
$305K
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.09K+ 25.78% |
$116K - $126K
|
10.2K
$263K
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.06K+ 22.03% |
$115K - $124K
|
11.4K
$295K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.03K+ 9.09% |
$113K - $122K
|
24.3K
$628K
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2K+ 3846.15% |
$111K - $120K
|
2.05K
$52.9K
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
2K+ 3846.15% |
$111K - $120K
|
2.05K
$52.9K
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.69KNew |
$94K - $102K
|
1.69K
$43.6K
|
|
Aug 12, 2022
Q2 2022
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
1.6K+ 6.2% |
$88.8K - $96.1K
|
27.3K
$705K
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
1.58K+ 900.57% |
$87.6K - $94.8K
|
1.75K
$45.2K
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.46K+ 3.02% |
$81.3K - $87.9K
|
49.8K
$1.28M
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
1.43K+ 2.11% |
$79.3K - $85.8K
|
68.9K
$1.78M
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.42K+ 241.5% |
$78.9K - $85.4K
|
2.01K
$51.8K
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.41K+ 1.87% |
$78.2K - $84.6K
|
76.7K
$1.98M
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.35K+ 76.34% |
$75.2K - $81.3K
|
3.12K
$80.6K
|
|
Aug 16, 2022
Q2 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.32K+ 2.79% |
$73.6K - $79.6K
|
48.7K
$1.26M
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.3K+ 0.68% |
$72.2K - $78.1K
|
192K
$4.95M
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.29KNew |
$71.9K - $77.8K
|
1.29K
$33.4K
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
1.28K+ 1.71% |
$71.2K - $77.1K
|
76.2K
$1.97M
|
|
Jul 26, 2022
Q2 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.27K+ 1.52% |
$70.8K - $76.6K
|
85.2K
$2.2M
|