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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2022
Q2 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
1.26K+ 4.16% |
$70.2K - $75.9K
|
31.6K
$816K
|
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.21K+ 32.7% |
$67.4K - $73K
|
4.92K
$127K
|
|
|
Jul 14, 2022
Q2 2022
|
Peak Financial Advisors LLC
|
BUY
|
- |
1.2K+ 27.57% |
$66.8K - $72.2K
|
5.56K
$143K
|
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.1K+ 3.01% |
$60.9K - $65.9K
|
37.4K
$966K
|
|
|
Oct 07, 2024
Q2 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1.09KNew |
$60.7K - $65.7K
|
1.09K
$28.2K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
1.08K+ 19.93% |
$59.8K - $64.7K
|
6.47K
$167K
|
|
|
Aug 01, 2022
Q2 2022
|
Busey Wealth Management
|
BUY
|
- |
1.03K+ 17.46% |
$57.3K - $62K
|
6.94K
$179K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
953New |
$53K - $57.3K
|
953
$24.6K
|
|
|
Jul 26, 2022
Q2 2022
|
First Merchants Corp
|
BUY
|
- |
936+ 21.77% |
$52K - $56.3K
|
5.24K
$135K
|
|
|
Oct 13, 2023
Q2 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
927+ 0.64% |
$51.5K - $55.8K
|
145K
$3.73M
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
924+ 1.64% |
$51.4K - $55.6K
|
57.1K
$1.47M
|
|
|
Jul 13, 2022
Q2 2022
|
Prairiewood Capital, LLC
|
BUY
|
- |
915+ 1.39% |
$50.9K - $55K
|
66.9K
$1.73M
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
859+ 7.22% |
$47.8K - $51.7K
|
12.8K
$329K
|
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
820+ 20.07% |
$45.6K - $49.3K
|
4.91K
$127K
|
|
|
Aug 12, 2022
Q2 2022
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
815+ 12.34% |
$45.3K - $49K
|
7.42K
$191K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
815+ 4.75% |
$45.3K - $49K
|
18K
$464K
|
|
|
Aug 02, 2022
Q2 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
810+ 2.02% |
$45K - $48.7K
|
40.8K
$1.05M
|
|
|
Jul 18, 2022
Q2 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
810+ 2.72% |
$45K - $48.7K
|
30.6K
$790K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
799+ 694.78% |
$44.4K - $48.1K
|
914
$23.6K
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
795+ 552.08% |
$44.2K - $47.8K
|
939
$24.2K
|
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
790+ 14.01% |
$43.9K - $47.5K
|
6.43K
$166K
|
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
747+ 2.56% |
$41.5K - $44.9K
|
30K
$773K
|
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
747+ 2.56% |
$41.5K - $44.9K
|
30K
$773K
|
|
|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
745+ 18.88% |
$41.4K - $44.8K
|
4.69K
$121K
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
727+ 174.76% |
$40.4K - $43.7K
|
1.14K
$29.5K
|
|
|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
BUY
|
- |
709+ 6.29% |
$39.4K - $42.6K
|
12K
$309K
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
707+ 11.31% |
$39.3K - $42.5K
|
6.96K
$179K
|
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
693+ 10.39% |
$38.5K - $41.7K
|
7.36K
$190K
|
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
BUY
|
- |
691+ 2.99% |
$38.4K - $41.6K
|
23.8K
$614K
|
|
|
Jul 28, 2022
Q2 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
680+ 1.24% |
$37.8K - $40.9K
|
55.3K
$1.43M
|
|
|
Aug 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
665+ 6.68% |
$37K - $40K
|
10.6K
$274K
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
626+ 9.15% |
$34.8K - $37.7K
|
7.47K
$193K
|
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
594+ 13.64% |
$33K - $35.7K
|
4.95K
$128K
|
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
589+ 10.08% |
$32.7K - $35.4K
|
6.43K
$166K
|
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
580+ 9.36% |
$32.2K - $34.9K
|
6.78K
$175K
|
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
559+ 6.07% |
$31.1K - $33.6K
|
9.77K
$252K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
544+ 15.39% |
$30.2K - $32.7K
|
4.08K
$105K
|
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
475+ 45.98% |
$26.4K - $28.6K
|
1.51K
$38.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
472+ 5.31% |
$26.2K - $28.4K
|
9.37K
$242K
|
|
|
Nov 19, 2024
Q2 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
470+ 1.55% |
$26.1K - $28.3K
|
30.8K
$794K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
459+ 210.55% |
$25.5K - $27.6K
|
677
$17.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
457+ 2.07% |
$25.4K - $27.5K
|
22.6K
$582K
|
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
448+ 93.14% |
$24.9K - $26.9K
|
929
$24K
|
|
|
Jul 20, 2022
Q2 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
439+ 3.94% |
$24.4K - $26.4K
|
11.6K
$299K
|
|
|
Jul 13, 2022
Q2 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
418+ 2.98% |
$23.2K - $25.1K
|
14.5K
$373K
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
402+ 730.91% |
$22.3K - $24.2K
|
457
$11.8K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
368New |
$20.5K - $22.1K
|
368
$9.49K
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
357+ 1.29% |
$19.8K - $21.5K
|
27.9K
$721K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
351New |
$19.5K - $21.1K
|
351
$9.06K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
337New |
$18.7K - $20.3K
|
337
$8.69K
|