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 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-43Closed |
$2.39K - $2.59K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-43- 25.0% |
$2.39K - $2.59K
|
129
$3.33K
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-50- 49.02% |
$2.78K - $3.01K
|
52
$1.34K
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-51- 0.88% |
$2.84K - $3.07K
|
5.73K
$148K
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-53- 24.09% |
$2.95K - $3.19K
|
167
$4.31K
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-54Closed |
$3K - $3.25K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-59Closed |
$3.28K - $3.55K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-63Closed |
$3.5K - $3.79K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-67- 0.6% |
$3.72K - $4.03K
|
11.1K
$287K
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-71- 42.01% |
$3.95K - $4.27K
|
98
$2.53K
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-72- 42.86% |
$4K - $4.33K
|
96
$2.48K
|
|
Jul 15, 2022
Q2 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-76- 1.33% |
$4.22K - $4.57K
|
5.63K
$145K
|
|
Jul 18, 2022
Q2 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-79- 1.88% |
$4.39K - $4.75K
|
4.13K
$106K
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-85- 0.84% |
$4.73K - $5.11K
|
10K
$258K
|
|
Aug 08, 2022
Q2 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-95- 0.4% |
$5.28K - $5.71K
|
23.8K
$613K
|
|
Aug 03, 2022
Q2 2022
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-97- 0.37% |
$5.39K - $5.83K
|
26.4K
$681K
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-98- 0.23% |
$5.45K - $5.89K
|
43K
$1.11M
|
|
Jul 22, 2022
Q2 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-98- 1.05% |
$5.45K - $5.89K
|
9.21K
$238K
|
|
Aug 23, 2022
Q2 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-100- 1.22% |
$5.56K - $6.02K
|
8.09K
$209K
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-106- 0.16% |
$5.89K - $6.38K
|
65K
$1.68M
|
|
Jul 11, 2022
Q2 2022
|
Addison Capital CO
|
SELL
|
- |
-107- 1.29% |
$5.95K - $6.44K
|
8.21K
$212K
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-114- 0.56% |
$6.34K - $6.86K
|
20.4K
$526K
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-120- 77.92% |
$6.67K - $7.22K
|
34
$877
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-125Closed |
$6.95K - $7.52K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-125- 60.39% |
$6.95K - $7.52K
|
82
$2.12K
|
|
Aug 01, 2022
Q2 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-129- 1.92% |
$7.17K - $7.76K
|
6.58K
$170K
|
|
Jul 25, 2022
Q2 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-130- 1.08% |
$7.23K - $7.82K
|
11.9K
$308K
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
SELL
|
- |
-140- 10.04% |
$7.78K - $8.42K
|
1.25K
$32.4K
|
|
Aug 23, 2023
Q2 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-142- 1.91% |
$7.89K - $8.54K
|
7.29K
$188K
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-150Closed |
$8.34K - $9.02K
|
0
$0
|
|
Aug 25, 2022
Q2 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-156- 1.33% |
$8.67K - $9.38K
|
11.6K
$299K
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-156- 46.29% |
$8.67K - $9.38K
|
181
$4.67K
|
|
Jul 25, 2022
Q2 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-163Closed |
$9.06K - $9.8K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-186- 18.75% |
$10.3K - $11.2K
|
806
$20.8K
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-196- 68.06% |
$10.9K - $11.8K
|
92
$2.37K
|
|
Aug 05, 2022
Q2 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-196Closed |
$10.9K - $11.8K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-199Closed |
$11.1K - $12K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-203- 4.21% |
$11.3K - $12.2K
|
4.61K
$119K
|
|
Jul 11, 2022
Q2 2022
|
Prism Advisors, Inc.
|
SELL
|
- |
-213- 3.02% |
$11.8K - $12.8K
|
6.83K
$176K
|
|
Jul 14, 2022
Q2 2022
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-215- 0.29% |
$12K - $12.9K
|
73K
$1.88M
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-221- 38.7% |
$12.3K - $13.3K
|
350
$9.03K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-237Closed |
$13.2K - $14.3K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-246- 1.79% |
$13.7K - $14.8K
|
13.5K
$349K
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-248- 1.02% |
$13.8K - $14.9K
|
24.1K
$621K
|
|
Jul 25, 2022
Q2 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-249- 5.87% |
$13.8K - $15K
|
3.99K
$103K
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-306Closed |
$17K - $18.4K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Jacobsen Capital Management
|
SELL
|
- |
-371- 8.66% |
$20.6K - $22.3K
|
3.91K
$101K
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-375Closed |
$20.8K - $22.6K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-376- 4.81% |
$20.9K - $22.6K
|
7.44K
$192K
|
|
Jul 28, 2023
Q2 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-378- 0.42% |
$21K - $22.7K
|
89K
$2.3M
|