Purchases and Sales Made in Q3 2021 in Schwab Strategic Us Tips ETF (SCHP)
This table provides information about the institutional ownership of Schwab Strategic Us Tips ETF (SCHP) during Q3 2021. 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 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-3.12K- 98.36% |
$194K - $200K
|
52
$1.36K
|
|
Oct 13, 2021
Q3 2021
|
Verde Capital Management
|
SELL
|
- |
-3.16K- 10.2% |
$197K - $202K
|
27.9K
$727K
|
|
Mar 23, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-3.17K- 10.81% |
$197K - $203K
|
26.2K
$683K
|
|
Mar 11, 2024
Q3 2021
|
Nepc LLC
Boston, MA |
SELL
|
- |
-3.33K- 38.83% |
$207K - $213K
|
5.25K
$137K
|
|
Nov 03, 2021
Q3 2021
|
Greystone Financial Group, LLC
|
SELL
|
- |
-3.41K- 1.1% |
$212K - $218K
|
308K
$8.04M
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-3.49KClosed |
$217K - $223K
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
Lincoln Capital Corp
|
SELL
|
- |
-3.5K- 2.69% |
$218K - $224K
|
127K
$3.3M
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.57KClosed |
$222K - $228K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
SELL
|
- |
-3.61KClosed |
$225K - $231K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-3.62K- 10.63% |
$225K - $231K
|
30.4K
$794K
|
|
Oct 22, 2021
Q3 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-3.68K- 2.1% |
$229K - $235K
|
172K
$4.48M
|
|
Dec 08, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-4.28K- 35.63% |
$266K - $273K
|
7.72K
$202K
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.31K- 38.62% |
$269K - $276K
|
6.86K
$179K
|
|
Oct 12, 2021
Q3 2021
|
Old Port Advisors
|
SELL
|
- |
-4.43KClosed |
$276K - $283K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.47KClosed |
$278K - $285K
|
0
$0
|
|
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-4.7KClosed |
$292K - $300K
|
0
$0
|
|
Dec 17, 2021
Q3 2021
|
Vpr Management LLC
Houston, TX |
SELL
|
- |
-5KClosed |
$311K - $319K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Alaska Permanent Capital Management
|
SELL
|
- |
-5.4K- 4.53% |
$336K - $345K
|
114K
$2.97M
|
|
Nov 12, 2021
Q3 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-5.54K- 48.34% |
$345K - $354K
|
5.93K
$155K
|
|
Nov 02, 2021
Q3 2021
|
Iron Financial, LLC
|
SELL
|
- |
-5.88K- 3.73% |
$366K - $376K
|
152K
$3.96M
|
|
Oct 25, 2021
Q3 2021
|
Cubic Asset Management, LLC
|
SELL
|
- |
-5.92KClosed |
$369K - $378K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-6.11K- 62.45% |
$380K - $390K
|
3.68K
$95.9K
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-6.28K- 66.24% |
$391K - $401K
|
3.2K
$83.5K
|
|
Oct 13, 2021
Q3 2021
|
Capital Insight Partners, LLC
|
SELL
|
- |
-6.97K- 14.46% |
$434K - $445K
|
41.2K
$1.08M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.28K- 18.25% |
$453K - $465K
|
32.6K
$851K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.08K- 3.67% |
$503K - $516K
|
212K
$5.53M
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-8.9K- 39.56% |
$554K - $569K
|
13.6K
$355K
|
|
Nov 12, 2021
Q3 2021
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-9.29K- 7.7% |
$578K - $594K
|
111K
$2.9M
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-10.5K- 11.93% |
$655K - $672K
|
77.6K
$2.03M
|
|
Dec 11, 2023
Q3 2021
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-10.7K- 37.16% |
$667K - $685K
|
18.1K
$473K
|
|
Oct 14, 2021
Q3 2021
|
Rhs Financial, LLC
|
SELL
|
- |
-12.3K- 18.24% |
$764K - $785K
|
55K
$1.44M
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-12.9K- 3.34% |
$805K - $826K
|
374K
$9.77M
|
|
Nov 02, 2021
Q3 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-13.2K- 46.18% |
$823K - $845K
|
15.4K
$402K
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-13.8K- 5.85% |
$860K - $883K
|
222K
$5.8M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-14K- 51.56% |
$873K - $896K
|
13.2K
$344K
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-14.9K- 27.18% |
$929K - $954K
|
40K
$1.04M
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
SELL
|
- |
-15.4K- 5.33% |
$956K - $981K
|
272K
$7.11M
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-15.4KClosed |
$958K - $983K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-15.5K- 14.79% |
$967K - $993K
|
89.5K
$2.34M
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-18.6K- 52.65% |
$1.16M - $1.19M
|
16.7K
$436K
|
|
Nov 15, 2021
Q3 2021
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-20.2K- 14.42% |
$1.26M - $1.29M
|
120K
$3.12M
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-20.7KClosed |
$1.29M - $1.32M
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-33.6K- 94.49% |
$2.09M - $2.15M
|
1.96K
$51.2K
|
|
Nov 10, 2021
Q3 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-35.7K- 42.15% |
$2.22M - $2.28M
|
49K
$1.28M
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-43.2K- 80.5% |
$2.69M - $2.76M
|
10.5K
$273K
|
|
Nov 24, 2021
Q3 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-49K- 90.02% |
$3.05M - $3.13M
|
5.43K
$142K
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-68KClosed |
$4.23M - $4.34M
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-71.8KClosed |
$4.47M - $4.58M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-71.9KClosed |
$4.47M - $4.59M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-94.3K- 76.93% |
$5.87M - $6.02M
|
28.3K
$738K
|