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 |
---|---|---|---|---|---|---|---|
Oct 19, 2021
Q3 2021
|
Matrix Trust CO
|
BUY
|
- |
23.8K+ 9.32% |
$1.48M - $1.52M
|
279K
$7.19M
|
|
Oct 15, 2021
Q3 2021
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
23.3K+ 466.82% |
$1.45M - $1.49M
|
28.3K
$731K
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
23.1K+ 162.02% |
$1.44M - $1.48M
|
37.4K
$965K
|
|
Oct 18, 2021
Q3 2021
|
Monumental Financial Group Inc.
|
BUY
|
- |
22.4K+ 13.39% |
$1.39M - $1.43M
|
189K
$4.88M
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
21.2K+ 4.0% |
$1.32M - $1.36M
|
552K
$14.2M
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
20.5K+ 10.61% |
$1.28M - $1.31M
|
214K
$5.52M
|
|
Nov 05, 2021
Q3 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
20K+ 7.39% |
$1.24M - $1.28M
|
290K
$7.48M
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
19.5K+ 25.35% |
$1.21M - $1.25M
|
96.4K
$2.49M
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
19K+ 129.37% |
$1.18M - $1.21M
|
33.7K
$868K
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19K+ 8.25% |
$1.18M - $1.21M
|
249K
$6.42M
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18.6K+ 54.49% |
$1.16M - $1.19M
|
52.6K
$1.36M
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
18.5K+ 51.58% |
$1.15M - $1.18M
|
54.3K
$1.4M
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
18.3K+ 10.34% |
$1.14M - $1.17M
|
195K
$5.04M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
18.1K+ 54.56% |
$1.13M - $1.16M
|
51.3K
$1.32M
|
|
Nov 15, 2021
Q3 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
17.5K+ 17.62% |
$1.09M - $1.12M
|
117K
$3.02M
|
|
Oct 15, 2021
Q3 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
17.5K+ 3.02% |
$1.09M - $1.12M
|
597K
$15.4M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.1K+ 27.16% |
$1.06M - $1.09M
|
80K
$2.07M
|
|
Nov 12, 2021
Q3 2021
|
Kaizen Financial Strategies
|
BUY
|
- |
16.2K+ 63.29% |
$1.01M - $1.03M
|
41.8K
$1.08M
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
BUY
|
- |
16K+ 10.64% |
$996K - $1.02M
|
166K
$4.29M
|
|
Nov 15, 2021
Q3 2021
|
State Street Corp
Boston, MA |
BUY
|
- |
15.9K+ 15.26% |
$992K - $1.02M
|
120K
$3.1M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.9KNew |
$989K - $1.02M
|
15.9K
$410K
|
|
Nov 04, 2021
Q3 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
15.3K+ 43.01% |
$950K - $975K
|
50.7K
$1.31M
|
|
Oct 22, 2021
Q3 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
15.3K+ 11.67% |
$950K - $975K
|
146K
$3.77M
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
15.1K+ 15.94% |
$943K - $967K
|
110K
$2.84M
|
|
Nov 15, 2021
Q3 2021
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
14.9K+ 5.83% |
$930K - $954K
|
271K
$7M
|
|
Oct 06, 2021
Q3 2021
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
14.2K+ 15.72% |
$883K - $906K
|
104K
$2.69M
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
14K+ 74.88% |
$871K - $894K
|
32.7K
$843K
|
|
Nov 09, 2021
Q3 2021
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
14K+ 6.67% |
$869K - $892K
|
223K
$5.76M
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13.6K+ 37.81% |
$844K - $867K
|
49.4K
$1.28M
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.5K+ 4.66% |
$778K - $798K
|
281K
$7.24M
|
|
Oct 13, 2021
Q3 2021
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
12.5KNew |
$778K - $798K
|
12.5K
$322K
|
|
Nov 09, 2021
Q3 2021
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
12.4K+ 10.09% |
$771K - $792K
|
135K
$3.49M
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
12KNew |
$747K - $767K
|
12K
$310K
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
11.6K+ 6.38% |
$722K - $741K
|
193K
$4.99M
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
11.5K+ 8.25% |
$719K - $738K
|
152K
$3.91M
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.1K+ 25.65% |
$692K - $710K
|
54.4K
$1.4M
|
|
Oct 26, 2021
Q3 2021
|
Fc Advisory LLC
|
BUY
|
- |
11K+ 9.32% |
$684K - $702K
|
129K
$3.33M
|
|
Nov 03, 2021
Q3 2021
|
Navalign, LLC
|
BUY
|
- |
10.9K+ 4.93% |
$681K - $699K
|
233K
$6M
|
|
Nov 01, 2021
Q3 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
10.9KNew |
$680K - $698K
|
10.9K
$282K
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
10.5KNew |
$652K - $669K
|
10.5K
$270K
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
10.3KNew |
$641K - $658K
|
10.3K
$266K
|
|
Oct 15, 2021
Q3 2021
|
Covenant Asset Management, LLC
|
BUY
|
- |
10.3K+ 37.28% |
$640K - $657K
|
37.9K
$978K
|
|
Oct 28, 2021
Q3 2021
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
10.2K+ 11.34% |
$635K - $652K
|
100K
$2.59M
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10.2K+ 10.68% |
$633K - $649K
|
105K
$2.72M
|
|
Nov 10, 2021
Q3 2021
|
Parsec Financial Management, Inc.
|
BUY
|
- |
10.1K+ 28.22% |
$631K - $648K
|
46.1K
$1.19M
|
|
Oct 14, 2021
Q3 2021
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
10.1KNew |
$631K - $648K
|
10.1K
$262K
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
10K+ 14.66% |
$625K - $641K
|
78.5K
$2.02M
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.86K+ 8.8% |
$614K - $630K
|
122K
$3.14M
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
9.77KNew |
$608K - $624K
|
9.77K
$252K
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.77K+ 24.52% |
$608K - $624K
|
49.6K
$1.28M
|