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 |
---|---|---|---|---|---|---|---|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.68K+ 40.66% |
$603K - $619K
|
33.5K
$864K
|
|
Nov 04, 2021
Q3 2021
|
Diversified, LLC
|
BUY
|
- |
9.57K+ 65.53% |
$596K - $612K
|
24.2K
$624K
|
|
Oct 12, 2021
Q3 2021
|
Resource Planning Group
|
BUY
|
- |
9.34K+ 5.37% |
$582K - $597K
|
183K
$4.73M
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
9.3K+ 67.32% |
$579K - $594K
|
23.1K
$597K
|
|
Oct 06, 2021
Q3 2021
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
9.21K+ 13.17% |
$574K - $589K
|
79.2K
$2.04M
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
9.07K+ 1.89% |
$564K - $579K
|
489K
$12.6M
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.8K+ 115.88% |
$548K - $562K
|
16.4K
$423K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.63K+ 19.28% |
$537K - $551K
|
53.4K
$1.38M
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
8.61K+ 11.31% |
$536K - $550K
|
84.7K
$2.18M
|
|
Oct 12, 2021
Q3 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
8.43K+ 5.38% |
$525K - $539K
|
165K
$4.26M
|
|
Oct 13, 2021
Q3 2021
|
Flc Capital Advisors
|
BUY
|
- |
8.35K+ 33.02% |
$520K - $534K
|
33.6K
$868K
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.27K+ 27.12% |
$515K - $528K
|
38.8K
$1M
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
8.15K+ 25.9% |
$507K - $521K
|
39.6K
$1.02M
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
8.1K+ 12.41% |
$504K - $518K
|
73.4K
$1.89M
|
|
Oct 20, 2021
Q3 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
7.93K+ 77.32% |
$493K - $506K
|
18.2K
$469K
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.91K+ 21.17% |
$492K - $505K
|
45.3K
$1.17M
|
|
Oct 15, 2021
Q3 2021
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
7.86KNew |
$489K - $502K
|
7.86K
$203K
|
|
Nov 05, 2021
Q3 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
7.78K+ 5.41% |
$485K - $497K
|
152K
$3.91M
|
|
Oct 22, 2021
Q3 2021
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
7.68K+ 1.75% |
$478K - $491K
|
446K
$11.5M
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
7.57K+ 30.39% |
$471K - $483K
|
32.5K
$838K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
7.34K+ 141.03% |
$457K - $469K
|
12.5K
$323K
|
|
Oct 22, 2021
Q3 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
7.32K+ 13.4% |
$456K - $468K
|
61.9K
$1.6M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.18K+ 35.13% |
$447K - $459K
|
27.6K
$713K
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
7.12K+ 3.63% |
$443K - $455K
|
203K
$5.25M
|
|
Feb 14, 2023
Q3 2021
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
7.09K+ 3.01% |
$441K - $453K
|
243K
$6.26M
|
|
Nov 12, 2021
Q3 2021
|
Shapiro Capital Management LLC
Atlanta, GA |
BUY
|
- |
7KNew |
$436K - $447K
|
7K
$181K
|
|
Oct 28, 2021
Q3 2021
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
6.97K+ 13.28% |
$434K - $445K
|
59.5K
$1.53M
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.92K+ 208.28% |
$431K - $442K
|
10.2K
$264K
|
|
Oct 19, 2021
Q3 2021
|
Peak Financial Management, Inc.
|
BUY
|
- |
6.66K+ 3.47% |
$415K - $426K
|
199K
$5.13M
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
6.62K+ 153.53% |
$412K - $423K
|
10.9K
$282K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.58K+ 762.04% |
$410K - $421K
|
7.45K
$192K
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
6.57K+ 6.12% |
$409K - $419K
|
114K
$2.94M
|
|
Oct 14, 2021
Q3 2021
|
Wespac Advisors, LLC
|
BUY
|
- |
6.52KNew |
$406K - $417K
|
6.52K
$168K
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
6.34K+ 14.87% |
$395K - $405K
|
49K
$1.26M
|
|
Nov 09, 2021
Q3 2021
|
First National Corp
|
BUY
|
- |
6.3K+ 19.18% |
$392K - $403K
|
39.1K
$1.01M
|
|
Nov 12, 2021
Q3 2021
|
Cubic Asset Management, LLC
|
BUY
|
- |
6.29KNew |
$392K - $402K
|
6.29K
$162K
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
6.17KNew |
$384K - $394K
|
6.17K
$159K
|
|
Oct 18, 2021
Q3 2021
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
6.12K+ 9.12% |
$381K - $391K
|
73.2K
$1.89M
|
|
Oct 22, 2021
Q3 2021
|
Western Financial Corporation
|
BUY
|
- |
5.83KNew |
$363K - $373K
|
5.83K
$151K
|
|
Nov 05, 2021
Q3 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
5.79K+ 20.07% |
$361K - $370K
|
34.7K
$894K
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.78KNew |
$360K - $369K
|
5.78K
$149K
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.66KNew |
$352K - $362K
|
5.66K
$146K
|
|
Nov 02, 2021
Q3 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
5.59KNew |
$348K - $357K
|
5.59K
$144K
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.57K+ 3.61% |
$346K - $356K
|
160K
$4.12M
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
5.48K+ 17.13% |
$341K - $350K
|
37.4K
$966K
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
5.27K+ 46.76% |
$328K - $337K
|
16.5K
$426K
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.19KNew |
$323K - $332K
|
5.19K
$134K
|
|
Oct 20, 2021
Q3 2021
|
Zhang Financial LLC
|
BUY
|
- |
5.06K+ 26.06% |
$315K - $323K
|
24.5K
$631K
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
5.03K+ 26.12% |
$313K - $321K
|
24.3K
$626K
|
|
Feb 11, 2022
Q3 2021
|
Vpr Management LLC
Houston, TX |
BUY
|
- |
5KNew |
$311K - $319K
|
5K
$129K
|