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 15, 2021
Q3 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
4.93KNew |
$307K - $315K
|
4.93K
$127K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
4.92K+ 3.16% |
$306K - $314K
|
161K
$4.14M
|
|
|
Jul 11, 2022
Q3 2021
|
Range Financial Group LLC
|
BUY
|
- |
4.75KNew |
$296K - $303K
|
4.75K
$123K
|
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
4.62K+ 105.89% |
$288K - $295K
|
8.99K
$232K
|
|
|
Nov 09, 2021
Q3 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
4.54K+ 22.55% |
$282K - $290K
|
24.7K
$636K
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.51K+ 2.4% |
$281K - $288K
|
192K
$4.97M
|
|
|
Oct 18, 2021
Q3 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.49K+ 5.63% |
$280K - $287K
|
84.3K
$2.17M
|
|
|
Oct 26, 2021
Q3 2021
|
Ccg Wealth Management, LLC
|
BUY
|
- |
4.46KNew |
$277K - $285K
|
4.46K
$115K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.4K+ 33.92% |
$274K - $281K
|
17.4K
$448K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.38K+ 30.39% |
$273K - $280K
|
18.8K
$485K
|
|
|
Nov 04, 2021
Q3 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
4.36K+ 26.31% |
$272K - $279K
|
21K
$541K
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.34KNew |
$270K - $277K
|
4.34K
$112K
|
|
|
Oct 22, 2021
Q3 2021
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
4.29K+ 1.98% |
$267K - $274K
|
221K
$5.7M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.24K+ 0.7% |
$264K - $271K
|
609K
$15.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.23K+ 0.66% |
$264K - $270K
|
647K
$16.7M
|
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
4.1K+ 10.94% |
$255K - $262K
|
41.6K
$1.07M
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
4.08KNew |
$254K - $260K
|
4.08K
$105K
|
|
|
Nov 09, 2021
Q3 2021
|
Planning Directions Inc
|
BUY
|
- |
4.03K+ 34.24% |
$251K - $257K
|
15.8K
$407K
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.02K+ 13.63% |
$250K - $257K
|
33.5K
$865K
|
|
|
Nov 12, 2021
Q3 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4K+ 7.73% |
$249K - $256K
|
55.8K
$1.44M
|
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
3.89K+ 96.57% |
$242K - $248K
|
7.91K
$204K
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.87K+ 6.93% |
$241K - $247K
|
59.7K
$1.54M
|
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
3.84KNew |
$239K - $246K
|
3.84K
$99.2K
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
3.84K+ 6.41% |
$239K - $245K
|
63.7K
$1.64M
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.82K+ 20.33% |
$237K - $244K
|
22.6K
$583K
|
|
|
Oct 12, 2021
Q3 2021
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
3.81K+ 22.2% |
$237K - $243K
|
21K
$541K
|
|
|
Nov 01, 2021
Q3 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
3.63K+ 3.97% |
$226K - $232K
|
95K
$2.45M
|
|
|
Nov 16, 2021
Q3 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
3.62KNew |
$225K - $231K
|
3.62K
$93.3K
|
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
BUY
|
- |
3.59KNew |
$223K - $229K
|
3.59K
$92.6K
|
|
|
Nov 01, 2021
Q3 2021
|
Advisory Services & Investments, LLC
|
BUY
|
- |
3.57K+ 13.73% |
$222K - $228K
|
29.6K
$763K
|
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.55KNew |
$221K - $227K
|
3.55K
$91.7K
|
|
|
Oct 19, 2021
Q3 2021
|
Dfpg Investments, LLC
|
BUY
|
- |
3.49KNew |
$218K - $223K
|
3.49K
$90.1K
|
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
3.48K+ 1.12% |
$216K - $222K
|
313K
$8.06M
|
|
|
Nov 15, 2022
Q3 2021
|
Values First Advisors, Inc.
|
BUY
|
- |
3.46K+ 25.84% |
$215K - $221K
|
16.8K
$435K
|
|
|
Oct 26, 2021
Q3 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
3.39KNew |
$211K - $216K
|
3.39K
$87.4K
|
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.37K+ 50.83% |
$210K - $216K
|
10K
$258K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.37KNew |
$210K - $215K
|
3.37K
$86.9K
|
|
|
Nov 09, 2021
Q3 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
3.33K+ 36.94% |
$207K - $212K
|
12.3K
$318K
|
|
|
Nov 12, 2021
Q3 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
3.29KNew |
$205K - $210K
|
3.29K
$84.9K
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
3.26K+ 74.15% |
$203K - $208K
|
7.65K
$197K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3.23KNew |
$201K - $207K
|
3.23K
$83.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.21KNew |
$200K - $205K
|
3.21K
$82.8K
|
|
|
Nov 03, 2021
Q3 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
3.21K+ 48.6% |
$200K - $205K
|
9.82K
$253K
|
|
|
Nov 15, 2021
Q3 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.19K+ 57.77% |
$198K - $204K
|
8.71K
$225K
|
|
|
Oct 26, 2021
Q3 2021
|
Meritage Portfolio Management
|
BUY
|
- |
3.18K+ 1.71% |
$198K - $203K
|
189K
$4.89M
|
|
|
Oct 06, 2021
Q3 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
3.18K+ 3.28% |
$198K - $203K
|
100K
$2.58M
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3.01K+ 25.8% |
$187K - $192K
|
14.7K
$379K
|
|
|
Nov 12, 2021
Q3 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
2.65K+ 165.63% |
$165K - $169K
|
4.25K
$110K
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.62K+ 1020.62% |
$163K - $168K
|
2.88K
$74.3K
|
|
|
Oct 12, 2021
Q3 2021
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.58K+ 2.46% |
$161K - $165K
|
107K
$2.77M
|