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 29, 2021
Q3 2021
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
2.52K+ 6.04% |
$157K - $161K
|
44.2K
$1.14M
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.5K+ 50.48% |
$156K - $160K
|
7.46K
$192K
|
|
Nov 12, 2021
Q3 2021
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
2.45K+ 3.05% |
$152K - $156K
|
82.7K
$2.13M
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2.38K+ 461.82% |
$148K - $152K
|
2.9K
$74.8K
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2.38KNew |
$148K - $152K
|
2.38K
$61.3K
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.37K+ 12.2% |
$148K - $152K
|
21.8K
$563K
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.36K+ 49.79% |
$147K - $151K
|
7.11K
$183K
|
|
Oct 06, 2021
Q3 2021
|
Burt Wealth Advisors
|
BUY
|
- |
2.34K+ 0.88% |
$146K - $150K
|
269K
$6.94M
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.34K+ 4.07% |
$146K - $150K
|
59.8K
$1.54M
|
|
Nov 15, 2021
Q3 2021
|
Antonetti Capital Management LLC
|
BUY
|
- |
2.17K+ 22.56% |
$135K - $138K
|
11.8K
$303K
|
|
Nov 15, 2021
Q3 2021
|
Fortis Capital Management LLC
|
BUY
|
- |
2.16K+ 6.13% |
$135K - $138K
|
37.4K
$966K
|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
2.14KNew |
$133K - $137K
|
2.14K
$55.1K
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2.09K+ 2.81% |
$130K - $133K
|
76.4K
$1.97M
|
|
Oct 20, 2021
Q3 2021
|
Ridgewood Investments LLC
|
BUY
|
- |
2.08K+ 59.29% |
$129K - $133K
|
5.58K
$144K
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.06K+ 2.6% |
$128K - $131K
|
81.3K
$2.1M
|
|
Nov 03, 2021
Q3 2021
|
Bfsg, LLC
|
BUY
|
- |
2.03K+ 1.21% |
$127K - $130K
|
170K
$4.39M
|
|
Nov 03, 2021
Q3 2021
|
Souders Financial Advisors
|
BUY
|
- |
1.93K+ 2.23% |
$120K - $123K
|
88.5K
$2.28M
|
|
Nov 15, 2021
Q3 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.88K+ 42.43% |
$117K - $120K
|
6.31K
$163K
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.88KNew |
$117K - $120K
|
1.88K
$48.5K
|
|
Oct 19, 2021
Q3 2021
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.87K+ 2.3% |
$116K - $120K
|
83.1K
$2.14M
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
1.87KNew |
$116K - $119K
|
1.87K
$48.1K
|
|
Nov 17, 2021
Q3 2021
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1.85K+ 2.86% |
$115K - $118K
|
66.6K
$1.72M
|
|
Oct 21, 2021
Q3 2021
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.8K+ 2.75% |
$112K - $115K
|
67.3K
$1.74M
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.76K+ 2.47% |
$109K - $112K
|
72.9K
$1.88M
|
|
Nov 12, 2021
Q3 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.66KNew |
$104K - $106K
|
1.66K
$42.9K
|
|
Oct 13, 2021
Q3 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.45K+ 2.25% |
$90.3K - $92.7K
|
66K
$1.7M
|
|
Oct 22, 2021
Q3 2021
|
Ade, LLC
|
BUY
|
- |
1.45K+ 24.51% |
$90.1K - $92.5K
|
7.36K
$190K
|
|
Nov 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.38K+ 1.41% |
$85.8K - $88K
|
99.2K
$2.56M
|
|
Oct 18, 2021
Q3 2021
|
Tran Capital Management, L.P.
|
BUY
|
- |
1.35K+ 5.67% |
$83.9K - $86.1K
|
25.1K
$648K
|
|
Nov 15, 2021
Q3 2021
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
1.33K+ 20.71% |
$82.7K - $84.8K
|
7.74K
$200K
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.31K+ 6.13% |
$81.7K - $83.9K
|
22.7K
$587K
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.28K+ 31.11% |
$79.5K - $81.6K
|
5.38K
$139K
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.26K+ 6.37% |
$78.7K - $80.8K
|
21.1K
$544K
|
|
Nov 15, 2021
Q3 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.14K+ 33.38% |
$70.7K - $72.5K
|
4.54K
$117K
|
|
Oct 22, 2021
Q3 2021
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.1K+ 4.47% |
$68.7K - $70.5K
|
25.8K
$665K
|
|
Nov 02, 2021
Q3 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.08K+ 10.02% |
$67.3K - $69.1K
|
11.9K
$306K
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
1.06K+ 16.23% |
$66K - $67.8K
|
7.6K
$196K
|
|
Oct 29, 2021
Q3 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
1.05K+ 1.13% |
$65.4K - $67.1K
|
93.7K
$2.42M
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.03KNew |
$64.3K - $66K
|
1.03K
$26.7K
|
|
Nov 02, 2021
Q3 2021
|
Adams Wealth Management
|
BUY
|
- |
1.03K+ 1.52% |
$64.2K - $65.9K
|
69K
$1.78M
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.02K+ 15.95% |
$63.2K - $64.9K
|
7.39K
$191K
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.02K+ 55.53% |
$63.2K - $64.8K
|
2.84K
$73.3K
|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
BUY
|
- |
1.01K+ 4.71% |
$63.1K - $64.8K
|
22.6K
$582K
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1K+ 21.68% |
$62.3K - $63.9K
|
5.61K
$145K
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
954+ 3.02% |
$59.4K - $61K
|
32.6K
$841K
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
895+ 3.6% |
$55.7K - $57.2K
|
25.8K
$664K
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
863+ 757.02% |
$53.7K - $55.1K
|
977
$25.2K
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
BUY
|
- |
856+ 159.11% |
$53.3K - $54.7K
|
1.39K
$36K
|
|
Oct 28, 2021
Q3 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
852+ 6.76% |
$53K - $54.4K
|
13.4K
$347K
|
|
Oct 15, 2021
Q3 2021
|
Transform Wealth, LLC
|
BUY
|
- |
820+ 24.68% |
$51K - $52.4K
|
4.14K
$107K
|