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 15, 2021
Q3 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
787+ 9.7% |
$49K - $50.3K
|
8.9K
$230K
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
756+ 2.35% |
$47.1K - $48.3K
|
33K
$850K
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
728+ 45.41% |
$45.3K - $46.5K
|
2.33K
$60.1K
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
700New |
$43.6K - $44.7K
|
700
$18.1K
|
|
Oct 20, 2021
Q3 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
692+ 25.28% |
$43.1K - $44.2K
|
3.43K
$88.5K
|
|
Oct 13, 2021
Q3 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
691New |
$43K - $44.1K
|
691
$17.8K
|
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
676+ 9.38% |
$42.1K - $43.2K
|
7.88K
$203K
|
|
Nov 12, 2021
Q3 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
642+ 5.69% |
$40K - $41K
|
11.9K
$308K
|
|
Nov 12, 2021
Q3 2021
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
635+ 2.54% |
$39.5K - $40.6K
|
25.6K
$661K
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
632+ 15.19% |
$39.3K - $40.4K
|
4.79K
$124K
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
618New |
$38.5K - $39.5K
|
618
$15.9K
|
|
Oct 02, 2024
Q3 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
611New |
$38K - $39K
|
611
$15.8K
|
|
Nov 02, 2021
Q3 2021
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
600+ 1.49% |
$37.4K - $38.3K
|
41K
$1.06M
|
|
Nov 15, 2021
Q3 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
599+ 5.61% |
$37.3K - $38.3K
|
11.3K
$291K
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
572+ 0.97% |
$35.6K - $36.5K
|
59.5K
$1.53M
|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
553+ 2.31% |
$34.4K - $35.3K
|
24.5K
$632K
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
550+ 30.15% |
$34.2K - $35.1K
|
2.37K
$61.2K
|
|
Oct 13, 2021
Q3 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
515+ 2.88% |
$32.1K - $32.9K
|
18.4K
$475K
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
510New |
$31.7K - $32.6K
|
510
$13.2K
|
|
Oct 20, 2021
Q3 2021
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
500+ 4.75% |
$31.1K - $31.9K
|
11K
$285K
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
488+ 3.65% |
$30.4K - $31.2K
|
13.9K
$358K
|
|
Oct 21, 2021
Q3 2021
|
Valicenti Advisory Services Inc
|
BUY
|
- |
424+ 0.57% |
$26.4K - $27.1K
|
75.2K
$1.94M
|
|
Nov 09, 2021
Q3 2021
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
416+ 1.43% |
$25.9K - $26.6K
|
29.6K
$763K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
394+ 17.93% |
$24.5K - $25.2K
|
2.59K
$66.8K
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
390New |
$24.3K - $24.9K
|
390
$10.1K
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
329New |
$20.5K - $21K
|
329
$8.49K
|
|
Nov 01, 2021
Q3 2021
|
Ballast Advisors LLC
|
BUY
|
- |
328+ 21.59% |
$20.4K - $21K
|
1.85K
$47.7K
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
317New |
$19.7K - $20.3K
|
317
$8.18K
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
308+ 0.52% |
$19.2K - $19.7K
|
59.4K
$1.53M
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
305New |
$19K - $19.5K
|
305
$7.87K
|
|
Nov 10, 2021
Q3 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
298+ 8.42% |
$18.6K - $19K
|
3.84K
$99K
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
296New |
$18.4K - $18.9K
|
296
$7.64K
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
285New |
$17.7K - $18.2K
|
285
$7.35K
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
269+ 57.23% |
$16.7K - $17.2K
|
739
$19.1K
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
264+ 2.03% |
$16.4K - $16.9K
|
13.3K
$343K
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
238+ 476.0% |
$14.8K - $15.2K
|
288
$7.43K
|
|
Oct 28, 2021
Q3 2021
|
Belmont Capital, LLC
|
BUY
|
- |
184+ 49.46% |
$11.5K - $11.8K
|
556
$14.3K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
175+ 56.82% |
$10.9K - $11.2K
|
483
$12.5K
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
169New |
$10.5K - $10.8K
|
169
$4.36K
|
|
Nov 03, 2021
Q3 2021
|
Nvwm, LLC
|
BUY
|
- |
160New |
$9.96K - $10.2K
|
160
$4.13K
|
|
Nov 08, 2021
Q3 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
158+ 1.44% |
$9.84K - $10.1K
|
11.1K
$286K
|
|
Oct 13, 2021
Q3 2021
|
Northern Capital Management, Inc.
|
BUY
|
- |
152+ 0.66% |
$9.46K - $9.71K
|
23.2K
$598K
|
|
Oct 14, 2021
Q3 2021
|
Aprio Wealth Management, LLC
|
BUY
|
- |
139+ 2.11% |
$8.65K - $8.88K
|
6.72K
$173K
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
129New |
$8.03K - $8.24K
|
129
$3.33K
|
|
Oct 19, 2021
Q3 2021
|
Seelaus Asset Management LLC
|
BUY
|
- |
129+ 2.5% |
$8.03K - $8.24K
|
5.29K
$137K
|
|
Oct 25, 2021
Q3 2021
|
Bcs Wealth Management
|
BUY
|
- |
129+ 1.8% |
$8.03K - $8.24K
|
7.28K
$188K
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
127+ 15.95% |
$7.91K - $8.11K
|
923
$23.8K
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
127+ 3.78% |
$7.91K - $8.11K
|
3.49K
$90K
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
127+ 15.95% |
$7.91K - $8.11K
|
923
$23.8K
|
|
Nov 12, 2021
Q3 2021
|
Gen Trust, LLC
|
BUY
|
- |
125+ 0.78% |
$7.78K - $7.99K
|
16.2K
$419K
|