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 03, 2021
Q3 2021
|
Callahan Advisors, LLC
|
BUY
|
- |
115+ 2.09% |
$7.16K - $7.35K
|
5.62K
$145K
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
114New |
$7.1K - $7.28K
|
114
$2.94K
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
111+ 5.07% |
$6.91K - $7.09K
|
2.3K
$59.3K
|
|
|
Oct 26, 2021
Q3 2021
|
Prism Advisors, Inc.
|
BUY
|
- |
111+ 1.69% |
$6.91K - $7.09K
|
6.68K
$172K
|
|
|
Oct 26, 2021
Q3 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
110+ 1.74% |
$6.85K - $7.03K
|
6.45K
$166K
|
|
|
Oct 06, 2021
Q3 2021
|
Spence Asset Management
|
BUY
|
- |
109New |
$6.79K - $6.96K
|
109
$2.81K
|
|
|
Nov 12, 2021
Q3 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
107+ 2.19% |
$6.66K - $6.84K
|
4.99K
$129K
|
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
104+ 2.81% |
$6.47K - $6.64K
|
3.81K
$98.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
87New |
$5.42K - $5.56K
|
87
$2.24K
|
|
|
Nov 15, 2021
Q3 2021
|
Heron Bay Capital Management
|
BUY
|
- |
79+ 1.2% |
$4.92K - $5.05K
|
6.69K
$172K
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
69+ 0.47% |
$4.3K - $4.41K
|
14.9K
$383K
|
|
|
Nov 02, 2021
Q3 2021
|
Hbc Financial Services, Pllc
|
BUY
|
- |
67+ 291.3% |
$4.17K - $4.28K
|
90
$2.32K
|
|
|
Nov 15, 2021
Q3 2021
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
54+ 0.27% |
$3.36K - $3.45K
|
20.4K
$525K
|
|
|
Nov 10, 2021
Q3 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
50+ 7.68% |
$3.11K - $3.19K
|
701
$18.1K
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
50+ 0.28% |
$3.11K - $3.19K
|
18K
$465K
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
47+ 2350.0% |
$2.93K - $3K
|
49
$1.26K
|
|
|
Oct 12, 2021
Q3 2021
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
47+ 0.18% |
$2.93K - $3K
|
26.8K
$692K
|
|
|
Oct 07, 2021
Q3 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
39+ 0.75% |
$2.43K - $2.49K
|
5.27K
$136K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
37New |
$2.3K - $2.36K
|
37
$955
|
|
|
Oct 21, 2021
Q3 2021
|
Marotta Asset Management
|
BUY
|
- |
37+ 0.02% |
$2.3K - $2.36K
|
223K
$5.74M
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
34New |
$2.12K - $2.17K
|
34
$877
|
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
33+ 0.15% |
$2.05K - $2.11K
|
21.8K
$564K
|
|
|
Oct 22, 2021
Q3 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
33+ 0.45% |
$2.05K - $2.11K
|
7.33K
$189K
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
32+ 9.47% |
$1.99K - $2.04K
|
370
$9.55K
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
32+ 2.53% |
$1.99K - $2.04K
|
1.3K
$33.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
32+ 0.35% |
$1.99K - $2.04K
|
9.27K
$239K
|
|
|
Nov 16, 2021
Q3 2021
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
30New |
$1.87K - $1.92K
|
30
$774
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
18+ 1.64% |
$1.12K - $1.15K
|
1.11K
$28.7K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
16+ 1.29% |
$996 - $1.02K
|
1.26K
$32.5K
|
|
|
Mar 09, 2022
Q3 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
15+ 0.96% |
$934 - $958
|
1.57K
$40.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
15New |
$934 - $958
|
15
$387
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
13New |
$809 - $831
|
13
$335
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10New |
$623 - $639
|
10
$258
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
10+ 3.39% |
$623 - $639
|
305
$7.87K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
9+ 3.23% |
$560 - $575
|
288
$7.43K
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
7+ 175.0% |
$436 - $447
|
11
$284
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
6+ 0.14% |
$374 - $383
|
4.18K
$108K
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6+ 0.57% |
$374 - $383
|
1.06K
$27.2K
|
|
|
Oct 27, 2021
Q3 2021
|
Ogorek Anthony Joseph
|
BUY
|
- |
4+ 1.99% |
$249 - $256
|
205
$5.29K
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
4+ 0.2% |
$249 - $256
|
1.98K
$51K
|
|
|
Oct 26, 2021
Q3 2021
|
Emfo, LLC
|
BUY
|
- |
3+ 1.6% |
$187 - $192
|
190
$4.9K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 6.0% |
$187 - $192
|
53
$1.37K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
3+ 0.06% |
$187 - $192
|
4.84K
$125K
|
|
|
Jan 03, 2023
Q3 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
3+ 0.09% |
$187 - $192
|
3.34K
$86.1K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.6% |
$125 - $128
|
333
$8.59K
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2+ 1.72% |
$125 - $128
|
118
$3.04K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1New |
$62.3 - $63.9
|
1
$25.8
|
|
|
Jan 12, 2022
Q3 2021
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
1New |
$62.3 - $63.9
|
1
$25.8
|
|
|
Nov 12, 2021
Q3 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-2- 1.69% |
$125 - $128
|
116
$2.99K
|
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-3- 0.03% |
$187 - $192
|
8.82K
$227K
|