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 10, 2021
Q3 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-4- 0.46% |
$249 - $256
|
859
$22.2K
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-5- 33.33% |
$311 - $319
|
10
$258
|
|
Nov 15, 2021
Q3 2021
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-6- 0.11% |
$374 - $383
|
5.39K
$139K
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-7Closed |
$436 - $447
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-7Closed |
$436 - $447
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-11- 0.1% |
$685 - $703
|
11.3K
$291K
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-12- 0.02% |
$747 - $767
|
52.4K
$1.35M
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
SELL
|
- |
-17- 0.32% |
$1.06K - $1.09K
|
5.3K
$137K
|
|
Oct 19, 2021
Q3 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-26- 0.26% |
$1.62K - $1.66K
|
10K
$258K
|
|
Oct 28, 2021
Q3 2021
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-30- 0.7% |
$1.87K - $1.92K
|
4.28K
$110K
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-32- 6.44% |
$1.99K - $2.04K
|
465
$12K
|
|
Nov 15, 2021
Q3 2021
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-32Closed |
$1.99K - $2.04K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-33- 3.22% |
$2.05K - $2.11K
|
991
$25.6K
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-34- 1.03% |
$2.12K - $2.17K
|
3.28K
$84.6K
|
|
Oct 22, 2021
Q3 2021
|
Ddd Partners, LLC
|
SELL
|
- |
-37- 0.98% |
$2.3K - $2.36K
|
3.74K
$96.4K
|
|
Nov 03, 2021
Q3 2021
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-54- 1.62% |
$3.36K - $3.45K
|
3.28K
$84.6K
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-58Closed |
$3.61K - $3.71K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
West Financial Advisors, LLC
|
SELL
|
- |
-63- 10.24% |
$3.92K - $4.03K
|
552
$14.2K
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-67Closed |
$4.17K - $4.28K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-70- 1.33% |
$4.36K - $4.47K
|
5.19K
$134K
|
|
Oct 22, 2021
Q3 2021
|
Beck Bode, LLC
|
SELL
|
- |
-79Closed |
$4.92K - $5.05K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Cabot Wealth Management Inc
|
SELL
|
- |
-96- 1.34% |
$5.98K - $6.13K
|
7.06K
$182K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-124- 0.7% |
$7.72K - $7.92K
|
17.7K
$456K
|
|
Oct 20, 2021
Q3 2021
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-124- 0.38% |
$7.72K - $7.92K
|
32.7K
$843K
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-130- 0.45% |
$8.09K - $8.31K
|
28.6K
$737K
|
|
Oct 13, 2021
Q3 2021
|
Prairiewood Capital, LLC
|
SELL
|
- |
-130- 0.2% |
$8.09K - $8.31K
|
63.9K
$1.65M
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-130- 0.45% |
$8.09K - $8.31K
|
28.6K
$737K
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-131- 3.74% |
$8.15K - $8.37K
|
3.37K
$86.9K
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-131- 0.19% |
$8.15K - $8.37K
|
69.8K
$1.8M
|
|
Oct 14, 2021
Q3 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-132- 1.3% |
$8.22K - $8.43K
|
10K
$258K
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-138- 8.27% |
$8.59K - $8.82K
|
1.53K
$39.5K
|
|
Nov 15, 2021
Q3 2021
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-146- 3.92% |
$9.09K - $9.33K
|
3.58K
$92.2K
|
|
Oct 12, 2021
Q3 2021
|
Addison Capital CO
|
SELL
|
- |
-153- 2.31% |
$9.52K - $9.78K
|
6.48K
$167K
|
|
Oct 15, 2021
Q3 2021
|
Wt Wealth Management
|
SELL
|
- |
-154- 1.46% |
$9.59K - $9.84K
|
10.4K
$267K
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-169Closed |
$10.5K - $10.8K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-180- 13.95% |
$11.2K - $11.5K
|
1.11K
$28.6K
|
|
Oct 19, 2021
Q3 2021
|
Pflug Koory, LLC
|
SELL
|
- |
-198- 44.0% |
$12.3K - $12.7K
|
252
$6.5K
|
|
Nov 12, 2021
Q3 2021
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-236- 1.75% |
$14.7K - $15.1K
|
13.3K
$343K
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-238- 82.64% |
$14.8K - $15.2K
|
50
$1.29K
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-255- 0.91% |
$15.9K - $16.3K
|
27.7K
$715K
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
SELL
|
- |
-264- 7.13% |
$16.4K - $16.9K
|
3.44K
$88.7K
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-297- 3.51% |
$18.5K - $19K
|
8.17K
$211K
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-342- 0.21% |
$21.3K - $21.9K
|
164K
$4.22M
|
|
Nov 16, 2021
Q3 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-344- 7.56% |
$21.4K - $22K
|
4.21K
$109K
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
SELL
|
- |
-345- 5.52% |
$21.5K - $22K
|
5.91K
$152K
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-373- 0.72% |
$23.2K - $23.8K
|
51.7K
$1.34M
|
|
Nov 10, 2021
Q3 2021
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-400- 0.24% |
$24.9K - $25.6K
|
166K
$4.28M
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-402- 2.81% |
$25K - $25.7K
|
13.9K
$358K
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-414- 1.09% |
$25.8K - $26.5K
|
37.6K
$971K
|
|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-452- 1.57% |
$28.1K - $28.9K
|
28.4K
$733K
|