Purchases and Sales Made in Q3 2022 in Schwab Strategic Us Tips ETF (SCHP)
This table provides information about the institutional ownership of Schwab Strategic Us Tips ETF (SCHP) during Q3 2022. 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 28, 2022
Q3 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-2.86K- 11.44% |
$148K - $165K
|
22.1K
$571K
|
|
|
Oct 20, 2022
Q3 2022
|
Wt Wealth Management
|
SELL
|
- |
-2.89K- 24.12% |
$150K - $167K
|
9.09K
$235K
|
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-2.89K- 8.64% |
$150K - $167K
|
30.6K
$789K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.97K- 16.05% |
$154K - $172K
|
15.6K
$401K
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
SELL
|
- |
-2.98K- 3.71% |
$154K - $172K
|
77.3K
$1.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-3.19K- 6.88% |
$165K - $184K
|
43.1K
$1.11M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.21K- 13.34% |
$166K - $186K
|
20.9K
$539K
|
|
|
Oct 13, 2023
Q3 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-3.33K- 2.3% |
$172K - $193K
|
141K
$3.65M
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.38K- 38.74% |
$175K - $196K
|
5.34K
$138K
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.41K- 45.86% |
$177K - $197K
|
4.03K
$104K
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.5K- 5.38% |
$181K - $202K
|
61.5K
$1.59M
|
|
|
Sep 07, 2023
Q3 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-3.6KClosed |
$186K - $208K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.64K- 1.18% |
$188K - $211K
|
306K
$7.89M
|
|
|
Oct 21, 2022
Q3 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-3.65K- 6.11% |
$189K - $211K
|
56K
$1.45M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.95K- 6.23% |
$205K - $229K
|
59.5K
$1.53M
|
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-4.04K- 37.09% |
$209K - $234K
|
6.85K
$177K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.07K- 4.24% |
$211K - $235K
|
91.7K
$2.37M
|
|
|
Jul 28, 2023
Q3 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-4.39K- 4.93% |
$227K - $254K
|
84.6K
$2.18M
|
|
|
Nov 09, 2022
Q3 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-4.41K- 4.03% |
$228K - $255K
|
105K
$2.71M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.43K- 3.55% |
$229K - $256K
|
120K
$3.1M
|
|
|
Oct 13, 2022
Q3 2022
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-4.43K- 39.11% |
$229K - $256K
|
6.89K
$178K
|
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-4.65K- 0.29% |
$241K - $269K
|
1.61M
$41.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Bfsg, LLC
|
SELL
|
- |
-4.66K- 2.56% |
$242K - $270K
|
177K
$4.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.67K- 10.68% |
$242K - $271K
|
39.1K
$1.01M
|
|
|
Oct 17, 2022
Q3 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-4.68K- 10.34% |
$242K - $271K
|
40.6K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.7K- 20.08% |
$243K - $272K
|
18.7K
$482K
|
|
|
Oct 28, 2022
Q3 2022
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-4.71K- 8.36% |
$244K - $272K
|
51.6K
$1.33M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.72K- 2.29% |
$244K - $273K
|
201K
$5.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.72K- 45.25% |
$244K - $273K
|
5.71K
$147K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-4.72K- 4.75% |
$244K - $273K
|
94.7K
$2.44M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.16K- 12.41% |
$267K - $299K
|
36.4K
$940K
|
|
|
Nov 15, 2022
Q3 2022
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-5.59K- 11.16% |
$289K - $323K
|
44.5K
$1.15M
|
|
|
Oct 28, 2022
Q3 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-5.72K- 7.17% |
$296K - $331K
|
74K
$1.91M
|
|
|
Oct 11, 2022
Q3 2022
|
Marotta Asset Management
|
SELL
|
- |
-5.73K- 2.57% |
$297K - $331K
|
217K
$5.6M
|
|
|
Oct 07, 2022
Q3 2022
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-5.99K- 30.42% |
$310K - $347K
|
13.7K
$354K
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-6.13K- 9.09% |
$317K - $355K
|
61.2K
$1.58M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.26K- 11.47% |
$324K - $362K
|
48.3K
$1.25M
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-6.29K- 15.18% |
$326K - $364K
|
35.1K
$907K
|
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-6.39K- 10.64% |
$331K - $370K
|
53.7K
$1.38M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.43K- 5.37% |
$333K - $372K
|
113K
$2.92M
|
|
|
Oct 24, 2022
Q3 2022
|
First National Corp
|
SELL
|
- |
-6.52K- 11.39% |
$337K - $377K
|
50.7K
$1.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-6.56K- 22.05% |
$340K - $380K
|
23.2K
$599K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6.58K- 37.29% |
$341K - $381K
|
11.1K
$285K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-6.61K- 22.26% |
$342K - $383K
|
23.1K
$596K
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-6.61K- 30.22% |
$343K - $383K
|
15.3K
$394K
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-7.1K- 92.64% |
$368K - $411K
|
564
$14.6K
|
|
|
Oct 17, 2022
Q3 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-7.11K- 2.33% |
$369K - $412K
|
298K
$7.69M
|
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-7.24K- 12.18% |
$375K - $419K
|
52.2K
$1.35M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.27K- 31.07% |
$377K - $421K
|
16.1K
$416K
|
|
|
Oct 05, 2022
Q3 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-7.29K- 8.48% |
$378K - $422K
|
78.7K
$2.03M
|