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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Adams Wealth Management
|
SELL
|
- |
-19.3K- 31.98% |
$1M - $1.12M
|
41.1K
$1.06M
|
|
|
Nov 09, 2022
Q3 2022
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-19.4K- 11.36% |
$1M - $1.12M
|
151K
$3.91M
|
|
|
Oct 24, 2022
Q3 2022
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-19.5K- 70.79% |
$1.01M - $1.13M
|
8.06K
$208K
|
|
|
Oct 12, 2022
Q3 2022
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-20.1K- 70.49% |
$1.04M - $1.16M
|
8.42K
$217K
|
|
|
Nov 10, 2022
Q3 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-21K- 40.2% |
$1.09M - $1.21M
|
31.2K
$805K
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-21.1K- 93.8% |
$1.09M - $1.22M
|
1.39K
$36K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-22K- 59.8% |
$1.14M - $1.27M
|
14.8K
$381K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-22K- 6.88% |
$1.14M - $1.27M
|
298K
$7.68M
|
|
|
Oct 26, 2022
Q3 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-22.7K- 12.52% |
$1.18M - $1.32M
|
159K
$4.09M
|
|
|
Oct 31, 2022
Q3 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-23.6K- 12.5% |
$1.22M - $1.37M
|
165K
$4.26M
|
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-26.9K- 26.4% |
$1.39M - $1.55M
|
74.9K
$1.93M
|
|
|
Oct 18, 2022
Q3 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-26.9K- 37.92% |
$1.39M - $1.56M
|
44.1K
$1.14M
|
|
|
Oct 27, 2022
Q3 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-26.9K- 9.61% |
$1.4M - $1.56M
|
253K
$6.54M
|
|
|
Oct 24, 2022
Q3 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-30.6K- 16.27% |
$1.58M - $1.77M
|
157K
$4.06M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-30.8K- 19.25% |
$1.6M - $1.78M
|
129K
$3.33M
|
|
|
Oct 13, 2022
Q3 2022
|
Cypress Financial Planning LLC
|
SELL
|
- |
-31.9K- 61.29% |
$1.65M - $1.84M
|
20.1K
$519K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-33.3K- 35.28% |
$1.72M - $1.93M
|
61.1K
$1.58M
|
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-33.8K- 40.82% |
$1.75M - $1.96M
|
49K
$1.26M
|
|
|
Oct 17, 2022
Q3 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-33.8K- 50.7% |
$1.75M - $1.96M
|
32.9K
$848K
|
|
|
Nov 17, 2022
Q3 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-35.9K- 12.21% |
$1.86M - $2.08M
|
258K
$6.65M
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-36.4K- 8.16% |
$1.89M - $2.11M
|
410K
$10.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-36.5K- 31.29% |
$1.89M - $2.11M
|
80.2K
$2.07M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-37.1K- 27.22% |
$1.92M - $2.15M
|
99.3K
$2.56M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-40K- 28.91% |
$2.07M - $2.31M
|
98.3K
$2.54M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-43.2K- 50.57% |
$2.24M - $2.5M
|
42.2K
$1.09M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-49.5K- 14.31% |
$2.56M - $2.86M
|
296K
$7.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-52.5K- 2.19% |
$2.72M - $3.04M
|
2.34M
$60.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-53.7K- 14.61% |
$2.78M - $3.11M
|
314K
$8.1M
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-57.5K- 64.87% |
$2.98M - $3.33M
|
31.2K
$804K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-58.4K- 11.65% |
$3.03M - $3.38M
|
443K
$11.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-58.6K- 9.55% |
$3.04M - $3.39M
|
556K
$14.3M
|
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
SELL
|
- |
-63.6K- 49.18% |
$3.29M - $3.68M
|
65.7K
$1.7M
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
SELL
|
- |
-64.4K- 39.42% |
$3.33M - $3.72M
|
98.9K
$2.55M
|
|
|
Oct 13, 2022
Q3 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-72.8K- 10.47% |
$3.77M - $4.21M
|
622K
$16.1M
|
|
|
Nov 01, 2022
Q3 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-74.1K- 86.02% |
$3.84M - $4.29M
|
12K
$311K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-75.2K- 94.74% |
$3.9M - $4.35M
|
4.17K
$108K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-80.5K- 27.32% |
$4.17M - $4.66M
|
214K
$5.52M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-81.4K- 13.33% |
$4.22M - $4.71M
|
529K
$13.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-87.1K- 32.4% |
$4.51M - $5.04M
|
182K
$4.69M
|
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-87.9K- 2.62% |
$4.55M - $5.09M
|
3.27M
$84.5M
|
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-91.3K- 53.32% |
$4.73M - $5.29M
|
79.9K
$2.06M
|
|
|
Nov 03, 2022
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-97.5K- 97.49% |
$5.05M - $5.64M
|
2.51K
$64.7K
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-99.6K- 45.23% |
$5.16M - $5.77M
|
121K
$3.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-127K- 15.08% |
$6.58M - $7.35M
|
715K
$18.5M
|
|
|
Oct 12, 2022
Q3 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-137K- 70.78% |
$7.09M - $7.92M
|
56.5K
$1.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-144K- 38.13% |
$7.46M - $8.34M
|
234K
$6.03M
|
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-151K- 90.04% |
$7.83M - $8.75M
|
16.7K
$431K
|
|
|
Feb 14, 2023
Q3 2022
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-153K- 78.52% |
$7.91M - $8.84M
|
41.8K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-157K- 18.7% |
$8.15M - $9.11M
|
684K
$17.7M
|
|
|
Oct 11, 2022
Q3 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-160K- 97.0% |
$8.26M - $9.23M
|
4.93K
$127K
|