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 21, 2022
Q3 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
41.8KNew |
$2.16M - $2.42M
|
41.8K
$1.08M
|
|
Oct 18, 2022
Q3 2022
|
Elm Partners Management LLC
|
BUY
|
- |
41.2KNew |
$2.14M - $2.39M
|
41.2K
$1.06M
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
39K+ 9.92% |
$2.02M - $2.26M
|
432K
$11.2M
|
|
Nov 14, 2022
Q3 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
37.6K+ 14.29% |
$1.95M - $2.17M
|
301K
$7.75M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
35.3KNew |
$1.83M - $2.04M
|
35.3K
$911K
|
|
Oct 18, 2022
Q3 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
35.2K+ 298.41% |
$1.82M - $2.04M
|
47K
$1.21M
|
|
Oct 17, 2022
Q3 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
32.5K+ 231.85% |
$1.68M - $1.88M
|
46.6K
$1.2M
|
|
Oct 26, 2022
Q3 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
31.8KNew |
$1.65M - $1.84M
|
31.8K
$820K
|
|
Oct 21, 2022
Q3 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
29.4K+ 60.12% |
$1.52M - $1.7M
|
78.3K
$2.02M
|
|
Nov 10, 2022
Q3 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
28.7KNew |
$1.49M - $1.66M
|
28.7K
$740K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
28.3K+ 9.39% |
$1.47M - $1.64M
|
330K
$8.52M
|
|
Nov 07, 2022
Q3 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
28.1K+ 10.48% |
$1.46M - $1.63M
|
297K
$7.65M
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
27.9KNew |
$1.45M - $1.62M
|
27.9K
$720K
|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
27.3K+ 223.62% |
$1.41M - $1.58M
|
39.5K
$1.02M
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
27KNew |
$1.4M - $1.56M
|
27K
$696K
|
|
Oct 21, 2022
Q3 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
26.8K+ 4.07% |
$1.39M - $1.55M
|
685K
$17.7M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
25.9KNew |
$1.34M - $1.5M
|
25.9K
$667K
|
|
Oct 05, 2022
Q3 2022
|
Econ Financial Services Corp
|
BUY
|
- |
24.8K+ 68.17% |
$1.29M - $1.44M
|
61.3K
$1.58M
|
|
Nov 14, 2022
Q3 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
24.6K+ 77.09% |
$1.28M - $1.43M
|
56.6K
$1.46M
|
|
Nov 14, 2022
Q3 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
24.4K+ 9.96% |
$1.27M - $1.41M
|
270K
$6.97M
|
|
Nov 14, 2022
Q3 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
23.8K+ 31.56% |
$1.23M - $1.37M
|
99K
$2.55M
|
|
Nov 02, 2022
Q3 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
22.2K+ 98.44% |
$1.15M - $1.29M
|
44.8K
$1.16M
|
|
Oct 28, 2022
Q3 2022
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
BUY
|
- |
20.8K+ 10.03% |
$1.08M - $1.2M
|
228K
$5.88M
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
20.8KNew |
$1.08M - $1.2M
|
20.8K
$536K
|
|
Oct 11, 2022
Q3 2022
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
18K+ 4.22% |
$933K - $1.04M
|
445K
$11.5M
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
17.8KNew |
$921K - $1.03M
|
17.8K
$459K
|
|
Oct 25, 2022
Q3 2022
|
Diversified, LLC
|
BUY
|
- |
17.7K+ 5.24% |
$916K - $1.02M
|
355K
$9.17M
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
17.6K+ 375.78% |
$910K - $1.02M
|
22.2K
$574K
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
17K+ 7.7% |
$882K - $986K
|
238K
$6.15M
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
16.5K+ 14.42% |
$855K - $956K
|
131K
$3.38M
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
15.9K+ 111.88% |
$822K - $919K
|
30.1K
$776K
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
15K+ 10.61% |
$778K - $869K
|
157K
$4.04M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.9K+ 37.51% |
$771K - $861K
|
54.6K
$1.41M
|
|
Oct 12, 2022
Q3 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
14.6KNew |
$757K - $846K
|
14.6K
$377K
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
14.4KNew |
$746K - $834K
|
14.4K
$372K
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
14.4K+ 31.59% |
$746K - $833K
|
60K
$1.55M
|
|
Nov 10, 2022
Q3 2022
|
Hc Advisors, LLC
|
BUY
|
- |
14.4K+ 8.98% |
$744K - $831K
|
174K
$4.49M
|
|
Nov 09, 2022
Q3 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
13.6KNew |
$707K - $790K
|
13.6K
$352K
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
13.3K+ 15.14% |
$691K - $772K
|
102K
$2.62M
|
|
Dec 12, 2024
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
13.3KNew |
$689K - $770K
|
13.3K
$343K
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
12.9K+ 47.96% |
$671K - $749K
|
39.9K
$1.03M
|
|
Nov 14, 2022
Q3 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
12.9K+ 62.91% |
$669K - $747K
|
33.4K
$862K
|
|
Nov 14, 2022
Q3 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
12.8K+ 4.08% |
$664K - $742K
|
327K
$8.45M
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
12.8K+ 142222.22% |
$663K - $741K
|
12.8K
$330K
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
12.7K+ 124.97% |
$660K - $738K
|
22.9K
$592K
|
|
Oct 20, 2022
Q3 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
12.6K+ 14.94% |
$652K - $729K
|
96.9K
$2.5M
|
|
Oct 18, 2022
Q3 2022
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
12.5K+ 2.72% |
$648K - $724K
|
472K
$12.2M
|
|
Oct 14, 2022
Q3 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
11.1K+ 2.94% |
$575K - $643K
|
389K
$10M
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
11.1KNew |
$575K - $643K
|
11.1K
$286K
|
|
Nov 14, 2022
Q3 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
10.6K+ 20.45% |
$550K - $614K
|
62.5K
$1.61M
|