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 02, 2022
Q3 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
10.4K+ 4.14% |
$538K - $601K
|
261K
$6.74M
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
10.3K+ 61.41% |
$533K - $596K
|
27.1K
$698K
|
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.2K+ 68.16% |
$526K - $588K
|
25K
$646K
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
9.71K+ 3761.63% |
$503K - $562K
|
9.96K
$257K
|
|
|
Nov 09, 2022
Q3 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
9.2K+ 4.04% |
$476K - $532K
|
237K
$6.11M
|
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
9.01K+ 17.42% |
$466K - $521K
|
60.7K
$1.57M
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
8.84K+ 12.83% |
$458K - $511K
|
77.7K
$2.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.73K+ 207.12% |
$452K - $505K
|
12.9K
$334K
|
|
|
Nov 14, 2022
Q3 2022
|
Verde Capital Management
|
BUY
|
- |
8.31K+ 9.55% |
$430K - $481K
|
95.4K
$2.46M
|
|
|
Nov 18, 2022
Q3 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
7.93KNew |
$411K - $459K
|
7.93K
$204K
|
|
|
Jan 03, 2023
Q3 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
7.83KNew |
$406K - $453K
|
7.83K
$202K
|
|
|
Oct 13, 2022
Q3 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
7.65K+ 4.42% |
$396K - $443K
|
181K
$4.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
7.61KNew |
$394K - $440K
|
7.61K
$196K
|
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
BUY
|
- |
7.45K+ 9.31% |
$386K - $431K
|
87.5K
$2.26M
|
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
7.3KNew |
$378K - $422K
|
7.3K
$188K
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
7.26K+ 9.63% |
$376K - $420K
|
82.6K
$2.13M
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
7.05K+ 4.82% |
$365K - $408K
|
153K
$3.96M
|
|
|
Nov 08, 2022
Q3 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
7.01KNew |
$363K - $406K
|
7.01K
$181K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.98K+ 62.24% |
$362K - $404K
|
18.2K
$470K
|
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
6.89KNew |
$357K - $399K
|
6.89K
$178K
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
6.74K+ 0.38% |
$349K - $390K
|
1.8M
$46.4M
|
|
|
Jan 04, 2023
Q3 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
6.73KNew |
$348K - $389K
|
6.73K
$174K
|
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
6.62K+ 133.78% |
$343K - $383K
|
11.6K
$299K
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
6.29K+ 127.16% |
$326K - $364K
|
11.2K
$290K
|
|
|
Nov 14, 2022
Q3 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
6.26KNew |
$324K - $363K
|
6.26K
$162K
|
|
|
Oct 28, 2022
Q3 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
6.18K+ 6.2% |
$320K - $358K
|
106K
$2.73M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.15K+ 2.98% |
$318K - $356K
|
212K
$5.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
6.1KNew |
$316K - $353K
|
6.1K
$157K
|
|
|
Nov 14, 2022
Q3 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
6KNew |
$311K - $347K
|
6K
$155K
|
|
|
Oct 18, 2022
Q3 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5.91K+ 16882.86% |
$306K - $342K
|
5.94K
$153K
|
|
|
Oct 12, 2022
Q3 2022
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
5.85K+ 20.21% |
$303K - $339K
|
34.8K
$898K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayport, LLC
|
BUY
|
- |
5.47KNew |
$283K - $317K
|
5.47K
$141K
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
5.35KNew |
$277K - $310K
|
5.35K
$138K
|
|
|
Nov 09, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
5.34KNew |
$277K - $309K
|
5.34K
$138K
|
|
|
Nov 10, 2022
Q3 2022
|
Souders Financial Advisors
|
BUY
|
- |
5.33K+ 5.53% |
$276K - $308K
|
102K
$2.62M
|
|
|
Nov 03, 2022
Q3 2022
|
Covenant Asset Management, LLC
|
BUY
|
- |
5.15K+ 12.43% |
$267K - $298K
|
46.6K
$1.2M
|
|
|
Oct 13, 2022
Q3 2022
|
Solitude Financial Services
|
BUY
|
- |
4.77K+ 7.39% |
$247K - $276K
|
69.4K
$1.79M
|
|
|
Oct 27, 2022
Q3 2022
|
Reitz Capital Advisors LLC
|
BUY
|
- |
4.7K+ 2.54% |
$243K - $272K
|
190K
$4.89M
|
|
|
Oct 12, 2022
Q3 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
4.66KNew |
$241K - $270K
|
4.66K
$120K
|
|
|
Oct 26, 2022
Q3 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
4.35K+ 52.73% |
$225K - $252K
|
12.6K
$325K
|
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
4.3K+ 68.62% |
$223K - $249K
|
10.6K
$273K
|
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.27KNew |
$221K - $247K
|
4.27K
$110K
|
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
4.11KNew |
$213K - $238K
|
4.11K
$106K
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
3.98KNew |
$206K - $230K
|
3.98K
$103K
|
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.96KNew |
$205K - $229K
|
3.96K
$102K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.89K+ 954.17% |
$202K - $225K
|
4.3K
$111K
|
|
|
Oct 26, 2022
Q3 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
3.81K+ 19.07% |
$198K - $221K
|
23.8K
$614K
|
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
3.78KNew |
$196K - $219K
|
3.78K
$97.5K
|
|
|
Oct 13, 2022
Q3 2022
|
Prairiewood Capital, LLC
|
BUY
|
- |
3.5K+ 5.23% |
$181K - $203K
|
70.4K
$1.82M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.42K+ 6.12% |
$177K - $198K
|
59.2K
$1.53M
|