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 31, 2022
Q3 2022
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
3.38K+ 0.86% |
$175K - $196K
|
398K
$10.3M
|
|
Oct 17, 2022
Q3 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
3.24K+ 3.79% |
$168K - $187K
|
88.5K
$2.28M
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.07K+ 98.33% |
$159K - $178K
|
6.19K
$160K
|
|
Oct 20, 2022
Q3 2022
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
2.75K+ 1.84% |
$143K - $159K
|
152K
$3.92M
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
2.74K+ 3.59% |
$142K - $158K
|
78.9K
$2.04M
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
2.72KNew |
$141K - $158K
|
2.72K
$70.3K
|
|
Nov 14, 2022
Q3 2022
|
Merk Investments LLC
Menlo Park, CA |
BUY
|
- |
2.69K+ 10.2% |
$139K - $156K
|
29K
$749K
|
|
Oct 12, 2022
Q3 2022
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
2.6K+ 22.06% |
$135K - $150K
|
14.4K
$371K
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.49K+ 3.25% |
$129K - $144K
|
79.2K
$2.04M
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
2.43K+ 4.87% |
$126K - $141K
|
52.4K
$1.35M
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
2.24KNew |
$116K - $129K
|
2.24K
$57.7K
|
|
Nov 03, 2022
Q3 2022
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
2.14K+ 2.69% |
$111K - $124K
|
81.4K
$2.1M
|
|
Nov 09, 2022
Q3 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.12K+ 12.28% |
$110K - $123K
|
19.4K
$501K
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
2.04K+ 7.13% |
$106K - $118K
|
30.6K
$790K
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.04K+ 1.58% |
$106K - $118K
|
131K
$3.38M
|
|
Oct 13, 2022
Q3 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.97K+ 17.93% |
$102K - $114K
|
13K
$335K
|
|
Oct 27, 2022
Q3 2022
|
Albion Financial Group
|
BUY
|
- |
1.97KNew |
$102K - $114K
|
1.97K
$50.7K
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.89K+ 33.03% |
$98.1K - $110K
|
7.62K
$197K
|
|
Nov 03, 2022
Q3 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.88K+ 6.83% |
$97.4K - $109K
|
29.4K
$759K
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1.79KNew |
$92.8K - $104K
|
1.79K
$46.2K
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
1.73K+ 27.54% |
$89.8K - $100K
|
8.03K
$207K
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1.71K+ 4.94% |
$88.6K - $99K
|
36.4K
$938K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.48K+ 4.81% |
$76.8K - $85.8K
|
32.3K
$834K
|
|
Nov 14, 2022
Q3 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.47K+ 25.66% |
$76.2K - $85.2K
|
7.21K
$186K
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.45K+ 8.06% |
$75.1K - $83.9K
|
19.4K
$501K
|
|
Oct 13, 2022
Q3 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
1.39K+ 5.78% |
$71.8K - $80.2K
|
25.4K
$654K
|
|
Oct 18, 2022
Q3 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.38K+ 9.07% |
$71.5K - $79.9K
|
16.6K
$428K
|
|
Oct 27, 2022
Q3 2022
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
1.34K+ 5.76% |
$69.4K - $77.5K
|
24.6K
$635K
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.31K+ 1.91% |
$68K - $75.9K
|
69.8K
$1.8M
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.28KNew |
$66.1K - $73.9K
|
1.28K
$32.9K
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.18K+ 15.73% |
$60.9K - $68K
|
8.65K
$223K
|
|
Oct 04, 2022
Q3 2022
|
Spence Asset Management
|
BUY
|
- |
1.17KNew |
$60.3K - $67.4K
|
1.17K
$30.1K
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
BUY
|
- |
1.16K+ 385.33% |
$59.9K - $66.9K
|
1.46K
$37.6K
|
|
Nov 10, 2022
Q3 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.14K+ 3.72% |
$59K - $65.9K
|
31.8K
$819K
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.12K+ 2.89% |
$57.9K - $64.7K
|
39.8K
$1.03M
|
|
Oct 07, 2024
Q3 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1.09KNew |
$56.6K - $63.2K
|
1.09K
$28.2K
|
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.06K+ 70.56% |
$55.1K - $61.6K
|
2.57K
$66.4K
|
|
Oct 13, 2022
Q3 2022
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
1.05K+ 2.9% |
$54.2K - $60.5K
|
37.1K
$956K
|
|
Oct 24, 2022
Q3 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1K+ 0.64% |
$51.8K - $57.9K
|
158K
$4.09M
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
968+ 1.48% |
$50.1K - $56K
|
66.5K
$1.71M
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
949+ 14.67% |
$49.2K - $54.9K
|
7.42K
$191K
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
947+ 102.6% |
$49.1K - $54.8K
|
1.87K
$48.2K
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
947+ 102.6% |
$49.1K - $54.8K
|
1.87K
$48.2K
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
930+ 43.58% |
$48.2K - $53.8K
|
3.06K
$79.1K
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
893+ 16.01% |
$46.3K - $51.7K
|
6.47K
$167K
|
|
Nov 19, 2024
Q3 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
890+ 2.89% |
$46.1K - $51.5K
|
31.6K
$817K
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
884New |
$45.8K - $51.2K
|
884
$22.8K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
835+ 2.09% |
$43.3K - $48.3K
|
40.9K
$1.05M
|
|
Nov 08, 2022
Q3 2022
|
Planning Directions Inc
|
BUY
|
- |
833+ 2.94% |
$43.1K - $48.2K
|
29.1K
$752K
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
761+ 37.09% |
$39.4K - $44K
|
2.81K
$72.6K
|