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 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
761+ 37.09% |
$39.4K - $44K
|
2.81K
$72.6K
|
|
|
Oct 27, 2022
Q3 2022
|
Callahan Advisors, LLC
|
BUY
|
- |
724+ 12.38% |
$37.5K - $41.9K
|
6.57K
$170K
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
698+ 17.92% |
$36.2K - $40.4K
|
4.59K
$119K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
688+ 18.34% |
$35.6K - $39.8K
|
4.44K
$115K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
648+ 5.21% |
$33.6K - $37.5K
|
13.1K
$337K
|
|
|
Nov 07, 2022
Q3 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
637+ 3.79% |
$33K - $36.9K
|
17.5K
$451K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
611+ 6.47% |
$31.6K - $35.4K
|
10.1K
$259K
|
|
|
Oct 12, 2022
Q3 2022
|
Prism Advisors, Inc.
|
BUY
|
- |
575+ 8.42% |
$29.8K - $33.3K
|
7.41K
$191K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
573New |
$29.7K - $33.2K
|
573
$14.8K
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
558New |
$28.9K - $32.3K
|
558
$14.4K
|
|
|
Oct 21, 2022
Q3 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
550+ 4.65% |
$28.5K - $31.8K
|
12.4K
$319K
|
|
|
Oct 13, 2022
Q3 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
544+ 2.4% |
$28.2K - $31.5K
|
23.2K
$598K
|
|
|
Oct 19, 2022
Q3 2022
|
Boston Trust Walden Corp
|
BUY
|
- |
500+ 6.49% |
$25.9K - $28.9K
|
8.2K
$212K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
495New |
$25.6K - $28.7K
|
495
$12.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
460+ 0.09% |
$23.8K - $26.6K
|
535K
$13.8M
|
|
|
Nov 08, 2022
Q3 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
460New |
$23.8K - $26.6K
|
460
$11.9K
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
453+ 1.79% |
$23.5K - $26.2K
|
25.7K
$664K
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
436+ 0.04% |
$22.6K - $25.2K
|
1.06M
$27.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
403+ 1.53% |
$20.9K - $23.3K
|
26.8K
$691K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
402+ 6.63% |
$20.8K - $23.3K
|
6.47K
$167K
|
|
|
Nov 09, 2022
Q3 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
390+ 1.96% |
$20.2K - $22.6K
|
20.3K
$523K
|
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
390+ 2.18% |
$20.2K - $22.6K
|
18.3K
$472K
|
|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
BUY
|
- |
383+ 9.68% |
$19.8K - $22.2K
|
4.34K
$112K
|
|
|
Dec 02, 2022
Q3 2022
|
Values First Advisors, Inc.
|
BUY
|
- |
381+ 2.85% |
$19.7K - $22.1K
|
13.8K
$355K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
375+ 46.53% |
$19.4K - $21.7K
|
1.18K
$30.5K
|
|
|
Oct 18, 2022
Q3 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
374+ 3.23% |
$19.4K - $21.6K
|
12K
$309K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
BUY
|
- |
361+ 0.13% |
$18.7K - $20.9K
|
269K
$6.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
348+ 1.25% |
$18K - $20.1K
|
28.3K
$730K
|
|
|
Oct 19, 2022
Q3 2022
|
Heron Bay Capital Management
|
BUY
|
- |
347+ 5.09% |
$18K - $20.1K
|
7.17K
$185K
|
|
|
Nov 14, 2022
Q3 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
313+ 0.64% |
$16.2K - $18.1K
|
49K
$1.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
302+ 0.44% |
$15.6K - $17.5K
|
68.2K
$1.76M
|
|
|
Nov 10, 2022
Q3 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
302+ 1.78% |
$15.6K - $17.5K
|
17.3K
$445K
|
|
|
Nov 14, 2022
Q3 2022
|
Ballast Advisors LLC
|
BUY
|
- |
301+ 13.14% |
$15.6K - $17.4K
|
2.59K
$66.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
294+ 2.64% |
$15.2K - $17K
|
11.4K
$295K
|
|
|
Nov 22, 2022
Q3 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
289+ 6.26% |
$15K - $16.7K
|
4.9K
$126K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
287+ 350.0% |
$14.9K - $16.6K
|
369
$9.52K
|
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
BUY
|
- |
280+ 700.0% |
$14.5K - $16.2K
|
320
$8.26K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
265New |
$13.7K - $15.3K
|
265
$6.84K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
262+ 275.79% |
$13.6K - $15.2K
|
357
$9.21K
|
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
258+ 2.35% |
$13.4K - $14.9K
|
11.2K
$290K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
253New |
$13.1K - $14.6K
|
253
$6.53K
|
|
|
Nov 08, 2022
Q3 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
243+ 1.92% |
$12.6K - $14.1K
|
12.9K
$334K
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
237+ 0.67% |
$12.3K - $13.7K
|
35.4K
$914K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
236+ 421.43% |
$12.2K - $13.7K
|
292
$7.53K
|
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
217+ 0.7% |
$11.2K - $12.6K
|
31K
$800K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
198+ 2.8% |
$10.3K - $11.5K
|
7.26K
$187K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
190+ 4.41% |
$9.84K - $11K
|
4.5K
$116K
|
|
|
Oct 17, 2022
Q3 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
179+ 0.32% |
$9.27K - $10.4K
|
55.5K
$1.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
178+ 2.3% |
$9.22K - $10.3K
|
7.9K
$204K
|
|
|
Oct 20, 2022
Q3 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
156+ 1.88% |
$8.08K - $9.03K
|
8.48K
$219K
|