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 18, 2022
Q3 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
144+ 1.0% |
$7.46K - $8.33K
|
14.6K
$377K
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
141+ 1.18% |
$7.3K - $8.16K
|
12.1K
$313K
|
|
|
Nov 09, 2022
Q3 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
139New |
$7.2K - $8.05K
|
139
$3.59K
|
|
|
Nov 08, 2022
Q3 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
139+ 2.06% |
$7.2K - $8.05K
|
6.87K
$177K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
134New |
$6.94K - $7.76K
|
134
$3.46K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
105New |
$5.44K - $6.08K
|
105
$2.71K
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
101+ 6.54% |
$5.23K - $5.85K
|
1.65K
$42.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
97New |
$5.02K - $5.61K
|
97
$2.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
89+ 1.74% |
$4.61K - $5.15K
|
5.21K
$134K
|
|
|
Oct 18, 2022
Q3 2022
|
Belmont Capital, LLC
|
BUY
|
- |
86New |
$4.45K - $4.98K
|
86
$2.22K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
81+ 238.24% |
$4.2K - $4.69K
|
115
$2.97K
|
|
|
Oct 28, 2022
Q3 2022
|
Aaf Wealth Management, LLC
|
BUY
|
- |
71+ 1.57% |
$3.68K - $4.11K
|
4.59K
$118K
|
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
66New |
$3.42K - $3.82K
|
66
$1.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
53+ 0.11% |
$2.75K - $3.07K
|
49.9K
$1.29M
|
|
|
Oct 18, 2022
Q3 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
51+ 0.93% |
$2.64K - $2.95K
|
5.52K
$142K
|
|
|
Oct 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
50+ 0.27% |
$2.59K - $2.89K
|
18.7K
$482K
|
|
|
Oct 25, 2022
Q3 2022
|
First Merchants Corp
|
BUY
|
- |
49+ 0.94% |
$2.54K - $2.84K
|
5.29K
$136K
|
|
|
Nov 10, 2022
Q3 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
49+ 0.36% |
$2.54K - $2.84K
|
13.6K
$350K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
48+ 85.71% |
$2.49K - $2.78K
|
104
$2.68K
|
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
47New |
$2.43K - $2.72K
|
47
$1.21K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
44New |
$2.28K - $2.55K
|
44
$1.14K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
42+ 3.73% |
$2.18K - $2.43K
|
1.17K
$30.1K
|
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
40+ 0.43% |
$2.07K - $2.32K
|
9.39K
$242K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
36+ 2.11% |
$1.86K - $2.08K
|
1.74K
$44.9K
|
|
|
Oct 26, 2022
Q3 2022
|
Peak Financial Advisors LLC
|
BUY
|
- |
34+ 0.61% |
$1.76K - $1.97K
|
5.59K
$144K
|
|
|
Nov 14, 2022
Q3 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
30+ 1.95% |
$1.55K - $1.74K
|
1.57K
$40.4K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
29New |
$1.5K - $1.68K
|
29
$748
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
27New |
$1.4K - $1.56K
|
27
$697
|
|
|
Nov 14, 2022
Q3 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
25+ 0.11% |
$1.3K - $1.45K
|
22.1K
$570K
|
|
|
Oct 20, 2022
Q3 2022
|
S.A. Mason LLC
|
BUY
|
- |
25+ 2.96% |
$1.3K - $1.45K
|
870
$22.4K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
24+ 47.06% |
$1.24K - $1.39K
|
75
$1.94K
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
23+ 153.33% |
$1.19K - $1.33K
|
38
$980
|
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
20+ 20.83% |
$1.04K - $1.16K
|
116
$2.99K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
20+ 1.82% |
$1.04K - $1.16K
|
1.12K
$28.8K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
20+ 1.49% |
$1.04K - $1.16K
|
1.37K
$35.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
19+ 2.05% |
$984 - $1.1K
|
948
$24.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
18New |
$932 - $1.04K
|
18
$464
|
|
|
Nov 14, 2022
Q3 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
18+ 0.38% |
$932 - $1.04K
|
4.71K
$121K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
16+ 4.57% |
$829 - $926
|
366
$9.44K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
11+ 57.89% |
$570 - $637
|
30
$774
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
10New |
$518 - $579
|
10
$258
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
9+ 2.21% |
$466 - $521
|
416
$10.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
8+ 0.03% |
$414 - $463
|
23.8K
$613K
|
|
|
Oct 20, 2022
Q3 2022
|
Ogorek Anthony Joseph
|
BUY
|
- |
4+ 1.87% |
$207 - $232
|
218
$5.62K
|
|
|
Oct 31, 2022
Q3 2022
|
Emfo, LLC
|
BUY
|
- |
4+ 0.08% |
$207 - $232
|
4.9K
$126K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.44% |
$104 - $116
|
459
$11.8K
|
|
|
Oct 21, 2022
Q3 2022
|
Gen Trust, LLC
|
BUY
|
- |
2+ 0.03% |
$104 - $116
|
6.22K
$160K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 2.78% |
$51.8 - $57.9
|
37
$955
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 0.28% |
$51.8 - $57.9
|
352
$9.08K
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.0% |
$51.8 - $57.9
|
52.1K
$1.34M
|