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 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1New |
$51.8 - $57.9
|
1
$25.8
|
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4- 0.09% |
$207 - $232
|
4.51K
$116K
|
|
|
Nov 10, 2022
Q3 2022
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-5- 0.1% |
$259 - $289
|
4.94K
$127K
|
|
|
Oct 14, 2022
Q3 2022
|
Well Done, LLC
|
SELL
|
- |
-8- 0.2% |
$414 - $463
|
3.99K
$103K
|
|
|
Nov 04, 2022
Q3 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-11- 0.25% |
$570 - $637
|
4.46K
$115K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-11- 22.0% |
$570 - $637
|
39
$1.01K
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-12- 0.04% |
$622 - $695
|
29.4K
$758K
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-13- 0.02% |
$673 - $752
|
71.6K
$1.85M
|
|
|
Oct 24, 2022
Q3 2022
|
Cubic Asset Management, LLC
|
SELL
|
- |
-13- 0.18% |
$673 - $752
|
7.07K
$182K
|
|
|
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-21- 0.26% |
$1.09K - $1.22K
|
8.07K
$208K
|
|
|
Oct 25, 2022
Q3 2022
|
Shearwater Capital LLC
|
SELL
|
- |
-28- 7.16% |
$1.45K - $1.62K
|
363
$9.37K
|
|
|
Oct 11, 2022
Q3 2022
|
Seelaus Asset Management LLC
|
SELL
|
- |
-30- 0.64% |
$1.55K - $1.74K
|
4.68K
$121K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-30- 30.61% |
$1.55K - $1.74K
|
68
$1.75K
|
|
|
Nov 23, 2022
Q3 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-39- 0.05% |
$2.02K - $2.26K
|
73.7K
$1.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-42- 45.65% |
$2.18K - $2.43K
|
50
$1.29K
|
|
|
Oct 18, 2022
Q3 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-43- 0.37% |
$2.23K - $2.49K
|
11.5K
$298K
|
|
|
Oct 11, 2022
Q3 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-43- 7.79% |
$2.23K - $2.49K
|
509
$13.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-45- 73.77% |
$2.33K - $2.6K
|
16
$413
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
SELL
|
- |
-49- 0.52% |
$2.54K - $2.84K
|
9.45K
$244K
|
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-50- 7.0% |
$2.59K - $2.89K
|
664
$17.1K
|
|
|
Oct 20, 2022
Q3 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-63- 0.53% |
$3.26K - $3.65K
|
11.9K
$306K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-64- 0.58% |
$3.32K - $3.7K
|
11.1K
$285K
|
|
|
Nov 09, 2022
Q3 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-70- 0.57% |
$3.63K - $4.05K
|
12.3K
$317K
|
|
|
Nov 08, 2022
Q3 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-77- 0.66% |
$3.99K - $4.46K
|
11.5K
$297K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-79- 13.69% |
$4.09K - $4.57K
|
498
$12.8K
|
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-96- 2.24% |
$4.97K - $5.56K
|
4.19K
$108K
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-96- 0.47% |
$4.97K - $5.56K
|
20.3K
$524K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-100- 77.52% |
$5.18K - $5.79K
|
29
$748
|
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-128- 1.6% |
$6.63K - $7.41K
|
7.85K
$203K
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-129- 0.44% |
$6.68K - $7.47K
|
29.5K
$761K
|
|
|
Nov 01, 2022
Q3 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-138- 5.65% |
$7.15K - $7.99K
|
2.3K
$59.4K
|
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-138- 2.45% |
$7.15K - $7.99K
|
5.49K
$142K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-139- 2.16% |
$7.2K - $8.05K
|
6.29K
$162K
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-140- 57.61% |
$7.25K - $8.1K
|
103
$2.66K
|
|
|
Oct 28, 2022
Q3 2022
|
Peak Financial Management, Inc.
|
SELL
|
- |
-154- 0.07% |
$7.98K - $8.91K
|
220K
$5.69M
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-168- 14.05% |
$8.7K - $9.72K
|
1.03K
$26.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-168- 1.31% |
$8.7K - $9.72K
|
12.6K
$326K
|
|
|
Nov 15, 2022
Q3 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-170- 0.96% |
$8.81K - $9.84K
|
17.6K
$454K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-177- 8.36% |
$9.17K - $10.2K
|
1.94K
$50.1K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-180- 53.41% |
$9.32K - $10.4K
|
157
$4.05K
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-183- 0.3% |
$9.48K - $10.6K
|
61.5K
$1.59M
|
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-200- 2.67% |
$10.4K - $11.6K
|
7.3K
$188K
|
|
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-205- 0.93% |
$10.6K - $11.9K
|
21.9K
$564K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-223- 1.75% |
$11.6K - $12.9K
|
12.5K
$324K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
SELL
|
- |
-254Closed |
$13.2K - $14.7K
|
0
$0
|
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-266- 2.21% |
$13.8K - $15.4K
|
11.8K
$304K
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-269- 2.75% |
$13.9K - $15.6K
|
9.5K
$245K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-272- 4.88% |
$14.1K - $15.7K
|
5.31K
$137K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-279- 24.6% |
$14.5K - $16.1K
|
855
$22.1K
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-288- 0.96% |
$14.9K - $16.7K
|
29.7K
$765K
|