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 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-952- 9.39% |
$49.3K - $55.1K
|
9.19K
$237K
|
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-986- 8.92% |
$51.1K - $57.1K
|
10.1K
$260K
|
|
|
Aug 23, 2023
Q3 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-993- 13.62% |
$51.4K - $57.5K
|
6.3K
$162K
|
|
|
Dec 11, 2023
Q3 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.06K- 8.83% |
$54.9K - $61.4K
|
10.9K
$282K
|
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.07K- 83.26% |
$55.6K - $62.2K
|
216
$5.57K
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.09K- 18.59% |
$56.5K - $63.1K
|
4.78K
$123K
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-1.1KClosed |
$57.2K - $63.9K
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.14K- 15.89% |
$59.2K - $66.2K
|
6.05K
$156K
|
|
|
Nov 14, 2022
Q3 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1.18K- 13.26% |
$60.9K - $68.1K
|
7.69K
$198K
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.18K- 12.04% |
$61.2K - $68.4K
|
8.64K
$223K
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.19K- 7.32% |
$61.8K - $69.1K
|
15.1K
$390K
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.2K- 3.75% |
$62.3K - $69.6K
|
30.9K
$797K
|
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-1.21K- 13.17% |
$62.8K - $70.2K
|
8K
$206K
|
|
|
Oct 18, 2022
Q3 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.23K- 2.84% |
$63.6K - $71.1K
|
42K
$1.08M
|
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
SELL
|
- |
-1.28K- 12.45% |
$66.3K - $74K
|
8.99K
$232K
|
|
|
Nov 03, 2022
Q3 2022
|
Curran Financial Partners, LLC
|
SELL
|
- |
-1.29K- 5.04% |
$67K - $74.8K
|
24.4K
$629K
|
|
|
Oct 13, 2022
Q3 2022
|
Range Financial Group LLC
|
SELL
|
- |
-1.31K- 11.0% |
$68K - $75.9K
|
10.6K
$274K
|
|
|
Nov 14, 2022
Q3 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-1.34K- 7.94% |
$69.4K - $77.5K
|
15.5K
$400K
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.37K- 3.67% |
$71.1K - $79.4K
|
36.1K
$930K
|
|
|
Nov 01, 2022
Q3 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.4K- 1.2% |
$72.6K - $81.1K
|
116K
$2.98M
|
|
|
Oct 27, 2022
Q3 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-1.42K- 7.47% |
$73.5K - $82.1K
|
17.6K
$454K
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.43K- 18.2% |
$73.9K - $82.6K
|
6.41K
$165K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.46K- 25.81% |
$75.6K - $84.5K
|
4.2K
$108K
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.49K- 10.51% |
$76.9K - $86K
|
12.6K
$326K
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.49K- 3.52% |
$77K - $86K
|
40.8K
$1.05M
|
|
|
Oct 19, 2022
Q3 2022
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-1.49K- 1.74% |
$77.1K - $86.2K
|
84.3K
$2.17M
|
|
|
Oct 24, 2022
Q3 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.5K- 11.49% |
$77.7K - $86.8K
|
11.6K
$298K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.57K- 12.15% |
$81.1K - $90.6K
|
11.3K
$292K
|
|
|
Oct 06, 2022
Q3 2022
|
Founders Capital Management
|
SELL
|
- |
-1.57K- 89.49% |
$81.2K - $90.7K
|
184
$4.75K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.6K- 0.54% |
$82.7K - $92.4K
|
295K
$7.62M
|
|
|
Nov 04, 2022
Q3 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.6K- 0.48% |
$82.7K - $92.4K
|
328K
$8.46M
|
|
|
Oct 17, 2022
Q3 2022
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-1.6K- 5.06% |
$82.9K - $92.6K
|
30K
$775K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.61K- 25.4% |
$83.5K - $93.3K
|
4.73K
$122K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.65K- 12.5% |
$85.5K - $95.5K
|
11.5K
$298K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.69K- 63.11% |
$87.4K - $97.6K
|
986
$25.4K
|
|
|
Nov 03, 2022
Q3 2022
|
Resource Planning Group
|
SELL
|
- |
-1.72K- 1.08% |
$89.3K - $99.8K
|
158K
$4.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.78K- 28.86% |
$91.9K - $103K
|
4.38K
$113K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.79K- 27.97% |
$92.7K - $104K
|
4.61K
$119K
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.86K- 17.87% |
$96.3K - $108K
|
8.54K
$220K
|
|
|
Nov 14, 2022
Q3 2022
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-1.92K- 2.63% |
$99.5K - $111K
|
71.1K
$1.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.95K- 14.06% |
$101K - $113K
|
11.9K
$307K
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-2.38K- 25.75% |
$123K - $138K
|
6.85K
$177K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-2.41K- 13.12% |
$125K - $139K
|
15.9K
$411K
|
|
|
Nov 14, 2022
Q3 2022
|
Iron Financial, LLC
|
SELL
|
- |
-2.44K- 1.33% |
$127K - $141K
|
182K
$4.69M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.49K- 11.75% |
$129K - $144K
|
18.7K
$483K
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.52K- 29.31% |
$131K - $146K
|
6.08K
$157K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.6K- 9.54% |
$135K - $150K
|
24.6K
$635K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-2.63K- 41.52% |
$136K - $152K
|
3.71K
$95.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.78K- 9.47% |
$144K - $161K
|
26.5K
$685K
|
|
|
Nov 14, 2022
Q3 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-2.8K- 16.32% |
$145K - $162K
|
14.4K
$371K
|