Purchases and Sales Made in Q4 2021 in Schwab Strategic Us Tips ETF (SCHP)
This table provides information about the institutional ownership of Schwab Strategic Us Tips ETF (SCHP) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
333+ 7.98% |
$20.7K - $21.3K
|
4.51K
$116K
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
319+ 2.92% |
$19.9K - $20.4K
|
11.3K
$290K
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
319New |
$19.9K - $20.4K
|
319
$8.23K
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
306New |
$19K - $19.6K
|
306
$7.89K
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
287New |
$17.9K - $18.3K
|
287
$7.4K
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
267+ 2.01% |
$16.6K - $17.1K
|
13.6K
$350K
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
256+ 88.89% |
$15.9K - $16.4K
|
544
$14K
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
251+ 2.22% |
$15.6K - $16K
|
11.5K
$298K
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
246+ 3.01% |
$15.3K - $15.7K
|
8.41K
$217K
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
234+ 632.43% |
$14.6K - $15K
|
271
$6.99K
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
227New |
$14.1K - $14.5K
|
227
$5.86K
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
227+ 23.55% |
$14.1K - $14.5K
|
1.19K
$30.7K
|
|
Jan 18, 2022
Q4 2021
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
200+ 1.51% |
$12.5K - $12.8K
|
13.5K
$348K
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
198New |
$12.3K - $12.7K
|
198
$5.11K
|
|
Feb 04, 2022
Q4 2021
|
Ballast Advisors LLC
|
BUY
|
- |
189+ 10.23% |
$11.8K - $12.1K
|
2.04K
$52.5K
|
|
Mar 15, 2022
Q4 2021
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
180+ 0.18% |
$11.2K - $11.5K
|
100K
$2.59M
|
|
Feb 01, 2022
Q4 2021
|
Washburn Capital Management, Inc.
|
BUY
|
- |
175+ 0.33% |
$10.9K - $11.2K
|
53.9K
$1.39M
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
173+ 320.37% |
$10.8K - $11.1K
|
227
$5.86K
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
169New |
$10.5K - $10.8K
|
169
$4.36K
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
BUY
|
- |
162+ 4.51% |
$10.1K - $10.4K
|
3.75K
$96.8K
|
|
Feb 15, 2022
Q4 2021
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
159+ 2.05% |
$9.9K - $10.2K
|
7.9K
$204K
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
139New |
$8.65K - $8.88K
|
139
$3.59K
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
133+ 0.4% |
$8.28K - $8.5K
|
33.6K
$868K
|
|
Jan 20, 2022
Q4 2021
|
Pflug Koory, LLC
|
BUY
|
- |
125+ 49.6% |
$7.78K - $7.99K
|
377
$9.73K
|
|
Jan 25, 2022
Q4 2021
|
Tran Capital Management, L.P.
|
BUY
|
- |
118+ 0.47% |
$7.35K - $7.54K
|
25.2K
$651K
|
|
Jan 24, 2022
Q4 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
117+ 1.82% |
$7.28K - $7.48K
|
6.56K
$169K
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
112+ 0.75% |
$6.97K - $7.16K
|
15K
$386K
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
111New |
$6.91K - $7.09K
|
111
$2.86K
|
|
Jan 24, 2022
Q4 2021
|
Cubic Asset Management, LLC
|
BUY
|
- |
110+ 1.75% |
$6.85K - $7.03K
|
6.4K
$165K
|
|
Feb 11, 2022
Q4 2021
|
Prism Advisors, Inc.
|
BUY
|
- |
107+ 1.6% |
$6.66K - $6.84K
|
6.79K
$175K
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
106New |
$6.6K - $6.77K
|
106
$2.73K
|
|
Jan 27, 2022
Q4 2021
|
First Merchants Corp
|
BUY
|
- |
100+ 2.38% |
$6.23K - $6.39K
|
4.3K
$111K
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
100+ 6.99% |
$6.23K - $6.39K
|
1.53K
$39.5K
|
|
Feb 09, 2022
Q4 2021
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
100+ 2.07% |
$6.23K - $6.39K
|
4.93K
$127K
|
|
Feb 07, 2022
Q4 2021
|
Gen Trust, LLC
|
BUY
|
- |
84+ 0.52% |
$5.23K - $5.37K
|
16.3K
$421K
|
|
Feb 08, 2022
Q4 2021
|
Callahan Advisors, LLC
|
BUY
|
- |
82+ 1.46% |
$5.1K - $5.24K
|
5.7K
$147K
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
81+ 5.29% |
$5.04K - $5.18K
|
1.61K
$41.6K
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
BUY
|
- |
78+ 1.88% |
$4.86K - $4.98K
|
4.22K
$109K
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
74New |
$4.61K - $4.73K
|
74
$1.91K
|
|
Feb 14, 2022
Q4 2021
|
Heron Bay Capital Management
|
BUY
|
- |
64+ 0.96% |
$3.98K - $4.09K
|
6.75K
$174K
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
63New |
$3.92K - $4.03K
|
63
$1.63K
|
|
Feb 08, 2022
Q4 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
62+ 1.83% |
$3.86K - $3.96K
|
3.45K
$89K
|
|
Jan 26, 2022
Q4 2021
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
62New |
$3.86K - $3.96K
|
62
$1.6K
|
|
Jan 14, 2022
Q4 2021
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
62+ 0.09% |
$3.86K - $3.96K
|
67.3K
$1.74M
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
58+ 0.27% |
$3.61K - $3.71K
|
21.9K
$565K
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
51+ 53.13% |
$3.17K - $3.26K
|
147
$3.79K
|
|
Feb 08, 2022
Q4 2021
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
47+ 1.01% |
$2.93K - $3K
|
4.72K
$122K
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
46New |
$2.86K - $2.94K
|
46
$1.19K
|
|
Feb 14, 2022
Q4 2021
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
43+ 0.17% |
$2.68K - $2.75K
|
25.7K
$662K
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
42+ 1.8% |
$2.61K - $2.68K
|
2.37K
$61.2K
|