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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
116K+ 162.79% |
$7.22M - $7.41M
|
187K
$4.83M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
115K+ 46.28% |
$7.17M - $7.36M
|
364K
$9.4M
|
|
|
Feb 22, 2022
Q4 2021
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
113KNew |
$7.03M - $7.21M
|
113K
$2.91M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
106K+ 39.48% |
$6.63M - $6.8M
|
376K
$9.7M
|
|
|
Aug 31, 2022
Q4 2021
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
102KNew |
$6.36M - $6.52M
|
102K
$2.63M
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
101K+ 47.02% |
$6.27M - $6.43M
|
315K
$8.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
99.5K+ 9.43% |
$6.2M - $6.36M
|
1.16M
$29.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
90.5KNew |
$5.64M - $5.78M
|
90.5K
$2.34M
|
|
|
Jul 28, 2023
Q4 2021
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
90.2KNew |
$5.61M - $5.76M
|
90.2K
$2.33M
|
|
|
Feb 25, 2022
Q4 2021
|
Simplicity Wealth,Llc
|
BUY
|
- |
87.5KNew |
$5.45M - $5.59M
|
87.5K
$2.26M
|
|
|
Feb 03, 2022
Q4 2021
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
86.5KNew |
$5.39M - $5.53M
|
86.5K
$2.23M
|
|
|
Feb 11, 2022
Q4 2021
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
83.5KNew |
$5.2M - $5.34M
|
83.5K
$2.15M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
82.8K+ 16.47% |
$5.15M - $5.29M
|
585K
$15.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
82.5KNew |
$5.14M - $5.27M
|
82.5K
$2.13M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
81.2KNew |
$5.06M - $5.19M
|
81.2K
$2.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
80.7K+ 3.53% |
$5.03M - $5.16M
|
2.37M
$61.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
79.1K+ 0.87% |
$4.93M - $5.06M
|
9.12M
$235M
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
77.8KNew |
$4.84M - $4.97M
|
77.8K
$2.01M
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
76KNew |
$4.73M - $4.86M
|
76K
$1.96M
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
75.1KNew |
$4.68M - $4.8M
|
75.1K
$1.94M
|
|
|
Jan 13, 2022
Q4 2021
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
75KNew |
$4.67M - $4.79M
|
75K
$1.93M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
73.1KNew |
$4.55M - $4.67M
|
73.1K
$1.89M
|
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
72KNew |
$4.48M - $4.6M
|
72K
$1.86M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
71.6K+ 54.43% |
$4.46M - $4.58M
|
203K
$5.24M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
71.3K+ 23.83% |
$4.44M - $4.56M
|
371K
$9.56M
|
|
|
Sep 28, 2022
Q4 2021
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
71.1KNew |
$4.43M - $4.54M
|
71.1K
$1.84M
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
69.4K+ 213.11% |
$4.32M - $4.44M
|
102K
$2.63M
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
66.5KNew |
$4.14M - $4.25M
|
66.5K
$1.72M
|
|
|
Feb 09, 2022
Q4 2021
|
Peterson Wealth Management
|
BUY
|
- |
66.2KNew |
$4.12M - $4.23M
|
66.2K
$1.71M
|
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
65.4K+ 193.16% |
$4.07M - $4.18M
|
99.3K
$2.56M
|
|
|
Feb 14, 2022
Q4 2021
|
State Street Corp
Boston, MA |
BUY
|
- |
63.5K+ 52.78% |
$3.95M - $4.06M
|
184K
$4.74M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
61.5K+ 31.79% |
$3.83M - $3.93M
|
255K
$6.58M
|
|
|
Jan 19, 2022
Q4 2021
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
61.2K+ 58.61% |
$3.81M - $3.91M
|
166K
$4.27M
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
58.6K+ 4.3% |
$3.65M - $3.74M
|
1.42M
$36.6M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
57.9KNew |
$3.6M - $3.7M
|
57.9K
$1.49M
|
|
|
Aug 09, 2022
Q4 2021
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
56.5KNew |
$3.52M - $3.61M
|
56.5K
$1.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
56.2K+ 20.63% |
$3.5M - $3.59M
|
329K
$8.49M
|
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
56.1KNew |
$3.49M - $3.58M
|
56.1K
$1.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
55.9K+ 10.14% |
$3.48M - $3.57M
|
608K
$15.7M
|
|
|
Feb 16, 2022
Q4 2021
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
54.6KNew |
$3.4M - $3.49M
|
54.6K
$1.41M
|
|
|
Feb 07, 2022
Q4 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
54.5KNew |
$3.39M - $3.48M
|
54.5K
$1.41M
|
|
|
Feb 09, 2022
Q4 2021
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
52.1KNew |
$3.25M - $3.33M
|
52.1K
$1.35M
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
51.8K+ 129.59% |
$3.23M - $3.31M
|
91.8K
$2.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
50.4K+ 52.23% |
$3.13M - $3.22M
|
147K
$3.79M
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
49.1K+ 117.93% |
$3.05M - $3.13M
|
90.7K
$2.34M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Management Resources, Inc.
|
BUY
|
- |
47.5KNew |
$2.96M - $3.04M
|
47.5K
$1.23M
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
47.2K+ 20.69% |
$2.94M - $3.01M
|
275K
$7.1M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
45.4K+ 9.29% |
$2.83M - $2.9M
|
534K
$13.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
44.9K+ 110.91% |
$2.8M - $2.87M
|
85.5K
$2.21M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
44.4K+ 19.83% |
$2.76M - $2.84M
|
268K
$6.92M
|