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
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
43.9KNew |
$2.73M - $2.81M
|
43.9K
$1.13M
|
|
|
Feb 09, 2022
Q4 2021
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
43.7KNew |
$2.72M - $2.79M
|
43.7K
$1.13M
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
43K+ 31.51% |
$2.68M - $2.75M
|
180K
$4.63M
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
43K+ 135.17% |
$2.68M - $2.75M
|
74.8K
$1.93M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
42.9K+ 81.82% |
$2.67M - $2.74M
|
95.3K
$2.46M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
42.8K+ 50.55% |
$2.66M - $2.73M
|
127K
$3.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
42.6K+ 140.96% |
$2.65M - $2.72M
|
72.9K
$1.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
41.1K+ 399.31% |
$2.56M - $2.63M
|
51.4K
$1.33M
|
|
|
Feb 02, 2022
Q4 2021
|
Btr Capital Management Inc
|
BUY
|
- |
41.1KNew |
$2.56M - $2.63M
|
41.1K
$1.06M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
40.6K+ 2068.33% |
$2.52M - $2.59M
|
42.5K
$1.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
40.4KNew |
$2.52M - $2.58M
|
40.4K
$1.04M
|
|
|
Feb 15, 2022
Q4 2021
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
40.4K+ 294.17% |
$2.52M - $2.58M
|
54.1K
$1.4M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
39.6KNew |
$2.46M - $2.53M
|
39.6K
$1.02M
|
|
|
Feb 11, 2022
Q4 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
37.8K+ 4.64% |
$2.35M - $2.42M
|
853K
$22M
|
|
|
Jan 26, 2022
Q4 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
36.8K+ 4.99% |
$2.29M - $2.35M
|
775K
$20M
|
|
|
Jan 19, 2022
Q4 2021
|
Lutz Financial Services LLC
|
BUY
|
- |
35.1K+ 4.6% |
$2.18M - $2.24M
|
797K
$20.6M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
34.9K+ 70.56% |
$2.17M - $2.23M
|
84.3K
$2.18M
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
34.3KNew |
$2.14M - $2.19M
|
34.3K
$885K
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
34.3K+ 102.45% |
$2.14M - $2.19M
|
67.8K
$1.75M
|
|
|
Feb 16, 2022
Q4 2021
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
32.8KNew |
$2.04M - $2.1M
|
32.8K
$847K
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
31.7KNew |
$1.98M - $2.03M
|
31.7K
$819K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
31.6K+ 16.54% |
$1.97M - $2.02M
|
223K
$5.75M
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
30.6K+ 54.81% |
$1.9M - $1.95M
|
86.4K
$2.23M
|
|
|
Jan 19, 2022
Q4 2021
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
30K+ 120.42% |
$1.86M - $1.91M
|
54.8K
$1.41M
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
29.3K+ 8.56% |
$1.82M - $1.87M
|
371K
$9.57M
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
29.1KNew |
$1.81M - $1.86M
|
29.1K
$751K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
29K+ 37.32% |
$1.8M - $1.85M
|
107K
$2.75M
|
|
|
Feb 09, 2022
Q4 2021
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
28.9KNew |
$1.8M - $1.85M
|
28.9K
$747K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
28.9K+ 48.66% |
$1.8M - $1.85M
|
88.3K
$2.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
28.2KNew |
$1.75M - $1.8M
|
28.2K
$727K
|
|
|
Jan 31, 2022
Q4 2021
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
27.4KNew |
$1.71M - $1.75M
|
27.4K
$708K
|
|
|
Feb 02, 2022
Q4 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
27.4K+ 278.82% |
$1.7M - $1.75M
|
37.2K
$959K
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
25.8K+ 111.67% |
$1.61M - $1.65M
|
48.9K
$1.26M
|
|
|
Nov 19, 2024
Q4 2021
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
25K+ 470.63% |
$1.56M - $1.6M
|
30.3K
$781K
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
24.9KNew |
$1.55M - $1.59M
|
24.9K
$643K
|
|
|
Feb 11, 2022
Q4 2021
|
United Bank
Vienna, VA |
BUY
|
- |
24.8K+ 3.23% |
$1.54M - $1.58M
|
792K
$20.4M
|
|
|
Jan 18, 2022
Q4 2021
|
Solitude Financial Services
|
BUY
|
- |
24.4K+ 22.04% |
$1.52M - $1.56M
|
135K
$3.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
24.4K+ 503.16% |
$1.52M - $1.56M
|
29.2K
$753K
|
|
|
Jan 24, 2022
Q4 2021
|
Sage Financial Group Inc
|
BUY
|
- |
23.9K+ 6.83% |
$1.49M - $1.53M
|
374K
$9.65M
|
|
|
Jan 19, 2022
Q4 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
23.6K+ 6.06% |
$1.47M - $1.51M
|
413K
$10.7M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
23.6KNew |
$1.47M - $1.51M
|
23.6K
$608K
|
|
|
Feb 07, 2022
Q4 2021
|
Sg Americas Securities, LLC
|
BUY
|
- |
23.4KNew |
$1.46M - $1.5M
|
23.4K
$604K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
23.4K+ 22.21% |
$1.46M - $1.49M
|
129K
$3.32M
|
|
|
Jan 18, 2022
Q4 2021
|
Mjp Associates Inc
|
BUY
|
- |
22KNew |
$1.37M - $1.41M
|
22K
$569K
|
|
|
Jan 27, 2022
Q4 2021
|
Smart Money Group LLC
|
BUY
|
- |
21.9KNew |
$1.37M - $1.4M
|
21.9K
$566K
|
|
|
Feb 10, 2022
Q4 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
21.6K+ 6.56% |
$1.35M - $1.38M
|
351K
$9.06M
|
|
|
Jan 27, 2022
Q4 2021
|
Leeward Financial Partners, LLC
|
BUY
|
- |
21.3KNew |
$1.33M - $1.36M
|
21.3K
$550K
|
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
21.3K+ 94.09% |
$1.32M - $1.36M
|
43.8K
$1.13M
|
|
|
Feb 23, 2022
Q4 2021
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
21.2KNew |
$1.32M - $1.35M
|
21.2K
$546K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
21.1K+ 39.47% |
$1.31M - $1.35M
|
74.4K
$1.92M
|