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 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.8K+ 9.81% |
$1.29M - $1.33M
|
233K
$6.01M
|
|
|
Feb 15, 2022
Q4 2021
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
20.8K+ 318.95% |
$1.29M - $1.33M
|
27.3K
$703K
|
|
|
Feb 02, 2022
Q4 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
20.6K+ 7.11% |
$1.28M - $1.32M
|
311K
$8.01M
|
|
|
Mar 10, 2022
Q4 2021
|
Values First Advisors, Inc.
|
BUY
|
- |
20.3KNew |
$1.26M - $1.3M
|
20.3K
$523K
|
|
|
Jan 19, 2022
Q4 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
20.2K+ 20.12% |
$1.25M - $1.29M
|
120K
$3.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
19.8KNew |
$1.23M - $1.26M
|
19.8K
$510K
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
19.8K+ 29.65% |
$1.23M - $1.26M
|
86.4K
$2.23M
|
|
|
Jan 28, 2022
Q4 2021
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
19.5K+ 4.36% |
$1.21M - $1.24M
|
466K
$12M
|
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
BUY
|
- |
19.3K+ 78.82% |
$1.2M - $1.23M
|
43.8K
$1.13M
|
|
|
Feb 11, 2022
Q4 2021
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
19.1KNew |
$1.19M - $1.22M
|
19.1K
$492K
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
19K+ 31.94% |
$1.18M - $1.22M
|
78.6K
$2.03M
|
|
|
Feb 11, 2022
Q4 2021
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
19K+ 8.51% |
$1.18M - $1.21M
|
242K
$6.25M
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
18.8KNew |
$1.17M - $1.2M
|
18.8K
$486K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18K+ 4.15% |
$1.12M - $1.15M
|
452K
$11.7M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
17.9K+ 30.1% |
$1.11M - $1.14M
|
77.4K
$2M
|
|
|
Feb 10, 2022
Q4 2021
|
Curran Financial Partners, LLC
|
BUY
|
- |
17.6KNew |
$1.09M - $1.12M
|
17.6K
$454K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.5K+ 63.49% |
$1.09M - $1.12M
|
45.2K
$1.17M
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
17.5K+ 53.66% |
$1.09M - $1.12M
|
50.2K
$1.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
17.5K+ 34.42% |
$1.09M - $1.12M
|
68.2K
$1.76M
|
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
BUY
|
- |
17.2K+ 6.37% |
$1.07M - $1.1M
|
288K
$7.43M
|
|
|
Jan 13, 2022
Q4 2021
|
Burt Wealth Advisors
|
BUY
|
- |
16.8K+ 6.25% |
$1.05M - $1.07M
|
286K
$7.37M
|
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
16.8K+ 17.1% |
$1.04M - $1.07M
|
115K
$2.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Wulff, Hansen & Co.
|
BUY
|
- |
16.8KNew |
$1.04M - $1.07M
|
16.8K
$433K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
16.6K+ 222.97% |
$1.03M - $1.06M
|
24.1K
$621K
|
|
|
Feb 09, 2022
Q4 2021
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
16.6KNew |
$1.03M - $1.06M
|
16.6K
$428K
|
|
|
Feb 08, 2022
Q4 2021
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
16.5K+ 6.07% |
$1.03M - $1.05M
|
288K
$7.42M
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
16.3KNew |
$1.01M - $1.04M
|
16.3K
$419K
|
|
|
Jan 27, 2022
Q4 2021
|
Mattern Wealth Management LLC
|
BUY
|
- |
15.9KNew |
$990K - $1.02M
|
15.9K
$410K
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
15.4KNew |
$958K - $983K
|
15.4K
$397K
|
|
|
Apr 14, 2022
Q4 2021
|
Walker Asset Management, LLC
|
BUY
|
- |
15.3KNew |
$950K - $975K
|
15.3K
$394K
|
|
|
Apr 12, 2022
Q4 2021
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
15KNew |
$935K - $960K
|
15K
$388K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.8KNew |
$921K - $945K
|
14.8K
$382K
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
14.7K+ 13.35% |
$915K - $939K
|
125K
$3.22M
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
14.6K+ 2.39% |
$909K - $933K
|
626K
$16.2M
|
|
|
Jan 21, 2022
Q4 2021
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
14.6KNew |
$907K - $930K
|
14.6K
$376K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
14.5K+ 32.14% |
$906K - $929K
|
59.8K
$1.54M
|
|
|
Jan 31, 2022
Q4 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
14.4K+ 12.11% |
$895K - $919K
|
133K
$3.43M
|
|
|
Jan 14, 2022
Q4 2021
|
Fruth Investment Management
|
BUY
|
- |
14.3KNew |
$890K - $914K
|
14.3K
$369K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
14.3K+ 1544.22% |
$889K - $913K
|
15.2K
$392K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.8K+ 16.3% |
$856K - $879K
|
98.1K
$2.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
13.6K+ 6.35% |
$847K - $869K
|
228K
$5.88M
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
13.3KNew |
$829K - $851K
|
13.3K
$344K
|
|
|
Jan 25, 2022
Q4 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
13K+ 13.91% |
$811K - $832K
|
107K
$2.75M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13K+ 33.56% |
$810K - $831K
|
51.8K
$1.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
12.9K+ 11.33% |
$803K - $824K
|
127K
$3.27M
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
12.7K+ 0.28% |
$790K - $811K
|
4.54M
$117M
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
12.7K+ 23.25% |
$788K - $809K
|
67.1K
$1.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
12.5K+ 7.81% |
$776K - $796K
|
172K
$4.44M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12.4K+ 20.75% |
$773K - $793K
|
72.2K
$1.86M
|
|
|
Feb 08, 2022
Q4 2021
|
Fagan Associates, Inc.
|
BUY
|
- |
12.4K+ 12.0% |
$769K - $790K
|
115K
$2.98M
|