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 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
12.3K+ 22.93% |
$769K - $789K
|
66.2K
$1.71M
|
|
|
Feb 08, 2022
Q4 2021
|
Navalign, LLC
|
BUY
|
- |
12.1K+ 5.18% |
$751K - $770K
|
245K
$6.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Jmac Enterprises LLC
|
BUY
|
- |
12KNew |
$748K - $768K
|
12K
$310K
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12K+ 22.54% |
$747K - $767K
|
65.3K
$1.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
12KNew |
$747K - $767K
|
12K
$310K
|
|
|
Aug 25, 2022
Q4 2021
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
11.8KNew |
$734K - $754K
|
11.8K
$304K
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
11.6KNew |
$724K - $743K
|
11.6K
$300K
|
|
|
Jan 28, 2022
Q4 2021
|
First National Corp
|
BUY
|
- |
11.1K+ 28.42% |
$693K - $711K
|
50.3K
$1.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
11.1K+ 85323.08% |
$690K - $709K
|
11.1K
$287K
|
|
|
May 16, 2022
Q4 2021
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
11.1KNew |
$688K - $706K
|
11.1K
$285K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
11K+ 107.48% |
$685K - $703K
|
21.2K
$548K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
11K+ 7.66% |
$684K - $702K
|
154K
$3.98M
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Cs Group, LLC
|
BUY
|
- |
11KNew |
$683K - $701K
|
11K
$283K
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
10.9K+ 5.61% |
$676K - $694K
|
204K
$5.27M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.8K+ 16.92% |
$671K - $689K
|
74.5K
$1.92M
|
|
|
Mar 15, 2022
Q4 2021
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
10.7KNew |
$664K - $682K
|
10.7K
$275K
|
|
|
Jan 27, 2022
Q4 2021
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
10.6K+ 7.81% |
$657K - $675K
|
146K
$3.76M
|
|
|
Jan 12, 2022
Q4 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
10.5K+ 6.36% |
$654K - $671K
|
176K
$4.53M
|
|
|
Mar 24, 2022
Q4 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
10.5K+ 8.96% |
$653K - $671K
|
128K
$3.29M
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
10.5KNew |
$652K - $669K
|
10.5K
$270K
|
|
|
Feb 04, 2022
Q4 2021
|
Titan Capital Management, LLC
|
BUY
|
- |
10.3K+ 11.04% |
$643K - $660K
|
104K
$2.68M
|
|
|
May 25, 2022
Q4 2021
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
10.3KNew |
$640K - $657K
|
10.3K
$265K
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
10.2K+ 166.06% |
$638K - $655K
|
16.4K
$424K
|
|
|
Jan 31, 2022
Q4 2021
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
10.2K+ 17.16% |
$635K - $652K
|
69.7K
$1.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
10.2KNew |
$634K - $651K
|
10.2K
$263K
|
|
|
Feb 17, 2022
Q4 2021
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
10.2KNew |
$634K - $651K
|
10.2K
$263K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
9.99K+ 45.79% |
$622K - $638K
|
31.8K
$820K
|
|
|
Jan 24, 2022
Q4 2021
|
Bfsg, LLC
|
BUY
|
- |
9.96K+ 5.85% |
$620K - $636K
|
180K
$4.65M
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
9.85KNew |
$613K - $630K
|
9.85K
$254K
|
|
|
Feb 08, 2022
Q4 2021
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
9.65K+ 12.19% |
$601K - $617K
|
88.8K
$2.29M
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
9.56KNew |
$595K - $611K
|
9.56K
$247K
|
|
|
Jan 24, 2022
Q4 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
9.54K+ 15.41% |
$594K - $610K
|
71.5K
$1.84M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.48K+ 4.78% |
$590K - $606K
|
208K
$5.36M
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
9.45KNew |
$588K - $604K
|
9.45K
$244K
|
|
|
Jan 28, 2022
Q4 2021
|
Meritage Portfolio Management
|
BUY
|
- |
9.08K+ 4.79% |
$565K - $580K
|
199K
$5.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.05K+ 68.65% |
$563K - $578K
|
22.2K
$573K
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
9.03K+ 36.61% |
$562K - $577K
|
33.7K
$869K
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
9.02KNew |
$561K - $576K
|
9.02K
$233K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
8.96K+ 11.72% |
$558K - $572K
|
85.4K
$2.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
8.77KNew |
$546K - $560K
|
8.77K
$226K
|
|
|
Mar 08, 2022
Q4 2021
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
8.71K+ 4.57% |
$542K - $556K
|
199K
$5.14M
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
8.62K+ 5.04% |
$536K - $551K
|
180K
$4.63M
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
8.59K+ 161.99% |
$535K - $549K
|
13.9K
$358K
|
|
|
Feb 07, 2022
Q4 2021
|
Monumental Financial Group Inc.
|
BUY
|
- |
8.22K+ 4.34% |
$512K - $525K
|
198K
$5.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
8.16K+ 2.53% |
$508K - $521K
|
330K
$8.52M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.12KNew |
$505K - $519K
|
8.12K
$209K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
8.04K+ 3.61% |
$500K - $513K
|
230K
$5.95M
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
8.01K+ 5.29% |
$499K - $512K
|
160K
$4.12M
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8K+ 237.36% |
$498K - $511K
|
11.4K
$293K
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
7.94KNew |
$494K - $507K
|
7.94K
$205K
|