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 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
7.85KNew |
$489K - $502K
|
7.85K
$203K
|
|
|
Feb 07, 2022
Q4 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
7.78K+ 4.84% |
$484K - $497K
|
168K
$4.34M
|
|
|
Jan 21, 2022
Q4 2021
|
Boston Trust Walden Corp
|
BUY
|
- |
7.7KNew |
$479K - $492K
|
7.7K
$199K
|
|
|
Jan 27, 2022
Q4 2021
|
Planning Directions Inc
|
BUY
|
- |
7.7K+ 48.73% |
$479K - $492K
|
23.5K
$606K
|
|
|
Jan 12, 2022
Q4 2021
|
Resource Planning Group
|
BUY
|
- |
7.51K+ 4.1% |
$468K - $480K
|
191K
$4.93M
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7.46KNew |
$464K - $476K
|
7.46K
$192K
|
|
|
Jan 26, 2022
Q4 2021
|
Rhs Financial, LLC
|
BUY
|
- |
7.45K+ 13.53% |
$464K - $476K
|
62.5K
$1.61M
|
|
|
Feb 08, 2022
Q4 2021
|
Parsec Financial Management, Inc.
|
BUY
|
- |
7.32K+ 15.89% |
$456K - $468K
|
53.4K
$1.38M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.25KNew |
$451K - $463K
|
7.25K
$187K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
7.12K+ 21.15% |
$443K - $455K
|
40.8K
$1.05M
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
BUY
|
- |
7.03KNew |
$437K - $449K
|
7.03K
$181K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
6.95K+ 146.64% |
$433K - $444K
|
11.7K
$301K
|
|
|
Feb 01, 2022
Q4 2021
|
Greystone Financial Group, LLC
|
BUY
|
- |
6.87K+ 2.23% |
$427K - $439K
|
315K
$8.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
6.84KNew |
$426K - $437K
|
6.84K
$176K
|
|
|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
6.79KNew |
$422K - $434K
|
6.79K
$175K
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
6.75KNew |
$420K - $431K
|
6.75K
$174K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.7K+ 25.06% |
$417K - $428K
|
33.4K
$863K
|
|
|
Jan 20, 2022
Q4 2021
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
6.66K+ 53.33% |
$415K - $426K
|
19.2K
$494K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.65K+ 13.4% |
$414K - $425K
|
56.2K
$1.45M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.61KNew |
$412K - $422K
|
6.61K
$171K
|
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
6.51K+ 58.65% |
$405K - $416K
|
17.6K
$454K
|
|
|
Feb 15, 2022
Q4 2021
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
6.49KNew |
$404K - $414K
|
6.49K
$167K
|
|
|
Jan 28, 2022
Q4 2021
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
6.47KNew |
$403K - $413K
|
6.47K
$167K
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
6.4K+ 26.35% |
$398K - $409K
|
30.7K
$791K
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
6.38K+ 71.0% |
$397K - $408K
|
15.4K
$396K
|
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
6.37KNew |
$397K - $407K
|
6.37K
$164K
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
6.18K+ 114.83% |
$385K - $395K
|
11.6K
$298K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.17K+ 7.59% |
$384K - $394K
|
87.4K
$2.26M
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5.94KNew |
$370K - $379K
|
5.94K
$153K
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
5.85KNew |
$364K - $374K
|
5.85K
$151K
|
|
|
Jan 19, 2022
Q4 2021
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
5.8K+ 7.92% |
$361K - $371K
|
79K
$2.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Unconventional Investor, LLC
|
BUY
|
- |
5.79KNew |
$361K - $370K
|
5.79K
$149K
|
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
5.73KNew |
$356K - $366K
|
5.73K
$148K
|
|
|
Jan 24, 2022
Q4 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
5.68K+ 47.62% |
$354K - $363K
|
17.6K
$454K
|
|
|
Jan 19, 2022
Q4 2021
|
Alaska Permanent Capital Management
|
BUY
|
- |
5.66K+ 4.97% |
$352K - $362K
|
120K
$3.08M
|
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
5.63KNew |
$350K - $360K
|
5.63K
$145K
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
5.58K+ 0.4% |
$347K - $357K
|
1.41M
$36.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.49K+ 2.85% |
$342K - $351K
|
198K
$5.11M
|
|
|
Feb 04, 2022
Q4 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
5.46KNew |
$340K - $349K
|
5.46K
$141K
|
|
|
Jan 24, 2022
Q4 2021
|
Clear Investment Research, LLC
|
BUY
|
- |
5.35K+ 625.96% |
$333K - $342K
|
6.21K
$160K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.28K+ 156.56% |
$328K - $337K
|
8.65K
$223K
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
5.12KNew |
$319K - $327K
|
5.12K
$132K
|
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
5.1K+ 10.41% |
$318K - $326K
|
54.1K
$1.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.1KNew |
$317K - $326K
|
5.1K
$131K
|
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.08KNew |
$316K - $325K
|
5.08K
$131K
|
|
|
Mar 01, 2022
Q4 2021
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
5KNew |
$311K - $319K
|
5K
$129K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.92K+ 27.81% |
$306K - $314K
|
22.6K
$583K
|
|
|
Jan 19, 2022
Q4 2021
|
Western Financial Corporation
|
BUY
|
- |
4.83K+ 82.84% |
$301K - $309K
|
10.7K
$275K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.75K+ 8.74% |
$296K - $304K
|
59.1K
$1.52M
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Advisors Inc
|
BUY
|
- |
4.74KNew |
$295K - $303K
|
4.74K
$122K
|