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 27, 2022
Q4 2021
|
Emfo, LLC
|
BUY
|
- |
4.7K+ 2475.79% |
$293K - $301K
|
4.89K
$126K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
4.55K+ 242.31% |
$283K - $291K
|
6.43K
$166K
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified, LLC
|
BUY
|
- |
4.5K+ 18.59% |
$280K - $287K
|
28.7K
$740K
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
4.5K+ 1.44% |
$280K - $287K
|
317K
$8.18M
|
|
|
Feb 08, 2022
Q4 2021
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
4.45K+ 16.64% |
$277K - $284K
|
31.2K
$805K
|
|
|
Jan 04, 2022
Q4 2021
|
Camelot Portfolios, LLC
|
BUY
|
- |
4.36KNew |
$272K - $279K
|
4.36K
$113K
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4.36KNew |
$271K - $279K
|
4.36K
$112K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.32K+ 22.97% |
$269K - $276K
|
23.1K
$597K
|
|
|
Jan 13, 2022
Q4 2021
|
Marotta Asset Management
|
BUY
|
- |
4.31K+ 1.94% |
$268K - $275K
|
227K
$5.86M
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.28K+ 18.82% |
$266K - $273K
|
27K
$697K
|
|
|
Feb 14, 2022
Q4 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
4.24K+ 0.21% |
$264K - $271K
|
2M
$51.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
4.2K+ 144.98% |
$262K - $269K
|
7.1K
$183K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.9KNew |
$243K - $249K
|
3.9K
$101K
|
|
|
Jan 04, 2022
Q4 2021
|
Fc Advisory LLC
|
BUY
|
- |
3.87K+ 3.0% |
$241K - $247K
|
133K
$3.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Capital Management LLC
|
BUY
|
- |
3.87K+ 10.33% |
$241K - $247K
|
41.3K
$1.07M
|
|
|
Jan 31, 2022
Q4 2021
|
Gratus Capital LLC
|
BUY
|
- |
3.84KNew |
$239K - $245K
|
3.84K
$99K
|
|
|
Feb 14, 2022
Q4 2021
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
3.77K+ 5.37% |
$235K - $241K
|
73.9K
$1.91M
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.75KNew |
$233K - $240K
|
3.75K
$96.8K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
3.73K+ 7.97% |
$232K - $238K
|
50.5K
$1.3M
|
|
|
Jan 27, 2022
Q4 2021
|
Peak Financial Management, Inc.
|
BUY
|
- |
3.67K+ 1.84% |
$228K - $234K
|
202K
$5.22M
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.61KNew |
$225K - $231K
|
3.61K
$93.2K
|
|
|
Sep 07, 2023
Q4 2021
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
3.6KNew |
$224K - $230K
|
3.6K
$92.8K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.59KNew |
$223K - $229K
|
3.59K
$92.5K
|
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
BUY
|
- |
3.57KNew |
$222K - $228K
|
3.57K
$92K
|
|
|
Jan 14, 2022
Q4 2021
|
Santori & Peters, Inc.
|
BUY
|
- |
3.55KNew |
$221K - $227K
|
3.55K
$91.5K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
3.54K+ 46.25% |
$220K - $226K
|
11.2K
$289K
|
|
|
Feb 11, 2022
Q4 2021
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
3.53KNew |
$220K - $226K
|
3.53K
$91.1K
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.53KNew |
$220K - $226K
|
3.53K
$91.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.52K+ 47.65% |
$219K - $225K
|
10.9K
$281K
|
|
|
Jan 12, 2022
Q4 2021
|
Stonnington Group, LLC
|
BUY
|
- |
3.5KNew |
$218K - $224K
|
3.5K
$90.3K
|
|
|
Jan 26, 2022
Q4 2021
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
3.49KNew |
$217K - $223K
|
3.49K
$90K
|
|
|
Jan 26, 2022
Q4 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.37K+ 4.0% |
$210K - $215K
|
87.7K
$2.26M
|
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
BUY
|
- |
3.37KNew |
$210K - $215K
|
3.37K
$87K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.35K+ 4.59% |
$208K - $214K
|
76.3K
$1.97M
|
|
|
May 06, 2022
Q4 2021
|
Empirical Asset Management, LLC
|
BUY
|
- |
3.33KNew |
$207K - $213K
|
3.33K
$85.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Roof Eidam & Maycock
|
BUY
|
- |
3.33KNew |
$207K - $213K
|
3.33K
$85.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.24K+ 1.66% |
$202K - $207K
|
198K
$5.12M
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.24KNew |
$202K - $207K
|
3.24K
$83.6K
|
|
|
Jan 24, 2022
Q4 2021
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
3.22K+ 7.29% |
$200K - $206K
|
47.4K
$1.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.22K+ 8.12% |
$200K - $205K
|
42.8K
$1.1M
|
|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
- |
3.21KNew |
$200K - $205K
|
3.21K
$82.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
3.2KNew |
$199K - $204K
|
3.2K
$82.5K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.02K+ 30.11% |
$188K - $193K
|
13K
$336K
|
|
|
Feb 11, 2022
Q4 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
2.96K+ 21.97% |
$184K - $189K
|
16.4K
$424K
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
2.78K+ 2.15% |
$173K - $177K
|
132K
$3.41M
|
|
|
Feb 15, 2022
Q4 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
2.78K+ 56.26% |
$173K - $177K
|
7.71K
$199K
|
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
2.76K+ 7.33% |
$172K - $176K
|
40.4K
$1.04M
|
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2.76K+ 23.35% |
$171K - $176K
|
14.6K
$375K
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
2.75K+ 7.35% |
$171K - $176K
|
40.2K
$1.04M
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.69K+ 15.46% |
$167K - $172K
|
20.1K
$518K
|