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 05, 2022
Q4 2021
|
Spence Asset Management
|
BUY
|
- |
1K+ 918.35% |
$62.3K - $64K
|
1.11K
$28.6K
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
994New |
$61.9K - $63.5K
|
994
$25.6K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
990+ 5.49% |
$61.6K - $63.3K
|
19K
$491K
|
|
|
Jan 25, 2022
Q4 2021
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
977+ 1.18% |
$60.8K - $62.4K
|
84K
$2.17M
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
960+ 3.38% |
$59.8K - $61.3K
|
29.4K
$758K
|
|
|
Jan 27, 2022
Q4 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
955+ 8.74% |
$59.4K - $61K
|
11.9K
$307K
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
914New |
$56.9K - $58.4K
|
914
$23.6K
|
|
|
Jan 24, 2022
Q4 2021
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
892+ 4.26% |
$55.5K - $57K
|
21.9K
$564K
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
881+ 24.79% |
$54.8K - $56.3K
|
4.44K
$114K
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
876New |
$54.5K - $56K
|
876
$22.6K
|
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
873+ 20.42% |
$54.3K - $55.8K
|
5.15K
$133K
|
|
|
Jan 18, 2022
Q4 2021
|
Ridgewood Investments LLC
|
BUY
|
- |
850+ 15.25% |
$52.9K - $54.3K
|
6.43K
$166K
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
825+ 25.34% |
$51.4K - $52.7K
|
4.08K
$105K
|
|
|
Jan 04, 2022
Q4 2021
|
S.A. Mason LLC
|
BUY
|
- |
820New |
$51K - $52.4K
|
820
$21.2K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
801+ 6.39% |
$49.9K - $51.2K
|
13.3K
$344K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
779+ 21.24% |
$48.5K - $49.8K
|
4.45K
$115K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
778+ 120.25% |
$48.4K - $49.7K
|
1.43K
$36.8K
|
|
|
Jan 24, 2022
Q4 2021
|
Lincoln Capital Corp
|
BUY
|
- |
732+ 0.58% |
$45.6K - $46.8K
|
127K
$3.28M
|
|
|
Feb 04, 2022
Q4 2021
|
Souders Financial Advisors
|
BUY
|
- |
720+ 0.81% |
$44.8K - $46K
|
89.2K
$2.3M
|
|
|
Feb 03, 2022
Q4 2021
|
Savior LLC
|
BUY
|
- |
709+ 135.56% |
$44.1K - $45.3K
|
1.23K
$31.8K
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
706+ 20.59% |
$43.9K - $45.1K
|
4.14K
$107K
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
695New |
$43.3K - $44.4K
|
695
$17.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
690+ 4.97% |
$43K - $44.1K
|
14.6K
$376K
|
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
BUY
|
- |
677+ 9.3% |
$42.1K - $43.3K
|
7.96K
$205K
|
|
|
Feb 02, 2022
Q4 2021
|
Hc Advisors, LLC
|
BUY
|
- |
670+ 0.77% |
$41.7K - $42.8K
|
88K
$2.27M
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
668+ 0.96% |
$41.6K - $42.7K
|
70.5K
$1.82M
|
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
632+ 11.31% |
$39.3K - $40.4K
|
6.22K
$161K
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
596+ 1295.65% |
$37.1K - $38.1K
|
642
$16.6K
|
|
|
Feb 08, 2022
Q4 2021
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
575+ 1.6% |
$35.8K - $36.7K
|
36.5K
$941K
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
570+ 7.65% |
$35.5K - $36.4K
|
8.03K
$207K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
562New |
$35K - $35.9K
|
562
$14.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
559+ 176.34% |
$34.8K - $35.7K
|
876
$22.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
517New |
$32.2K - $33K
|
517
$13.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
511+ 2.78% |
$31.8K - $32.6K
|
18.9K
$488K
|
|
|
Feb 10, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
504New |
$31.4K - $32.2K
|
504
$13K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
467+ 14.44% |
$29.1K - $29.8K
|
3.7K
$95.5K
|
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
463+ 5.88% |
$28.8K - $29.6K
|
8.34K
$215K
|
|
|
Jan 26, 2022
Q4 2021
|
Shearwater Capital LLC
|
BUY
|
- |
440New |
$27.4K - $28.1K
|
440
$11.4K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
421New |
$26.2K - $26.9K
|
421
$10.9K
|
|
|
Jan 10, 2022
Q4 2021
|
Seelaus Asset Management LLC
|
BUY
|
- |
416+ 7.86% |
$25.9K - $26.6K
|
5.71K
$147K
|
|
|
Jan 19, 2022
Q4 2021
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
400+ 7.27% |
$24.9K - $25.6K
|
5.9K
$152K
|
|
|
Jan 18, 2022
Q4 2021
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
400+ 3.62% |
$24.9K - $25.6K
|
11.4K
$295K
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
390+ 10.16% |
$24.3K - $24.9K
|
4.23K
$109K
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
375New |
$23.3K - $24K
|
375
$9.68K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
375New |
$23.3K - $24K
|
375
$9.68K
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
374+ 1.66% |
$23.3K - $23.9K
|
22.9K
$592K
|
|
|
Jan 28, 2022
Q4 2021
|
Wespac Advisors, LLC
|
BUY
|
- |
370+ 5.67% |
$23K - $23.6K
|
6.89K
$178K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
370+ 10.61% |
$23K - $23.6K
|
3.86K
$99.5K
|
|
|
Jan 31, 2022
Q4 2021
|
Dfpg Investments, LLC
|
BUY
|
- |
344+ 9.85% |
$21.4K - $22K
|
3.84K
$99K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
335+ 6.99% |
$20.9K - $21.4K
|
5.13K
$132K
|