Purchases and Sales Made in Q4 2022 in Schwab Strategic Us Tips ETF (SCHP)
This table provides information about the institutional ownership of Schwab Strategic Us Tips ETF (SCHP) during Q4 2022. 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, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
7.9M+ 83208.77% |
$407M - $425M
|
7.91M
$204M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.22M+ 34.22% |
$217M - $227M
|
16.5M
$427M
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
1.38M+ 76.81% |
$71.1M - $74.4M
|
3.18M
$82M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.27M+ 30.49% |
$65.5M - $68.5M
|
5.45M
$141M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.27M+ 30.49% |
$65.5M - $68.5M
|
5.45M
$141M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
634K+ 8.14% |
$32.6M - $34.1M
|
8.42M
$217M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
616K+ 72.38% |
$31.7M - $33.2M
|
1.47M
$37.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
564KNew |
$29M - $30.4M
|
564K
$14.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
560KNew |
$28.8M - $30.1M
|
560K
$14.4M
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
504K+ 1862.35% |
$25.9M - $27.1M
|
531K
$13.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
473K+ 169.42% |
$24.4M - $25.5M
|
752K
$19.4M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
404K+ 509.36% |
$20.8M - $21.7M
|
483K
$12.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
388KNew |
$20M - $20.9M
|
388K
$10M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
295KNew |
$15.2M - $15.9M
|
295K
$7.61M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
286K+ 252.65% |
$14.7M - $15.4M
|
400K
$10.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
238K+ 91.4% |
$12.2M - $12.8M
|
498K
$12.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
BUY
|
- |
218K+ 2163.18% |
$11.2M - $11.8M
|
228K
$5.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
216K+ 31.51% |
$11.1M - $11.6M
|
900K
$23.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
BUY
|
- |
175K+ 2822.24% |
$9.03M - $9.44M
|
182K
$4.69M
|
|
|
Jan 17, 2023
Q4 2022
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
170KNew |
$8.75M - $9.15M
|
170K
$4.39M
|
|
|
Feb 08, 2023
Q4 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
169KNew |
$8.72M - $9.12M
|
169K
$4.37M
|
|
|
Feb 02, 2023
Q4 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
168K+ 2116.25% |
$8.63M - $9.03M
|
176K
$4.53M
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
159KNew |
$8.16M - $8.54M
|
159K
$4.09M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
138K+ 390.12% |
$7.09M - $7.42M
|
173K
$4.47M
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
127K+ 39.72% |
$6.52M - $6.81M
|
445K
$11.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
126K+ 3.86% |
$6.51M - $6.81M
|
3.4M
$87.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
118KNew |
$6.06M - $6.33M
|
118K
$3.04M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
115K+ 54.01% |
$5.91M - $6.18M
|
327K
$8.45M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
114K+ 2.32% |
$5.87M - $6.14M
|
5.04M
$130M
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
113K+ 5.49% |
$5.81M - $6.08M
|
2.17M
$56M
|
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
112K+ 67.77% |
$5.77M - $6.03M
|
277K
$7.15M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
111K+ 182.48% |
$5.7M - $5.96M
|
171K
$4.42M
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
108K+ 376.41% |
$5.55M - $5.81M
|
137K
$3.52M
|
|
|
Jan 26, 2023
Q4 2022
|
Elm Partners Management LLC
|
BUY
|
- |
103K+ 250.91% |
$5.33M - $5.57M
|
145K
$3.73M
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
91K+ 161.04% |
$4.69M - $4.9M
|
148K
$3.81M
|
|
|
Feb 02, 2023
Q4 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
90KNew |
$4.63M - $4.84M
|
90K
$2.32M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
77.3K+ 1086.07% |
$3.98M - $4.16M
|
84.4K
$2.18M
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
76.3KNew |
$3.93M - $4.11M
|
76.3K
$1.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
72.5K+ 3.1% |
$3.73M - $3.9M
|
2.41M
$62.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
71.7K+ 39.46% |
$3.69M - $3.86M
|
253K
$6.54M
|
|
|
Jan 17, 2023
Q4 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
69.8K+ 7.52% |
$3.59M - $3.76M
|
997K
$25.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
67.2K+ 28.34% |
$3.46M - $3.62M
|
305K
$7.86M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
66.2KNew |
$3.41M - $3.56M
|
66.2K
$1.71M
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
62.9KNew |
$3.24M - $3.38M
|
62.9K
$1.62M
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
62.5K+ 13.63% |
$3.22M - $3.36M
|
521K
$13.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
56.3K+ 385.31% |
$2.9M - $3.03M
|
71K
$1.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
56.2KNew |
$2.89M - $3.03M
|
56.2K
$1.45M
|
|
|
Feb 10, 2023
Q4 2022
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
BUY
|
- |
53.5K+ 23.45% |
$2.75M - $2.88M
|
282K
$7.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
52.7K+ 63.79% |
$2.71M - $2.84M
|
135K
$3.49M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
51.9K+ 1289.62% |
$2.67M - $2.8M
|
56K
$1.44M
|