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 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-6.41K- 6.77% |
$330K - $345K
|
88.3K
$2.39M
|
|
|
Feb 06, 2023
Q4 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-6.58K- 57.14% |
$339K - $354K
|
4.94K
$134K
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-6.7K- 28.87% |
$345K - $360K
|
16.5K
$447K
|
|
|
Feb 14, 2023
Q4 2022
|
Iron Financial, LLC
|
SELL
|
- |
-6.73K- 3.71% |
$346K - $362K
|
175K
$4.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-6.8K- 50.0% |
$350K - $366K
|
6.8K
$184K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.92K- 26.66% |
$356K - $372K
|
19K
$515K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.92K- 26.66% |
$356K - $372K
|
19K
$515K
|
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-6.92K- 57.84% |
$356K - $373K
|
5.05K
$137K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-6.98K- 45.7% |
$359K - $376K
|
8.29K
$224K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-7.02K- 12.4% |
$361K - $378K
|
49.6K
$1.34M
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
SELL
|
- |
-7.05K- 13.91% |
$363K - $380K
|
43.7K
$1.18M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-7.25K- 49.07% |
$373K - $390K
|
7.53K
$204K
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-7.28K- 63.01% |
$375K - $392K
|
4.28K
$116K
|
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-7.46K- 10.08% |
$384K - $402K
|
66.6K
$1.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.48K- 20.57% |
$385K - $403K
|
28.9K
$782K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-7.61K- 12.79% |
$392K - $410K
|
51.9K
$1.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-7.64K- 28.22% |
$393K - $411K
|
19.4K
$526K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-7.67K- 49.33% |
$395K - $413K
|
7.88K
$213K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-7.72K- 33.28% |
$397K - $416K
|
15.5K
$419K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-7.75K- 12.65% |
$399K - $417K
|
53.5K
$1.45M
|
|
|
Jan 24, 2023
Q4 2022
|
Matrix Trust CO
|
SELL
|
- |
-7.9K- 1.33% |
$407K - $425K
|
588K
$15.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-8.04K- 1.97% |
$414K - $433K
|
400K
$10.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.17K- 16.91% |
$420K - $440K
|
40.1K
$1.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Merk Investments LLC
Menlo Park, CA |
SELL
|
- |
-8.25K- 28.4% |
$425K - $444K
|
20.8K
$563K
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-8.34K- 11.64% |
$429K - $449K
|
63.3K
$1.71M
|
|
|
Feb 03, 2023
Q4 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-8.5K- 41.94% |
$437K - $458K
|
11.8K
$318K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-8.53K- 16.0% |
$439K - $459K
|
44.8K
$1.21M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-8.55K- 31.69% |
$440K - $460K
|
18.4K
$499K
|
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-8.67K- 4.31% |
$446K - $467K
|
192K
$5.21M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-9.11K- 46.88% |
$469K - $490K
|
10.3K
$279K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.15K- 22.38% |
$471K - $492K
|
31.7K
$859K
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.55K- 51.1% |
$492K - $514K
|
9.14K
$247K
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-9.63K- 17.94% |
$496K - $518K
|
44K
$1.19M
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-9.7K- 3.25% |
$499K - $522K
|
288K
$7.81M
|
|
|
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-10.1K- 11.92% |
$519K - $543K
|
74.5K
$2.02M
|
|
|
Jan 31, 2023
Q4 2022
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-10.2K- 13.23% |
$525K - $549K
|
66.9K
$1.81M
|
|
|
Jan 25, 2023
Q4 2022
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-10.3K- 2.59% |
$531K - $555K
|
388K
$10.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-11.3K- 16.9% |
$579K - $606K
|
55.3K
$1.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-11.6K- 17.44% |
$598K - $626K
|
55K
$1.49M
|
|
|
Feb 03, 2023
Q4 2022
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-11.7K- 22.72% |
$603K - $631K
|
39.9K
$1.08M
|
|
|
Jan 25, 2023
Q4 2022
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-12.2K- 34.92% |
$625K - $654K
|
22.6K
$613K
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-12.2K- 28.27% |
$626K - $654K
|
30.8K
$835K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-12.8K- 99.93% |
$659K - $689K
|
9
$244
|
|
|
Feb 13, 2023
Q4 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-12.8K- 17.42% |
$661K - $691K
|
60.9K
$1.65M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13.6K- 42.06% |
$700K - $732K
|
18.7K
$507K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-13.8K- 76.79% |
$711K - $743K
|
4.17K
$113K
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-14K- 1.75% |
$721K - $754K
|
785K
$21.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-14.2K- 30.25% |
$732K - $766K
|
32.8K
$888K
|
|
|
Jan 31, 2023
Q4 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-14.7K- 5.61% |
$755K - $789K
|
247K
$6.67M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-15K- 19.85% |
$772K - $808K
|
60.6K
$1.64M
|