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
|
Belpointe Asset Management LLC
|
SELL
|
- |
-16.3K- 41.73% |
$839K - $878K
|
22.8K
$588K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-16.3K- 87.25% |
$841K - $879K
|
2.39K
$61.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-17.2K- 0.89% |
$884K - $925K
|
1.92M
$49.6M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-17.7K- 20.38% |
$909K - $951K
|
69K
$1.78M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-17.7K- 4.33% |
$913K - $955K
|
392K
$10.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-18.1K- 3.83% |
$931K - $974K
|
454K
$11.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-18.2K- 34.82% |
$935K - $978K
|
34K
$878K
|
|
|
Feb 10, 2023
Q4 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-19.5K- 11.12% |
$1M - $1.05M
|
156K
$4.02M
|
|
|
Jun 13, 2023
Q4 2022
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-19.8K- 4.17% |
$1.02M - $1.06M
|
454K
$11.7M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-20.3K- 39.03% |
$1.05M - $1.1M
|
31.8K
$820K
|
|
|
Jan 24, 2023
Q4 2022
|
Covenant Asset Management, LLC
|
SELL
|
- |
-21K- 45.13% |
$1.08M - $1.13M
|
25.6K
$659K
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-21.4K- 69.86% |
$1.1M - $1.15M
|
9.22K
$238K
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-22.3K- 27.85% |
$1.15M - $1.2M
|
57.7K
$1.49M
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-22.4K- 34.95% |
$1.15M - $1.21M
|
41.7K
$1.07M
|
|
|
Feb 10, 2023
Q4 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-22.8K- 4.4% |
$1.17M - $1.23M
|
495K
$12.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-23.1K- 87.17% |
$1.19M - $1.24M
|
3.4K
$87.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-23.1K- 26.44% |
$1.19M - $1.25M
|
64.4K
$1.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-23.2K- 37.74% |
$1.2M - $1.25M
|
38.3K
$989K
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-24.9K- 82.77% |
$1.28M - $1.34M
|
5.18K
$134K
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-25.5K- 7.77% |
$1.31M - $1.37M
|
303K
$7.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-25.9K- 26.08% |
$1.33M - $1.39M
|
73.4K
$1.89M
|
|
|
Feb 09, 2023
Q4 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-25.9K- 82.96% |
$1.33M - $1.39M
|
5.32K
$137K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-26K- 1.62% |
$1.34M - $1.4M
|
1.58M
$40.8M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-26.7K- 9.05% |
$1.38M - $1.44M
|
269K
$6.93M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-27.3K- 67.03% |
$1.41M - $1.47M
|
13.4K
$347K
|
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-29K- 32.74% |
$1.49M - $1.56M
|
59.5K
$1.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-29.1K- 9.68% |
$1.5M - $1.57M
|
271K
$7M
|
|
|
Feb 09, 2023
Q4 2022
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-29.5K- 35.01% |
$1.52M - $1.59M
|
54.8K
$1.41M
|
|
|
Jan 19, 2023
Q4 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-31K- 87.54% |
$1.6M - $1.67M
|
4.42K
$114K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-31.3K- 31.89% |
$1.61M - $1.69M
|
66.9K
$1.73M
|
|
|
Feb 13, 2023
Q4 2022
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-31.7K- 44.54% |
$1.63M - $1.71M
|
39.4K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-32.1K- 86.28% |
$1.65M - $1.73M
|
5.1K
$132K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-32.3K- 62.69% |
$1.66M - $1.74M
|
19.3K
$497K
|
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-32.5K- 18.02% |
$1.67M - $1.75M
|
148K
$3.82M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-32.9K- 18.77% |
$1.69M - $1.77M
|
142K
$3.67M
|
|
|
Jan 20, 2023
Q4 2022
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-33K- 21.82% |
$1.7M - $1.78M
|
118K
$3.05M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-34.5KClosed |
$1.78M - $1.86M
|
0
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-35.2K- 22.95% |
$1.81M - $1.89M
|
118K
$3.05M
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-35.2K- 57.62% |
$1.81M - $1.89M
|
25.9K
$668K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-37K- 17.27% |
$1.9M - $1.99M
|
177K
$4.57M
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
SELL
|
- |
-37K- 87.92% |
$1.91M - $1.99M
|
5.09K
$131K
|
|
|
Feb 14, 2023
Q4 2022
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-41.8KClosed |
$2.15M - $2.25M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-42.4K- 75.61% |
$2.18M - $2.28M
|
13.7K
$352K
|
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-42.8K- 6.88% |
$2.2M - $2.3M
|
579K
$14.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-43.6K- 8.3% |
$2.24M - $2.35M
|
481K
$12.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-43.9K- 9.86% |
$2.26M - $2.36M
|
401K
$10.3M
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-45K- 2.8% |
$2.31M - $2.42M
|
1.56M
$40.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-45.3K- 37.7% |
$2.33M - $2.44M
|
74.8K
$1.93M
|
|
|
Jan 13, 2023
Q4 2022
|
Olio Financial Planning
|
SELL
|
- |
-47.2K- 25.32% |
$2.43M - $2.54M
|
139K
$3.59M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-50.3K- 11.35% |
$2.59M - $2.71M
|
393K
$10.1M
|