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
|
Hc Advisors, LLC
|
SELL
|
- |
-50.8K- 29.14% |
$2.61M - $2.73M
|
123K
$3.18M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-52.3K- 26.01% |
$2.69M - $2.82M
|
149K
$3.84M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-53.2K- 11.23% |
$2.74M - $2.86M
|
420K
$10.8M
|
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-54.7K- 79.2% |
$2.81M - $2.94M
|
14.4K
$370K
|
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
SELL
|
- |
-56.4K- 85.91% |
$2.91M - $3.04M
|
9.26K
$239K
|
|
|
Jan 18, 2023
Q4 2022
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-59.6K- 31.42% |
$3.07M - $3.21M
|
130K
$3.35M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-63.2K- 8.59% |
$3.25M - $3.4M
|
672K
$17.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
SELL
|
- |
-64.2K- 36.25% |
$3.31M - $3.46M
|
113K
$2.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-70.9K- 88.36% |
$3.65M - $3.82M
|
9.34K
$241K
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-71.4K- 71.76% |
$3.67M - $3.84M
|
28.1K
$724K
|
|
|
Jan 05, 2023
Q4 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-74.1K- 94.21% |
$3.81M - $3.99M
|
4.55K
$117K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
SELL
|
- |
-76.9K- 99.47% |
$3.96M - $4.14M
|
411
$10.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-79.4K- 26.78% |
$4.08M - $4.27M
|
217K
$5.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-86K- 37.07% |
$4.43M - $4.63M
|
146K
$3.77M
|
|
|
Feb 06, 2023
Q4 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-90.6K- 13.23% |
$4.67M - $4.88M
|
595K
$15.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-93.3K- 17.26% |
$4.8M - $5.02M
|
447K
$11.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-94.4K- 89.2% |
$4.86M - $5.08M
|
11.4K
$295K
|
|
|
Jan 10, 2023
Q4 2022
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-95.7K- 24.61% |
$4.92M - $5.15M
|
293K
$7.56M
|
|
|
Feb 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-96.2K- 51.05% |
$4.95M - $5.18M
|
92.3K
$2.38M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-96.9K- 41.46% |
$4.99M - $5.22M
|
137K
$3.53M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-97.7K- 9.22% |
$5.03M - $5.26M
|
962K
$24.8M
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-104K- 65.92% |
$5.33M - $5.58M
|
53.6K
$1.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-108K- 3.95% |
$5.54M - $5.8M
|
2.62M
$67.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-109K- 36.51% |
$5.6M - $5.85M
|
189K
$4.88M
|
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
SELL
|
- |
-112K- 34.5% |
$5.77M - $6.04M
|
213K
$5.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-118K- 96.35% |
$6.05M - $6.33M
|
4.45K
$115K
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-130K- 41.32% |
$6.68M - $6.98M
|
184K
$4.75M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-130K- 7.92% |
$6.71M - $7.01M
|
1.51M
$39.1M
|
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-138K- 97.81% |
$7.12M - $7.44M
|
3.1K
$80K
|
|
|
Jan 27, 2023
Q4 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-154K- 97.39% |
$7.94M - $8.31M
|
4.14K
$107K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-205K- 96.7% |
$10.6M - $11M
|
7.01K
$181K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-214K- 14.63% |
$11M - $11.5M
|
1.25M
$32.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-255K- 91.13% |
$13.1M - $13.7M
|
24.9K
$641K
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-311K- 0.69% |
$16M - $16.8M
|
44.8M
$1.16B
|
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-325K- 45.56% |
$16.7M - $17.5M
|
388K
$10M
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-363K- 99.34% |
$18.7M - $19.5M
|
2.4K
$62K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-439K- 72.27% |
$22.6M - $23.6M
|
168K
$4.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-456K- 24.1% |
$23.5M - $24.5M
|
1.44M
$37.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-508K- 17.92% |
$26.1M - $27.3M
|
2.33M
$60M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-565K- 35.77% |
$29.1M - $30.4M
|
1.02M
$26.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-850K- 86.82% |
$43.8M - $45.8M
|
129K
$3.33M
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.38M- 33.26% |
$70.9M - $74.1M
|
2.76M
$71.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.58M- 62.33% |
$81.4M - $85.2M
|
956K
$24.7M
|
|
|
Jan 09, 2023
Q4 2022
|
Quadratic Capital Management LLC
|
SELL
|
- |
-2.59M- 14.01% |
$133M - $139M
|
15.9M
$410M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-7.9M- 99.9% |
$407M - $426M
|
7.91K
$204K
|