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 07, 2023
Q4 2022
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
11.2KNew |
$577K - $604K
|
11.2K
$289K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
10.8K+ 17.32% |
$557K - $583K
|
73.3K
$1.89M
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
10.7K+ 3.58% |
$551K - $576K
|
309K
$7.98M
|
|
|
Jan 03, 2023
Q4 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
10.5K+ 618.86% |
$539K - $563K
|
12.2K
$314K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
10.4KNew |
$537K - $561K
|
10.4K
$269K
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
10.4K+ 17.31% |
$534K - $559K
|
70.4K
$1.82M
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
10.2K+ 3.94% |
$523K - $547K
|
268K
$6.92M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
10KNew |
$517K - $541K
|
10K
$259K
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
9.69K+ 115.87% |
$499K - $522K
|
18.1K
$466K
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
9.5K+ 147.95% |
$489K - $511K
|
15.9K
$411K
|
|
|
Feb 01, 2023
Q4 2022
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
9.35KNew |
$481K - $503K
|
9.35K
$241K
|
|
|
Feb 03, 2023
Q4 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
9.13KNew |
$470K - $492K
|
9.13K
$236K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.08K+ 5.11% |
$467K - $489K
|
187K
$4.82M
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
BUY
|
- |
8.95KNew |
$461K - $482K
|
8.95K
$231K
|
|
|
Jan 03, 2023
Q4 2022
|
Marotta Asset Management
|
BUY
|
- |
8.9K+ 4.1% |
$458K - $479K
|
226K
$5.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Souders Financial Advisors
|
BUY
|
- |
8.67K+ 8.53% |
$446K - $467K
|
110K
$2.85M
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
8.28K+ 1.6% |
$426K - $446K
|
525K
$13.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
8.25K+ 7.11% |
$425K - $444K
|
124K
$3.21M
|
|
|
Jan 26, 2023
Q4 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
8.21KNew |
$423K - $442K
|
8.21K
$212K
|
|
|
Jan 20, 2023
Q4 2022
|
Prairiewood Capital, LLC
|
BUY
|
- |
7.96K+ 11.3% |
$410K - $429K
|
78.4K
$2.02M
|
|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
7.61K+ 17.13% |
$392K - $410K
|
52K
$1.34M
|
|
|
Feb 02, 2023
Q4 2022
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
7.21KNew |
$371K - $388K
|
7.21K
$186K
|
|
|
Feb 01, 2023
Q4 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
7.13K+ 16.18% |
$367K - $384K
|
51.2K
$1.32M
|
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
7.12KNew |
$367K - $383K
|
7.12K
$184K
|
|
|
Feb 01, 2023
Q4 2022
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
6.73K+ 0.48% |
$347K - $362K
|
1.4M
$36M
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
6.71K+ 29.24% |
$345K - $361K
|
29.6K
$765K
|
|
|
Feb 16, 2023
Q4 2022
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
6.6KNew |
$340K - $355K
|
6.6K
$170K
|
|
|
Feb 13, 2023
Q4 2022
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
6.47KNew |
$333K - $348K
|
6.47K
$167K
|
|
|
Feb 02, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
6.42KNew |
$330K - $346K
|
6.42K
$166K
|
|
|
Oct 26, 2023
Q4 2022
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
6.23KNew |
$321K - $336K
|
6.23K
$161K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
6.18K+ 103.89% |
$318K - $332K
|
12.1K
$313K
|
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
6.08KNew |
$313K - $327K
|
6.08K
$157K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
6.08K+ 71.07% |
$313K - $327K
|
14.6K
$378K
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.01K+ 12.05% |
$309K - $324K
|
55.9K
$1.44M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
5.93K+ 20.09% |
$305K - $319K
|
35.4K
$914K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.92KNew |
$305K - $319K
|
5.92K
$153K
|
|
|
Jan 23, 2023
Q4 2022
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
5.89KNew |
$303K - $317K
|
5.89K
$152K
|
|
|
Feb 10, 2023
Q4 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
5.81K+ 3.66% |
$299K - $313K
|
165K
$4.24M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
5.72KNew |
$294K - $308K
|
5.72K
$148K
|
|
|
Feb 07, 2023
Q4 2022
|
Northern Capital Management, Inc.
|
BUY
|
- |
5.63KNew |
$290K - $303K
|
5.63K
$145K
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
5.57KNew |
$286K - $300K
|
5.57K
$144K
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
5.54K+ 24.02% |
$285K - $298K
|
28.6K
$738K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5.35K+ 20.79% |
$275K - $288K
|
31.1K
$802K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.26K+ 40.64% |
$271K - $283K
|
18.2K
$470K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.26K+ 18.82% |
$271K - $283K
|
33.2K
$856K
|
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
5.24KNew |
$269K - $282K
|
5.24K
$135K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.23KNew |
$269K - $282K
|
5.23K
$135K
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
5.19KNew |
$267K - $279K
|
5.19K
$134K
|
|
|
Apr 21, 2023
Q4 2022
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
5.18KNew |
$267K - $279K
|
5.18K
$134K
|
|
|
Feb 13, 2023
Q4 2022
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
5.15K+ 65.11% |
$265K - $277K
|
13.1K
$337K
|