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 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.82KNew |
$93.8K - $98.1K
|
1.82K
$47K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.81KNew |
$93.1K - $97.3K
|
1.81K
$46.6K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.78K+ 42.35% |
$91.5K - $95.7K
|
5.97K
$154K
|
|
Jan 23, 2023
Q4 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.76K+ 32.92% |
$90.5K - $94.7K
|
7.1K
$183K
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.73KNew |
$89.2K - $93.3K
|
1.73K
$44.7K
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
BUY
|
- |
1.7K+ 0.67% |
$87.7K - $91.7K
|
255K
$6.58M
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
1.67K+ 3.19% |
$85.9K - $89.8K
|
54K
$1.39M
|
|
Feb 07, 2023
Q4 2022
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
1.61K+ 4.33% |
$82.7K - $86.5K
|
38.7K
$998K
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
1.59K+ 14.15% |
$81.8K - $85.6K
|
12.8K
$331K
|
|
Jan 18, 2023
Q4 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.59K+ 9.56% |
$81.6K - $85.4K
|
18.2K
$469K
|
|
Jan 30, 2023
Q4 2022
|
Prism Advisors, Inc.
|
BUY
|
- |
1.43K+ 19.36% |
$73.8K - $77.2K
|
8.84K
$228K
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
BUY
|
- |
1.37K+ 12.23% |
$70.3K - $73.5K
|
12.5K
$323K
|
|
Feb 13, 2023
Q4 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.33K+ 9.27% |
$68.6K - $71.7K
|
15.7K
$405K
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
1.33K+ 0.14% |
$68.6K - $71.7K
|
963K
$24.9M
|
|
Jan 17, 2023
Q4 2022
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
1.33K+ 2.08% |
$68.5K - $71.6K
|
65.2K
$1.68M
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.29K+ 2.29% |
$66.4K - $69.5K
|
57.6K
$1.49M
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
1.29K+ 27.61% |
$66.2K - $69.2K
|
5.94K
$153K
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.12K+ 12.23% |
$57.9K - $60.5K
|
10.3K
$266K
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
970New |
$49.9K - $52.2K
|
970
$25K
|
|
Feb 13, 2023
Q4 2022
|
Hardy Reed LLC
|
BUY
|
- |
937+ 15.31% |
$48.2K - $50.4K
|
7.06K
$182K
|
|
Feb 10, 2023
Q4 2022
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
896+ 3.34% |
$46.1K - $48.2K
|
27.8K
$716K
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
887+ 844.76% |
$45.7K - $47.7K
|
992
$25.6K
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
817+ 10.72% |
$42.1K - $44K
|
8.44K
$218K
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
786+ 2.54% |
$40.5K - $42.3K
|
31.8K
$820K
|
|
Jan 18, 2023
Q4 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
757+ 5.18% |
$39K - $40.7K
|
15.4K
$396K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
752+ 4.66% |
$38.7K - $40.5K
|
16.9K
$436K
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
702+ 25.78% |
$36.1K - $37.8K
|
3.43K
$88.4K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
699+ 0.1% |
$36K - $37.6K
|
716K
$18.5M
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
658+ 25.58% |
$33.9K - $35.4K
|
3.23K
$83.3K
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
652New |
$33.6K - $35.1K
|
652
$16.8K
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
615+ 9.82% |
$31.7K - $33.1K
|
6.88K
$177K
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
551New |
$28.4K - $29.7K
|
551
$14.2K
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
538+ 3.03% |
$27.7K - $29K
|
18.3K
$472K
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
535+ 1.79% |
$27.5K - $28.8K
|
30.4K
$784K
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
535+ 4.82% |
$27.5K - $28.8K
|
11.6K
$300K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
527+ 47.14% |
$27.1K - $28.4K
|
1.65K
$42.4K
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
516+ 10.8% |
$26.6K - $27.8K
|
5.29K
$137K
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
511New |
$26.3K - $27.5K
|
511
$13.2K
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
479+ 1408.82% |
$24.7K - $25.8K
|
513
$13.2K
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
461+ 3.8% |
$23.7K - $24.8K
|
12.6K
$325K
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
457+ 1575.86% |
$23.5K - $24.6K
|
486
$12.5K
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
454+ 271.86% |
$23.4K - $24.4K
|
621
$16K
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
446+ 38.18% |
$23K - $24K
|
1.61K
$41.6K
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
445+ 5.13% |
$22.9K - $24K
|
9.11K
$235K
|
|
Jan 20, 2023
Q4 2022
|
Boston Trust Walden Corp
|
BUY
|
- |
430+ 5.24% |
$22.1K - $23.1K
|
8.63K
$223K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
419+ 1.39% |
$21.6K - $22.6K
|
30.5K
$786K
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
407New |
$20.9K - $21.9K
|
407
$10.5K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
399+ 8.87% |
$20.5K - $21.5K
|
4.9K
$126K
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
398+ 286.33% |
$20.5K - $21.4K
|
537
$13.9K
|
|
Feb 14, 2023
Q4 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
395+ 7.58% |
$20.3K - $21.3K
|
5.61K
$145K
|