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 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
366New |
$18.8K - $19.7K
|
366
$9.44K
|
|
|
Jan 27, 2023
Q4 2022
|
Ade, LLC
|
BUY
|
- |
359+ 4.31% |
$18.5K - $19.3K
|
8.69K
$224K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
350New |
$18K - $18.8K
|
350
$9.03K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
346New |
$17.8K - $18.6K
|
346
$8.93K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
323+ 16.65% |
$16.6K - $17.4K
|
2.26K
$58.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
317+ 1.81% |
$16.3K - $17.1K
|
17.8K
$459K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
257+ 249.51% |
$13.2K - $13.8K
|
360
$9.29K
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
238+ 5.57% |
$12.2K - $12.8K
|
4.51K
$116K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
233New |
$12K - $12.5K
|
233
$6.01K
|
|
|
Feb 14, 2023
Q4 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
226New |
$11.6K - $12.2K
|
226
$5.83K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
223+ 53.61% |
$11.5K - $12K
|
639
$16.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
218+ 2.52% |
$11.2K - $11.7K
|
8.86K
$229K
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
205+ 0.87% |
$10.6K - $11K
|
23.8K
$613K
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
BUY
|
- |
200+ 2.74% |
$10.3K - $10.8K
|
7.5K
$193K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
194New |
$9.99K - $10.4K
|
194
$5.01K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
181New |
$9.32K - $9.74K
|
181
$4.67K
|
|
|
Feb 09, 2023
Q4 2022
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
180+ 3.65% |
$9.26K - $9.69K
|
5.12K
$132K
|
|
|
Jan 19, 2023
Q4 2022
|
Ridgewood Investments LLC
|
BUY
|
- |
179+ 2.4% |
$9.21K - $9.64K
|
7.63K
$197K
|
|
|
Feb 09, 2023
Q4 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
175+ 0.63% |
$9.01K - $9.42K
|
28.1K
$725K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
168+ 5.97% |
$8.65K - $9.04K
|
2.98K
$76.9K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
168+ 5.97% |
$8.65K - $9.04K
|
2.98K
$76.9K
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
160New |
$8.24K - $8.61K
|
160
$4.13K
|
|
|
Jan 20, 2023
Q4 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
158+ 1.86% |
$8.13K - $8.51K
|
8.63K
$223K
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
154+ 0.1% |
$7.93K - $8.29K
|
157K
$4.04M
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
152+ 0.42% |
$7.82K - $8.18K
|
36.6K
$945K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
152+ 0.25% |
$7.82K - $8.18K
|
61.7K
$1.59M
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
132+ 455.17% |
$6.79K - $7.11K
|
161
$4.15K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
122+ 1.78% |
$6.28K - $6.57K
|
6.97K
$180K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
112New |
$5.76K - $6.03K
|
112
$2.89K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
111New |
$5.71K - $5.98K
|
111
$2.86K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
102New |
$5.25K - $5.49K
|
102
$2.63K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
98+ 264.86% |
$5.04K - $5.28K
|
135
$3.48K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
94+ 14.94% |
$4.84K - $5.06K
|
723
$18.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Aaf Wealth Management, LLC
|
BUY
|
- |
87+ 1.89% |
$4.48K - $4.68K
|
4.68K
$121K
|
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
85+ 0.63% |
$4.37K - $4.58K
|
13.6K
$352K
|
|
|
Jan 31, 2023
Q4 2022
|
Tran Capital Management, L.P.
|
BUY
|
- |
83+ 0.29% |
$4.27K - $4.47K
|
29.1K
$751K
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
75+ 1.24% |
$3.86K - $4.04K
|
6.13K
$158K
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
74+ 1.1% |
$3.81K - $3.98K
|
6.8K
$175K
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
BUY
|
- |
67+ 2.58% |
$3.45K - $3.61K
|
2.66K
$68.6K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
66New |
$3.4K - $3.55K
|
66
$1.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
64New |
$3.29K - $3.45K
|
64
$1.65K
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
62+ 0.37% |
$3.19K - $3.34K
|
17K
$438K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
56New |
$2.88K - $3.01K
|
56
$1.44K
|
|
|
Feb 13, 2023
Q4 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
56+ 8.33% |
$2.88K - $3.01K
|
728
$18.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
56New |
$2.88K - $3.01K
|
56
$1.44K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
53New |
$2.73K - $2.85K
|
53
$1.37K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
52+ 0.94% |
$2.68K - $2.8K
|
5.57K
$144K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
43+ 0.26% |
$2.21K - $2.31K
|
16.9K
$435K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
39New |
$2.01K - $2.1K
|
39
$1.01K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
37New |
$1.9K - $1.99K
|
37
$955
|