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 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
36+ 2.07% |
$1.85K - $1.94K
|
1.78K
$45.8K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
31New |
$1.6K - $1.67K
|
31
$800
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
23+ 7.88% |
$1.18K - $1.24K
|
315
$8.13K
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
18New |
$926 - $969
|
18
$464
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
18+ 0.4% |
$926 - $969
|
4.53K
$117K
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
15+ 17.86% |
$772 - $807
|
99
$2.55K
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
12New |
$618 - $646
|
12
$310
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10+ 2.01% |
$515 - $538
|
508
$13.1K
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
10+ 2.06% |
$515 - $538
|
496
$12.8K
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
7+ 1.96% |
$360 - $377
|
364
$9.39K
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6+ 0.13% |
$309 - $323
|
4.6K
$119K
|
|
Jan 30, 2023
Q4 2022
|
Ogorek Anthony Joseph
|
BUY
|
- |
5+ 2.29% |
$257 - $269
|
223
$5.75K
|
|
Jan 09, 2023
Q4 2022
|
Founders Capital Management
|
BUY
|
- |
3+ 1.63% |
$154 - $161
|
187
$4.82K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2+ 0.16% |
$103 - $108
|
1.28K
$33K
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2+ 0.57% |
$103 - $108
|
354
$9.13K
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
2New |
$103 - $108
|
2
$51.6
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2+ 0.02% |
$103 - $108
|
8.07K
$208K
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
1+ 0.15% |
$51.5 - $53.8
|
677
$17.5K
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.22% |
$51.5 - $53.8
|
460
$11.9K
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
1+ 0.44% |
$51.5 - $53.8
|
226
$5.83K
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1- 1.33% |
$51.5 - $53.8
|
74
$1.91K
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-6- 0.02% |
$309 - $323
|
35.4K
$912K
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
SELL
|
- |
-6- 0.15% |
$309 - $323
|
3.99K
$103K
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-13- 11.21% |
$669 - $700
|
103
$2.66K
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-15- 0.13% |
$772 - $807
|
11.8K
$303K
|
|
Feb 09, 2023
Q4 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-22- 0.31% |
$1.13K - $1.18K
|
7.19K
$185K
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-23- 44.23% |
$1.18K - $1.24K
|
29
$748
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-23- 60.53% |
$1.18K - $1.24K
|
15
$387
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-25- 1.09% |
$1.29K - $1.35K
|
2.28K
$58.8K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-36- 3.65% |
$1.85K - $1.94K
|
950
$24.5K
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-37- 2.25% |
$1.9K - $1.99K
|
1.61K
$41.5K
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-48- 13.11% |
$2.47K - $2.58K
|
318
$8.2K
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-50- 1.4% |
$2.57K - $2.69K
|
3.53K
$91.1K
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-52- 50.0% |
$2.68K - $2.8K
|
52
$1.34K
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-57- 1.86% |
$2.93K - $3.07K
|
3.01K
$77.6K
|
|
Jan 19, 2023
Q4 2022
|
Seelaus Asset Management LLC
|
SELL
|
- |
-75- 1.6% |
$3.86K - $4.04K
|
4.6K
$119K
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-82- 71.3% |
$4.22K - $4.41K
|
33
$851
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-85- 91.4% |
$4.37K - $4.58K
|
8
$206
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-104- 4.15% |
$5.35K - $5.6K
|
2.4K
$62K
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-105- 93.75% |
$5.4K - $5.65K
|
7
$181
|
|
Jan 17, 2023
Q4 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-107- 0.66% |
$5.51K - $5.76K
|
16K
$413K
|
|
Feb 10, 2023
Q4 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-130- 1.06% |
$6.69K - $7K
|
12.2K
$314K
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-134Closed |
$6.9K - $7.21K
|
0
$0
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-142- 1.31% |
$7.31K - $7.64K
|
10.7K
$276K
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-149- 9.71% |
$7.67K - $8.02K
|
1.39K
$35.8K
|
|
Jan 13, 2023
Q4 2022
|
Savior LLC
|
SELL
|
- |
-161- 50.31% |
$8.29K - $8.67K
|
159
$4.1K
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-173- 0.57% |
$8.9K - $9.31K
|
30.4K
$785K
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-175- 3.94% |
$9.01K - $9.42K
|
4.27K
$110K
|
|
Jan 09, 2023
Q4 2022
|
Addison Capital CO
|
SELL
|
- |
-176- 2.28% |
$9.06K - $9.47K
|
7.53K
$194K
|