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
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-178- 2.36% |
$9.16K - $9.58K
|
7.38K
$190K
|
|
Feb 22, 2023
Q4 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-203- 1.15% |
$10.4K - $10.9K
|
17.4K
$449K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-225- 1.44% |
$11.6K - $12.1K
|
15.4K
$398K
|
|
Feb 01, 2023
Q4 2022
|
Walker Asset Management, LLC
|
SELL
|
- |
-240- 1.83% |
$12.4K - $12.9K
|
12.8K
$331K
|
|
Feb 07, 2023
Q4 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-240- 0.82% |
$12.4K - $12.9K
|
29.2K
$753K
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-242- 1.3% |
$12.5K - $13K
|
18.4K
$476K
|
|
Jan 17, 2023
Q4 2022
|
Fruth Investment Management
|
SELL
|
- |
-300- 2.1% |
$15.4K - $16.1K
|
14K
$361K
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-302- 7.99% |
$15.5K - $16.3K
|
3.48K
$89.7K
|
|
Feb 01, 2023
Q4 2022
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-303- 1.01% |
$15.6K - $16.3K
|
29.7K
$767K
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-311- 5.45% |
$16K - $16.7K
|
5.4K
$139K
|
|
Jan 25, 2023
Q4 2022
|
Heron Bay Capital Management
|
SELL
|
- |
-338- 4.71% |
$17.4K - $18.2K
|
6.83K
$176K
|
|
Jan 24, 2023
Q4 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-348- 22.24% |
$17.9K - $18.7K
|
1.22K
$31.4K
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-349- 4.09% |
$18K - $18.8K
|
8.19K
$211K
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-353- 58.44% |
$18.2K - $19K
|
251
$6.48K
|
|
Feb 15, 2023
Q4 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-363- 8.66% |
$18.7K - $19.5K
|
3.83K
$98.8K
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-366- 7.58% |
$18.8K - $19.7K
|
4.47K
$115K
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-374- 3.38% |
$19.2K - $20.1K
|
10.7K
$276K
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-379- 8.31% |
$19.5K - $20.4K
|
4.18K
$108K
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-385- 3.24% |
$19.8K - $20.7K
|
11.5K
$297K
|
|
Jan 09, 2023
Q4 2022
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-400- 2.92% |
$20.6K - $21.5K
|
13.3K
$343K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-409- 34.63% |
$21.1K - $22K
|
772
$19.9K
|
|
Feb 03, 2023
Q4 2022
|
Callahan Advisors, LLC
|
SELL
|
- |
-477- 7.26% |
$24.6K - $25.7K
|
6.1K
$157K
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-489- 98.79% |
$25.2K - $26.3K
|
6
$155
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-500- 9.35% |
$25.7K - $26.9K
|
4.85K
$125K
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-540- 0.56% |
$27.8K - $29.1K
|
95.8K
$2.47M
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-544- 16.37% |
$28K - $29.3K
|
2.78K
$71.7K
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-553- 7.46% |
$28.5K - $29.8K
|
6.86K
$177K
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-596- 7.53% |
$30.7K - $32.1K
|
7.32K
$189K
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-647- 50.0% |
$33.3K - $34.8K
|
647
$16.7K
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-650- 36.29% |
$33.5K - $35K
|
1.14K
$29.4K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-651- 68.67% |
$33.5K - $35K
|
297
$7.66K
|
|
Jan 12, 2023
Q4 2022
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-660- 0.81% |
$34K - $35.5K
|
80.7K
$2.08M
|
|
Jan 18, 2023
Q4 2022
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-677- 8.05% |
$34.8K - $36.4K
|
7.74K
$200K
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-680- 12.93% |
$35K - $36.6K
|
4.58K
$118K
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-684- 1.9% |
$35.2K - $36.8K
|
35.4K
$913K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-688- 18.56% |
$35.4K - $37K
|
3.02K
$77.9K
|
|
Jan 30, 2023
Q4 2022
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-700- 5.66% |
$36K - $37.7K
|
11.7K
$301K
|
|
Feb 14, 2023
Q4 2022
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-750- 10.99% |
$38.6K - $40.4K
|
6.07K
$157K
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-750- 51.51% |
$38.6K - $40.4K
|
706
$18.2K
|
|
Jan 17, 2023
Q4 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-813- 1.45% |
$41.8K - $43.8K
|
55.2K
$1.42M
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-819- 41.11% |
$42.2K - $44.1K
|
1.17K
$30.3K
|
|
Jan 24, 2023
Q4 2022
|
Verde Capital Management
|
SELL
|
- |
-849- 0.89% |
$43.7K - $45.7K
|
94.5K
$2.44M
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-854- 16.16% |
$44K - $46K
|
4.43K
$114K
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-877- 0.73% |
$45.1K - $47.2K
|
120K
$3.09M
|
|
Jan 31, 2023
Q4 2022
|
Friedenthal Financial
|
SELL
|
- |
-877- 2.92% |
$45.1K - $47.2K
|
29.2K
$753K
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-884Closed |
$45.5K - $47.6K
|
0
$0
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-887- 11.3% |
$45.7K - $47.7K
|
6.96K
$180K
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-908- 4.35% |
$46.7K - $48.9K
|
20K
$515K
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-913- 8.25% |
$47K - $49.1K
|
10.2K
$262K
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-981- 22.81% |
$50.5K - $52.8K
|
3.32K
$85.7K
|