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
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-1K- 3.24% |
$51.5K - $53.8K
|
29.8K
$769K
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-1.02K- 8.14% |
$52.6K - $55K
|
11.5K
$297K
|
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.09K- 19.18% |
$55.9K - $58.5K
|
4.58K
$118K
|
|
|
Oct 07, 2024
Q4 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-1.09KClosed |
$56.2K - $58.8K
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.11K- 21.75% |
$57.3K - $59.9K
|
4K
$103K
|
|
|
Aug 23, 2023
Q4 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-1.15K- 18.22% |
$59K - $61.7K
|
5.15K
$133K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.15K- 26.29% |
$59.2K - $61.9K
|
3.23K
$83.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.18K- 5.81% |
$60.7K - $63.5K
|
19.1K
$493K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-1.18K- 23.82% |
$60.8K - $63.6K
|
3.78K
$97.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.42K- 8.25% |
$73.3K - $76.7K
|
15.8K
$408K
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.46K- 26.5% |
$75.2K - $78.6K
|
4.05K
$105K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.46K- 72.81% |
$75.2K - $78.7K
|
546
$14.1K
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-1.49K- 18.68% |
$76.9K - $80.4K
|
6.51K
$168K
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.58K- 3.78% |
$81.2K - $84.9K
|
40.2K
$1.04M
|
|
|
Jan 19, 2023
Q4 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-1.59K- 18.49% |
$81.7K - $85.5K
|
7K
$181K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.67K- 5.42% |
$86.2K - $90.1K
|
29.2K
$754K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.71K- 14.84% |
$88.2K - $92.2K
|
9.83K
$254K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.73K- 3.55% |
$89K - $93.1K
|
46.9K
$1.21M
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.8K- 18.2% |
$92.4K - $96.7K
|
8.07K
$208K
|
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-1.8K- 97.83% |
$92.6K - $96.9K
|
40
$1.03K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-1.87K- 0.35% |
$96K - $100K
|
533K
$13.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.97K- 2.15% |
$101K - $106K
|
89.8K
$2.32M
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.97K- 15.2% |
$101K - $106K
|
11K
$284K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-1.98K- 19.69% |
$102K - $107K
|
8.07K
$208K
|
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-2.03K- 0.86% |
$104K - $109K
|
235K
$6.05M
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-2.1K- 15.39% |
$108K - $113K
|
11.5K
$298K
|
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2.11K- 6.64% |
$109K - $114K
|
29.7K
$765K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-2.25K- 2.85% |
$116K - $121K
|
76.7K
$1.98M
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
SELL
|
- |
-2.33K- 21.96% |
$120K - $125K
|
8.29K
$214K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.37K- 36.66% |
$122K - $128K
|
4.1K
$106K
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.43K- 2.04% |
$125K - $131K
|
116K
$3M
|
|
|
Feb 14, 2023
Q4 2022
|
Curran Financial Partners, LLC
|
SELL
|
- |
-2.52K- 10.33% |
$130K - $135K
|
21.9K
$564K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.57K- 14.1% |
$132K - $138K
|
15.6K
$403K
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
SELL
|
- |
-2.7K- 37.49% |
$139K - $145K
|
4.51K
$116K
|
|
|
Jan 27, 2023
Q4 2022
|
Peak Financial Management, Inc.
|
SELL
|
- |
-2.72K- 1.23% |
$140K - $146K
|
218K
$5.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.83K- 38.99% |
$146K - $152K
|
4.43K
$114K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.84K- 29.67% |
$146K - $153K
|
6.73K
$174K
|
|
|
Jan 19, 2023
Q4 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-2.87K- 2.55% |
$148K - $154K
|
110K
$2.83M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.94K- 2.27% |
$151K - $158K
|
126K
$3.26M
|
|
|
Feb 06, 2023
Q4 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-2.97K- 12.47% |
$153K - $160K
|
20.8K
$538K
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-3K- 11.84% |
$154K - $162K
|
22.4K
$577K
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.03K- 35.86% |
$156K - $163K
|
5.42K
$140K
|
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-3.07K- 13.79% |
$158K - $165K
|
19.2K
$495K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-3.09K- 3.13% |
$159K - $166K
|
95.8K
$2.47M
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-3.11K- 3.14% |
$160K - $168K
|
95.9K
$2.47M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.16K- 10.75% |
$163K - $170K
|
26.2K
$677K
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-3.16K- 11.8% |
$163K - $170K
|
23.6K
$610K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.28K- 19.88% |
$169K - $176K
|
13.2K
$341K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-3.3K- 6.67% |
$170K - $177K
|
46.1K
$1.19M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-3.35K- 5.15% |
$172K - $180K
|
61.6K
$1.59M
|