Purchases and Sales Made in Q2 2022 in Schwab Strategic Us Tips ETF (SCHP)
This table provides information about the institutional ownership of Schwab Strategic Us Tips ETF (SCHP) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.21K- 55.16% |
$67.4K - $73K
|
986
$25.4K
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1.22K- 97.2% |
$67.5K - $73.1K
|
35
$903
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1.26K- 5.99% |
$69.8K - $75.5K
|
19.7K
$508K
|
|
Aug 04, 2022
Q2 2022
|
Bfsg, LLC
|
SELL
|
- |
-1.35K- 0.74% |
$74.9K - $81.1K
|
182K
$4.69M
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.37K- 14.84% |
$75.9K - $82.2K
|
7.84K
$202K
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.4K- 18.54% |
$77.8K - $84.2K
|
6.15K
$159K
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-1.47K- 23.93% |
$81.4K - $88.1K
|
4.66K
$120K
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.51K- 34.25% |
$84.1K - $90.9K
|
2.9K
$74.9K
|
|
Aug 03, 2022
Q2 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.55K- 1.3% |
$86K - $93.1K
|
117K
$3.02M
|
|
Aug 10, 2022
Q2 2022
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-1.56K- 3.58% |
$86.9K - $94.1K
|
42.2K
$1.09M
|
|
Jul 13, 2022
Q2 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.59K- 6.54% |
$88.2K - $95.4K
|
22.6K
$584K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.59K- 5.27% |
$88.3K - $95.6K
|
28.6K
$737K
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-1.61K- 3.13% |
$89.6K - $96.9K
|
49.9K
$1.29M
|
|
Jul 27, 2022
Q2 2022
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-1.61K- 2.67% |
$89.7K - $97.1K
|
58.8K
$1.52M
|
|
Jul 20, 2022
Q2 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.63K- 3.63% |
$90.4K - $97.9K
|
43.2K
$1.11M
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.69K- 28.19% |
$93.7K - $101K
|
4.29K
$111K
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-1.7K- 88.32% |
$94.6K - $102K
|
225
$5.81K
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-1.74KClosed |
$96.5K - $104K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.77K- 17.28% |
$98.1K - $106K
|
8.45K
$218K
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-1.77K- 15.82% |
$98.6K - $107K
|
9.44K
$244K
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.8K- 5.09% |
$100K - $108K
|
33.6K
$867K
|
|
Aug 10, 2022
Q2 2022
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.82K- 4.26% |
$101K - $109K
|
40.9K
$1.05M
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.9K- 4.36% |
$105K - $114K
|
41.6K
$1.07M
|
|
Jul 18, 2022
Q2 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.99K- 8.19% |
$110K - $120K
|
22.3K
$574K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.06K- 10.66% |
$114K - $124K
|
17.2K
$445K
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.06K- 16.52% |
$114K - $124K
|
10.4K
$268K
|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.07K- 3.33% |
$115K - $125K
|
60.1K
$1.55M
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2.15K- 96.42% |
$120K - $129K
|
80
$2.06K
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-2.18K- 28.44% |
$121K - $131K
|
5.48K
$141K
|
|
Aug 15, 2022
Q2 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-2.2K- 13.14% |
$122K - $132K
|
14.5K
$375K
|
|
Jul 18, 2022
Q2 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-2.34K- 2.41% |
$130K - $140K
|
94.4K
$2.44M
|
|
Jul 21, 2022
Q2 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-2.38K- 38.32% |
$133K - $143K
|
3.84K
$99K
|
|
Aug 11, 2022
Q2 2022
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-2.43K- 2.75% |
$135K - $146K
|
85.8K
$2.21M
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.45K- 4.21% |
$136K - $148K
|
55.8K
$1.44M
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.62K- 98.09% |
$146K - $158K
|
51
$1.32K
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-2.62KClosed |
$146K - $158K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-2.67KClosed |
$148K - $161K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.73K- 2.22% |
$152K - $164K
|
120K
$3.09M
|
|
Aug 11, 2022
Q2 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.01K- 15.06% |
$167K - $181K
|
17K
$437K
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-3.01K- 48.53% |
$167K - $181K
|
3.2K
$82.4K
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.06K- 36.07% |
$170K - $184K
|
5.43K
$140K
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-3.16K- 3.08% |
$176K - $190K
|
99.4K
$2.57M
|
|
Jul 20, 2022
Q2 2022
|
Adams Wealth Management
|
SELL
|
- |
-3.17K- 4.98% |
$176K - $190K
|
60.4K
$1.56M
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.18K- 22.05% |
$176K - $191K
|
11.2K
$290K
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.27K- 4.84% |
$182K - $197K
|
64.4K
$1.66M
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-3.29K- 7.29% |
$183K - $198K
|
41.8K
$1.08M
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.3K- 26.76% |
$183K - $198K
|
9.03K
$233K
|
|
Aug 05, 2022
Q2 2022
|
Roof Eidam & Maycock
|
SELL
|
- |
-3.33KClosed |
$185K - $200K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-3.33KClosed |
$185K - $200K
|
0
$0
|
|
Jan 03, 2023
Q2 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-3.34KClosed |
$186K - $201K
|
0
$0
|