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 |
---|---|---|---|---|---|---|---|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
333+ 3.23% |
$18.5K - $20K
|
10.7K
$275K
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
317+ 1.06% |
$17.6K - $19.1K
|
30.2K
$778K
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
302+ 0.58% |
$16.8K - $18.2K
|
52.1K
$1.34M
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
289+ 15.81% |
$16.1K - $17.4K
|
2.12K
$54.6K
|
|
Aug 18, 2022
Q2 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
287+ 7.18% |
$16K - $17.3K
|
4.29K
$111K
|
|
Aug 11, 2022
Q2 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
275+ 5.88% |
$15.3K - $16.5K
|
4.95K
$128K
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
262+ 1.54% |
$14.6K - $15.8K
|
17.3K
$446K
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
258New |
$14.3K - $15.5K
|
258
$6.66K
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
257New |
$14.3K - $15.5K
|
257
$6.63K
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
257New |
$14.3K - $15.5K
|
257
$6.63K
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
256+ 7.03% |
$14.2K - $15.4K
|
3.9K
$101K
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
254New |
$14.1K - $15.3K
|
254
$6.55K
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
253+ 0.73% |
$14.1K - $15.2K
|
35K
$902K
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
246+ 6.05% |
$13.7K - $14.8K
|
4.31K
$111K
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
234+ 2.2% |
$13K - $14.1K
|
10.9K
$281K
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
213+ 59.0% |
$11.8K - $12.8K
|
574
$14.8K
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
194+ 2.18% |
$10.8K - $11.7K
|
9.1K
$235K
|
|
Aug 10, 2022
Q2 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
173+ 1.04% |
$9.62K - $10.4K
|
16.8K
$434K
|
|
Jul 28, 2022
Q2 2022
|
Hardy Reed LLC
|
BUY
|
- |
170+ 2.86% |
$9.45K - $10.2K
|
6.12K
$158K
|
|
Aug 10, 2022
Q2 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
165+ 0.32% |
$9.17K - $9.92K
|
51.9K
$1.34M
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
162+ 16.67% |
$9.01K - $9.74K
|
1.13K
$29.3K
|
|
Jul 20, 2022
Q2 2022
|
Ballast Advisors LLC
|
BUY
|
- |
159+ 7.46% |
$8.84K - $9.56K
|
2.29K
$59.1K
|
|
Aug 08, 2022
Q2 2022
|
Hc Advisors, LLC
|
BUY
|
- |
149+ 0.09% |
$8.28K - $8.96K
|
160K
$4.12M
|
|
Jul 20, 2022
Q2 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
144+ 2.19% |
$8K - $8.66K
|
6.73K
$174K
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
143+ 0.49% |
$7.95K - $8.6K
|
29.3K
$756K
|
|
Aug 08, 2022
Q2 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
139New |
$7.73K - $8.36K
|
139
$3.59K
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
137+ 3.79% |
$7.62K - $8.24K
|
3.76K
$96.9K
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
BUY
|
- |
137+ 0.64% |
$7.62K - $8.24K
|
21.7K
$559K
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
135New |
$7.5K - $8.12K
|
135
$3.48K
|
|
Jul 29, 2022
Q2 2022
|
Callahan Advisors, LLC
|
BUY
|
- |
126+ 2.2% |
$7K - $7.58K
|
5.85K
$151K
|
|
Jul 27, 2022
Q2 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
100+ 2.09% |
$5.56K - $6.02K
|
4.9K
$126K
|
|
Aug 11, 2022
Q2 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
97+ 0.95% |
$5.39K - $5.83K
|
10.3K
$265K
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
95New |
$5.28K - $5.71K
|
95
$2.45K
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
94+ 4.61% |
$5.23K - $5.65K
|
2.13K
$55.1K
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
93New |
$5.17K - $5.59K
|
93
$2.4K
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
92+ 60.93% |
$5.11K - $5.53K
|
243
$6.27K
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
91+ 1.64% |
$5.06K - $5.47K
|
5.66K
$146K
|
|
Aug 04, 2022
Q2 2022
|
Aaf Wealth Management, LLC
|
BUY
|
- |
89+ 2.01% |
$4.95K - $5.35K
|
4.52K
$117K
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
78+ 23.71% |
$4.34K - $4.69K
|
407
$10.5K
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
76+ 1.71% |
$4.22K - $4.57K
|
4.51K
$116K
|
|
Aug 15, 2022
Q2 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
70+ 0.69% |
$3.89K - $4.21K
|
10.1K
$262K
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
66+ 5.16% |
$3.67K - $3.97K
|
1.35K
$34.7K
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
63+ 0.09% |
$3.5K - $3.79K
|
71.6K
$1.85M
|
|
Jul 27, 2022
Q2 2022
|
Heron Bay Capital Management
|
BUY
|
- |
62+ 0.92% |
$3.45K - $3.73K
|
6.82K
$176K
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
61New |
$3.39K - $3.67K
|
61
$1.57K
|
|
Aug 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
53+ 0.98% |
$2.95K - $3.19K
|
5.47K
$141K
|
|
Jul 20, 2022
Q2 2022
|
Ahl Investment Management, Inc.
|
BUY
|
- |
50+ 0.31% |
$2.78K - $3.01K
|
16.1K
$416K
|
|
Jul 28, 2022
Q2 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
42+ 0.45% |
$2.33K - $2.53K
|
9.35K
$241K
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
42+ 1.01% |
$2.33K - $2.53K
|
4.18K
$108K
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
36+ 7.59% |
$2K - $2.17K
|
510
$13.2K
|