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 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-384- 8.53% |
$21.3K - $23.1K
|
4.12K
$106K
|
|
Aug 11, 2022
Q2 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-400- 1.28% |
$22.2K - $24.1K
|
30.8K
$795K
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-405Closed |
$22.5K - $24.4K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-431- 5.09% |
$24K - $25.9K
|
8.04K
$207K
|
|
Aug 01, 2022
Q2 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-431- 10.25% |
$24K - $25.9K
|
3.77K
$97.3K
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-432- 63.25% |
$24K - $26K
|
251
$6.48K
|
|
Jul 15, 2022
Q2 2022
|
Olio Financial Planning
|
SELL
|
- |
-435- 0.22% |
$24.2K - $26.2K
|
198K
$5.11M
|
|
Jul 13, 2022
Q2 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-455- 4.63% |
$25.3K - $27.4K
|
9.36K
$242K
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-478- 4.7% |
$26.6K - $28.8K
|
9.69K
$250K
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-523- 5.06% |
$29.1K - $31.5K
|
9.82K
$253K
|
|
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-539- 1.93% |
$30K - $32.4K
|
27.4K
$707K
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-544Closed |
$30.2K - $32.7K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-554- 77.48% |
$30.8K - $33.3K
|
161
$4.15K
|
|
Aug 08, 2022
Q2 2022
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-556- 10.41% |
$30.9K - $33.4K
|
4.79K
$124K
|
|
Aug 24, 2022
Q2 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-560- 4.11% |
$31.1K - $33.7K
|
13.1K
$337K
|
|
Aug 09, 2022
Q2 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-564- 2.21% |
$31.4K - $33.9K
|
25K
$645K
|
|
Aug 08, 2022
Q2 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-565- 6.8% |
$31.4K - $34K
|
7.74K
$200K
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
SELL
|
- |
-567Closed |
$31.5K - $34.1K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Boston Trust Walden Corp
|
SELL
|
- |
-596- 7.18% |
$33.1K - $35.8K
|
7.7K
$199K
|
|
Jul 22, 2022
Q2 2022
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-600- 8.08% |
$33.4K - $36.1K
|
6.82K
$176K
|
|
Jul 28, 2022
Q2 2022
|
Monumental Financial Group Inc.
|
SELL
|
- |
-620- 7.71% |
$34.5K - $37.3K
|
7.42K
$191K
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-620- 93.94% |
$34.5K - $37.3K
|
40
$1.03K
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-627- 2.12% |
$34.9K - $37.7K
|
29K
$748K
|
|
Jul 29, 2022
Q2 2022
|
Destination Wealth Management
|
SELL
|
- |
-635- 11.46% |
$35.3K - $38.2K
|
4.91K
$127K
|
|
Jul 15, 2022
Q2 2022
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-653- 2.46% |
$36.3K - $39.3K
|
25.9K
$669K
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-675- 5.5% |
$37.5K - $40.6K
|
11.6K
$299K
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-730Closed |
$40.6K - $43.9K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-733- 6.57% |
$40.7K - $44.1K
|
10.4K
$269K
|
|
Aug 05, 2022
Q2 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-745- 0.73% |
$41.4K - $44.8K
|
102K
$2.62M
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
SELL
|
- |
-749- 10.8% |
$41.6K - $45.1K
|
6.18K
$160K
|
|
Jul 27, 2022
Q2 2022
|
Human Investing LLC
|
SELL
|
- |
-775- 16.54% |
$43.1K - $46.6K
|
3.91K
$101K
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-795Closed |
$44.2K - $47.8K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-816- 0.84% |
$45.4K - $49.1K
|
95.8K
$2.47M
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-829- 8.24% |
$46.1K - $49.9K
|
9.23K
$238K
|
|
Aug 09, 2022
Q2 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-841- 4.67% |
$46.8K - $50.6K
|
17.2K
$443K
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-874Closed |
$48.6K - $52.6K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-875Closed |
$48.6K - $52.6K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
SELL
|
- |
-907- 0.55% |
$50.4K - $54.6K
|
163K
$4.21M
|
|
Aug 12, 2022
Q2 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-910- 4.87% |
$50.6K - $54.7K
|
17.8K
$458K
|
|
Aug 05, 2022
Q2 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-946- 27.92% |
$52.6K - $56.9K
|
2.44K
$63K
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-963- 1.26% |
$53.5K - $57.9K
|
75.4K
$1.95M
|
|
Aug 09, 2022
Q2 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-963- 11.08% |
$53.5K - $57.9K
|
7.73K
$199K
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-973Closed |
$54.1K - $58.5K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-978- 16.09% |
$54.4K - $58.8K
|
5.1K
$132K
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.02K- 4.19% |
$56.9K - $61.5K
|
23.4K
$604K
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.05K- 8.57% |
$58.3K - $63K
|
11.2K
$289K
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.07KClosed |
$59.4K - $64.3K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.07K- 16.12% |
$59.6K - $64.5K
|
5.58K
$144K
|
|
Aug 12, 2022
Q2 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-1.15K- 69.72% |
$64K - $69.2K
|
500
$12.9K
|
|
Jul 07, 2022
Q2 2022
|
Spence Asset Management
|
SELL
|
- |
-1.17KClosed |
$64.8K - $70.1K
|
0
$0
|