Latest Institutional Transactions on Schwab Strategic Us Tips ETF (SCHP)
This table provides information on the latest institutional transactions involving Schwab Strategic Us Tips ETF (SCHP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
75New |
$1.93K - $4.03K
|
75
$1.99K
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
855New |
$22K - $46K
|
855
$22.7K
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
14.2K+ 211.36% |
$366K - $764K
|
20.9K
$555K
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
55.8KNew |
$1.44M - $3M
|
55.8K
$1.48M
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
365+ 118.89% |
$9.4K - $19.6K
|
672
$17.8K
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
60.7K+ 115.44% |
$1.56M - $3.27M
|
113K
$3M
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
100K+ 105.49% |
$2.57M - $5.38M
|
195K
$5.17M
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
97New |
$2.5K - $5.22K
|
97
$2.57K
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.58K+ 107.29% |
$195K - $407K
|
14.6K
$388K
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
14.7KNew |
$379K - $792K
|
14.7K
$390K
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
22New |
$566 - $1.18K
|
22
$583
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-20- 4.46% |
$515 - $1.08K
|
428
$11.3K
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
13.4K+ 67.83% |
$345K - $720K
|
33.1K
$878K
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
4.67M+ 157.05% |
$120M - $251M
|
7.64M
$202M
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
29.2K+ 89.65% |
$751K - $1.57M
|
61.7K
$1.64M
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
BUY
|
- |
508K+ 109.07% |
$13.1M - $27.3M
|
973K
$25.8M
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
73.5K+ 87.84% |
$1.89M - $3.95M
|
157K
$4.17M
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
846+ 58.1% |
$21.8K - $45.5K
|
2.3K
$61K
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
81.6K+ 230.46% |
$2.1M - $4.39M
|
117K
$3.1M
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
494New |
$12.7K - $26.6K
|
494
$13.1K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
55K+ 115.16% |
$1.42M - $2.96M
|
103K
$2.72M
|
|
Feb 14, 2025
Q4 2024
|
Temasek Holdings (Private) LTD
Singapore, U0 |
BUY
|
- |
705K+ 100.0% |
$18.1M - $37.9M
|
1.41M
$37.4M
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
90.4K+ 1239.65% |
$2.33M - $4.86M
|
97.7K
$2.59M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
96.6K+ 94.8% |
$2.49M - $5.2M
|
199K
$5.26M
|
|
Feb 14, 2025
Q4 2024
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
107K+ 99.46% |
$2.76M - $5.77M
|
215K
$5.7M
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
37.6K+ 122.53% |
$968K - $2.02M
|
68.3K
$1.81M
|
|
Feb 14, 2025
Q4 2024
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
16.7KNew |
$430K - $898K
|
16.7K
$443K
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.61K- 2.41% |
$41.3K - $86.3K
|
64.9K
$1.72M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
50.9KNew |
$1.31M - $2.74M
|
50.9K
$1.35M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
53.8K+ 104.87% |
$1.38M - $2.89M
|
105K
$2.79M
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
1.33M+ 110.16% |
$34.2M - $71.4M
|
2.53M
$67.1M
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
108+ 100.0% |
$2.78K - $5.81K
|
216
$5.73K
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9.64K+ 22.6% |
$248K - $518K
|
52.3K
$1.39M
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
280K+ 95.86% |
$7.21M - $15.1M
|
572K
$15.2M
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
138New |
$3.55K - $7.42K
|
138
$3.66K
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
4K+ 100.0% |
$103K - $215K
|
8K
$212K
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
11.1KNew |
$286K - $597K
|
11.1K
$294K
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
800+ 100.0% |
$20.6K - $43K
|
1.6K
$42.4K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
747+ 246.53% |
$19.2K - $40.2K
|
1.05K
$27.8K
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
754New |
$19.4K - $40.6K
|
754
$20K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
917K+ 97.5% |
$23.6M - $49.3M
|
1.86M
$49.2M
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
34.3K+ 103.5% |
$884K - $1.85M
|
67.5K
$1.79M
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
82.2K+ 116.8% |
$2.12M - $4.42M
|
153K
$4.04M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
6.66KNew |
$171K - $358K
|
6.66K
$177K
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
82.5K+ 97.48% |
$2.12M - $4.44M
|
167K
$4.43M
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
11.6K+ 86.55% |
$298K - $622K
|
24.9K
$661K
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
38.8K+ 96.72% |
$998K - $2.08M
|
78.8K
$2.09M
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
48K+ 93.98% |
$1.24M - $2.58M
|
99.1K
$2.63M
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
10.7K+ 100.0% |
$276K - $577K
|
21.5K
$569K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.75M+ 103.44% |
$45M - $94M
|
3.44M
$91.1M
|