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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
244K+ 99.26% |
$6.29M - $13.1M
|
490K
$12.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
137KNew |
$3.52M - $7.36M
|
137K
$3.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
20.5KNew |
$527K - $1.1M
|
20.5K
$536K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
24.3K+ 90.63% |
$626K - $1.31M
|
51.1K
$1.34M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
58.5K+ 102.43% |
$1.51M - $3.15M
|
116K
$3.02M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
293K+ 100.54% |
$7.55M - $15.8M
|
585K
$15.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
17.7KNew |
$456K - $952K
|
17.7K
$463K
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
546KNew |
$14.1M - $29.4M
|
546K
$14.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
15.8K+ 87.85% |
$405K - $847K
|
33.7K
$881K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
25+ 100.0% |
$644 - $1.34K
|
50
$1.31K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
937K+ 105.68% |
$24.1M - $50.4M
|
1.82M
$47.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.74K+ 109.96% |
$122K - $255K
|
9.04K
$236K
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
11.2K+ 4.84% |
$288K - $602K
|
242K
$6.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
510KNew |
$13.1M - $27.4M
|
510K
$13.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
2.18K+ 115.38% |
$56K - $117K
|
4.06K
$106K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
9.57K+ 3.48% |
$246K - $515K
|
285K
$7.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
153K+ 93.66% |
$3.94M - $8.22M
|
316K
$8.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
20.6M+ 115.95% |
$529M - $1.11B
|
38.3M
$1B
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
68.6K+ 431.99% |
$1.77M - $3.69M
|
84.5K
$2.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
257+ 120.66% |
$6.62K - $13.8K
|
470
$12.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
165K+ 108.44% |
$4.25M - $8.88M
|
317K
$8.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-207- 5.52% |
$5.33K - $11.1K
|
3.55K
$92.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
11.5K+ 100.0% |
$296K - $618K
|
23K
$601K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
17K+ 86.34% |
$437K - $914K
|
36.7K
$959K
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
5.39K+ 101.6% |
$139K - $290K
|
10.7K
$280K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
409+ 2.0% |
$10.5K - $22K
|
20.8K
$545K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
60.7K+ 80.66% |
$1.56M - $3.26M
|
136K
$3.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
9.26K+ 223.69% |
$238K - $498K
|
13.4K
$351K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
19.5K+ 105.4% |
$502K - $1.05M
|
38K
$995K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-108- 65.06% |
$2.78K - $5.81K
|
58
$1.52K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
21.4KNew |
$551K - $1.15M
|
21.4K
$560K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
43.8K+ 81.34% |
$1.13M - $2.35M
|
97.5K
$2.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
2.98K+ 101.09% |
$76.6K - $160K
|
5.92K
$155K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
27.9K+ 77.72% |
$719K - $1.5M
|
63.8K
$1.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
275+ 100.0% |
$7.08K - $14.8K
|
550
$14.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
16K+ 820.43% |
$412K - $862K
|
18K
$470K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-435K- 96.11% |
$11.2M - $23.4M
|
17.6K
$461K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.32M+ 3310.7% |
$33.9M - $70.8M
|
1.36M
$35.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
7.84K+ 12.15% |
$202K - $422K
|
72.3K
$1.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
111K+ 92.92% |
$2.85M - $5.96M
|
230K
$6.02M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
38.1K+ 111.3% |
$979K - $2.05M
|
72.2K
$1.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
8.23K+ 100.0% |
$212K - $443K
|
16.5K
$431K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
8.6K+ 104.84% |
$221K - $463K
|
16.8K
$440K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
37.6K+ 106.23% |
$969K - $2.02M
|
73.1K
$1.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
16.2K+ 140.49% |
$416K - $869K
|
27.6K
$723K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.4K+ 100.0% |
$61.8K - $129K
|
4.8K
$126K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
33.4K+ 99.18% |
$861K - $1.8M
|
67.2K
$1.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
248+ 288.37% |
$6.38K - $13.3K
|
334
$8.73K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
229K+ 665.36% |
$5.89M - $12.3M
|
263K
$6.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
9.68K+ 97.47% |
$249K - $521K
|
19.6K
$513K
|