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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-637K- 86.29% |
$16.4M - $34.2M
|
101K
$2.7M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
8New |
$206 - $430
|
8
$213
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-364- 2.6% |
$9.37K - $19.6K
|
13.7K
$364K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
133K+ 103.78% |
$3.43M - $7.16M
|
261K
$6.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
51.5K+ 119.02% |
$1.32M - $2.77M
|
94.7K
$2.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-614- 99.84% |
$15.8K - $33K
|
1
$26.7
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
60.6K+ 101.33% |
$1.56M - $3.26M
|
120K
$3.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
8.71K+ 100.0% |
$224K - $469K
|
17.4K
$465K
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
111K+ 83.28% |
$2.87M - $5.99M
|
245K
$6.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
15.4K+ 52.89% |
$396K - $827K
|
44.4K
$1.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
95K+ 99.48% |
$2.45M - $5.11M
|
191K
$5.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
65.5K+ 44.82% |
$1.68M - $3.52M
|
211K
$5.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
126K+ 100.06% |
$3.24M - $6.78M
|
252K
$6.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.69K+ 88.97% |
$94.9K - $198K
|
7.83K
$209K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
143K+ 141.32% |
$3.69M - $7.71M
|
245K
$6.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
43.3K+ 91.73% |
$1.11M - $2.33M
|
90.5K
$2.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
32.4K+ 96.36% |
$833K - $1.74M
|
66K
$1.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
138+ 100.0% |
$3.55K - $7.42K
|
276
$7.36K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
12.6K+ 58.11% |
$325K - $678K
|
34.3K
$915K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.33K+ 612.07% |
$60K - $125K
|
2.71K
$72.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
223+ 71.94% |
$5.74K - $12K
|
533
$14.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
6+ 0.06% |
$154 - $323
|
10.6K
$281K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
930+ 100.22% |
$23.9K - $50K
|
1.86K
$49.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.15K+ 46.49% |
$235K - $492K
|
28.8K
$768K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
93.6K+ 83.31% |
$2.41M - $5.03M
|
206K
$5.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.3K+ 100.0% |
$33.5K - $70.1K
|
2.61K
$69.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
9.61K+ 158.61% |
$247K - $517K
|
15.7K
$418K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.21K+ 95.48% |
$160K - $334K
|
12.7K
$339K
|
|
|
Jan 21, 2025
Q4 2024
|
Tran Capital Management, L.P.
|
BUY
|
- |
9.58K+ 100.0% |
$247K - $515K
|
19.2K
$511K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
240K+ 103.09% |
$6.17M - $12.9M
|
472K
$12.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
11.8K+ 81.48% |
$303K - $634K
|
26.2K
$700K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
70K+ 83.53% |
$1.8M - $3.76M
|
154K
$4.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3.8K+ 68.27% |
$97.8K - $204K
|
9.37K
$250K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
8.03K+ 100.0% |
$207K - $432K
|
16.1K
$428K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
29.6K+ 87.76% |
$762K - $1.59M
|
63.3K
$1.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
306+ 106.62% |
$7.88K - $16.5K
|
593
$15.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
823K+ 110.62% |
$21.2M - $44.3M
|
1.57M
$41.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
469K+ 91.45% |
$12.1M - $25.2M
|
981K
$26.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.34K+ 121.87% |
$189K - $395K
|
13.4K
$356K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.88K+ 102.64% |
$99.9K - $209K
|
7.66K
$204K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.08K+ 55.34% |
$27.7K - $58K
|
3.03K
$80.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.17K- 1.88% |
$30.1K - $62.8K
|
61K
$1.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.16K+ 118.94% |
$55.6K - $116K
|
3.98K
$106K
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
32.5K+ 83.35% |
$837K - $1.75M
|
71.5K
$1.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
51.6K+ 103.09% |
$1.33M - $2.78M
|
102K
$2.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
402K+ 109.68% |
$10.3M - $21.6M
|
768K
$20.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
21.4K+ 108.96% |
$552K - $1.15M
|
41.1K
$1.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
BUY
|
- |
75.7K+ 106.28% |
$1.95M - $4.07M
|
147K
$3.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
43.3K+ 144.51% |
$1.11M - $2.33M
|
73.2K
$1.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
27+ 100.0% |
$695 - $1.45K
|
54
$1.44K
|