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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
12.8K+ 301.68% |
$658K - $686K
|
17K
$444K
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-36- 3.72% |
$1.86K - $1.94K
|
932
$24.3K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
314+ 6.68% |
$16.2K - $16.9K
|
5.02K
$131K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
3.82KNew |
$197K - $205K
|
3.82K
$99.7K
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-5.7K- 6.5% |
$294K - $307K
|
82K
$2.14M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
101New |
$5.21K - $5.43K
|
101
$2.64K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
2.52K+ 3.06% |
$130K - $136K
|
84.8K
$2.22M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
176New |
$9.08K - $9.47K
|
176
$4.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-6.04K- 56.71% |
$311K - $325K
|
4.61K
$120K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-27- 0.12% |
$1.39K - $1.45K
|
22.3K
$581K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.79KNew |
$195K - $204K
|
3.79K
$99K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-361- 60.37% |
$18.6K - $19.4K
|
237
$6.19K
|
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
1.82K+ 2.19% |
$93.7K - $97.7K
|
84.8K
$2.22M
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-1.18K- 2.19% |
$60.8K - $63.4K
|
52.6K
$1.37M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
76New |
$3.92K - $4.09K
|
76
$1.98K
|
|
| Q2 2024 | |||||||
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
3New |
$153 - $157
|
3
$78.3
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.15KNew |
$212K - $217K
|
4.15K
$108K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-3.88K- 49.05% |
$198K - $203K
|
4.03K
$105K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-2.3K- 30.37% |
$118K - $120K
|
5.28K
$138K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.5K+ 5.51% |
$128K - $131K
|
48K
$1.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
104New |
$5.31K - $5.43K
|
104
$2.72K
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-293- 43.99% |
$15K - $15.3K
|
373
$9.74K
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-341- 90.93% |
$17.4K - $17.8K
|
34
$888
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.22KNew |
$113K - $116K
|
2.22K
$57.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
389K+ 15.07% |
$19.9M - $20.3M
|
2.97M
$77.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
30KNew |
$1.53M - $1.57M
|
30K
$783K
|
|
|
Aug 13, 2024
Q2 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
1+ 5.56% |
$51.1 - $52.2
|
19
$496
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.11KNew |
$261K - $267K
|
5.11K
$133K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.67K- 30.19% |
$85.1K - $87K
|
3.85K
$101K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5.09KNew |
$260K - $266K
|
5.09K
$133K
|
|
|
Aug 13, 2024
Q2 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
93New |
$4.75K - $4.86K
|
93
$2.43K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
35+ 60.34% |
$1.79K - $1.83K
|
93
$2.43K
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
23.2KNew |
$1.19M - $1.21M
|
23.2K
$606K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-801- 4.35% |
$40.9K - $41.8K
|
17.6K
$460K
|
|
|
Aug 12, 2024
Q2 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
1.4K+ 5.01% |
$71.4K - $73K
|
29.3K
$765K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-107- 49.54% |
$5.47K - $5.59K
|
109
$2.85K
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
BUY
|
- |
12+ 0.22% |
$613 - $627
|
5.41K
$141K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
18.3M+ 691.39% |
$937M - $958M
|
21M
$548M
|
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
SELL
|
- |
-2.75K- 29.42% |
$141K - $144K
|
6.6K
$172K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.02K- 17.92% |
$103K - $106K
|
9.25K
$242K
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-16.9K- 14.06% |
$861K - $880K
|
103K
$2.69M
|
|
|
Aug 09, 2024
Q2 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.45K- 24.43% |
$73.9K - $75.5K
|
4.47K
$117K
|
|
|
Aug 09, 2024
Q2 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
512New |
$26.2K - $26.7K
|
512
$13.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
89New |
$4.55K - $4.65K
|
89
$2.32K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.85K- 5.71% |
$94.5K - $96.6K
|
30.6K
$798K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-3.47K- 64.82% |
$177K - $181K
|
1.88K
$49.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
37New |
$1.89K - $1.93K
|
37
$966
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-5.61K- 43.38% |
$287K - $293K
|
7.32K
$191K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-114- 22.98% |
$5.83K - $5.96K
|
382
$9.97K
|
|