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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-3.68K- 58.87% |
$94.6K - $99K
|
2.57K
$68.9K
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
10.5K+ 53.78% |
$270K - $283K
|
30.1K
$805K
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
245New |
$6.29K - $6.59K
|
245
$6.57K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-73- 75.26% |
$1.88K - $1.96K
|
24
$643
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-136- 1.74% |
$3.49K - $3.66K
|
7.7K
$206K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
294New |
$7.55K - $7.91K
|
294
$7.88K
|
|
|
May 01, 2025
Q1 2025
|
Q3 Asset Management
|
BUY
|
- |
105KNew |
$2.69M - $2.82M
|
105K
$2.81M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
49.3KNew |
$1.27M - $1.32M
|
49.3K
$1.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
97KNew |
$2.49M - $2.61M
|
97K
$2.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
9.96KNew |
$256K - $268K
|
9.96K
$267K
|
|
|
Apr 29, 2025
Q1 2025
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
27.2K+ 6.06% |
$698K - $730K
|
475K
$12.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
5.87K+ 286.44% |
$151K - $158K
|
7.92K
$212K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
19.7KNew |
$507K - $531K
|
19.7K
$529K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
9.37KNew |
$241K - $252K
|
9.37K
$251K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
10.9KNew |
$281K - $294K
|
10.9K
$293K
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-784- 3.22% |
$20.1K - $21.1K
|
23.6K
$632K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-5.43K- 31.15% |
$139K - $146K
|
12K
$322K
|
|
|
Apr 23, 2025
Q1 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
7.73KNew |
$199K - $208K
|
7.73K
$207K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.4KNew |
$35.9K - $37.6K
|
1.4K
$37.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.13K- 16.37% |
$54.8K - $57.3K
|
10.9K
$292K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2New |
$51.4 - $53.8
|
2
$53.6
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-20- 4.88% |
$514 - $538
|
390
$10.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
56.5KNew |
$1.45M - $1.52M
|
56.5K
$1.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-10- 0.11% |
$257 - $269
|
9.28K
$249K
|
|
|
Apr 15, 2025
Q1 2025
|
Tran Capital Management, L.P.
|
SELL
|
- |
-877- 4.58% |
$22.5K - $23.6K
|
18.3K
$490K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
7.9K+ 33.79% |
$203K - $212K
|
31.3K
$838K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1.1K- 12.5% |
$28.3K - $29.6K
|
7.7K
$206K
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
182+ 0.72% |
$4.68K - $4.89K
|
25.5K
$684K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
58+ 4.67% |
$1.49K - $1.56K
|
1.3K
$34.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.16K+ 115900.0% |
$29.8K - $31.2K
|
1.16K
$31.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
7.52KNew |
$193K - $202K
|
7.52K
$201K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
8.11KNew |
$208K - $218K
|
8.11K
$217K
|
|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-57.1K- 67.28% |
$1.47M - $1.53M
|
27.8K
$744K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-30- 1.63% |
$771 - $807
|
1.82K
$48.7K
|
|
| Q4 2024 | |||||||
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
6New |
$154 - $323
|
6
$161
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
997New |
$25.7K - $53.6K
|
997
$26.7K
|
|
|
Apr 16, 2025
Q4 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
33.6KNew |
$865K - $1.81M
|
33.6K
$900K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
460New |
$11.8K - $24.7K
|
460
$12.3K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
75New |
$1.93K - $4.03K
|
75
$2.01K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
855New |
$22K - $46K
|
855
$22.9K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
81.6K+ 230.46% |
$2.1M - $4.39M
|
117K
$3.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Temasek Holdings (Private) LTD
Singapore, U0 |
BUY
|
- |
705K+ 100.0% |
$18.1M - $37.9M
|
1.41M
$37.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
16.7KNew |
$430K - $898K
|
16.7K
$448K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
108+ 100.0% |
$2.78K - $5.81K
|
216
$5.79K
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
4K+ 100.0% |
$103K - $215K
|
8K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
754New |
$19.4K - $40.6K
|
754
$20.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
38.8K+ 96.72% |
$998K - $2.08M
|
78.8K
$2.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
16New |
$412 - $860
|
16
$429
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
621New |
$16K - $33.4K
|
621
$16.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
10K+ 100.0% |
$257K - $538K
|
20K
$536K
|
|