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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
74New |
$3.78K - $3.87K
|
74
$1.93K
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-26- 0.65% |
$1.33K - $1.36K
|
4K
$104K
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-270- 6.26% |
$13.8K - $14.1K
|
4.05K
$106K
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-8.01K- 24.06% |
$410K - $419K
|
25.3K
$660K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
700New |
$35.8K - $36.6K
|
700
$18.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Oikos Holdings LLC
|
BUY
|
- |
734KNew |
$37.5M - $38.4M
|
734K
$19.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
110+ 1.36% |
$5.62K - $5.75K
|
8.23K
$215K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
8.51K+ 75.63% |
$435K - $445K
|
19.8K
$516K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
356New |
$18.2K - $18.6K
|
356
$9.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
12+ 0.77% |
$613 - $627
|
1.57K
$41K
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
BUY
|
- |
8.08KNew |
$413K - $422K
|
8.08K
$211K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
40New |
$2.04K - $2.09K
|
40
$1.04K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
47New |
$2.4K - $2.46K
|
47
$1.23K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
2.49KNew |
$127K - $130K
|
2.49K
$64.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
2.87K+ 59.75% |
$147K - $150K
|
7.67K
$200K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
321New |
$16.4K - $16.8K
|
321
$8.38K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
6New |
$307 - $313
|
6
$157
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
3.97KNew |
$203K - $207K
|
3.97K
$104K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-946- 4.53% |
$48.3K - $49.4K
|
20K
$521K
|
|
|
Jul 23, 2024
Q2 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
3.68K+ 8.62% |
$188K - $192K
|
46.4K
$1.21M
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
13+ 0.24% |
$664 - $679
|
5.51K
$144K
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
95New |
$4.85K - $4.96K
|
95
$2.48K
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
7.12KNew |
$364K - $372K
|
7.12K
$186K
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-3- 4.69% |
$153 - $157
|
61
$1.59K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
844New |
$43.1K - $44.1K
|
844
$22K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
48+ 54.55% |
$2.45K - $2.51K
|
136
$3.55K
|
|
|
Jul 17, 2024
Q2 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-261- 3.03% |
$13.3K - $13.6K
|
8.35K
$218K
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-511- 9.98% |
$26.1K - $26.7K
|
4.61K
$120K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-55- 52.88% |
$2.81K - $2.87K
|
49
$1.28K
|
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-209- 5.1% |
$10.7K - $10.9K
|
3.89K
$102K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.47% |
$51.1 - $52.2
|
213
$5.56K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
727+ 194.91% |
$37.1K - $38K
|
1.1K
$28.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
12.8K+ 5.59% |
$656K - $671K
|
242K
$6.33M
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
31New |
$1.58K - $1.62K
|
31
$809
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-845- 0.71% |
$43.2K - $44.1K
|
118K
$3.08M
|
|
|
Jul 10, 2024
Q2 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-1.72K- 25.86% |
$87.6K - $89.6K
|
4.92K
$128K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
1.35K+ 1.18% |
$68.9K - $70.5K
|
116K
$3.03M
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-376- 7.85% |
$19.2K - $19.6K
|
4.41K
$115K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-724- 71.83% |
$37K - $37.8K
|
284
$7.42K
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-2.66K- 48.95% |
$136K - $139K
|
2.77K
$72.4K
|
|
|
Jan 10, 2025
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
5KNew |
$257K - $262K
|
5K
$131K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-4- 0.07% |
$205 - $210
|
5.92K
$155K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
400+ 181.82% |
$20.5K - $21K
|
620
$16.2K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
146New |
$7.49K - $7.66K
|
146
$3.81K
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
29New |
$1.49K - $1.52K
|
29
$757
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
51New |
$2.62K - $2.67K
|
51
$1.33K
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-338- 58.58% |
$17.3K - $17.7K
|
239
$6.24K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-132- 39.88% |
$6.77K - $6.92K
|
199
$5.2K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
2.7KNew |
$139K - $142K
|
2.7K
$70.5K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-286- 32.28% |
$14.7K - $15K
|
600
$15.7K
|
|