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 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
47+ 102.17% |
$1.21K - $2.53K
|
93
$2.49K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
257+ 100.0% |
$6.62K - $13.8K
|
514
$13.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
207+ 90.0% |
$5.33K - $11.1K
|
437
$11.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
8+ 100.0% |
$206 - $430
|
16
$429
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-476- 94.82% |
$12.3K - $25.6K
|
26
$697
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
554+ 112.15% |
$14.3K - $29.8K
|
1.05K
$28.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
25+ 100.0% |
$644 - $1.34K
|
50
$1.34K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
2.18K+ 115.38% |
$56K - $117K
|
4.06K
$109K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-207- 5.52% |
$5.33K - $11.1K
|
3.55K
$95K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
11.5K+ 100.0% |
$296K - $618K
|
23K
$616K
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
275+ 100.0% |
$7.08K - $14.8K
|
550
$14.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
8.23K+ 100.0% |
$212K - $443K
|
16.5K
$441K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
248+ 288.37% |
$6.38K - $13.3K
|
334
$8.95K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
19New |
$489 - $1.02K
|
19
$509
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
4.04K+ 99.95% |
$104K - $217K
|
8.09K
$217K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
721New |
$18.6K - $38.8K
|
721
$19.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
15.1K+ 285.35% |
$390K - $814K
|
20.4K
$548K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
655+ 101.87% |
$16.9K - $35.2K
|
1.3K
$34.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
7.35K+ 100.0% |
$189K - $395K
|
14.7K
$394K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8+ 200.0% |
$206 - $430
|
12
$322
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
34+ 100.0% |
$875 - $1.83K
|
68
$1.82K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-62.7K- 45.85% |
$1.61M - $3.37M
|
74.1K
$1.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
266K+ 105.67% |
$6.86M - $14.3M
|
519K
$13.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
9.2K+ 100.0% |
$237K - $495K
|
18.4K
$493K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
658New |
$16.9K - $35.4K
|
658
$17.6K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
760+ 100.0% |
$19.6K - $40.9K
|
1.52K
$40.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
11.5K+ 91.61% |
$295K - $617K
|
24K
$643K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
66+ 100.0% |
$1.7K - $3.55K
|
132
$3.54K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
82New |
$2.11K - $4.41K
|
82
$2.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
229New |
$5.89K - $12.3K
|
229
$6.14K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
8.1K+ 100.0% |
$208K - $435K
|
16.2K
$434K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
138+ 100.0% |
$3.55K - $7.42K
|
276
$7.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
223+ 71.94% |
$5.74K - $12K
|
533
$14.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
8.03K+ 100.0% |
$207K - $432K
|
16.1K
$430K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
27+ 100.0% |
$695 - $1.45K
|
54
$1.45K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-22K- 64.99% |
$565K - $1.18M
|
11.8K
$317K
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
12.7K+ 86.5% |
$328K - $685K
|
27.5K
$736K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-530- 94.31% |
$13.6K - $28.5K
|
32
$858
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
12+ 100.0% |
$309 - $645
|
24
$643
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
29.2K+ 105.32% |
$751K - $1.57M
|
56.9K
$1.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
9.13K+ 70.81% |
$235K - $491K
|
22K
$590K
|
|
|
Jan 13, 2025
Q4 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
71K+ 100.0% |
$1.83M - $3.82M
|
142K
$3.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
70.6K+ 214.12% |
$1.82M - $3.8M
|
104K
$2.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
62.1K+ 103.68% |
$1.6M - $3.34M
|
122K
$3.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
137+ 100.0% |
$3.53K - $7.37K
|
274
$7.34K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
140K+ 107.04% |
$3.6M - $7.53M
|
271K
$7.26M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
100+ 100.0% |
$2.57K - $5.38K
|
200
$5.36K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
BUY
|
- |
10.6K+ 99.96% |
$274K - $572K
|
21.3K
$571K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
9.34K+ 100.0% |
$240K - $502K
|
18.7K
$501K
|
|