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 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-15.3K- 42.52% |
$763K - $805K
|
20.7K
$546K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
5.54KNew |
$275K - $291K
|
5.54K
$146K
|
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
16.5K+ 6.71% |
$821K - $867K
|
263K
$6.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-200- 4.96% |
$9.94K - $10.5K
|
3.83K
$101K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-10- 3.16% |
$497 - $525
|
306
$8.05K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
15New |
$745 - $787
|
15
$395
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.3M- 79.32% |
$64.6M - $68.2M
|
339K
$8.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
445+ 3.24% |
$22.1K - $23.3K
|
14.2K
$373K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
45KNew |
$2.23M - $2.36M
|
45K
$1.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-248K- 73.84% |
$12.3M - $13M
|
87.7K
$2.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
131New |
$6.51K - $6.87K
|
131
$3.45K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
30New |
$1.49K - $1.57K
|
30
$789
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.91K+ 1017.02% |
$95K - $100K
|
2.1K
$55.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
400New |
$19.9K - $21K
|
400
$10.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-418- 9.18% |
$20.8K - $21.9K
|
4.13K
$109K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-53- 2.36% |
$2.63K - $2.78K
|
2.19K
$57.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-2.34K- 97.94% |
$116K - $122K
|
49
$1.29K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-1.85K- 29.37% |
$91.9K - $97.1K
|
4.45K
$117K
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
82New |
$4.07K - $4.3K
|
82
$2.16K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-1- 4.0% |
$49.7 - $52.5
|
24
$631
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
145KNew |
$7.2M - $7.6M
|
145K
$3.81M
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
8.61KNew |
$428K - $452K
|
8.61K
$226K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-275- 4.0% |
$13.7K - $14.4K
|
6.6K
$173K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-195- 92.86% |
$9.69K - $10.2K
|
15
$395
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
BUY
|
- |
3+ 1.42% |
$149 - $157
|
214
$5.63K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-95- 2.34% |
$4.72K - $4.98K
|
3.97K
$104K
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
3.84KNew |
$191K - $201K
|
3.84K
$101K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
SELL
|
- |
-65- 3.31% |
$3.23K - $3.41K
|
1.9K
$50K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
13.3K+ 330.44% |
$661K - $698K
|
17.3K
$456K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
10.2K+ 17.82% |
$507K - $535K
|
67.5K
$1.77M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-368- 5.61% |
$18.3K - $19.3K
|
6.2K
$163K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
35New |
$1.74K - $1.84K
|
35
$921
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
4.13KNew |
$205K - $217K
|
4.13K
$109K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3.86KNew |
$192K - $203K
|
3.86K
$102K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
212New |
$10.5K - $11.1K
|
212
$5.58K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
44.3KNew |
$2.2M - $2.33M
|
44.3K
$1.17M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
251New |
$12.5K - $13.2K
|
251
$6.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.86K+ 65.75% |
$142K - $150K
|
7.2K
$189K
|
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
SELL
|
- |
-10.3K- 12.92% |
$514K - $543K
|
69.7K
$1.83M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
200New |
$9.94K - $10.5K
|
200
$5.26K
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-42K- 32.82% |
$2.09M - $2.2M
|
86K
$2.26M
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
BUY
|
- |
2+ 1.05% |
$99.4 - $105
|
193
$5.08K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
50+ 1.34% |
$2.48K - $2.62K
|
3.79K
$99.8K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.89K- 19.52% |
$144K - $152K
|
11.9K
$313K
|
|
| Q3 2023 | |||||||
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
68New |
$3.43K - $3.57K
|
68
$1.79K
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
10New |
$504 - $525
|
10
$263
|
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
8+ 1.4% |
$403 - $420
|
578
$15.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1KNew |
$50.4K - $52.5K
|
1K
$26.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.65K+ 82.78% |
$234K - $244K
|
10.3K
$270K
|
|
|
Nov 14, 2023
Q3 2023
|
Merk Investments LLC
Menlo Park, CA |
BUY
|
- |
137+ 0.93% |
$6.9K - $7.19K
|
14.9K
$393K
|
|