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, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
10.7K+ 100.0% |
$276K - $577K
|
21.5K
$572K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.75M+ 103.44% |
$45M - $94M
|
3.44M
$91.6M
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
10.5K+ 100.0% |
$271K - $566K
|
21K
$561K
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
4.34K+ 107.7% |
$112K - $233K
|
8.36K
$223K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
20K+ 353.55% |
$515K - $1.08M
|
25.7K
$685K
|
|
Feb 14, 2025
Q4 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
17.4K+ 67.33% |
$448K - $936K
|
43.2K
$1.15M
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
29.3K+ 100.0% |
$754K - $1.57M
|
58.6K
$1.56M
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
19.6K+ 100.61% |
$503K - $1.05M
|
39K
$1.04M
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
2.48KNew |
$63.9K - $134K
|
2.48K
$66.2K
|
|
Feb 14, 2025
Q4 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
3.72M+ 97.84% |
$95.7M - $200M
|
7.52M
$200M
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
48.6K+ 37.57% |
$1.25M - $2.62M
|
178K
$4.75M
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
11.9KNew |
$307K - $642K
|
11.9K
$318K
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
17.2KNew |
$441K - $922K
|
17.2K
$457K
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
54.6K+ 85.33% |
$1.4M - $2.93M
|
119K
$3.16M
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
16New |
$412 - $860
|
16
$427
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.77K+ 72.96% |
$148K - $310K
|
13.7K
$364K
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
52.7K+ 251.6% |
$1.36M - $2.83M
|
73.6K
$1.96M
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
23.6K+ 119.2% |
$607K - $1.27M
|
43.4K
$1.16M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
226K+ 310.99% |
$5.82M - $12.2M
|
299K
$7.97M
|
|
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
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.5M+ 91.67% |
$38.6M - $80.6M
|
3.13M
$83.6M
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
854K+ 95.39% |
$22M - $45.9M
|
1.75M
$46.6M
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
341K+ 87.67% |
$8.77M - $18.3M
|
729K
$19.4M
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
5.58M+ 103.79% |
$144M - $300M
|
11M
$292M
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.82K+ 22.56% |
$72.5K - $151K
|
15.3K
$408K
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
779K+ 219.71% |
$20M - $41.9M
|
1.13M
$30.2M
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
10K+ 100.0% |
$257K - $538K
|
20K
$533K
|
|
Feb 14, 2025
Q4 2024
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
15.2K+ 101.66% |
$392K - $820K
|
30.2K
$806K
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
14.9K+ 99.82% |
$383K - $801K
|
29.8K
$795K
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
5.29K+ 111.07% |
$136K - $284K
|
10K
$268K
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
86.5K+ 91.85% |
$2.23M - $4.65M
|
181K
$4.82M
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
19.6KNew |
$504K - $1.05M
|
19.6K
$522K
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
352New |
$9.06K - $18.9K
|
352
$9.38K
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
224New |
$5.77K - $12K
|
224
$5.97K
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
6.56KNew |
$169K - $353K
|
6.56K
$175K
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.39M+ 165.74% |
$61.5M - $129M
|
3.83M
$102M
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.16K+ 107.99% |
$133K - $278K
|
9.95K
$265K
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
61.8K+ 22.49% |
$1.59M - $3.33M
|
337K
$8.98M
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
27.1KNew |
$699K - $1.46M
|
27.1K
$724K
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.22K+ 100.0% |
$57K - $119K
|
4.43K
$118K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
222KNew |
$5.71M - $11.9M
|
222K
$5.91M
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1Closed |
$25.7 - $53.8
|
0
$0
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
56.4K+ 147.59% |
$1.45M - $3.03M
|
94.6K
$2.52M
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
21.2KNew |
$546K - $1.14M
|
21.2K
$566K
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2025
Q4 2024
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
8.07KNew |
$208K - $434K
|
8.07K
$215K
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.28K+ 28.67% |
$110K - $230K
|
19.2K
$512K
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
16.1K+ 122.77% |
$414K - $864K
|
29.2K
$777K
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9.89K+ 74.44% |
$255K - $532K
|
23.2K
$618K
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.39K- 20.67% |
$87.3K - $182K
|
13K
$347K
|