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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
117New |
$6.05K - $6.27K
|
117
$3.07K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.65K+ 4.49% |
$85.1K - $88.3K
|
38.3K
$1M
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-7.02K- 60.83% |
$363K - $377K
|
4.52K
$119K
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
3.82KNew |
$197K - $205K
|
3.82K
$100K
|
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-30- 15.46% |
$1.55K - $1.61K
|
164
$4.3K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-12.1K- 99.97% |
$626K - $650K
|
4
$105
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-513- 9.89% |
$26.5K - $27.5K
|
4.67K
$123K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-7.07K- 2.16% |
$365K - $379K
|
320K
$8.4M
|
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-37- 9.51% |
$1.91K - $1.98K
|
352
$9.23K
|
|
|
Apr 03, 2023
Q1 2023
|
Range Financial Group LLC
|
SELL
|
- |
-4.04K- 48.75% |
$209K - $217K
|
4.25K
$111K
|
|
| Q4 2022 | |||||||
|
Oct 07, 2024
Q4 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-1.09KClosed |
$56.2K - $58.8K
|
0
$0
|
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
4.01KNew |
$206K - $216K
|
4.01K
$105K
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
9.5K+ 147.95% |
$489K - $511K
|
15.9K
$417K
|
|
|
Feb 17, 2023
Q4 2022
|
Adams Wealth Management
|
BUY
|
- |
4.68K+ 11.39% |
$241K - $252K
|
45.8K
$1.2M
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
12New |
$618 - $646
|
12
$315
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
786+ 2.54% |
$40.5K - $42.3K
|
31.8K
$833K
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-379- 8.31% |
$19.5K - $20.4K
|
4.18K
$110K
|
|
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-94.4K- 89.2% |
$4.86M - $5.08M
|
11.4K
$300K
|
|
|
Feb 14, 2023
Q4 2022
|
Curran Financial Partners, LLC
|
SELL
|
- |
-2.52K- 10.33% |
$130K - $135K
|
21.9K
$573K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-1.18K- 23.82% |
$60.8K - $63.6K
|
3.78K
$99K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-7.72K- 33.28% |
$397K - $416K
|
15.5K
$406K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-82- 71.3% |
$4.22K - $4.41K
|
33
$865
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
560KNew |
$28.8M - $30.1M
|
560K
$14.7M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
20.3KNew |
$1.04M - $1.09M
|
20.3K
$531K
|
|
|
Feb 14, 2023
Q4 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
226New |
$11.6K - $12.2K
|
226
$5.93K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.82KNew |
$93.8K - $98.1K
|
1.82K
$47.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-750- 10.99% |
$38.6K - $40.4K
|
6.07K
$159K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
634K+ 8.14% |
$32.6M - $34.1M
|
8.42M
$221M
|
|
|
Feb 14, 2023
Q4 2022
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-41.8KClosed |
$2.15M - $2.25M
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
122+ 1.78% |
$6.28K - $6.57K
|
6.97K
$183K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-6.8K- 50.0% |
$350K - $366K
|
6.8K
$178K
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
9.69K+ 115.87% |
$499K - $522K
|
18.1K
$473K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.78K+ 42.35% |
$91.5K - $95.7K
|
5.97K
$157K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
1.33K+ 0.14% |
$68.6K - $71.7K
|
963K
$25.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-70.9K- 88.36% |
$3.65M - $3.82M
|
9.34K
$245K
|
|
|
Feb 13, 2023
Q4 2022
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
6.47KNew |
$333K - $348K
|
6.47K
$170K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.11K- 21.75% |
$57.3K - $59.9K
|
4K
$105K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.91KNew |
$150K - $156K
|
2.91K
$76.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.07KNew |
$209K - $219K
|
4.07K
$107K
|
|
|
Feb 08, 2023
Q4 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
4.05KNew |
$208K - $218K
|
4.05K
$106K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-13.8K- 76.79% |
$711K - $743K
|
4.17K
$109K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.57K- 14.1% |
$132K - $138K
|
15.6K
$410K
|
|
|
Feb 06, 2023
Q4 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-6.58K- 57.14% |
$339K - $354K
|
4.94K
$129K
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
28.1KNew |
$1.44M - $1.51M
|
28.1K
$735K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
111New |
$5.71K - $5.98K
|
111
$2.91K
|
|
|
Feb 06, 2023
Q4 2022
|
Aaf Wealth Management, LLC
|
BUY
|
- |
87+ 1.89% |
$4.48K - $4.68K
|
4.68K
$123K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.1KNew |
$211K - $221K
|
4.1K
$107K
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
23.7KNew |
$1.22M - $1.28M
|
23.7K
$622K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
10.4KNew |
$537K - $561K
|
10.4K
$273K
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-4.07K- 5.61% |
$210K - $219K
|
68.5K
$1.8M
|
|