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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
9.74KNew |
$491K - $511K
|
9.74K
$261K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-14.9K- 75.17% |
$750K - $781K
|
4.92K
$132K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-9.56K- 46.16% |
$482K - $502K
|
11.2K
$299K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-8Closed |
$403 - $420
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-5- 3.73% |
$252 - $262
|
129
$3.46K
|
|
|
Oct 10, 2023
Q3 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-6.1K- 60.16% |
$307K - $320K
|
4.04K
$108K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.25KNew |
$326K - $338K
|
6.25K
$168K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-318Closed |
$16.6K - $17.2K
|
0
$0
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
175New |
$9.13K - $9.45K
|
175
$4.69K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
181New |
$9.44K - $9.78K
|
181
$4.85K
|
|
|
Aug 23, 2023
Q2 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-4.43KClosed |
$231K - $239K
|
0
$0
|
|
|
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
SELL
|
- |
-924- 18.02% |
$48.2K - $49.9K
|
4.2K
$113K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
146New |
$7.62K - $7.89K
|
146
$3.91K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
8.6KNew |
$449K - $465K
|
8.6K
$231K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
526New |
$27.4K - $28.4K
|
526
$14.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
2.72K+ 4.83% |
$142K - $147K
|
59.1K
$1.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1+ 0.01% |
$52.2 - $54
|
7.42K
$199K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
253New |
$13.2K - $13.7K
|
253
$6.78K
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.34K- 24.72% |
$69.9K - $72.4K
|
4.08K
$109K
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-99- 2.45% |
$5.17K - $5.35K
|
3.94K
$106K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
54.7KNew |
$2.85M - $2.95M
|
54.7K
$1.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
4.03KNew |
$210K - $218K
|
4.03K
$108K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
46+ 460.0% |
$2.4K - $2.48K
|
56
$1.5K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
3.85KNew |
$201K - $208K
|
3.85K
$103K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
403New |
$21K - $21.8K
|
403
$10.8K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-419- 8.01% |
$21.9K - $22.6K
|
4.81K
$129K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-8- 3.43% |
$417 - $432
|
225
$6.03K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-47- 13.43% |
$2.45K - $2.54K
|
303
$8.12K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
292+ 5.46% |
$15.2K - $15.8K
|
5.64K
$151K
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-6K- 57.86% |
$313K - $324K
|
4.37K
$117K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-6.05K- 38.62% |
$316K - $327K
|
9.61K
$258K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1KNew |
$52.2K - $54K
|
1K
$26.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-138- 2.03% |
$7.2K - $7.45K
|
6.66K
$179K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
3.88KNew |
$202K - $209K
|
3.88K
$104K
|
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.23KNew |
$64.4K - $66.7K
|
1.23K
$33.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Human Investing LLC
|
BUY
|
- |
1.01K+ 12.77% |
$52.6K - $54.5K
|
8.9K
$239K
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
5.62KNew |
$293K - $304K
|
5.62K
$151K
|
|
|
Aug 02, 2023
Q2 2023
|
Jacobsen Capital Management
|
BUY
|
- |
8+ 0.21% |
$417 - $432
|
3.83K
$103K
|
|
|
Jul 31, 2023
Q2 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-37.7K- 71.37% |
$1.97M - $2.04M
|
15.1K
$406K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-9.66K- 11.1% |
$504K - $522K
|
77.4K
$2.07M
|
|
|
Jul 31, 2023
Q2 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
49+ 0.8% |
$2.56K - $2.65K
|
6.14K
$165K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-42- 0.84% |
$2.19K - $2.27K
|
4.96K
$133K
|
|
|
Jul 28, 2023
Q2 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
4.3KNew |
$224K - $232K
|
4.3K
$115K
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
195KNew |
$10.2M - $10.5M
|
195K
$5.21M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
38.4KNew |
$2M - $2.08M
|
38.4K
$1.03M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
391New |
$20.4K - $21.1K
|
391
$10.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-20- 0.27% |
$1.04K - $1.08K
|
7.51K
$201K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-870- 16.26% |
$45.4K - $47K
|
4.48K
$120K
|
|
|
Jul 20, 2023
Q2 2023
|
Ade, LLC
|
BUY
|
- |
3+ 0.04% |
$157 - $162
|
8.38K
$225K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
13+ 2.3% |
$678 - $702
|
578
$15.5K
|
|