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 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-348- 3.04% |
$18K - $20.1K
|
11.1K
$291K
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
4.3K+ 68.62% |
$223K - $249K
|
10.6K
$278K
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
893+ 16.01% |
$46.3K - $51.7K
|
6.47K
$170K
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
1.73K+ 27.54% |
$89.8K - $100K
|
8.03K
$211K
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.52K- 29.31% |
$131K - $146K
|
6.08K
$160K
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
SELL
|
- |
-254Closed |
$13.2K - $14.7K
|
0
$0
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-180- 53.41% |
$9.32K - $10.4K
|
157
$4.13K
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
16.5K+ 14.42% |
$855K - $956K
|
131K
$3.45M
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-4.04K- 37.09% |
$209K - $234K
|
6.85K
$180K
|
|
Oct 11, 2022
Q3 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-160K- 97.0% |
$8.26M - $9.23M
|
4.93K
$130K
|
|
Oct 11, 2022
Q3 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-43- 7.79% |
$2.23K - $2.49K
|
509
$13.4K
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
4.11KNew |
$213K - $238K
|
4.11K
$108K
|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
BUY
|
- |
383+ 9.68% |
$19.8K - $22.2K
|
4.34K
$114K
|
|
Oct 04, 2022
Q3 2022
|
Spence Asset Management
|
BUY
|
- |
1.17KNew |
$60.3K - $67.4K
|
1.17K
$30.6K
|
|
Q2 2022 | |||||||
Oct 04, 2022
Q2 2022
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
43.6K+ 135.1% |
$2.42M - $2.62M
|
75.8K
$1.99M
|
|
Aug 25, 2022
Q2 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-22.1KClosed |
$1.23M - $1.33M
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-237Closed |
$13.2K - $14.3K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-4.29M- 97.21% |
$238M - $258M
|
123K
$3.23M
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
580+ 9.36% |
$32.2K - $34.9K
|
6.78K
$178K
|
|
Aug 15, 2022
Q2 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-3.46KClosed |
$193K - $208K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
70+ 0.69% |
$3.89K - $4.21K
|
10.1K
$267K
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-21.8KClosed |
$1.21M - $1.31M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-3.58KClosed |
$199K - $215K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.99KNew |
$277K - $300K
|
4.99K
$131K
|
|
Aug 15, 2022
Q2 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-11KClosed |
$609K - $659K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-1Closed |
$55.6 - $60.2
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-21- 0.43% |
$1.17K - $1.26K
|
4.85K
$127K
|
|
Aug 15, 2022
Q2 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-14.6KClosed |
$810K - $876K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
4.52KNew |
$251K - $272K
|
4.52K
$119K
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
58.1KNew |
$3.23M - $3.49M
|
58.1K
$1.53M
|
|
Aug 12, 2022
Q2 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-1.15K- 69.72% |
$64K - $69.2K
|
500
$13.2K
|
|
Aug 12, 2022
Q2 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-17.3KClosed |
$960K - $1.04M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-306Closed |
$17K - $18.4K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-3.66KClosed |
$203K - $220K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-291KClosed |
$16.1M - $17.5M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
97+ 0.95% |
$5.39K - $5.83K
|
10.3K
$270K
|
|
Aug 11, 2022
Q2 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-59Closed |
$3.28K - $3.55K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-57.7KClosed |
$3.21M - $3.47M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
91.6KNew |
$5.09M - $5.51M
|
91.6K
$2.41M
|
|
Aug 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
665+ 6.68% |
$37K - $40K
|
10.6K
$279K
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
589+ 10.08% |
$32.7K - $35.4K
|
6.43K
$169K
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
820+ 20.07% |
$45.6K - $49.3K
|
4.91K
$129K
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.66KClosed |
$203K - $220K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-730Closed |
$40.6K - $43.9K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
SELL
|
- |
-4.71K- 17.73% |
$262K - $283K
|
21.8K
$574K
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-81.5K- 93.94% |
$4.53M - $4.91M
|
5.26K
$138K
|
|
Aug 09, 2022
Q2 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-22K- 77.86% |
$1.22M - $1.32M
|
6.25K
$164K
|
|
Aug 09, 2022
Q2 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
4.57KNew |
$254K - $275K
|
4.57K
$120K
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-795Closed |
$44.2K - $47.8K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
SELL
|
- |
-567Closed |
$31.5K - $34.1K
|
0
$0
|