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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
3.25K+ 99.33% |
$83.7K - $175K
|
6.52K
$171K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
642+ 107.0% |
$16.5K - $34.5K
|
1.24K
$32.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
6.32K+ 135.27% |
$163K - $340K
|
11K
$287K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
9.2K+ 100.0% |
$237K - $495K
|
18.4K
$481K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
2.47K+ 74.67% |
$63.5K - $133K
|
5.77K
$151K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
5.86K+ 89.0% |
$151K - $315K
|
12.4K
$325K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.2K+ 108.39% |
$261K - $546K
|
19.5K
$511K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.82M+ 92.24% |
$72.5M - $152M
|
5.87M
$154M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
144K+ 102.5% |
$3.71M - $7.75M
|
285K
$7.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
62.2K+ 101.36% |
$1.6M - $3.34M
|
123K
$3.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.49K+ 63.29% |
$38.3K - $80K
|
3.84K
$100K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
17.4K+ 96.33% |
$448K - $937K
|
35.5K
$929K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
658New |
$16.9K - $35.4K
|
658
$17.2K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
760+ 100.0% |
$19.6K - $40.9K
|
1.52K
$39.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
11.5K+ 91.61% |
$295K - $617K
|
24K
$627K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
232K+ 125.94% |
$5.97M - $12.5M
|
416K
$10.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
29.9K+ 100.0% |
$771K - $1.61M
|
59.9K
$1.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
306KNew |
$7.87M - $16.5M
|
306K
$8M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
147K+ 640.98% |
$3.79M - $7.92M
|
170K
$4.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.83K+ 118.02% |
$124K - $260K
|
8.92K
$233K
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
421K+ 98.43% |
$10.8M - $22.6M
|
849K
$22.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-369- 90.66% |
$9.5K - $19.8K
|
38
$994
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
66+ 100.0% |
$1.7K - $3.55K
|
132
$3.45K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
493K+ 658.69% |
$12.7M - $26.5M
|
568K
$14.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
207K+ 117.14% |
$5.34M - $11.2M
|
385K
$10.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.95K+ 35.28% |
$153K - $320K
|
22.8K
$596K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
372K+ 100.78% |
$9.57M - $20M
|
741K
$19.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
14.5KNew |
$373K - $779K
|
14.5K
$379K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
11.3K+ 78.04% |
$292K - $610K
|
25.9K
$676K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
82New |
$2.11K - $4.41K
|
82
$2.14K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.43K+ 208.94% |
$62.5K - $131K
|
3.59K
$94K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
248K+ 94.76% |
$6.39M - $13.4M
|
511K
$13.4M
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
198KNew |
$5.09M - $10.6M
|
198K
$5.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
115K+ 518.93% |
$2.96M - $6.19M
|
137K
$3.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
120KNew |
$3.1M - $6.48M
|
120K
$3.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
51.6K+ 105.71% |
$1.33M - $2.78M
|
100K
$2.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
229New |
$5.89K - $12.3K
|
229
$5.99K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
6.41K+ 106.23% |
$165K - $345K
|
12.5K
$326K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
8.1K+ 100.0% |
$208K - $435K
|
16.2K
$423K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
60.9K+ 430.81% |
$1.57M - $3.28M
|
75.1K
$1.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
140K+ 205.82% |
$3.61M - $7.55M
|
209K
$5.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-637K- 86.29% |
$16.4M - $34.2M
|
101K
$2.65M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
8New |
$206 - $430
|
8
$209
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-364- 2.6% |
$9.37K - $19.6K
|
13.7K
$357K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
133K+ 103.78% |
$3.43M - $7.16M
|
261K
$6.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
51.5K+ 119.02% |
$1.32M - $2.77M
|
94.7K
$2.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-614- 99.84% |
$15.8K - $33K
|
1
$26.2
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
60.6K+ 101.33% |
$1.56M - $3.26M
|
120K
$3.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
8.71K+ 100.0% |
$224K - $469K
|
17.4K
$456K
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
111K+ 83.28% |
$2.87M - $5.99M
|
245K
$6.41M
|