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 |
---|---|---|---|---|---|---|---|
Aug 02, 2021
Q2 2021
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-1.87KClosed |
$114K - $117K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.01KClosed |
$61.7K - $63.2K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-290Closed |
$17.7K - $18.1K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Corbenic Partners LLC
|
SELL
|
- |
-266Closed |
$16.2K - $16.6K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-218Closed |
$13.3K - $13.6K
|
0
$0
|
|
Jul 15, 2021
Q2 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-138Closed |
$8.42K - $8.63K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.61KClosed |
$220K - $226K
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-142KClosed |
$8.59M - $8.85M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-412Closed |
$24.9K - $25.7K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-28Closed |
$1.69K - $1.74K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-183Closed |
$11.1K - $11.4K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-52Closed |
$3.15K - $3.24K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.45KClosed |
$87.9K - $90.5K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-10Closed |
$605 - $623
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-27.8KClosed |
$1.68M - $1.73M
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-48Closed |
$2.9K - $2.99K
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-32.8KClosed |
$1.99M - $2.05M
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-3.3KClosed |
$200K - $206K
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Adirondack Trust CO
|
BUY
|
- |
459New |
$27.8K - $28.6K
|
459
$12.2K
|
|
Apr 14, 2021
Q1 2021
|
First National Bank Of Hutchinson
|
SELL
|
- |
-12.3KClosed |
$746K - $768K
|
0
$0
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-912Closed |
$55.2K - $56.8K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
16.1KNew |
$979K - $1M
|
16.1K
$430K
|
|
Feb 12, 2021
Q4 2020
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-6.23KClosed |
$378K - $387K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-3.42KClosed |
$208K - $212K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-13KClosed |
$791K - $808K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Marcum Wealth, LLC
|
SELL
|
- |
-6.1KClosed |
$370K - $378K
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-10Closed |
$607 - $621
|
0
$0
|
|
Feb 01, 2021
Q4 2020
|
Aspiriant, LLC
|
SELL
|
- |
-7.49KClosed |
$455K - $465K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-75Closed |
$4.55K - $4.66K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-556Closed |
$33.8K - $34.5K
|
0
$0
|
|
Jan 28, 2021
Q4 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-64Closed |
$3.89K - $3.97K
|
0
$0
|
|
Jan 14, 2021
Q4 2020
|
Kovack Advisors, Inc.
|
SELL
|
- |
-6.1KClosed |
$370K - $378K
|
0
$0
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
62.3KNew |
$3.78M - $3.87M
|
62.3K
$1.66M
|
|
Q3 2020 | |||||||
Jun 23, 2021
Q3 2020
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-66.9KClosed |
$4.02M - $4.14M
|
0
$0
|
|
Nov 17, 2020
Q3 2020
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-5.47KClosed |
$329K - $339K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3.33KClosed |
$200K - $206K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
18.1KNew |
$1.09M - $1.12M
|
18.1K
$482K
|
|
Nov 12, 2020
Q3 2020
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.78KClosed |
$107K - $110K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-370Closed |
$22.2K - $22.9K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Campbell Wealth Management
|
SELL
|
- |
-630Closed |
$37.8K - $39K
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Financial Advantage, Inc.
|
SELL
|
- |
-573Closed |
$34.4K - $35.5K
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-274Closed |
$16.5K - $17K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
4.07KNew |
$244K - $252K
|
4.07K
$109K
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-991Closed |
$59.5K - $61.4K
|
0
$0
|
|
Oct 20, 2020
Q3 2020
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-3.7KClosed |
$222K - $229K
|
0
$0
|
|
Oct 06, 2020
Q3 2020
|
Optimum Investment Advisors
|
BUY
|
- |
141New |
$8.47K - $8.73K
|
141
$3.76K
|
|
Q2 2020 | |||||||
Nov 07, 2023
Q2 2020
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-15- 27.27% |
$865 - $902
|
40
$1.07K
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-229- 10.2% |
$13.2K - $13.8K
|
2.02K
$53.7K
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-75Closed |
$4.33K - $4.51K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-133- 2.77% |
$7.67K - $8K
|
4.67K
$124K
|