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 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
$12.3K
|
|
|
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
$432K
|
|
|
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
$1.67M
|
|
| Q3 2020 | |||||||
|
Jun 23, 2021
Q3 2020
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-66.9KClosed |
$4.02M - $4.14M
|
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
$485K
|
|
|
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 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
$3.78K
|
|
| 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
$54K
|
|
|
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
$125K
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-201Closed |
$11.6K - $12.1K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-11.9KClosed |
$684K - $713K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-124- 46.97% |
$7.15K - $7.45K
|
140
$3.75K
|
|
|
Aug 12, 2020
Q2 2020
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-4.95KClosed |
$286K - $298K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-7.79KClosed |
$449K - $468K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-4.49KClosed |
$259K - $270K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-29Closed |
$1.67K - $1.74K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Evensky & Katz LLC
|
SELL
|
- |
-4.39KClosed |
$253K - $264K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-38.6KClosed |
$2.23M - $2.32M
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Mv Capital Management, Inc.
|
BUY
|
- |
566New |
$32.7K - $34K
|
566
$15.2K
|
|
|
Jul 28, 2020
Q2 2020
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-29.2KClosed |
$1.68M - $1.76M
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-4.91KClosed |
$283K - $295K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-4.61KClosed |
$266K - $277K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-15Closed |
$865 - $902
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1Closed |
$53.1 - $59.6
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-23Closed |
$1.22K - $1.37K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-577Closed |
$30.6K - $34.4K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Column Capital Advisors, LLC
|
SELL
|
- |
-6Closed |
$319 - $357
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-31.8KClosed |
$1.69M - $1.89M
|
0
$0
|
|