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 23, 2020
Q1 2020
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-7.43KClosed |
$394K - $442K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-635Closed |
$33.7K - $37.8K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-280Closed |
$15.8K - $16K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.75KClosed |
$98.8K - $100K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
9258 Wealth Management, LLC
|
SELL
|
- |
-5.32KClosed |
$300K - $304K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Makena Capital Management LLC
Menlo Park, CA |
SELL
|
- |
-451KClosed |
$25.4M - $25.8M
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Strategic Capital Advisers, Inc.
|
SELL
|
- |
-383Closed |
$21.6K - $21.9K
|
0
$0
|
|
|
Jan 16, 2020
Q4 2019
|
Jentner Corp
|
SELL
|
- |
-7.44KClosed |
$419K - $426K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Avity Investment Management Inc.
|
SELL
|
- |
-4.4KClosed |
$248K - $252K
|
0
$0
|
|
|
Jan 10, 2020
Q4 2019
|
City Holding CO
|
SELL
|
- |
-372Closed |
$21K - $21.3K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-14.6KClosed |
$819K - $832K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-253Closed |
$14.2K - $14.4K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-27Closed |
$1.52K - $1.54K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-2Closed |
$112 - $114
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Duncker Streett & CO Inc
|
SELL
|
- |
-16.8KClosed |
$946K - $960K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-560Closed |
$31.5K - $32K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-34Closed |
$1.91K - $1.94K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-4.77KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-13.4KClosed |
N/A
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-3.7KClosed |
N/A
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-730Closed |
N/A
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-11Closed |
N/A
|
0
$0
|
|
|
Jul 29, 2019
Q2 2019
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-57Closed |
N/A
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-300Closed |
N/A
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-35Closed |
N/A
|
0
$0
|
|
|
Jul 18, 2019
Q2 2019
|
Gemmer Asset Management LLC
|
SELL
|
- |
-395Closed |
N/A
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Perkins Coie Trust CO
|
SELL
|
- |
-1KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
Dec 21, 2023
Q1 2019
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-13.5KClosed |
N/A
|
0
$0
|
|
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-132Closed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-4.16KClosed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-51.7KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Salomon & Ludwin, LLC
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-25Closed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Karp Capital Management Corp
|
SELL
|
- |
-28Closed |
N/A
|
0
$0
|
|
|
May 02, 2019
Q1 2019
|
Viewpoint Investment Partners Corp
|
SELL
|
- |
-380Closed |
N/A
|
0
$0
|
|
|
May 01, 2019
Q1 2019
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-12.5KClosed |
N/A
|
0
$0
|
|
|
Apr 15, 2019
Q1 2019
|
Strategic Advisors LLC
|
SELL
|
- |
-5.3KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Nov 09, 2023
Q4 2018
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-206Closed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Appleton Group, LLC
|
SELL
|
- |
-3.83KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
116KNew |
N/A
|
116K
$3.1M
|
|
|
Feb 14, 2019
Q4 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-19- 95.0% |
N/A
|
1
$26.8
|
|
|
Feb 14, 2019
Q4 2018
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-3.99KClosed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Mainstay Capital Management LLC
|
SELL
|
- |
-1.31KClosed |
N/A
|
0
$0
|
|
|
Jan 25, 2019
Q4 2018
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3.99KClosed |
N/A
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-843Closed |
N/A
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Arcadia Investment Management Corp
|
SELL
|
- |
-400Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 13, 2018
Q3 2018
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-5.24KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-228Closed |
N/A
|
0
$0
|
|
|
Oct 22, 2018
Q3 2018
|
Regions Financial Corp
|
SELL
|
- |
-1.61KClosed |
N/A
|
0
$0
|
|
|
Oct 19, 2018
Q3 2018
|
Seneca House Advisors
|
SELL
|
- |
-7.63KClosed |
N/A
|
0
$0
|
|