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 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
16.3K+ 75.29% |
$418K - $874K
|
37.8K
$994K
|
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
160K+ 99.61% |
$4.13M - $8.62M
|
321K
$8.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
4.04K+ 99.95% |
$104K - $217K
|
8.09K
$212K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.31K+ 64.05% |
$111K - $232K
|
11K
$290K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
5.05K+ 81.99% |
$130K - $271K
|
11.2K
$294K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
162+ 100.0% |
$4.17K - $8.71K
|
324
$8.51K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
480+ 292.68% |
$12.4K - $25.8K
|
644
$16.9K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
721New |
$18.6K - $38.8K
|
721
$18.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
15.1K+ 285.35% |
$390K - $814K
|
20.4K
$537K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
371+ 75.87% |
$9.55K - $20K
|
860
$22.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
31+ 100.0% |
$798 - $1.67K
|
62
$1.63K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
11.7K+ 85.75% |
$302K - $632K
|
25.4K
$668K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
20.6KNew |
$529K - $1.11M
|
20.6K
$540K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
655+ 101.87% |
$16.9K - $35.2K
|
1.3K
$34.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-93.7K- 33.2% |
$2.41M - $5.04M
|
188K
$4.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
167+ 101.83% |
$4.3K - $8.98K
|
331
$8.69K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
57.1K+ 109.71% |
$1.47M - $3.07M
|
109K
$2.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
7.35K+ 100.0% |
$189K - $395K
|
14.7K
$386K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
118New |
$3.04K - $6.35K
|
118
$3.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8+ 200.0% |
$206 - $430
|
12
$315
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
44.6K+ 97.2% |
$1.15M - $2.4M
|
90.5K
$2.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
27K+ 102.48% |
$694K - $1.45M
|
53.3K
$1.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
33.3K+ 98.18% |
$856K - $1.79M
|
67.2K
$1.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.63K+ 39.96% |
$145K - $303K
|
19.7K
$517K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
34+ 100.0% |
$875 - $1.83K
|
68
$1.79K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
9K+ 100.0% |
$232K - $484K
|
18K
$473K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-62.7K- 45.85% |
$1.61M - $3.37M
|
74.1K
$1.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
55.5K+ 95.57% |
$1.43M - $2.99M
|
114K
$2.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
229K+ 158.8% |
$5.89M - $12.3M
|
373K
$9.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
5.16K+ 100.0% |
$133K - $277K
|
10.3K
$271K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
285K+ 89.55% |
$7.34M - $15.3M
|
603K
$15.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
189+ 168.75% |
$4.86K - $10.2K
|
301
$7.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
71.2K+ 90.77% |
$1.83M - $3.83M
|
150K
$3.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
99.8K+ 205.84% |
$2.57M - $5.36M
|
148K
$3.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
7.83KNew |
$201K - $421K
|
7.83K
$205K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
18.9K+ 49.06% |
$487K - $1.02M
|
57.5K
$1.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
19K+ 71.01% |
$489K - $1.02M
|
45.8K
$1.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
631K+ 108.91% |
$16.2M - $33.9M
|
1.21M
$31.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Fruth Investment Management
|
BUY
|
- |
6.85K+ 63.13% |
$176K - $368K
|
17.7K
$465K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
51.9KNew |
$1.34M - $2.79M
|
51.9K
$1.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
45.4K+ 78.29% |
$1.17M - $2.44M
|
103K
$2.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
266K+ 105.67% |
$6.86M - $14.3M
|
519K
$13.6M
|
|
|
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
$32.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
6.32K+ 135.27% |
$163K - $340K
|
11K
$289K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
9.2K+ 100.0% |
$237K - $495K
|
18.4K
$483K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
2.47K+ 74.67% |
$63.5K - $133K
|
5.77K
$152K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
5.86K+ 89.0% |
$151K - $315K
|
12.4K
$327K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.2K+ 108.39% |
$261K - $546K
|
19.5K
$513K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.82M+ 92.24% |
$72.5M - $152M
|
5.87M
$154M
|