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 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
98.7K+ 99.13% |
$2.54M - $5.31M
|
198K
$5.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
24.1K+ 113.73% |
$621K - $1.3M
|
45.4K
$1.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
135+ 100.0% |
$3.47K - $7.26K
|
270
$7.09K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
187K+ 108.45% |
$4.81M - $10.1M
|
359K
$9.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
532K+ 103.85% |
$13.7M - $28.6M
|
1.04M
$27.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
1.41K+ 14.69% |
$36.3K - $75.9K
|
11K
$289K
|
|
|
Jan 15, 2025
Q4 2024
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
260K+ 138.39% |
$6.69M - $14M
|
448K
$11.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
23K+ 83.92% |
$592K - $1.24M
|
50.4K
$1.32M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
32.4K+ 92.77% |
$835K - $1.74M
|
67.4K
$1.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-673- 5.15% |
$17.3K - $36.2K
|
12.4K
$326K
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
4.65K+ 100.0% |
$120K - $250K
|
9.29K
$244K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.97K+ 100.0% |
$50.6K - $106K
|
3.93K
$103K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12.7K+ 182.66% |
$326K - $681K
|
19.6K
$514K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
12+ 100.0% |
$309 - $645
|
24
$630
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
28.4K+ 96.36% |
$732K - $1.53M
|
57.9K
$1.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.4K+ 49.54% |
$113K - $236K
|
13.3K
$348K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
700+ 100.0% |
$18K - $37.6K
|
1.4K
$36.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
121K+ 106.65% |
$3.11M - $6.49M
|
234K
$6.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
873K+ 105.86% |
$22.5M - $46.9M
|
1.7M
$44.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
19.7K+ 127.05% |
$507K - $1.06M
|
35.2K
$923K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
20.1K+ 101.04% |
$518K - $1.08M
|
40K
$1.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2.17K+ 100.0% |
$55.8K - $117K
|
4.33K
$114K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
5.49K+ 98.23% |
$141K - $295K
|
11.1K
$291K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
4.16K+ 98.11% |
$107K - $224K
|
8.4K
$221K
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-54.9K- 63.54% |
$1.41M - $2.95M
|
31.5K
$827K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
394K+ 99.38% |
$10.1M - $21.2M
|
791K
$20.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
29.2K+ 105.32% |
$751K - $1.57M
|
56.9K
$1.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
81.9K+ 104.42% |
$2.11M - $4.4M
|
160K
$4.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
9.13K+ 70.81% |
$235K - $491K
|
22K
$578K
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
9.79K+ 224.34% |
$252K - $527K
|
14.2K
$372K
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
1.36K+ 105.25% |
$35.1K - $73.4K
|
2.66K
$69.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.74KNew |
$44.9K - $93.7K
|
1.74K
$45.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
110K+ 107.0% |
$2.82M - $5.89M
|
212K
$5.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Quadratic Capital Management LLC
|
BUY
|
- |
2.8M+ 24.53% |
$72.2M - $151M
|
14.2M
$374M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
10.7K+ 161.16% |
$274K - $573K
|
17.3K
$453K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.5K+ 104.07% |
$116K - $242K
|
8.82K
$232K
|
|
|
Jan 13, 2025
Q4 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
71K+ 100.0% |
$1.83M - $3.82M
|
142K
$3.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
11.5K+ 17.31% |
$297K - $621K
|
78.2K
$2.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
506+ 91.83% |
$13K - $27.2K
|
1.06K
$27.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
70.6K+ 214.12% |
$1.82M - $3.8M
|
104K
$2.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
32.6K+ 112.39% |
$840K - $1.75M
|
61.6K
$1.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
23.2K+ 100.85% |
$598K - $1.25M
|
46.3K
$1.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
43.2K+ 114.38% |
$1.11M - $2.32M
|
81K
$2.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
4.4K+ 100.0% |
$113K - $237K
|
8.8K
$231K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.27K+ 29.56% |
$161K - $337K
|
27.5K
$721K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
84K+ 92.1% |
$2.16M - $4.52M
|
175K
$4.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-15.8K- 28.14% |
$407K - $850K
|
40.4K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
62.1K+ 103.68% |
$1.6M - $3.34M
|
122K
$3.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
137+ 100.0% |
$3.53K - $7.37K
|
274
$7.19K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
1.54K+ 100.0% |
$39.6K - $82.7K
|
3.08K
$80.7K
|