Latest Institutional Purchases of Schwab Strategic Us Tips ETF (SCHP)
This list provides information on the latest institutional transactions involving Schwab Strategic Us Tips ETF (SCHP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
294New |
$7.55K - $7.91K
|
294
$7.88K
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
245New |
$6.29K - $6.59K
|
245
$6.57K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
236New |
$6.06K - $6.35K
|
236
$6.32K
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
182+ 0.72% |
$4.68K - $4.89K
|
25.5K
$684K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
179New |
$4.6K - $4.81K
|
179
$4.8K
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
100+ 0.92% |
$2.57K - $2.69K
|
11K
$294K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
48New |
$1.23K - $1.29K
|
48
$1.29K
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
9New |
$231 - $242
|
9
$241
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2New |
$51.4 - $53.8
|
2
$53.6
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Temasek Holdings (Private) LTD
Singapore, U0 |
BUY
|
- |
705K+ 100.0% |
$18.1M - $37.9M
|
1.41M
$37.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
266K+ 105.67% |
$6.86M - $14.3M
|
519K
$13.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
140K+ 107.04% |
$3.6M - $7.53M
|
271K
$7.26M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
81.6K+ 230.46% |
$2.1M - $4.39M
|
117K
$3.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
80K+ 100.0% |
$2.06M - $4.3M
|
160K
$4.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
71K+ 100.0% |
$1.83M - $3.82M
|
142K
$3.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
70.6K+ 214.12% |
$1.82M - $3.8M
|
104K
$2.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
70.3K+ 89.05% |
$1.81M - $3.78M
|
149K
$4M
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
62.1K+ 103.68% |
$1.6M - $3.34M
|
122K
$3.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
56KNew |
$1.44M - $3.01M
|
56K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
38.8K+ 96.72% |
$998K - $2.08M
|
78.8K
$2.11M
|
|
|
Apr 16, 2025
Q4 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
33.6KNew |
$865K - $1.81M
|
33.6K
$900K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
29.2K+ 105.32% |
$751K - $1.57M
|
56.9K
$1.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
20.7K+ 100.0% |
$533K - $1.11M
|
41.4K
$1.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
20.5KNew |
$528K - $1.1M
|
20.5K
$550K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
19.7K+ 100.0% |
$507K - $1.06M
|
39.4K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
16.7KNew |
$430K - $898K
|
16.7K
$448K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
16K+ 258.64% |
$412K - $861K
|
22.2K
$595K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
15.1K+ 285.35% |
$390K - $814K
|
20.4K
$548K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
13.4KNew |
$345K - $722K
|
13.4K
$360K
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
12.7K+ 86.5% |
$328K - $685K
|
27.5K
$736K
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
12K+ 273.61% |
$308K - $643K
|
16.3K
$437K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
11.7KNew |
$301K - $629K
|
11.7K
$313K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
11.5K+ 100.0% |
$296K - $618K
|
23K
$616K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
11.5K+ 91.61% |
$295K - $617K
|
24K
$643K
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
BUY
|
- |
10.6K+ 99.96% |
$274K - $572K
|
21.3K
$571K
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
10K+ 100.0% |
$257K - $538K
|
20K
$536K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
9.34K+ 100.0% |
$240K - $502K
|
18.7K
$501K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
9.25K+ 97.51% |
$238K - $497K
|
18.7K
$502K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
9.2K+ 100.0% |
$237K - $495K
|
18.4K
$493K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
9.13K+ 70.81% |
$235K - $491K
|
22K
$590K
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
8.23K+ 100.0% |
$212K - $443K
|
16.5K
$441K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
8.12KNew |
$209K - $436K
|
8.12K
$218K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
8.1K+ 100.0% |
$208K - $435K
|
16.2K
$434K
|
|
|
Feb 14, 2025
Q4 2024
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
8.07KNew |
$208K - $434K
|
8.07K
$216K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
8.03K+ 100.0% |
$207K - $432K
|
16.1K
$430K
|
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
7.77KNew |
$200K - $418K
|
7.77K
$208K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
7.69KNew |
$198K - $414K
|
7.69K
$206K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
7.35K+ 100.0% |
$189K - $395K
|
14.7K
$394K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5K+ 100.08% |
$129K - $269K
|
10K
$268K
|
|
|
Feb 13, 2025
Q4 2024
|
Vpr Management LLC
Houston, TX |
BUY
|
- |
5K+ 100.0% |
$129K - $269K
|
10K
$268K
|
|