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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
98New |
$4.94K - $5.14K
|
98
$2.63K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
68New |
$3.43K - $3.57K
|
68
$1.82K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
45+ 0.49% |
$2.27K - $2.36K
|
9.21K
$247K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
26+ 1.03% |
$1.31K - $1.36K
|
2.56K
$68.7K
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
10New |
$504 - $525
|
10
$268
|
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
8+ 1.4% |
$403 - $420
|
578
$15.5K
|
|
| Q2 2023 | |||||||
|
Jul 17, 2023
Q2 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
255K+ 335.31% |
$13.3M - $13.8M
|
331K
$8.87M
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
195KNew |
$10.2M - $10.5M
|
195K
$5.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
54.7KNew |
$2.85M - $2.95M
|
54.7K
$1.47M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
38.4KNew |
$2M - $2.08M
|
38.4K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
8.6KNew |
$449K - $465K
|
8.6K
$231K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.25KNew |
$326K - $338K
|
6.25K
$168K
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
5.62KNew |
$293K - $304K
|
5.62K
$151K
|
|
|
Jul 28, 2023
Q2 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
4.3KNew |
$224K - $232K
|
4.3K
$115K
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
4.03KNew |
$210K - $218K
|
4.03K
$108K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
3.88KNew |
$202K - $209K
|
3.88K
$104K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
3.85KNew |
$201K - $208K
|
3.85K
$103K
|
|
|
Jul 14, 2023
Q2 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
3.82KNew |
$199K - $206K
|
3.82K
$102K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
2.72K+ 4.83% |
$142K - $147K
|
59.1K
$1.58M
|
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.23KNew |
$64.4K - $66.7K
|
1.23K
$33.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Human Investing LLC
|
BUY
|
- |
1.01K+ 12.77% |
$52.6K - $54.5K
|
8.9K
$239K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1KNew |
$52.2K - $54K
|
1K
$26.8K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
615New |
$32.1K - $33.2K
|
615
$16.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
526New |
$27.4K - $28.4K
|
526
$14.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
403New |
$21K - $21.8K
|
403
$10.8K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
391New |
$20.4K - $21.1K
|
391
$10.5K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
292+ 5.46% |
$15.2K - $15.8K
|
5.64K
$151K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
253New |
$13.2K - $13.7K
|
253
$6.78K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
181New |
$9.44K - $9.78K
|
181
$4.85K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
175New |
$9.13K - $9.45K
|
175
$4.69K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
146New |
$7.62K - $7.89K
|
146
$3.91K
|
|
|
Jul 31, 2023
Q2 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
49+ 0.8% |
$2.56K - $2.65K
|
6.14K
$165K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
46+ 460.0% |
$2.4K - $2.48K
|
56
$1.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
17+ 0.4% |
$887 - $918
|
4.26K
$114K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
13+ 2.3% |
$678 - $702
|
578
$15.5K
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
13New |
$678 - $702
|
13
$348
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
10New |
$522 - $540
|
10
$268
|
|
|
Aug 02, 2023
Q2 2023
|
Jacobsen Capital Management
|
BUY
|
- |
8+ 0.21% |
$417 - $432
|
3.83K
$103K
|
|
|
Jul 20, 2023
Q2 2023
|
Ade, LLC
|
BUY
|
- |
3+ 0.04% |
$157 - $162
|
8.38K
$225K
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1+ 0.01% |
$52.2 - $54
|
7.42K
$199K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1New |
$52.2 - $54
|
1
$26.8
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
80.3KNew |
$4.15M - $4.3M
|
80.3K
$2.15M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
68.2KNew |
$3.52M - $3.66M
|
68.2K
$1.83M
|
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
13.6K+ 26.23% |
$705K - $732K
|
65.7K
$1.76M
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
12.6KNew |
$651K - $676K
|
12.6K
$338K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
12.2KNew |
$631K - $655K
|
12.2K
$327K
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
7.1KNew |
$367K - $381K
|
7.1K
$190K
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.85KNew |
$303K - $314K
|
5.85K
$157K
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
4.64KNew |
$240K - $249K
|
4.64K
$124K
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
4.48K+ 27.7% |
$232K - $240K
|
20.7K
$553K
|
|