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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
4.48K+ 27.7% |
$232K - $240K
|
20.7K
$553K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
4.4KNew |
$228K - $236K
|
4.4K
$118K
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
3.97KNew |
$205K - $213K
|
3.97K
$106K
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
3.82KNew |
$197K - $205K
|
3.82K
$102K
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
2.18KNew |
$113K - $117K
|
2.18K
$58.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.65K+ 4.49% |
$85.1K - $88.3K
|
38.3K
$1.03M
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.6KNew |
$82.4K - $85.5K
|
1.6K
$42.7K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
1.28K+ 32.0% |
$66K - $68.5K
|
5.27K
$141K
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.14K+ 4.82% |
$59.1K - $61.3K
|
24.9K
$667K
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
648New |
$33.5K - $34.7K
|
648
$17.4K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
554+ 27700.0% |
$28.6K - $29.7K
|
556
$14.9K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
382New |
$19.7K - $20.5K
|
382
$10.2K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
282+ 6.74% |
$14.6K - $15.1K
|
4.46K
$120K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
250New |
$12.9K - $13.4K
|
250
$6.7K
|
|
|
May 08, 2023
Q1 2023
|
Northern Capital Management, Inc.
|
BUY
|
- |
127+ 2.26% |
$6.56K - $6.81K
|
5.76K
$154K
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
117New |
$6.05K - $6.27K
|
117
$3.14K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
54New |
$2.79K - $2.9K
|
54
$1.45K
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
34+ 0.68% |
$1.76K - $1.82K
|
5.06K
$136K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
27New |
$1.4K - $1.45K
|
27
$724
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
23+ 0.52% |
$1.19K - $1.23K
|
4.45K
$119K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
3+ 0.29% |
$155 - $161
|
1.03K
$27.6K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2+ 18.18% |
$103 - $107
|
13
$348
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
634K+ 8.14% |
$32.6M - $34.1M
|
8.42M
$226M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
560KNew |
$28.8M - $30.1M
|
560K
$15M
|
|
|
Feb 02, 2023
Q4 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
168K+ 2116.25% |
$8.63M - $9.03M
|
176K
$4.71M
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
28.1KNew |
$1.44M - $1.51M
|
28.1K
$752K
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
23.7KNew |
$1.22M - $1.28M
|
23.7K
$635K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
20.3KNew |
$1.04M - $1.09M
|
20.3K
$543K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
12.8KNew |
$660K - $691K
|
12.8K
$344K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
10.4KNew |
$537K - $561K
|
10.4K
$279K
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
9.69K+ 115.87% |
$499K - $522K
|
18.1K
$484K
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
9.5K+ 147.95% |
$489K - $511K
|
15.9K
$427K
|
|
|
Feb 01, 2023
Q4 2022
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
9.35KNew |
$481K - $503K
|
9.35K
$251K
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
BUY
|
- |
8.95KNew |
$461K - $482K
|
8.95K
$240K
|
|
|
Feb 13, 2023
Q4 2022
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
6.47KNew |
$333K - $348K
|
6.47K
$173K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
5.72KNew |
$294K - $308K
|
5.72K
$153K
|
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
5.24KNew |
$269K - $282K
|
5.24K
$140K
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4.95KNew |
$255K - $266K
|
4.95K
$133K
|
|
|
Feb 17, 2023
Q4 2022
|
Adams Wealth Management
|
BUY
|
- |
4.68K+ 11.39% |
$241K - $252K
|
45.8K
$1.23M
|
|
|
Jan 19, 2023
Q4 2022
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
4.36KNew |
$224K - $235K
|
4.36K
$117K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
4.24KNew |
$218K - $228K
|
4.24K
$114K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.1KNew |
$211K - $221K
|
4.1K
$110K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.07KNew |
$209K - $219K
|
4.07K
$109K
|
|
|
Feb 08, 2023
Q4 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
4.05KNew |
$208K - $218K
|
4.05K
$109K
|
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
4.01KNew |
$206K - $216K
|
4.01K
$107K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.91KNew |
$150K - $156K
|
2.91K
$77.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
2.24K+ 5.01% |
$115K - $121K
|
47K
$1.26M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
2.16KNew |
$111K - $116K
|
2.16K
$57.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.78K+ 42.35% |
$91.5K - $95.7K
|
5.97K
$160K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
1.33K+ 0.14% |
$68.6K - $71.7K
|
963K
$25.8M
|
|