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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
110K+ 107.0% |
$2.82M - $5.89M
|
212K
$5.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
105K+ 159.65% |
$2.71M - $5.67M
|
171K
$4.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
99.8K+ 205.84% |
$2.57M - $5.36M
|
148K
$3.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
98.7K+ 99.13% |
$2.54M - $5.31M
|
198K
$5.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
95K+ 99.48% |
$2.45M - $5.11M
|
191K
$4.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
93.6K+ 83.31% |
$2.41M - $5.03M
|
206K
$5.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
84K+ 92.1% |
$2.16M - $4.52M
|
175K
$4.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
81.9K+ 104.42% |
$2.11M - $4.4M
|
160K
$4.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
BUY
|
- |
75.7K+ 106.28% |
$1.95M - $4.07M
|
147K
$3.84M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
71.2K+ 90.77% |
$1.83M - $3.83M
|
150K
$3.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
71K+ 100.0% |
$1.83M - $3.82M
|
142K
$3.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
70.6K+ 214.12% |
$1.82M - $3.8M
|
104K
$2.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
70K+ 83.53% |
$1.8M - $3.76M
|
154K
$4.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
68.6K+ 431.99% |
$1.77M - $3.69M
|
84.5K
$2.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
65.5K+ 44.82% |
$1.68M - $3.52M
|
211K
$5.53M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
63.4K+ 102.61% |
$1.63M - $3.41M
|
125K
$3.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
62.2K+ 101.36% |
$1.6M - $3.34M
|
123K
$3.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
62.1K+ 103.68% |
$1.6M - $3.34M
|
122K
$3.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
60.9K+ 430.81% |
$1.57M - $3.28M
|
75.1K
$1.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
60.6K+ 101.33% |
$1.56M - $3.26M
|
120K
$3.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
57.1K+ 109.71% |
$1.47M - $3.07M
|
109K
$2.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
55.5K+ 95.57% |
$1.43M - $2.99M
|
114K
$2.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
51.9KNew |
$1.34M - $2.79M
|
51.9K
$1.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
51.6K+ 103.09% |
$1.33M - $2.78M
|
102K
$2.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
51.6K+ 105.71% |
$1.33M - $2.78M
|
100K
$2.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
51.5K+ 119.02% |
$1.32M - $2.77M
|
94.7K
$2.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
45.4K+ 78.29% |
$1.17M - $2.44M
|
103K
$2.71M
|
|
|
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 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
43.8K+ 81.34% |
$1.13M - $2.35M
|
97.5K
$2.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
43.3K+ 91.73% |
$1.11M - $2.33M
|
90.5K
$2.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
43.3K+ 144.51% |
$1.11M - $2.33M
|
73.2K
$1.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
43.2K+ 114.38% |
$1.11M - $2.32M
|
81K
$2.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
40K+ 101.06% |
$1.03M - $2.15M
|
79.5K
$2.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
38.3K+ 104.91% |
$987K - $2.06M
|
74.9K
$1.96M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
38.1K+ 111.3% |
$979K - $2.05M
|
72.2K
$1.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
37.6K+ 106.23% |
$969K - $2.02M
|
73.1K
$1.91M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
33.4K+ 99.18% |
$861K - $1.8M
|
67.2K
$1.76M
|
|
|
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 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
32.6K+ 112.39% |
$840K - $1.75M
|
61.6K
$1.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
32.5K+ 83.35% |
$837K - $1.75M
|
71.5K
$1.87M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
32.4K+ 92.77% |
$835K - $1.74M
|
67.4K
$1.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
32.4K+ 96.36% |
$833K - $1.74M
|
66K
$1.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
29.9K+ 100.0% |
$771K - $1.61M
|
59.9K
$1.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
29.6K+ 87.76% |
$762K - $1.59M
|
63.3K
$1.66M
|
|
|
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
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
28.4K+ 96.36% |
$732K - $1.53M
|
57.9K
$1.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
28K+ 99.09% |
$720K - $1.5M
|
56.2K
$1.47M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
27.9K+ 77.72% |
$719K - $1.5M
|
63.8K
$1.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
27K+ 102.48% |
$694K - $1.45M
|
53.3K
$1.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
24.1K+ 113.73% |
$621K - $1.3M
|
45.4K
$1.19M
|